| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 71 | 25.4x | 17.8x | Top tier | |
Growth | 11 | -1.5% | 7.1% | Bottom tier | |
Quality | 35 | 4.5% | 4.5% | Bottom tier | |
Safety | 80 | 0.6x | 2.6x | Top tier | |
Capital Return | 40 | 1.17% | 2.12% | Bottom tier | |
Momentum | 43 | -4.3% | 2.9% | Around median | |
Sentiment | 44 | 6 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Boise Cascade Company operates through an integrated model combining wood products manufacturing and building materials distribution. The Building Materials Distribution segment sells general line products, commodities, and engineered wood products, while the Wood Products segment manufactures plywood, I-joist, and LVL; the link between manufacturing and distribution gives the company direct visibility into demand and the ability to align production, inventory, and logistics.
In fiscal year 2026 Q2, consolidated revenue rose 5% year over year to approximately $1.8 billion, while net income reached $57.3 million and earnings per share were $1.63, equivalent to a net income margin of approximately 3.1%. Reported revenue of $1.83 billion exceeded the FactSet estimate of $1.78 billion, and earnings per share also exceeded its estimate of $1.23; by comparison, the company recorded revenue of $6.4 billion, net income of $132.8 million, and earnings per share of $3.53 in fiscal year 2025.
The Building Materials Distribution segment generated sales of $1.7 billion, up 5%, but recorded earnings before interest, taxes, depreciation, and amortization of $85.6 million versus $91.8 million a year earlier, with its margin declining from 5.7% to 5.0% and gross margin falling to 15.2%. Within the segment, general line sales rose 9% and commodity sales rose 7%, while engineered wood products declined 6%. The Wood Products segment recorded sales of $459.6 million, including internal sales to the distribution segment that are not added directly to consolidated revenue, and its earnings before interest, taxes, depreciation, and amortization increased to $52.4 million from $37.3 million, supported by plywood prices and volumes and lower costs for OSB panels used in I-joist.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Neutral,” with an average price target of $94.5 and a relatively narrow range of $92 to $97; the average is approximately $2.53 above the 52-week range high of $91.97, while the stock's 52-week range extends from $65 to $91.97. A price-to-earnings ratio is not available in the data, so the targets should be viewed in light of the decline in net income to $105.7 million during the latest twelve-month period in fiscal year 2026 and the pressure from the James Hardie transition on fiscal year 2026 Q3 results, balanced against the strength of Q2 results and the share repurchase program.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Boise Cascade combines wood products manufacturing with building materials distribution through a national network. The Building Materials Distribution segment generated sales of $1.7 billion in fiscal year 2026 Q2, driven by 9% growth in general line products and 7% growth in commodities, versus a 6% decline in engineered wood products. The Wood Products segment generated sales of $459.6 million, including internal sales to the distribution segment, from products such as plywood, I-joist, and LVL.
Revenue was $1.83 billion versus the FactSet estimate of $1.78 billion, and earnings per share were $1.63 versus an estimate of $1.23. The Wood Products segment benefited from a 15% increase in the average plywood price to $393 per thousand feet and from an increase in volume to 368 million feet. Lower per-unit costs for OSB panels in I-joist production also helped raise the segment's earnings before interest, taxes, depreciation, and amortization to $52.4 million.
Management said on the August 4, 2026 call that Boise Cascade would nationally distribute a portfolio including Hardie Siding and Trim, AZEK Exteriors, and TimberTech Decking and Railing. The company plans to begin loading inventory at numerous locations during September 2026 and selling the full portfolio in fiscal year 2026 Q4, but a return to a normal pace may take several quarters. Management sees opportunities in cross-selling and reducing customer transactions through a more unified purchase order, delivery, sales representative, and pricing structure.
The company expects earnings before interest, taxes, depreciation, and amortization of between $53 million and $68 million for the Building Materials Distribution segment and between $22 million and $57 million for the Wood Products segment. Management expects a distribution segment gross margin of between 14% and 14.75%, compared with 15.2% in fiscal year 2026 Q2, due to the supplier transition, inventory costs, and weak end markets. It also expects engineered wood products volumes to decline by a mid-single-digit percentage and plywood volumes to decline by a low-single-digit percentage sequentially.
Boise Cascade spent approximately $108 million on share repurchases during the first half of fiscal year 2026, including $43 million in fiscal year 2026 Q2. Approximately $130 million remained available under the repurchase program at the end of the quarter. The company also paid $18 million in regular dividends during the first half, and the board of directors approved a 5% increase in the quarterly dividend to $0.23 per share, payable in mid-September 2026.
The data show two sales and no purchases during the three months ending with the latest transaction on August 27, 2026, for net sales of $262,489.4. On its own, this represents a weak trading signal compared with a market capitalization of $2.7 billion and the company's approximately $108 million of share repurchases during the first half of fiscal year 2026. Insider sales may be prearranged, and the data do not include evidence of an operating motive or a change in outlook behind these transactions.
