Boise Cascade Company

NYSE:BCC 株式レポート

時価総額：US$2.4b

Boise Cascade 過去の業績

過去 基準チェック /16

Boise Cascadeの収益は年間平均-21.9%の割合で減少していますが、 Trade Distributors業界の収益は年間 増加しています。収益は年間6.9% 4%割合で 減少しています。 Boise Cascadeの自己資本利益率は5.5%であり、純利益率は1.7%です。

主要情報

-21.91%

収益成長率

-21.56%

EPS成長率

Trade Distributors 業界の成長23.44%
収益成長率-4.04%
株主資本利益率5.47%
ネット・マージン1.73%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • May 20

Boise Cascade: Looks Undervalued, But Near-Term Uncertainty May Persist

Summary Boise Cascade Company (BCC) offers a robust forward growth profile but faces technical and sentiment-driven headwinds, warranting a Hold rating. BCC trades at just over 7x FY28E EPS, well below sector median multiples, yet future growth may already be priced in. Dividend discount model yields a fair value of $62.46 per share versus current trading above $67, highlighting limited upside. Uncertainties in end-market demand, macro risks, and a modest dividend growth rate temper enthusiasm despite operational improvements. Read the full article on Seeking Alpha
ナラティブの更新 • May 11

BCC: Future Returns Will Rely On Stabilizing Pricing And Share Repurchases

Analysts have nudged their average price target for Boise Cascade slightly lower to about $92 from roughly $93.67, citing updated assumptions around discount rates, revenue growth, margins, and future P/E. These changes reflect a more balanced view of the stock's risk and reward profile.
分析記事 • May 07

Earnings Beat: Boise Cascade Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Boise Cascade Company ( NYSE:BCC ) defied analyst predictions to release its quarterly results, which were ahead of...
ナラティブの更新 • Apr 22

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.
ナラティブの更新 • Apr 08

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.
ナラティブの更新 • Mar 25

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.
ナラティブの更新 • Mar 10

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.
ナラティブの更新 • Feb 24

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.
ナラティブの更新 • Feb 09

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.
ナラティブの更新 • Jan 26

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.
ナラティブの更新 • Jan 11

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.
ナラティブの更新 • Dec 23

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.
ナラティブの更新 • Dec 09

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.
ナラティブの更新 • Nov 25

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.
ナラティブの更新 • Nov 07

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.
分析記事 • Nov 06

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

Boise Cascade Company ( NYSE:BCC ) last week reported its latest third-quarter results, which makes it a good time for...
ナラティブの更新 • Oct 24

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.
ナラティブの更新 • Oct 09

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.
ナラティブの更新 • Sep 20

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.
分析記事 • Sep 09

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

While Boise Cascade Company ( NYSE:BCC ) might not have the largest market cap around , it saw a decent share price...
ナラティブの更新 • Sep 05

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.
分析記事 • Jul 29

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jul 16

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

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 • May 20

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

Key Insights The projected fair value for Boise Cascade is US$162 based on 2 Stage Free Cash Flow to Equity Boise...
Seeking Alpha • Apr 27

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

Summary Boise Cascade, a leading wood products' manufacturer, is rated a Buy due to its strong balance sheet and long-term housing market tailwinds, despite short-term cyclical challenges. The company benefits from vertical integration, sourcing raw timber cost-effectively, and distributing finished lumber products to major retailers and builders. BCC's financial health is robust, with a low debt/equity ratio and significant cash reserves, positioning it well to weather economic downturns. The stock is currently priced for a pessimistic scenario, but long-term growth in the EWP market and housing demand make it a valuable investment. Read the full article on Seeking Alpha
分析記事 • Apr 19

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

Boise Cascade Company ( NYSE:BCC ), is not the largest company out there, but it saw significant share price movement...
分析記事 • Apr 04

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

Boise Cascade Company's ( NYSE:BCC ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a buy right now...
分析記事 • Mar 08

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 13

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

Boise Cascade Company ( NYSE:BCC ) will pay a dividend of $0.21 on the 19th of March. Based on this payment, the...
分析記事 • Feb 03

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Seeking Alpha • Feb 01

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

Summary Boise Cascade Company faces continued topline decline due to a soft demand environment and lower construction activity in the housing market. Weak pricing and volume pressure, particularly in the Wood Products segment, are expected to negatively impact margins and overall sales in FY24 and beyond. Despite favorable long-term prospects and discounted valuation, near-term challenges lead to a HOLD rating. Read the full article on Seeking Alpha
分析記事 • Dec 29

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

With a price-to-earnings (or "P/E") ratio of 11.4x Boise Cascade Company ( NYSE:BCC ) may be sending bullish signals at...
分析記事 • Nov 20

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

Key Insights Boise Cascade's estimated fair value is US$155 based on 2 Stage Free Cash Flow to Equity Boise Cascade's...
Seeking Alpha • Nov 19

Boise Cascade Company Remains Resilient Despite Challenges

Summary Despite short-term demand constraints, Boise Cascade Company's share repurchase program and dividend payments reflect confidence in its finances, supporting a "hold" rating for the medium-to-long term. The housing market shows mixed signals, with single-family housing starts increasing but multi-family starts declining, impacting BCC's engineered wood product sales. With sufficient liquidity and a lower debt-to-equity ratio, BCC aims to meet shareholder returns through share repurchases and dividends. Read the full article on Seeking Alpha
分析記事 • Nov 06

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

Investors in Boise Cascade Company ( NYSE:BCC ) had a good week, as its shares rose 5.2% to close at US$138 following...
分析記事 • Nov 05

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

Boise Cascade Company ( NYSE:BCC ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 • Oct 10

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

収支内訳

Boise Cascade の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:BCC 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 266,3671107240
31 Dec 256,4051337160
30 Sep 256,5121937170
30 Jun 256,5582627090
31 Mar 256,6153136970
31 Dec 246,7243766970
30 Sep 246,8014056980
30 Jun 246,9224576890
31 Mar 246,9394916830
31 Dec 236,8384846740
30 Sep 236,8225036510
30 Jun 237,1435806460
31 Mar 237,6056526380
31 Dec 228,3878586570
30 Sep 228,5419096490
30 Jun 228,2667816140
31 Mar 228,4318666010
31 Dec 217,9267125740
30 Sep 217,6165695570
30 Jun 217,3265815710
31 Mar 216,1263125450
31 Dec 205,4751755140
30 Sep 205,1041645050
30 Jun 204,785884830
31 Mar 204,772824760
31 Dec 194,643814640
30 Sep 194,607-64530
30 Jun 194,676-194480
31 Mar 194,855-54610
31 Dec 184,995204570
30 Sep 185,0211124520
30 Jun 184,9101304340
31 Mar 184,6401104030
31 Dec 174,432833910
30 Sep 174,260683800
30 Jun 174,100463700
31 Mar 174,005433640
31 Dec 163,911383600
30 Sep 163,868363520
30 Jun 163,793493420
31 Mar 163,704503290
31 Dec 153,633523230
30 Sep 153,619663160
30 Jun 153,611763180

質の高い収益: BCCは 高品質の収益 を持っています。

利益率の向上: BCCの現在の純利益率 (1.7%)は、昨年(4.7%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: BCCの収益は過去 5 年間で年間21.9%減少しました。

成長の加速: BCCは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: BCCは過去 1 年間で収益成長率がマイナス ( -64.7% ) となったため、 Trade Distributors業界平均 ( 3.9% ) と比較することが困難です。

株主資本利益率

高いROE: BCCの 自己資本利益率 ( 5.5% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/27 13:20
終値2026/05/27 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Boise Cascade Company 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Reuben GarnerBenchmark Company
Ketan MamtoraBMO Capital Markets Equity Research
George StaphosBofA Global Research