Boise Cascade Company manufactures and sells engineered wood products and plywood, and distributes building materials wholesale in the United States and Canada. It operates in two segments: Wood Products and Building Materials Distribution. The Wood Products segment makes laminated veneer lumber and beams, I-joists, plywood panels, and ponderosa pine lumber and boards. The Building Materials Distribution segment distributes building materials such as oriented strand boards, plywood, lumber, siding, composite decking, doors and millwork, metal products, insulation, and roofing, as well as engineered wood products. Products are marketed to dealers, home improvement centers, wholesalers, specialty distributors, and industrial converters through warehouse and direct sales. The company was incorporated in 2004 and is headquartered in Boise, Idaho.
James Hardie Exceeds Q1 Guidance, Raises Fiscal 2027 Outlook
James Hardie Industries reported first-quarter results above its original guidance, with total net sales rising 64% to $1.47 billion and adjusted EBITDA reaching $422 million. Adjusted earnings per share increased 13% year over year to $0.36. Fiber cement drove growth, as Siding & Trim sales rose 34% to $859.8 million, including 20% organic growth, while Deck, Rail & Accessories sales declined 5% to $305.1 million due to planned channel-inventory normalization. The company raised its fiscal 2027 outlook, now projecting sales of $5.564 billion to $5.723 billion and adjusted EBITDA of $1.536 billion to $1.625 billion, with free cash flow expected to exceed $500 million. James Hardie also announced an expanded national distribution partnership with Boise Cascade and expanded relationships with six regional distributors, which management said should support commercial revenue synergies.
Boise Cascade reports drop in second-quarter profit
Boise Cascade Company reported a decline in second-quarter profit. Net income fell to $57.34 million, or $1.63 per share, from $61.99 million, or $1.64 per share, in the same period last year. Revenue rose 5.2% to $1.831 billion from $1.740 billion a year earlier.
Boise Cascade to report earnings Monday after market close
Boise Cascade Company is set to announce its earnings results this Monday after the bell. The market expects revenue to grow 1.8% year on year, reversing a 3.2% decline in the same quarter last year. Analysts have generally reconfirmed their estimates over the last 30 days, though the company has missed Wall Street revenue estimates multiple times over the past two years. Last quarter, Boise Cascade reported revenues of $1.50 billion, beating expectations on both EPS and EBITDA. The stock is up 1.4% over the last month, with an average analyst price target of $92.33 compared to the current share price of $76.38.
Apple, Amgen, Huntsman, Boise Cascade, Alcoa, and BorgWarner declare dividends
Several major companies announced dividend declarations. Apple declared a cash dividend of $0.27 per share, payable on August 13, 2026 to shareholders of record on August 10, 2026. Amgen declared a $2.52 per share dividend for the third quarter of 2026, payable on September 11, 2026 to stockholders of record on August 21, 2026. Huntsman declared a $0.0875 per share cash dividend, payable on September 30, 2026 to stockholders of record on September 15, 2026. Boise Cascade declared a quarterly dividend of $0.23 per share, an increase of $0.01 per share or 5%, payable on September 16, 2026 to stockholders of record on September 1, 2026. Alcoa declared a quarterly cash dividend of $0.10 per share, payable on August 27, 2026 to stockholders of record on August 11, 2026. BorgWarner declared a quarterly cash dividend of $0.17 per share, payable on September 15, 2026 to stockholders of record on September 1, 2026.
Mastercard Recommended, Boise Cascade and Weatherford Avoided by StockStory
StockStory recommends buying Mastercard while advising investors to avoid Boise Cascade and Weatherford. Mastercard, trading at $522.80 per share, is highlighted for its 17% annual revenue growth over five years and 23.1% annual earnings per share growth, with a consensus price target of $644.89 implying a 23.4% return. Boise Cascade, at $71.35, faces annual sales declines of 4.2% and eroding returns on capital, with a $92 target. Weatherford, at $83.93, saw sales tumble 5.1% annually over ten years and has a 31.7% gross margin, with a $120.67 target.
BCC · Capital · Negative StockStory advises avoiding Boise Cascade due to annual sales declines and eroding returns on capital.
MA · Capital · Positive StockStory recommends buying Mastercard, citing strong revenue and earnings growth and a consensus price target implying upside.
WFRD · Capital · Negative StockStory advises avoiding Weatherford due to long-term sales declines and low gross margin.
StockStory Highlights Valmont as a Profitable Stock with Exciting Potential, Advises Avoiding Boise Cascade and THOR Industries
StockStory identifies Valmont as one profitable stock with exciting potential while recommending investors avoid Boise Cascade and THOR Industries. Valmont, which provides engineered products and infrastructure services for agriculture, posted a trailing 12-month GAAP operating margin of 10.6%, improved its operating margin by 2.4 percentage points over five years, grew earnings per share at 57.6% annually over the last two years, and expanded its free cash flow margin by 10.2 percentage points over five years. In contrast, Boise Cascade saw sales decline 4.2% annually over two years, its free cash flow margin shrink by 7.5 percentage points over five years, and waning returns on capital, while THOR Industries experienced a 2.3% annual sales decline over five years, a 12.8% annual drop in earnings per share, and shrinking returns on capital. Boise Cascade trades at $74.50 per share or 18.2 times forward price-to-earnings, THOR Industries at $72.51 per share or 17.8 times forward P/E, and Valmont at $568 per share or 2.5 times forward price-to-sales.
BCC · Capital · Negative StockStory advises avoiding Boise Cascade due to declining sales, shrinking free cash flow margin, and waning returns on capital.
THO · Capital · Negative StockStory advises avoiding THOR Industries due to declining sales, falling earnings per share, and shrinking returns on capital.
VMI · Capital · Positive StockStory highlights Valmont as a profitable stock with exciting potential, citing strong operating margin, earnings growth, and free cash flow expansion.
Industrial Distributors Stocks Post Mixed Q1 Results
Industrial distributors stocks reported mixed first-quarter earnings, with the group's revenues beating analysts' consensus estimates by 2.1% while next-quarter revenue guidance came in 1.2% below expectations. DNOW led the group with revenues of $1.18 billion, up 97.5% year on year and exceeding estimates by 12.7%, though adjusted operating income missed significantly. Richardson Electronics posted the best quarter, with revenues of $55.47 million beating estimates by 4.4% and strong EPS and EBITDA beats, sending its stock up 53.9%. DXP was the weakest performer, with revenues of $521.7 million missing estimates by 1.9% and significant misses on adjusted operating income and EPS, causing its stock to fall 4.2%. Transcat and Boise Cascade also reported, with Transcat's revenues of $89.33 million slightly missing estimates but beating on operating income and EBITDA, while Boise Cascade's revenues of $1.50 billion topped estimates by 1.9% with solid beats on operating income and EPS.
United States