The earnings call presented a balanced view with significant achievements like the completion of the Oakdale mill modernization and a dividend increase. However, these were countered by declines in net income, sales, and segment EBITDA, along with ongoing challenges in residential construction and a strike at the Billings facility.

Company Guidance

During Boise Cascade's Second Quarter 2025 Earnings Call, the company provided guidance and discussed various metrics that reflect their current financial performance and future outlook. The company's consolidated second quarter sales were $1.7 billion, marking a 3% decline from the same period in 2024. Net income for the quarter was reported at $62 million, or $1.64 per share, compared to $112.3 million, or $2.84 per share, in the previous year. The Wood Products segment reported sales of $447.2 million, down 9% from the prior year, and segment EBITDA of $37.3 million compared to $95.1 million last year. The Building Materials Distribution (BMD) segment had sales of $1.6 billion, a 2% decrease from last year, and reported segment EBITDA of $91.8 million. The company also highlighted capital expenditures of $132 million in the first half of 2025 and projected third quarter EBITDA for Wood Products to be between $20 million and $30 million, and for BMD between $70 million and $80 million. They also noted challenges such as affordability constraints in the housing market and competitive pressures affecting pricing, while expressing optimism about long-term demand drivers and the completion of their modernization project at the Oakdale mill.

Modernization Project Completion

The modernization project at the Oakdale mill is substantially complete, enhancing operational efficiency and reliability.

Gross Margin Improvement

BMD's gross margin improved by 60 basis points year-over-year to 15.4%.

Dividend Increase

The Board of Directors approved a $0.22 per share quarterly dividend, representing a 5% increase.

LVL Volume Growth

LVL volumes increased 8% year-over-year and 18% sequentially.

Capital Expenditure and Expansion

Capital expenditure of $132 million with investments in Wood Products and BMD, including modernization projects and new distribution centers.

Boise Cascade (BCC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BCC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	1.08 / -	2.33	―	―	―
Aug 04, 2025	2025 (Q2)	1.70 / 1.64	2.84	-42.25% (-1.20)
May 05, 2025	2025 (Q1)	1.31 / 1.06	2.61	-59.39% (-1.55)
Feb 20, 2025	2024 (Q4)	1.79 / 1.78	2.44	-27.05% (-0.66)
Nov 04, 2024	2024 (Q3)	2.33 / 2.33	3.58	-34.92% (-1.25)
Aug 05, 2024	2024 (Q2)	2.68 / 2.84	3.67	-22.62% (-0.83)
May 06, 2024	2024 (Q1)	2.29 / 2.61	2.43	7.41% (+0.18)
Feb 20, 2024	2023 (Q4)	2.58 / 2.44	2.95	-17.29% (-0.51)
Oct 30, 2023	2023 (Q3)	3.42 / 3.58	5.52	-35.14% (-1.94)
Jul 31, 2023	2023 (Q2)	2.54 / 3.67	5.49	-33.15% (-1.82)

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
Aug 04, 2025	$82.71	$86.77	+4.91%
May 05, 2025	$92.25	$87.27	-5.40%
Feb 20, 2025	$115.97	$106.53	-8.14%
Nov 04, 2024	$133.48	$137.69	+3.15%

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 Nov 03, 2025, TBA (Confirmed).

What is Boise Cascade (BCC) earnings time?

Boise Cascade (BCC) earnings time is at Nov 03, 2025, 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 2025 (Q3) is 1.08.

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