Overview

* Boise Cascade ( BCC ) Q3 sales beat analyst expectations despite subdued demand and pricing challenges

* Net income for Q3 2025 fell 76% yr/yr due to lower sales prices and volumes

* Company authorized up to $300 mln stock repurchase, replacing prior authorization

Outlook

* Company expects 2026 housing starts to be consistent with 2025 levels

* Boise Cascade ( BCC ) anticipates gradual market improvement in late 2026

* Company plans downtime at facilities to align production with demand

Result Drivers

* WOOD PRODUCTS DECLINE - Lower sales prices and volumes for EWP and plywood drove a 13% decrease in Wood Products sales

* BMD SALES DECLINE - Building Materials Distribution sales fell 1% due to decreased sales prices, with flat sales volumes

* DEMAND CHALLENGES - Subdued demand and commodity pricing headwinds affected earnings, per CEO Nate Jorgensen

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $1.66 $1.62

bln bln (7

Analysts

)

Q3 EPS $0.58

Q3 Net $21.76

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the construction supplies & fixtures peer group is "buy."

* Wall Street's median 12-month price target for Boise Cascade Co ( BCC ) is $95.50, about 26.2% above its October 31 closing price of $70.49

* The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)