Boise Cascade Company

NYSE:BCC 주식 리포트

시가총액: US$2.8b

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 $1.89M 가치에 해당하는 회사 주식의 0.066% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.6 년과 11.3 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 기간2.6yrs
이사회 평균 재임 기간11.3yrs

최근 경영진 업데이트

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

CEO 보수 분석

Jeff Strom의 보수는 Boise Cascade의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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(USD7.11M)보다 낮습니다.

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


CEO

Jeff Strom (57 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 and had been its Chief Operating Officer since January 20, 2025 until March 06, 2026. H...


리더십 팀

이름직위재임 기간보수지분
Jeffrey Strom
Chief Executive Officerless than a yearUS$2.59m0.066%
$ 1.9m
Kelly Hibbs
Senior VP5yrsUS$2.00m0.14%
$ 4.0m
Troy Little
Executive Vice President of Wood Products2.6yrsUS$1.76m0.016%
$ 450.8k
Joanna Barney
Executive Vice President2.6yrsUS$1.88m0.017%
$ 484.0k
Chris Forrey
Senior Vice President of Finance & Investor Relations2yrs데이터 없음데이터 없음
Jill Twedt
Senior VP8.8yrsUS$1.64m0.091%
$ 2.6m
Angella Broesch
Senior Vice President of Human Resources2yrs데이터 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 Operations2.6yrs데이터 없음데이터 없음
Nathan Sikes
Senior VP of Building Materials Distribution1.3yrs데이터 없음데이터 없음
2.6yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: BCC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Christopher McGowan
Independent Director13.3yrsUS$248.75k0.032%
$ 910.4k
Duane McDougall
Independent Director13.3yrsUS$273.12k0.055%
$ 1.6m
Kristopher Matula
Lead Independent Director11.8yrsUS$290.03k0.039%
$ 1.1m
Karen Gowland
Independent Director12.3yrsUS$274.41k0.047%
$ 1.3m
Steven Cooper
Independent Director11.3yrsUS$258.17k0.016%
$ 465.9k
Amy Humphreys
Independent Director4yrsUS$248.75k0.016%
$ 444.5k
Craig Dawson
Independent Director4yrsUS$248.75k0.016%
$ 444.5k
Sue Taylor
Independent Director6.6yrsUS$253.78k0.025%
$ 718.5k
Nathan Jorgensen
Chairman of the Board6.2yrsUS$7.24m0.53%
$ 15.2m
11.3yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: BCC의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 10:35
종가2026/05/01 00:00
수익2025/12/31
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