We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Boise Cascade's earnings estimates fell again after its Q3 release, landing it a Zacks Rank #5 (Strong Sell).
BCC's recent downward revisions extend a run of negative EPS revisions amid an array of headwinds.
Boise Cascade Company (BCC - Free Report) is an engineered wood products and plywood giant. BCC stock has tumbled 50% in the past 12 months as Wall Street dumps the stock based on a variety of industry-specific headwinds and macroeconomic challenges.
The engineered wood products maker provided disappointing guidance once again when it reported its third quarter 2025 results on November 3.
Boise Cascade’s negative earnings per share (EPS) revisions following its release earn the stock a Zacks Rank #5 (Strong Sell) and prolong its string of downward EPS revisions.
Should Investors Stay Away from BCC Stock for Now?
Boise Cascade is a leading producer of engineered wood products and plywood. The company is also a huge player in the wholesale distribution of building products in the U.S.
BCC posted an impressive stretch of top-line expansion between 2012 and 2022, highlighted by 18% growth in 2020 and 45% in 2021, driven by the wild Covid-driven housing and home improvement boom.
Boise Cascade followed that up with another 6% sales growth in 2022 before tumbling against a tough to compete against stretch and broader headwinds that are challenging the entire housing-related market.
Image Source: Zacks Investment Research
Mortgage rates soared off their lows, while housing prices and inflation have skyrocketed as well, drying up the housing market, crushing demand. On top of that, commodity prices are hurting Boise Cascade. The massive Covid-era pull forward is also hard to overstate and overcome in the short run since it disrupted so much.
The company’s sales fell 19% in 2023 and 2% in 2024, while its earnings tanked roughly 40% and 20%, respectively. Most recently, Boise Cascade adjusted EPS plummeted 75% YoY in Q3 FY25 on 3% lower sales, as it faces “subdued demand and commodity pricing headwinds.”
BCC’s Q4 earnings estimate tanked 51% since its early November release, with its fiscal 2025 estimate 18% lower and its FY26 consensus down 18%. This backdrop lands Boise Cascade its Zacks Rank #5 (Strong Sell), extending its nearly two-year run of plummeting earnings estimates.
Image Source: Zacks Investment Research
The company did announce on November 18 that it reached an agreement to purchase “Humphrey Company, Inc., a leading two-step distributor of building materials located in Chicopee, Massachusetts, with approximately $145 million in revenue over the last 12 months.” The move helps BCC expand its reach and grow in the key northeast region.
The stock could also possibly benefit from a potential rotation out of tech. Investors high on Boise Cascade long-term might consider adding BCC to their watchlists instead of buying it right now amid all the headwinds and unknowns surrounding the housing market.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Bear of the Day: Boise Cascade Company (BCC)
Key Takeaways
Boise Cascade Company (BCC - Free Report) is an engineered wood products and plywood giant. BCC stock has tumbled 50% in the past 12 months as Wall Street dumps the stock based on a variety of industry-specific headwinds and macroeconomic challenges.
The engineered wood products maker provided disappointing guidance once again when it reported its third quarter 2025 results on November 3.
Boise Cascade’s negative earnings per share (EPS) revisions following its release earn the stock a Zacks Rank #5 (Strong Sell) and prolong its string of downward EPS revisions.
Should Investors Stay Away from BCC Stock for Now?
Boise Cascade is a leading producer of engineered wood products and plywood. The company is also a huge player in the wholesale distribution of building products in the U.S.
BCC posted an impressive stretch of top-line expansion between 2012 and 2022, highlighted by 18% growth in 2020 and 45% in 2021, driven by the wild Covid-driven housing and home improvement boom.
Boise Cascade followed that up with another 6% sales growth in 2022 before tumbling against a tough to compete against stretch and broader headwinds that are challenging the entire housing-related market.
Image Source: Zacks Investment Research
Mortgage rates soared off their lows, while housing prices and inflation have skyrocketed as well, drying up the housing market, crushing demand. On top of that, commodity prices are hurting Boise Cascade. The massive Covid-era pull forward is also hard to overstate and overcome in the short run since it disrupted so much.
The company’s sales fell 19% in 2023 and 2% in 2024, while its earnings tanked roughly 40% and 20%, respectively. Most recently, Boise Cascade adjusted EPS plummeted 75% YoY in Q3 FY25 on 3% lower sales, as it faces “subdued demand and commodity pricing headwinds.”
BCC’s Q4 earnings estimate tanked 51% since its early November release, with its fiscal 2025 estimate 18% lower and its FY26 consensus down 18%. This backdrop lands Boise Cascade its Zacks Rank #5 (Strong Sell), extending its nearly two-year run of plummeting earnings estimates.
Image Source: Zacks Investment Research
The company did announce on November 18 that it reached an agreement to purchase “Humphrey Company, Inc., a leading two-step distributor of building materials located in Chicopee, Massachusetts, with approximately $145 million in revenue over the last 12 months.” The move helps BCC expand its reach and grow in the key northeast region.
The stock could also possibly benefit from a potential rotation out of tech. Investors high on Boise Cascade long-term might consider adding BCC to their watchlists instead of buying it right now amid all the headwinds and unknowns surrounding the housing market.