BOISE CASCADE Co — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 45/100
What the filing says
Boise Cascade reported Q3 2026 net income of $36.4M ($1.04/share) on sales of $1.8B, up 67% and 8% respectively versus Q3 2025 ($21.8M, $0.58/share, $1.7B sales). Wood Products segment swung from a $12.1M loss to $16.1M profit, driven by 31% higher plywood prices and 18% higher LVL volumes YoY, though plywood volumes fell 7%. Building Materials Distribution segment sales rose 7% to $1.67B but segment income fell 6% to $51.3M due to $6.9M increased operating expenses. Share repurchases totaled $112.8M YTD for 1.47M shares; Q4 2026 guidance: Total EBITDA $32–54M.
Why this rating
Strong Wood Products turnaround is positive but offset by BMD margin pressure; ordinary quarterly earnings; modest relative to $3.2B market cap.
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