Key Takeaways BCC acquires Holden Humphrey, adding $145M in revenues and expanding its Northeast distribution footprint.The deal strengthens Boise Cascade's BMD segment, enhancing products, supplier ties and customer service.BCC shares rose 14% in the past month, outperforming the wood products industry's modest gains.Boise Cascade Company (BCC) has completed the acquisition of Holden Humphrey — a leading two-step distributor of building materials located in Chicopee, MA — which was announced on Nov. 18, 20 ...

Boise Cascade is one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building products. For more information, please visit www.bc.com. Forward-Looking Statements BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company ("Boise Cascade†or the "Company†) (NYSE: BCC) announced today that it has completed the previously announced acquisition of Humphrey Company, Inc. (d/b/a Holden Humphrey), a two-step distributor of building materials ...

Boise Cascade (NYSE:BCC – Get Free Report) and Nature Wood Group (NASDAQ:NWGL – Get Free Report) are both construction companies, but which is the better business? We will compare the two companies based on the strength of their risk, valuation, institutional ownership, earnings, analyst recommendations, dividends and profitability. Get Boise Cascade alerts: Institutional & Insider Ownership96.2% of Boise Cascade shares are owned by institutional investors. 1.0% of Boise Cascade shares are owned by company ...

Dec 4, 2025 4:10 PM Eastern Standard Time Boise Cascade Announces CEO Transition Share Nate Jorgensen to retire; Jeff Strom appointed successor Nate Jorgensen, Retiring March 2, 2026 BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company ("Boise Cascade†or the "Company†) (NYSE: BCC) announced today that Nate Jorgensen, Chief Executive Officer, plans to retire effective March 2, 2026. The board of directors has unanimously appointed Jeff Strom, Chief Operating Officer, to succeed Jorgensen effective March 3, ...

Group 1 - Boise Cascade Company (BCC) has been added to the Zacks Rank 5 (Strong Sell) List, with a 17.9% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Eastman Chemical Company (EMN) is also on the Zacks Rank 5 (Strong Sell) List, experiencing a 6.6% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Innospec Inc. (IOSP) has been included in the Zacks Rank 5 (Strong Sell) List, with a 5.6% downward revision in the consensus estimate for its current year earnings over the last 60 days [2]

Core Viewpoint - Boise Cascade's recent earnings report shows a significant decline in earnings and sales year over year, reflecting challenges in demand and pricing within the industry [3][4][10]. Financial Performance - Adjusted earnings for Q3 2025 were 58 cents per share, matching estimates but down 75% from $2.33 in the prior year [4]. - Sales reached $1.67 billion, exceeding the consensus estimate of $1.62 billion by 2.8%, but decreased by 3% year over year [4]. - Adjusted EBITDA fell 52% year over year to $74.4 million from $154.5 million, indicating a sharp contraction in profitability across segments [7]. Segment Analysis - The Wood Products segment reported a loss of $12.1 million, down from a profit of $53.9 million last year, with sales dropping 13% to $396.4 million [5]. - The Building Materials Distribution segment had sales of $1.56 billion, nearly flat year over year, but income fell 27% to $54.3 million due to weaker pricing [6]. Balance Sheet and Capital Returns - Boise Cascade ended the quarter with $511.8 million in cash and $907 million in total liquidity, alongside $450 million in long-term debt [8]. - The company repurchased 1.13 million shares for $111 million in the first nine months of 2025 and announced a new $300 million buyback program [8]. Market Outlook - Management anticipates persistent challenges from high interest rates and housing affordability issues, expecting 2026 housing activity to mirror 2025 levels with gradual improvement later in the year [10]. - Estimates for the company have trended downward, with a significant -52.03% shift in consensus estimates [11][13]. Industry Comparison - Boise Cascade operates within the Zacks Building Products - Wood industry, where UFP Industries reported a revenue decline of 5.4% year over year, indicating similar challenges faced by industry peers [14].

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Boise Cascade Company (BCC) is a building materials manufacturing and distribution company. The Zacks Consensus Estimate for its current year earnings has been revised 17.9% downward over the last 60 days. CAE Inc. (CAE) is a training and simulation solutions company. The Zacks Consensus Estimate for its current year earnings has been revised 6.5% downward over the last 60 days. Carter's, Inc. (CRI) is a children's apparel company. T ...

Core Insights - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies [1][2]. Company Summaries - **Bank OZK (OZK)**: Provides retail and commercial banking services. The Zacks Consensus Estimate for its current year earnings has been revised 3.1% downward over the last 60 days [1]. - **Boise Cascade Company (BCC)**: A manufacturer of wood products and building materials. The Zacks Consensus Estimate for its current year earnings has been revised 17.9% downward over the last 60 days [1]. - **Climb Global Solutions, Inc. (CLMB)**: A value-added IT solutions company. The Zacks Consensus Estimate for its current year earnings has been revised 7.6% downward over the last 60 days [2].

Group 1 - Bank OZK (OZK) provides retail and commercial banking services, with a Zacks Consensus Estimate for its current year earnings revised 3.1% downward over the last 60 days [1] - Boise Cascade Company (BCC) manufactures wood products and building materials, with a Zacks Consensus Estimate for its current year earnings revised 17.9% downward over the last 60 days [1] - Cool Company Ltd. (CLCO) operates LNG carriers, with a Zacks Consensus Estimate for its current year earnings revised 6% downward over the last 60 days [2]

Company Overview - Boise Cascade LLC (BCC) is an integrated forest products company based in the United States, with origins tracing back to separate companies in the early 1900s, merging in 1957 to form Boise Cascade [1] - The company was once a sprawling conglomerate and underwent significant divestitures from 2004 to 2008, selling off assets worth $3.7 billion [1] Investment Insights - The analysis focuses on identifying investment opportunities at the intersection of value and growth, particularly in small-cap companies, aiming for long-term compounders and special situations [1]