Boise Cascade Company

NYSE:BCC Rapport sur les actions

Capitalisation boursière : US$3.0b

Boise Cascade Gestion

Gestion contrôle des critères 4/4

Le PDG Boise Cascade est Jeff Strom, nommé en Mar2026, a un mandat de moins d'un an. La rémunération annuelle totale est $ 2.59M, composée du salaire de 25% et des bonus 75%, y compris les actions et options de la société. détient directement 0.066% des actions de la société, d'une valeur de $ 1.97M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 11.4 ans.

Informations clés

Jeff Strom

Directeur général

US$2.6m

Rémunération totale

Pourcentage du salaire du PDG25.05%
Durée du mandat du directeur généralless than a year
Propriété du PDG0.07%
Durée moyenne d'occupation des postes de direction2.5yrs
Durée moyenne du mandat des membres du conseil d'administration11.4yrs

Mises à jour récentes de la gestion

Recent updates

BCC: Future Returns Will Rely On Stabilizing Pricing And Balanced Capital Allocation

Analysts have trimmed the Boise Cascade price target by about $2 to $94. This reflects updated assumptions for slightly softer revenue growth and margins, a modestly higher discount rate, and a somewhat higher future P/E.

BCC: Future Returns Will Rely On Stabilizing Pricing And Capital Discipline

Narrative Update on Boise Cascade Analysts have nudged their average price target for Boise Cascade to roughly $96, supported by recent target revisions to $103 and $94 that point to confidence in stabilizing pricing, company specific initiatives in BMD and EWP, and disciplined capital allocation despite limited visibility on a housing recovery. Analyst Commentary Recent research updates cluster around a view that Boise Cascade is executing on internal projects and capital discipline while operating against a cautious housing backdrop.

BCC: Future Returns Will Rely On Stabilizing Pricing And Housing Recovery

Analysts have nudged their price targets on Boise Cascade higher into a range of about $81 to $103, citing stabilizing pricing, company specific initiatives heading into 2026, and expectations for more balanced execution despite a weak housing backdrop. Analyst Commentary Recent research on Boise Cascade highlights a mix of optimism and caution, with price targets clustered in a range of about $81 to $103 and ratings spanning Buy, Neutral, and Underperform.

BCC: Future Returns Will Rely On Stabilizing Wood Pricing And Housing Recovery

Narrative Update Analysts have lifted the fair value estimate for Boise Cascade from $91.33 to $96.50. This change reflects higher Street price targets tied to stabilizing pricing trends, company initiatives heading into 2026, and recent Q4 results with a positive Q1 guide.

BCC: Future Returns Will Balance Softer Wood Pricing And Packaging Demand Resilience

Analysts have adjusted their price targets for Boise Cascade in a tight range, with one firm moving to $92 and another to $81. These changes reflect different views on factors such as early 2026 packaging demand, beverage can growth, and the outlook for wood pricing and homebuilding activity.

Boise Cascade: Expect Short Term Pain, But Long Term Gain

Feb 23

BCC: Future Returns Will Balance Softer Wood Markets And Packaging Demand Resilience

Narrative Update The consolidated analyst price target for Boise Cascade has seen a mixed reset, with a Truist move to US$92 and a BofA cut to US$81, as analysts weigh expectations for softer wood pricing and homebuilding activity against firmer views on packaging volumes, beverage can growth, and disciplined containerboard supply management into 2026. Analyst Commentary Recent research shows a split view on Boise Cascade, with higher and lower price targets reflecting different expectations for earnings power into 2026 and how the company might handle softer end markets.

BCC: Future Returns Will Weigh Mid Cycle EBITDA Strength Against Wood And Packaging Uncertainty

Analysts have nudged their blended price target for Boise Cascade higher to about US$91 from roughly US$90, reflecting updated views on wood pricing, homebuilding trends, and packaging demand that span both more cautious and more constructive research calls. Analyst Commentary Recent research on Boise Cascade reflects a mix of optimism and caution, with valuation views spanning from more constructive long term arguments to concerns about earnings pressure through 2026.

BCC: Future Returns Will Balance Mid Cycle EBITDA Power And Wood Pricing Risks

Analysts now see fair value for Boise Cascade at about $90.50 per share, a small rise supported by a mix of higher Street targets such as Truist at $92, a lower view from BofA at $81, and BMO's more constructive stance with a $100 target tied to the company's balance sheet and mid cycle valuation. Analyst Commentary Street research on Boise Cascade is split, with some bullish analysts highlighting valuation support and balance sheet strength, while more cautious voices focus on earnings pressure tied to wood pricing and construction activity into 2026.

BCC: Future Returns Will Be Driven By Mid Cycle EBITDA Upside Potential

Analysts have nudged their price target on Boise Cascade slightly higher to $100, citing a very attractive entry point at just 4.0 times estimated mid cycle EBITDA, a robust balance sheet, and encouraging stabilization in wood prices. Analyst Commentary Bullish analysts highlight that the stock’s valuation at roughly 4.0 times estimated mid cycle EBITDA materially discounts Boise Cascade’s normalized earnings power, creating a potentially appealing setup for multiple expansion as conditions improve.

BCC: Future Returns Will Be Driven By Attractive Mid Cycle EBITDA Entry Point

Analysts have modestly lowered their average price target on Boise Cascade by $5 to $100, citing softer engineered wood product volumes and reduced Q3 EBITDA guidance, partially offset by the company’s robust balance sheet, attractive valuation at roughly 4 times estimated mid cycle EBITDA, and signs of stabilization in wood prices. Analyst Commentary Recent Street commentary on Boise Cascade reflects a more nuanced stance, with both constructive and cautious elements emerging as analysts reassess the company’s near term earnings power against a still supportive longer term setup.

BCC: Future Returns Will Benefit From Attractive Entry Point And Strong Balance Sheet

Analysts have slightly reduced their fair value estimate for Boise Cascade to approximately $90.33 per share. They cite moderated revenue growth expectations and lowered price targets, although they note stabilization in wood prices and the company’s robust balance sheet as supporting factors.

BCC: Future Performance Will Benefit From Robust Balance Sheet And Stabilizing Wood Prices

Analysts have modestly lowered their fair value estimate for Boise Cascade to $91.17 from $94.00. This reflects recent price target reductions, driven by softer wood product volumes and revised profit margin expectations.

Boise Cascade Company Just Missed Earnings - But Analysts Have Updated Their Models

Nov 06
Boise Cascade Company Just Missed Earnings - But Analysts Have Updated Their Models

Operational Shifts And Market Expansion Will Shape Performance Amid Volume Headwinds

Boise Cascade's analyst price target has been revised downward by $2.33 to $94.00. Analysts cite weaker engineered wood product volumes and reduced earnings guidance as primary factors in their updated outlook.

Production Modernization And National Expansion Will Unlock New Markets

Analysts have lowered their average price target for Boise Cascade by approximately $3 to $96, citing the company's reduced earnings outlook and weaker Wood Products performance as key reasons for the adjustment. Analyst Commentary Industry analysts have provided updated commentary following Boise Cascade's recent earnings outlook and performance in its Wood Products division.

Production Modernization And National Expansion Will Unlock New Markets

Boise Cascade's consensus price target was lowered from $103.67 to $99.83 due to negative Q3 EBITDA pre-announcement, weaker-than-expected engineered wood product volumes and pricing, and reduced demand from homebuilders moderating single-family starts. Analyst Commentary Negative Q3 EBITDA pre-announcement attributed to softer Wood Products performance.

Is Now An Opportune Moment To Examine Boise Cascade Company (NYSE:BCC)?

Sep 09
Is Now An Opportune Moment To Examine Boise Cascade Company (NYSE:BCC)?

Production Modernization And National Expansion Will Unlock New Markets

With no significant changes in key valuation metrics such as the discount rate (8.27%) or future P/E (15.65x), Boise Cascade's consensus analyst price target remains stable at $103.67. What's in the News Completed repurchase of 4,046,136 shares (10.42% of share count) for $336.25 million under the buyback program.

Here's Why Boise Cascade (NYSE:BCC) Can Manage Its Debt Responsibly

Jul 29
Here's Why Boise Cascade (NYSE:BCC) Can Manage Its Debt Responsibly

The Market Doesn't Like What It Sees From Boise Cascade Company's (NYSE:BCC) Earnings Yet

Jul 16
The Market Doesn't Like What It Sees From Boise Cascade Company's (NYSE:BCC) Earnings Yet

Is There An Opportunity With Boise Cascade Company's (NYSE:BCC) 44% Undervaluation?

May 20
Is There An Opportunity With Boise Cascade Company's (NYSE:BCC) 44% Undervaluation?

Boise Cascade: Priced For A Recession, But Built To Survive It

Apr 27

What Does Boise Cascade Company's (NYSE:BCC) Share Price Indicate?

Apr 19
What Does Boise Cascade Company's (NYSE:BCC) Share Price Indicate?

There's No Escaping Boise Cascade Company's (NYSE:BCC) Muted Earnings

Apr 04
There's No Escaping Boise Cascade Company's (NYSE:BCC) Muted Earnings

Here's Why Boise Cascade (NYSE:BCC) Can Manage Its Debt Responsibly

Mar 08
Here's Why Boise Cascade (NYSE:BCC) Can Manage Its Debt Responsibly

Boise Cascade's (NYSE:BCC) Dividend Will Be $0.21

Feb 13
Boise Cascade's (NYSE:BCC) Dividend Will Be $0.21

Boise Cascade (NYSE:BCC) Is Experiencing Growth In Returns On Capital

Feb 03
Boise Cascade (NYSE:BCC) Is Experiencing Growth In Returns On Capital

Boise Cascade Company: Pain To Continue Further, Still Not A Buy

Feb 01

Why Investors Shouldn't Be Surprised By Boise Cascade Company's (NYSE:BCC) Low P/E

Dec 29
Why Investors Shouldn't Be Surprised By Boise Cascade Company's (NYSE:BCC) Low P/E

Estimating The Intrinsic Value Of Boise Cascade Company (NYSE:BCC)

Nov 20
Estimating The Intrinsic Value Of Boise Cascade Company (NYSE:BCC)

Boise Cascade Company Remains Resilient Despite Challenges

Nov 19

Boise Cascade Company (NYSE:BCC) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Nov 06
Boise Cascade Company (NYSE:BCC) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Should You Investigate Boise Cascade Company (NYSE:BCC) At US$134?

Nov 05
Should You Investigate Boise Cascade Company (NYSE:BCC) At US$134?

Is Boise Cascade (NYSE:BCC) Using Too Much Debt?

Oct 10
Is Boise Cascade (NYSE:BCC) Using Too Much Debt?

Boise Cascade Company's (NYSE:BCC) Price Is Right But Growth Is Lacking

Sep 25
Boise Cascade Company's (NYSE:BCC) Price Is Right But Growth Is Lacking

Boise Cascade Company: Not A 'Buy' At This Particular Time

Aug 31
User avatar

Housing Downturn And Cost Pressures Threaten To Drag Down Wood Product Firm's Profitability

Anticipated revenue growth challenges due to declining U.S. housing starts and a tough demand environment in both Wood Products and housing sectors.

Boise Cascade's (NYSE:BCC) Dividend Will Be Increased To $5.21

Aug 23
Boise Cascade's (NYSE:BCC) Dividend Will Be Increased To $5.21

Boise Cascade (NYSE:BCC) Is Increasing Its Dividend To $5.21

Aug 05
Boise Cascade (NYSE:BCC) Is Increasing Its Dividend To $5.21

Analyse de la rémunération des PDG

Comment la rémunération de Jeff Strom a-t-elle évolué par rapport aux bénéfices de Boise Cascade?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025US$3mUS$648k

US$133m

Sep 30 2025n/an/a

US$193m

Jun 30 2025n/an/a

US$262m

Mar 31 2025n/an/a

US$313m

Dec 31 2024US$2mUS$560k

US$376m

Sep 30 2024n/an/a

US$405m

Jun 30 2024n/an/a

US$457m

Mar 31 2024n/an/a

US$491m

Dec 31 2023US$2mUS$510k

US$484m

Sep 30 2023n/an/a

US$503m

Jun 30 2023n/an/a

US$580m

Mar 31 2023n/an/a

US$652m

Dec 31 2022US$2mUS$470k

US$858m

Sep 30 2022n/an/a

US$909m

Jun 30 2022n/an/a

US$781m

Mar 31 2022n/an/a

US$866m

Dec 31 2021US$2mUS$410k

US$712m

Rémunération vs marché: La rémunération totale de Jeff ($USD 2.59M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.12M ).

Rémunération et revenus: La rémunération de Jeff a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Jeff Strom (57 yo)

less than a year
Titularisation
US$2,585,147
Compensation

Mr. Jeffrey Robert Strom, also known as Jeff, is Chief Executive Officer of Boise Cascade Company since March 3, 2026 and had been its Chief Operating Officer since January 20, 2025 until March 06, 2026. H...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Jeffrey Strom
Chief Executive Officerless than a yearUS$2.59m0.066%
$ 2.0m
Kelly Hibbs
Senior VP4.9yrsUS$2.00m0.14%
$ 4.2m
Troy Little
Executive Vice President of Wood Products2.5yrsUS$1.76m0.016%
$ 469.8k
Joanna Barney
Executive Vice President2.5yrsUS$1.88m0.017%
$ 504.4k
Chris Forrey
Senior Vice President of Finance & Investor Relations1.9yrspas de donnéespas de données
Jill Twedt
Senior VP8.7yrsUS$1.64m0.091%
$ 2.7m
Angella Broesch
Senior Vice President of Human Resources1.9yrspas de donnéespas de données
Robert Johnson
Senior Vice President of Manufacturing for Wood Products Division4.2yrspas de donnéespas de données
Jim Wickham
Senior Vice President of Building Materials Distribution & Eastern Operations2.5yrspas de donnéespas de données
Nathan Sikes
Senior VP of Building Materials Distribution1.3yrspas de donnéespas de données
2.5yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BCC est considérée comme expérimentée (ancienneté moyenne 2.5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher McGowan
Independent Director13.2yrsUS$248.75k0.032%
$ 948.8k
Duane McDougall
Independent Director13.2yrsUS$273.12k0.055%
$ 1.6m
David Hannah
Lead Independent Director11.4yrsUS$278.75k0.057%
$ 1.7m
Kristopher Matula
Independent Director11.8yrsUS$290.03k0.039%
$ 1.2m
Thomas Carlile
Independent Chairman13.2yrsUS$383.73k0.083%
$ 2.4m
Karen Gowland
Independent Director12.3yrsUS$274.41k0.047%
$ 1.4m
Steven Cooper
Independent Director11.2yrsUS$258.17k0.016%
$ 485.5k
Amy Humphreys
Independent Director3.9yrsUS$248.75k0.016%
$ 463.3k
Craig Dawson
Independent Director3.9yrsUS$248.75k0.016%
$ 463.3k
Sue Taylor
Independent Director6.5yrsUS$253.78k0.025%
$ 748.8k
Nathan Jorgensen
Director6.1yrsUS$7.24m0.53%
$ 15.8m
11.4yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la BCC est chevronné et expérimenté ( 11.4 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/29 16:38
Cours de l'action en fin de journée2026/04/29 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Boise Cascade Company est couverte par 12 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Reuben GarnerBenchmark Company
Ketan MamtoraBMO Capital Markets Equity Research
George StaphosBofA Global Research