Boise Cascade Company (BCC)

Boise Cascade beat consensus on both the top and bottom line in the second fiscal quarter of 2026, reported Aug. 3, with EPS of $1.63 topping the $1.23 estimate by 32.5% and revenue of about $1.8 billion edging the $1.77 billion consensus by 3.4%. Revenue rose 5.2% from about $1.74 billion a year earlier, while net income fell 7.5% to about $57.3 million from about $62.0 million and EPS was down 0.6% from $1.64 a year earlier. Operating income came in at about $84.0 million, keeping the quarter profitable at the operating level, and the business generated operating cash flow of about $42.3 million. Boise Cascade also repurchased about $44.5 million of stock and paid about $7.7 million in dividends, and consensus for the next period calls for EPS of $1.27 on revenue of $1.75 billion.