Boise Cascade, L.L.C.

BCC Basic Materials Lumber & Wood Production

Boise Cascade, L.L.C.’s revenue for fiscal 2025 (year ended December 2025) was $6.4 billion, down 4.75% from fiscal 2024.

Revenue
+8.06%
EPS
+79.5%
Free cash flow
+45.6%
Total debt
+6.80%

Quarter to September 2026, against a year earlier

74.00 3.98 −5.10%
Market cap
$2.6B
P/E
21.7×
Fwd P/E
20.5×
Dividend yield
1.20%
F-score
5/9
Altman Z
4.66
Beneish M
−2.54
Dividend safety
45/100

Insider Decisions last twelve months

Sold, $m 0.67
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — 1 — — 2 — — —
Insider Ownership 3.07%

Capital & Financial Ratios $m

Size
Market Cap 2,570.00
Revenue ttm 6,592.30
Net income ttm 120.31
Free cash flow ttm 134.39
Net debt Q 107.28
Valuation
P/E 21.70
Forward P/E 20.50
Price / sales 0.39
Forward P/S Powerpack
Price / FCF 19.25
Price / book 1.26
Financial health
Current ratio Q 2.82 (at or above 1.5: strong)
Debt / equity Q 0.24 (at or below 0.5: strong)
Interest coverage Q 7.87
Growth
Revenue growth Q +8.06% (above 0%: growing)
Operating income growth Q +72.72% (above 0%: growing)
EPS, this year −10.68% (below 0%: weak)
EPS, next year A +13.41%
Revenue, next year A +3.41%
EPS, past 5 yrs −4.48% (below 0%: weak)
EPS, next 5 yrs A +13.56%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 79.62%
10-year low 10-year high
P/S against its own 10 years 65.38%
10-year low 10-year high
P/B against its own 10 years 5.24%
10-year low 10-year high
EV/Sales against its own 10 years 61.94%
10-year low 10-year high
EV/FCF against its own 10 years 63.29%
10-year low 10-year high

Dividends raised 2 years running

Yield
1.20%
Annual rate
0.89
Payout ratio
26.1%
Growth, 2017–25
+36.8%/yr
  1. 0.07 ’17
  2. 0.30 ’18 +329
  3. 0.27 ’19 −10
  4. 2.00 ’20 +641
  5. 0.30 ’21 −85
  6. 3.01 ’22 +903
  7. 0.35 ’23 −88
  8. 0.82 ’24 +134
  9. 0.86 ’25 +5
  10. 0.89 ’26e +4
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 950 713 477 385
Receivables 374 345 341 482
Inventory 712 803 796 931
Other — — — —
2,057 1,886 1,654 1,823
2023 2024 2025 Q'26
Payables 312 299 256 374
ST’ Debt — — — —
Other — — — —
594 564 493 647

Compound Annual Growth %

10y 5y 3y
Sales 5.83% 3.19% (8.60%)
Cash Flow 12.21% (2.91%) (37.50%)
Earnings 9.79% (5.36%) (46.30%)
Book Value 14.52% 19.52% 0.27%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.50 1.63 1.04 — —
’25 1.06 1.64 0.58 0.24 3.53
’24 2.61 2.84 2.33 1.78 9.57
’23 2.43 3.67 3.58 2.44 12.12
’22 7.61 5.49 5.52 2.95 21.56
’21 3.76 7.62 2.31 4.26 17.97
’20 0.31 0.85 2.61 0.66 4.44
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,499 1,831 1,802 — —
’25 1,536 1,740 1,668 1,460 6,405
’24 1,645 1,798 1,714 1,567 6,724
’23 1,544 1,815 1,834 1,644 6,838
’22 2,326 2,278 2,155 1,628 8,387
’21 1,821 2,443 1,879 1,782 7,926
’20 1,171 1,243 1,589 1,472 5,475
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (16) 42 120 — —
’25 (28) 33 118 131 254
’24 27 142 175 95 438
’23 48 242 231 166 687
’22 199 237 378 227 1,041
’21 72 219 236 140 667
’20 (42) 161 175 1 295
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (55) 19 93 — —
’25 (81) (37) 64 78 24
’24 (6) 102 113 2 211
’23 18 205 200 50 475
’22 184 214 357 176 931
’21 59 201 216 85 561
’20 (61) 151 158 (32) 216
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 3,911 4,432 4,995 4,643 5,475 7,926 8,387 6,838 6,724 6,405 6,592 +5.6% 6,623 6,866 7,163 +3.8%
Gross margin, % 13.17 13.82 13.77 14.59 17.15 20.51 22.83 20.90 19.79 16.46 16.66 +3.3 pt
EBT 43 118 22 108 286 949 1,146 645 502 180 168 +17.1%
EBT margin, % 1.11 2.65 0.44 2.33 5.23 11.97 13.67 9.43 7.46 2.81 2.55 +1.7 pt
Net income 38 83 20 81 175 712 858 484 376 133 120 +14.8%
Per share, $
Per share, $ Revenue 100.91 114.75 128.31 118.94 139.39 201.07 212.20 172.47 172.04 170.90 188.56 +6.0%
Earnings 0.99 2.15 0.53 2.07 4.45 18.07 21.70 12.20 9.63 3.54 3.41 +15.2%
Cash flow 3.92 3.92 4.20 6.29 7.50 16.92 26.34 17.34 11.21 6.78 7.93 +6.3%
Capex (2.14) (1.90) (2.02) (2.07) (2.00) (2.68) (2.79) (5.37) (5.82) (6.13) (4.09) +12.4%
Free cash flow 1.78 2.03 2.18 4.22 5.49 14.24 23.55 11.97 5.39 0.65 3.84 (10.6%)
Book value 14.96 17.47 17.28 17.96 21.66 34.31 52.07 55.38 55.04 55.37 58.71 +15.6%
Shares, m 39 39 39 39 39 39 40 40 39 37 36 (0.4%)
Valuation, ×
Valuation, × P/E 23.60 18.11 44.17 17.65 10.77 3.94 3.23 10.51 12.37 20.91 21.70 16.5
P/S 0.23 0.34 0.19 0.31 0.34 0.35 0.33 0.74 0.69 0.43 0.39 0.4
P/B 1.58 2.22 1.38 2.03 2.21 2.08 1.35 2.32 2.16 1.33 1.26 1.9
EV/Sales 0.35 0.42 0.26 0.37 0.38 0.33 0.28 0.69 0.67 0.45 0.43 0.4
EV/FCF 19.76 23.89 15.21 10.43 9.55 4.72 2.54 9.95 21.45 117.70 20.90 23.5
Cash, $m
Cash, $m Operating cash flow 152 152 164 246 295 667 1,041 687 438 254 277 +5.9%
Capex (83) (73) (79) (81) (79) (106) (110) (213) (228) (230) (143) +12.0%
Free cash flow 69 78 85 165 216 561 931 475 211 24 134 (11.0%)
Balance, $m
Balance, $m Working capital 448 551 616 638 785 1,245 1,518 1,463 1,322 1,161 1,176 +11.2%
Net debt 334 261 248 179 70 (272) (524) (476) (240) (16) 107 n/m
Shareholders’ equity 580 675 673 701 851 1,353 2,058 2,196 2,151 2,075 2,053 +15.2%
Returns, %
Returns, % ROA 2.85 5.45 1.28 4.94 9.56 31.40 29.51 14.44 11.02 4.02 3.53 +1.2 pt
ROIC 5.79 9.45 4.89 9.69 22.74 56.23 47.17 22.70 16.03 5.57 5.31 (0.2) pt
ROE 6.86 13.22 3.04 11.78 22.55 64.67 50.29 22.74 17.32 6.29 5.73 (0.6) pt
People
People Employees 6,190 6,370 6,210 6,010 6,040 6,110 6,780 7,300 7,560 7,660 — +2.4%
Revenue/emp, $m 0.63 0.70 0.80 0.77 0.91 1.30 1.24 0.94 0.89 0.84 — +3.2%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Boise Cascade, L.L.C. vs peers in Lumber & Wood Production (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SSD Simpson Manufacturing Company, Inc. $8.2B 21.5× 20.7× +2.34% (above 0%: growing) +3.75% (above 0%: growing) +132.21% (above 0%: growing) 45.69% 22.10% Compare
WFG West Fraser Timber Co. Ltd. $5.4B — (loss-making) — (loss-making) +4.28% (above 0%: growing) n/m +157.58% (above 0%: growing) 11.23% (6.60%) Compare
UFPI UFP Industries, Inc. $4.6B 20.0× 19.5× +11.11% (above 0%: growing) −17.67% (below 0%: shrinking) −35.13% (below 0%: shrinking) 14.13% 4.05% Compare
BCC Boise Cascade, L.L.C. $2.6B 21.7× 20.5× +8.06% (above 0%: growing) +79.45% (above 0%: growing) +45.57% (above 0%: growing) 16.40% 3.10%
JCTC Jewett-Cameron Trading Company $10.1M — (loss-making) 19.3× −21.84% (below 0%: shrinking) n/m +309.53% (above 0%: growing) 18.01% (7.80%) Compare
NWGL Nature Wood Group Limited Sponsored ADR $1.5M — — — n/m — 20.56% 0.00% Compare
Median of peers $4.6B — 19.5× +3.31% — +144.90% 18.01% 0.00%

All 6 Lumber & Wood Production stocks →

Pay and ownership Proxy statement filed 17 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 7.24m (2.91m) 204.18
2024 7.51m 8.90m 447.36
2023 7.68m 22.13m 466.08
2022 6.28m 7.12m 225.54
2021 5.40m 10.76m 222.15

Ownership

Directors and executive officers, together 1.42%
BlackRock, Inc. 16.44%
The Vanguard Group 13.11%
Wellington Management Group LLP 7.86%
Dimensional Fund Advisors LP 6.29%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Boise Cascade, L.L.C. (BCC) Latest News

3 Nov

2 Nov

Impact 3 · · StockStory
Impact 3 · · Business Wire

29 Oct

13 Oct

10 Aug

Impact 4 · · The Motley Fool transcript

6 Jun

Impact 3 · · Insider Monkey

BCC metrics, ten years each

stockrow.com/BCC · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com