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Boise Cascade (BCC) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 2, 2026 · Boise Cascade (BCC) Q3 2026 earnings results →

Q3 2026 Revenue up 8% year over year to $1.8B · 2¢ of every $1 of revenue kept as net profit · operating margin 3.1%

Boise Cascade made $1.8B in Q3 2026 (+8% Y/Y): Building Materials Distribution $1.7B, Wood Products $133M. Operating margin 3.1%, net earnings $36.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 2, 2026.

Revenue$1.8B
Year over year+8%
Operating margin3.1%
Net earnings$36.4M
Operating cash flow$120M

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Boise Cascade Q3 2026 revenue breakdown: Sankey diagram of revenue (Building Materials Distribution, Wood Products), costs, profit and cash flow
Boise Cascade Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.8B in Q3 2026, up 8% year over year and down 2% from the previous quarter. Building Materials Distribution was the largest line at 93% of revenue. Building Materials Distribution added $0.11B year over year (up 7%), 84% of the total change.

Operating profit was $0.06B, a 3.1% margin (up 1.2 points year over year). Of the extra revenue versus Q3 2025, 17% reached operating profit, above the 2% margin then. Total costs grew 7% against revenue growth of 8%. Net earnings were $0.04B, up 67% year over year. The effective tax rate was 28.4%.

Operating cash flow was $0.12B (up 1% year over year), 330% of net earnings. Non-cash charges added back $0.04B of depreciation and amortization and $3.3M of share-based compensation. Working capital and other items added $0.04B. Capital expenditures of $0.03B left free cash flow of $0.09B.

Quarterly history

Boise Cascade revenue by quarterBoise Cascade revenue by quarter$1.5BQ1 2025$1.7BQ2 2025$1.7BQ3 2025$1.5BQ4 2025$1.5BQ1 2026$1.8BQ2 2026$1.8BQ3 2026
Boise Cascade net earnings by quarterBoise Cascade net earnings by quarter$40.3MQ1 2025$62.0MQ2 2025$21.8MQ3 2025$8.7MQ4 2025$17.8MQ1 2026$57.3MQ2 2026$36.4MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 2, 2026$1.8B+8%3.1%$36.4M$120M
Q2 202610-QAug 3, 2026$1.8B+5%4.6%$57.3M$42.3M
Q1 202610-QMay 4, 2026$1.5B-2%1.9%$17.8M−$16.0M
Q4 202510-KFeb 24, 2026$1.5B-7%1.1%$8.7M$131M
Q3 202510-QNov 3, 2025$1.7B-3%1.9%$21.8M$118M
Q2 202510-QAug 4, 2025$1.7B-3%4.6%$62.0M$33.2M
Q1 202510-QMay 5, 2025$1.5B-7%3.5%$40.3M−$28.5M

Charts

Boise Cascade: revenue growth, year over year and quarter over quarterBoise Cascade: revenue growth, year over year and quarter over quarterY/YQ/Q-7%Q1 2025-3%+13%Q2 2025-3%-4%Q3 2025-7%-12%Q4 2025-2%+3%Q1 2026+5%+22%Q2 2026+8%-2%Q3 2026
Latest (Q3 2026): Y/Y +8%, Q/Q -2%.
Boise Cascade: where the cash came from (+) and went (−), TTM to Q3 2026Boise Cascade: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$277MBuybacks−$185MCapital spending−$144MCash drawn (+) / kept (−)$127MDividends−$34.1MAcquisitions−$33.5MTaxes on employees’ shares−$6.2MOther financing−$2.2MAsset & business sales$1.4M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Boise Cascade: profit against cash, quarter by quarterBoise Cascade: profit against cash, quarter by quarterNet incomeOperating cash flow$68.9M$94.6MQ4 2024$40.3M−$28.5MQ1 2025$62.0M$33.2MQ2 2025$21.8M$118MQ3 2025$8.7M$131MQ4 2025$17.8M−$16.0MQ1 2026$57.3M$42.3MQ2 2026$36.4M$120MQ3 2026
Latest (Q3 2026): Net income $36.4M, Operating cash flow $120M.
Boise Cascade: diluted shares by fiscal yearBoise Cascade: diluted shares by fiscal year39MFY202040MFY202140MFY202240MFY202339MFY202438MFY2025
-4.6% since FY2020: buybacks shrank the count.
Boise Cascade in its industry: growth against margin (5 companies, SIC 5030)Boise Cascade in its industry: growth against margin (5 companies, SIC 5030)revenue growth, year over year →↑ operating marginmedian +67%median -1%QXOASPNCAPSOLOXBCC (+8%, 3%)
Wholesale-Lumber & Other Construction Materials; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Boise Cascade

Boise Cascade is one of the largest U.S. wholesale distributors of building materials and a leading manufacturer of engineered wood products (EWP) and plywood in North America. As used in this Form 10-K, the terms "Boise Cascade," "we," and "our" refer to Boise Cascade Company and its consolidated subsidiaries. As a leading distributor and manufacturer of building materials, we bring people, products, and services together to build strong homes, businesses, and communities that stand the test of time. Our two reportable segments, Building Materials Distribution and Wood Products, operate with a high degree of integration.

In its own words, from its 10-K, filed Feb 24, 2026.

Boise Cascade against its Wholesale-Lumber & Other Construction Materials peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +8% against the peers' median +67%. Operating margin: 3.1% against the peers' median -1.3%.

CompanyQuarterRevenueY/YOp. margin
BCC Boise CascadeQ3 2026$1.8B+8%3.1%
QXO QXOQ2 2026$3.2B+70%-1.3%
ASPN Aspen AerogelsQ3 2026$85.2M+17%-8.4%
CAPS Capstone HoldingQ2 2026$21.5M+67%2.0%
OLOX Olenox IndustriesQ2 2026$2.1M+194%-138.7%

Source: Boise Cascade 10-Q on SEC EDGAR · CIK 1328581 · Wholesale-Lumber & Other Construction Materials

Guidance and outlook

Boise Cascade: what its forward-looking statements are about (10-Q filed 2026-11-02)Boise Cascade: what its forward-looking statements are about (10-Q filed 2026-11-02)Capital spending2Costs1Supply chain1Financing1People1
6 statements; tone +0.00 (−1 all cautious, +1 all confident); 1 hedged.
Boise Cascade: outlook statements against the filing beforeBoise Cascade: outlook statements against the filing beforeConfident1Cautious1

13F: who owns BCC and who is buying

Largest holders of BCC (13F)Largest holders of BCC (13F)BlackRock$464MVanguard Group$309MDimensional Fund Advisors LP$177MVanguard Portfolio Management LLC$171MWellington Management Group LLP$142MVanguard Capital Management LLC$124MState Street$116MAlliancebernstein L.P.$98.7MGeode Capital Management, LLC$71.8MAmerican Century Companies$69.2M
Funds' net buying of BCC by quarter (13F)Funds' net buying of BCC by quarter (13F)$32.1M2024-09$35.2M2024-12−$115M2025-03−$15.5M2025-06$254K2025-09−$47.9M2025-12−$72.4M2026-03−$27.2M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BCC

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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