Boise Cascade Company

NYSE:BCC 주식 리포트

시가총액: US$2.5b

Boise Cascade 경영진

경영진 기준 점검 4/4

Boise Cascade CEO는 Jeff Strom, Mar2026 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $2.59M, 25% 급여 및 75% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.69M 가치에 해당하는 회사 주식의 0.068% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.7 년과 9 년입니다.

핵심 정보

Jeff Strom

최고경영자

US$2.6m

총 보수

CEO 급여 비율25.05%
CEO 재임 기간less than a year
CEO 지분 보유율0.07%
경영진 평균 재임 기간2.7yrs
이사회 평균 재임 기간9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 15

BCC: Future Returns Will Rely On Margin Resilience And Share Repurchases

Analysts have nudged their price targets for Boise Cascade $3 lower while keeping fair value around $92. They point to modest adjustments in the discount rate and long run P/E assumptions as they refine their outlook on the stock.
내러티브 업데이트 Jun 01

BCC: Future Returns Will Depend On Margin Resilience And Ongoing Share Repurchases

Narrative Update: Boise Cascade Analyst Price Target Shift The updated analyst work on Boise Cascade keeps fair value around $92.00, with a slight trim to Street price targets of about $3. Analysts broadly link this to modestly softer profit margin assumptions and a somewhat higher expected P/E multiple.
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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Jeff Strom의 보수는 Boise Cascade의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$110m

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

보상 대 시장: Jeff의 총 보수(USD2.59M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.94M)보다 낮습니다.

보상과 수익: Jeff의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jeff Strom (58 yo)

less than a year
재임 기간
US$2,585,147
보수

Mr. Jeffrey Robert Strom, also known as Jeff, is Chief Executive Officer of Boise Cascade Company since March 3, 2026, is Director since April 30, 2026 and had been its Chief Operating Officer since Januar...


리더십 팀

이름직위재임 기간보수지분
Jeffrey Strom
CEO & Directorless than a yearUS$2.59m0.068%
$ 1.7m
Kelly Hibbs
Senior VP5.1yrsUS$2.00m0.14%
$ 3.6m
Troy Little
Executive Vice President of Wood Products2.7yrsUS$1.76m0.016%
$ 404.5k
Joanna Barney
Executive Vice President2.7yrsUS$1.88m0.017%
$ 434.3k
Chris Forrey
Senior Vice President of Finance & Investor Relations2.1yrs데이터 없음데이터 없음
Jill Twedt
Senior VP8.8yrsUS$1.64m0.075%
$ 1.9m
Angella Broesch
Senior Vice President of Human Resources2.1yrs데이터 없음데이터 없음
Robert Johnson
Senior Vice President of Manufacturing for Wood Products Division4.3yrs데이터 없음데이터 없음
Jim Wickham
Senior Vice President of Building Materials Distribution & Eastern Operations2.7yrs데이터 없음데이터 없음
Nathan Sikes
Senior VP of Building Materials Distribution1.4yrs데이터 없음데이터 없음
2.7yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: BCC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).


이사회 구성원

이름직위재임 기간보수지분
Jeffrey Strom
CEO & Directorless than a yearUS$2.59m0.068%
$ 1.7m
Christopher McGowan
Independent Director13.3yrsUS$248.75k0.033%
$ 816.9k
Duane McDougall
Independent Director13.3yrsUS$273.12k0.056%
$ 1.4m
Kristopher Matula
Lead Independent Director11.9yrsUS$290.03k0.040%
$ 1.0m
Karen Gowland
Independent Director12.4yrsUS$274.41k0.048%
$ 1.2m
Steven Cooper
Independent Director11.3yrsUS$258.17k0.017%
$ 418.1k
Amy Humphreys
Independent Director4.1yrsUS$248.75k0.016%
$ 399.0k
Craig Dawson
Independent Director4.1yrsUS$248.75k0.016%
$ 399.0k
Sue Taylor
Independent Director6.7yrsUS$253.78k0.026%
$ 644.6k
Nathan Jorgensen
Chairman of the Board6.3yrsUS$7.24m0.54%
$ 13.6m
9.0yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: BCC의 이사회경험이 있음으로 간주됩니다(평균 재임 9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 14:44
종가2026/06/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Boise Cascade Company는 12명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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