Boise Cascade (BCC) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Boise Cascade published the results on November 2, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Wood Products sells most of its output to Boise Cascade's own distribution business (BMD), so segment sales include intersegment sales that are eliminated in the total.
• In Q3 2026 Boise Cascade began a change of suppliers: its 10-Q describes the end of the distribution relationship with its former composite decking supplier and a transition to a new third-party supplier.

Source: Boise Cascade Q3 2026 results, November 2, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Boise Cascade splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Boise Cascade's Building Materials Distribution revenue was $1.7 billion in Q3 2026, up 7% from $1.6 billion in Q3 2025, 93% of total revenue.
• Boise Cascade's Wood Products revenue was $461 million in Q3 2026, up 16% from $396 million in Q3 2025, 26% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Boise Cascade guides on EBITDA by segment, not on sales or EPS.

In its Q3 2026 release, Boise Cascade said:

“BMD EBITDA $35-$45 million”

“Wood Products EBITDA $10-$20 million”

“Total Company EBITDA $32-$54 million”

“Activity levels in the fourth quarter are expected to exhibit typical seasonality and decelerate through the winter.”

Source: Boise Cascade Q3 2026 release, Nov 2, 2026.

This is the company's own guidance as of Nov 2, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the BCC forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total net sales and diluted EPS, each as first reported in that quarter's release. Sales follow the building season and are usually lowest in the first and fourth quarters.

We do not hold a confirmed date for Boise Cascade's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 2, 2026

Boise Cascade has two segments. Building Materials Distribution (BMD), a wholesale distributor of building materials, had Q3 2026 sales of $1,669.5 million, up 7%. Wood Products, which manufactures engineered wood products (EWP) and plywood, had sales of $461.2 million including sales to BMD, up 16%. After $328.5 million of intersegment eliminations, total net sales were $1,802.2 million, up 8%. (Boise Cascade Q3 2026 release, Nov 2, 2026)

Boise Cascade said BMD's increase came from net sales price and net sales volume increases of 5% and 2%. By product line, general line product sales rose 4%, commodity sales 15% and EWP sales 1%. In the quarter general line products were 45.4% of BMD sales, commodities 36.6% and EWP 18.0%. (Boise Cascade Q3 2026 release, Nov 2, 2026; Boise Cascade quarterly statistical information, Q3 2026, Nov 2, 2026)

Wood Products' increase was primarily driven by higher plywood prices and EWP volumes, partly offset by lower plywood volumes. Plywood's average net selling price rose 31% while its volume fell 7%; LVL volume rose 18% and I-joist volume 10%, with prices for both flat. The plywood net sales price was $425 per thousand square feet, against $325 a year earlier. (Boise Cascade Q3 2026 release, Nov 2, 2026; Boise Cascade quarterly statistical information, Q3 2026, Nov 2, 2026)

BMD is Wood Products' largest customer, taking about 71% of the segment's sales in 2025, and about 75% of its EWP and 51% of its plywood sales volumes. Boise Cascade names Builders FirstSource and Home Depot as its largest customers. (Boise Cascade Form 10-K, 2025, Feb 24, 2026)

Boise Cascade says single-family housing starts are the key demand driver for its sales. In Q3 2026 total U.S. housing starts fell 4% and single-family starts 2% from a year earlier. (Boise Cascade Q3 2026 release, Nov 2, 2026)

Boise Cascade reports only GAAP EPS, which rose to $1.04 from $0.58 as net income grew to $36.4 million from $21.8 million. Most of the gain came from Wood Products, which earned segment income of $16.1 million against a loss of $12.1 million a year earlier, on higher plywood prices and EWP volumes, partly offset by higher per-unit conversion costs. BMD segment income fell to $51.3 million from $54.3 million because selling and distribution expenses rose $6.9 million. (Boise Cascade Q3 2026 release, Nov 2, 2026)

The share count fell. Diluted weighted average shares were 35,002 thousand, against 37,509 thousand a year earlier. In the first nine months of 2026 Boise Cascade paid $112.8 million to repurchase 1,466,250 shares. The effective tax rate was 28.4%, against 29.5%, mainly because of state income taxes. (Boise Cascade Q3 2026 release, Nov 2, 2026; Boise Cascade Form 10-Q, Q3 2026, Nov 2, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Boise Cascade gives quarterly EBITDA guidance by segment. For Q4 2026 it expects BMD EBITDA of $35 to $45 million, Wood Products EBITDA of $10 to $20 million and unallocated corporate costs of $11 to $13 million, for total company EBITDA of $32 to $54 million. It expects fourth-quarter activity to show typical seasonality and slow through the winter. (Boise Cascade Q3 2026 release, Nov 2, 2026)

The release cites early industry projections that 2027 housing starts will decline mid-single digits from 2026 levels, and puts 2026 capital expenditures, excluding acquisitions, at about $120 million to $140 million. (Boise Cascade Q3 2026 release, Nov 2, 2026)

A consensus figure is the average of the models published by the analysts who cover Boise Cascade, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Boise Cascade's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning BCC is on is BCC a buy or a sell?, what analysts expect next is on the BCC forecast, and what the company does is on the Boise Cascade (BCC) stock page.

Every number on this page can be traced to a document Boise Cascade published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.