Boise Cascade (BCC)
NYSEIndustrialsPaper, Lumber & Forest ProductsSnapshot 2026-11-05
$73.75-5.42%
Close 2026-11-05 · 1-day change
NYSEIndustrialsPaper, Lumber & Forest ProductsSnapshot 2026-11-05
QuarterlyIQ Insights · BCC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks BCC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Expanded Nationwide Distribution Partnership with James Hardie On August 3, 2026, the Company and James Hardie announced an expanded agreement that positions Boise Cascade as the sole nationwide dist…
Stated in 1 of 4 supplied quarters. Management reported: “Expanded Nationwide Distribution Partnership with James Hardie On August 3, 2026, the Company and James Hardie announced an expanded agreement that positions Boise Cascade as the sole nationwide distributor for James Hardie’s industry-leading portfolio of exterior and outdoor building products through our extensive network of strategically located distribution facilities across the United States, effective July 31, 2026.” “As the two companies fully align their focus and resources, Boise Cascade will transition away from competing siding, trim, and exterior moulding products.”
“Expanded Nationwide Distribution Partnership with James Hardie On August 3, 2026, the Company and James Hardie announced an expanded agreement that positions Boise Cascade as the sole nationwide dist…”
2 Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $120 million to $140 million.
Stated in 4 of 4 supplied quarters. Management reported: “2 Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $120 million to $140 million.” “2 Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $150 million to $170 million.”
“2 Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $120 million to $140 million.”
We will continue to monitor end-market demand signals and align production rates and inventory stocking positions accordingly.
Stated in 4 of 4 supplied quarters. Management reported: “We will continue to monitor end-market demand signals and align production rates and inventory stocking positions accordingly.” “We will continue to monitor end market demand signals and align production rates and inventory stocking positions accordingly.”
“We will continue to monitor end-market demand signals and align production rates and inventory stocking positions accordingly.”
As we close out 2026 and look ahead to 2027, we remain focused on integrating new specialty product lines, driving efficiencies, and supporting our customers and suppliers with the in-stock availabil…
Stated in 2 of 4 supplied quarters. Management reported: “As we close out 2026 and look ahead to 2027, we remain focused on integrating new specialty product lines, driving efficiencies, and supporting our customers and suppliers with the in-stock availability and next-day delivery capabilities they value in a more cautious demand environment.”” “Looking ahead, we will continue to advance strategic priorities that position us to grow share, drive efficiencies, and return capital to shareholders while supporting our customers’ and suppliers’ success.””
For the six months ended June 30, 2026, the Company paid $108.3 million for the repurchase of 1,404,815 shares of our outstanding common stock.
Over the trailing year it converted 0.57x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“2 Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $150 million to $170 million.”
“2 Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $150 million to $170 million.”
“We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $150 million to $170 million.”
“We will continue to monitor end market demand signals and align production rates and inventory stocking positions accordingly.”
“We will continue to monitor end market demand signals and align production rates and inventory stocking positions accordingly.”
“We will continue to monitor end market demand signals and align production rates and inventory stocking positions accordingly.”
“As we close out 2026 and look ahead to 2027, we remain focused on integrating new specialty product lines, driving efficiencies, and supporting our customers and suppliers with the in-stock availabil…”
“Looking ahead, we will continue to advance strategic priorities that position us to grow share, drive efficiencies, and return capital to shareholders while supporting our customers’ and suppliers’ s…”