Education
About Us
Working with TipRanks
Follow Us
Boise Cascade (BCC)
NYSE:BCC
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.47Last Year’s EPS
1.06Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: strong full-year profitability, sizable shareholder returns, strategic investments, and distribution expansion are offset by meaningful near-term operating challenges—material quarter-over-quarter and year-over-year EBITDA and net income declines, legal accruals, margin pressure, weather-related disruptions, and soft demand in key end markets. Management highlights stabilization in certain product prices and a constructive Q1 operational outlook for Wood Products, but the company faces noticeable short-term headwinds while positioning for longer-term upside.Company Guidance
Full-Year Profitability and Shareholder Returns
Delivering full year net income of $132.8 million or $3.53 per share for FY2025; returned capital to shareholders via a 5% increase in the quarterly dividend and approximately $181 million of share repurchases in 2025 (plus ~$39 million repurchased in Q1 2026), with ~$200 million repurchase authorization remaining.
Distribution Network Expansion and Strategic Acquisition
Expanded distribution footprint with a greenfield distribution center in Plano, Texas and the fourth-quarter acquisition of Holden Humphrey to bolster Northeast presence and add new product categories and customer segments in the region.
Investment in Production and Capacity
Invested $241 million in capital expenditures in 2025 ($105 million BMD, $136 million Wood Products), completed the Oakdale modernization and substantial EWP line additions; 2026 capex guided to $150–$170 million to support growth and efficiency projects.
Stabilization and Near-Term Improvement in EWP and Plywood Pricing
EWP pricing stabilized in Q4 (flat sequential after prior erosion) and EWP volumes are expected to rise high single to low double digits sequentially in Q1; plywood realizations were ~1% above Q4 average quarter-to-date and Southern plywood pricing supported by a >40% year-over-year decline in Brazilian shipments in H2 2025.
Balanced Capital Allocation and Financial Flexibility
Maintaining a balanced capital allocation approach—investing in the business, pursuing opportunistic M&A (Holden Humphrey), and returning capital via dividends and buybacks—supported by a strong financial position and flexibility.
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 |
|---|---|---|---|
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% |
May 05, 2025 | $91.50 | $86.56 | -5.40% |
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 (BCC) report earnings?
Boise Cascade (BCC) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Boise Cascade (BCC) earnings time?
Boise Cascade (BCC) earnings time is at Apr 30, 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 (Q1) is 0.47.