The earnings call presented a mixed picture. Key achievements included the successful modernization of the Oakdale mill and improved gross margins in BMD. However, declines in housing starts, consolidated sales, and segment EBITDA indicate significant challenges, along with operational disruptions from scheduled outages and a strike at one facility.

Company Guidance -

Q3 2025

During Boise Cascade's Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter, anticipating continued headwinds in residential construction activity. For the Wood Products segment, they project EBITDA between $20 million and $30 million, expecting high single-digit sequential declines in EWP volumes and low to mid-single-digit declines in EWP pricing due to competitive pressures. For the Building Materials Distribution (BMD) segment, EBITDA is estimated to be between $70 million and $80 million. The company also highlighted the completion of the Oakdale mill modernization, which will enhance operational efficiency. Despite market challenges, Boise Cascade remains committed to investing in growth opportunities and maintaining strong service standards. The call emphasized the importance of distribution flexibility and inventory management in navigating market uncertainties.

Oakdale Mill Modernization

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

BMD Gross Margin Improvement

BMD's gross margin percentage increased by 60 basis points year-over-year to 15.4%, driven by increased margins on general line products.

Strong Capital Expenditure and Shareholder Returns

Capital expenditures of $132 million in the first half of 2025, with significant investments in Wood Products and BMD. Paid $18 million in dividends and repurchased approximately $96 million in common stock.

LVL Volume Growth

LVL volumes increased by 8% year-over-year and 18% sequentially, indicating robust demand in this product category.

Completion of Lease Buyouts

Completed lease buyouts for distribution centers in Chicago and Minneapolis, enhancing market presence.

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)	1.20 / -	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 Company (BCC) report earnings?

Boise Cascade Company (BCC) is schdueled to report earning on Nov 03, 2025, TBA (Confirmed).

What is Boise Cascade Company (BCC) earnings time?

Boise Cascade Company (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 1.2.

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