Boise Cascade LLc

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus expectations, with revenue of $1.83B vs. $1.77B expected and GAAP EPS of $1.63 beat the $1.25 mean estimate by 30.4%. Despite a mixed housing start backdrop, performance was bolstered by a 15% increase in plywood pricing and strong volume in the Building Materials Distribution segment. Q3 FY26 Adjusted EBITDA guidance of $82M-$114M suggests potential sequential moderation but remains robust given strategic partnership expansions.