Boise Cascade Company (BCC)
NYSE:BCC
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Earnings Data
Report Date
Aug 03, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.16Last Year’s EPS
1.64Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed picture: operational resiliency, strong capital allocation (dividends and buybacks), sequential recoveries in plywood and certain engineered products, and constructive near-term guidance were positives. However, material YoY declines in net income and segment EBITDA, EWP pricing and volume pressures, margin compression, weather-related disruptions, and input/freight inflation are significant negatives. Given the magnitude of profit and margin declines alongside ongoing demand uncertainty, the negatives modestly outweigh the positives.Company Guidance
Strong capital allocation and shareholder returns
Paid $10M in dividends in Q1; Board approved $0.22 per-share quarterly dividend; repurchased ~$91M of common stock through April (including ~$66M in Q1); ~12% of shares repurchased since start of 2024; ~ $148M remaining authorization.
Plywood volume and pricing improvement
Plywood sales volume 373M ft in Q1 vs 363M ft prior year (+~3% YoY) and +5% sequentially; average net sales price $343/MBF (+1% YoY, +4% sequential); quarter-to-date plywood realizations ~8% above Q1 average.
Sequential operational recovery
I-joist and LVL volumes up ~168% sequentially (after steep YoY declines); BMD daily sales rebounded from ~$21M in Jan/Feb to ~$24M in March; current BMD daily sales pace ~15% above Q1 pace.
Balanced capital spending with prudent liquidity
Q1 capital expenditures $40M (BMD $23M, Wood Products $17M); 2026 capex guidance unchanged at $150M–$170M; company reports ongoing strength of balance sheet to support strategy.
Forward-looking guidance and improving demand signals
Q2 EBITDA guidance: BMD $65M–$80M, Wood Products $32M–$47M; EWP order files showing seasonal strength with mid-single-digit sequential volume growth expected; plywood pricing QTD stronger, supporting potential sequential margin improvement.
Operational initiatives and capacity expansion
Thorsby line testing underway with sellable product targeted early Q3; focused site improvement plans expected to offset energy-related cost increases and help maintain comparable per-unit manufacturing costs.
BCC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $74.33 | $72.13 | -2.96% |
Feb 23, 2026 | $80.54 | $86.66 | +7.60% |
Nov 03, 2025 | $67.96 | $70.02 | +3.03% |
Aug 04, 2025 | $82.04 | $86.07 | +4.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Boise Cascade Company (BCC) report earnings?
Boise Cascade Company (BCC) is schdueled to report earning on Aug 03, 2026, TBA (Confirmed).
What is Boise Cascade Company (BCC) earnings time?
Boise Cascade Company (BCC) earnings time is at Aug 03, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BCC EPS forecast?
BCC EPS forecast for the fiscal quarter 2026 (Q2) is 1.16.