Boise Cascade (BCC) Q4 Earnings: What To Expect

Boise Cascade (BCC) Q4 Earnings: What To Expect

Radek Strnad

Sun, February 22, 2026 at 12:06 PM GMT+9 2 min read

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BCC

-2.67%

Building products company Boise Cascade Company (NYSE:BCC) will be reporting earnings this Monday after the bell. Here’s what you need to know.

Boise Cascade beat analysts’ revenue expectations last quarter, reporting revenues of $1.67 billion, down 2.7% year on year. It was a slower quarter for the company, with a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EPS estimates.

Is Boise Cascade a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Boise Cascade’s revenue to decline 7.4% year on year, a further deceleration from the 4.7% decrease it recorded in the same quarter last year.

Boise Cascade Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Boise Cascade has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Boise Cascade’s peers in the industrial distributors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Rush Enterprises’s revenues decreased 11.8% year on year, beating analysts’ expectations by 2.6%, and SiteOne reported revenues up 3.2%, falling short of estimates by 0.9%. Rush Enterprises traded up 2.9% following the results while SiteOne was also up 7%.

Read our full analysis of Rush Enterprises’s results here and SiteOne’s results here.

There has been positive sentiment among investors in the industrial distributors segment, with share prices up 6.7% on average over the last month. Boise Cascade is down 2.6% during the same time and is heading into earnings with an average analyst price target of $91.33 (compared to the current share price of $82.14).

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