Boise Cascade Reports Strong 2025 Results, Continues Expansion

Company opens new distribution center, acquires Holden Humphrey, and invests in engineered wood products capacity despite housing headwinds.

Published on Feb. 24, 2026

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Boise Cascade (NYSE:BCC) executives reported 'strong operating results' for the full year 2025, despite housing-related challenges. The company opened a new distribution center in Conroe, Texas, acquired Holden Humphrey, and made progress on multi-year investments in engineered wood products (EWP) production. However, fourth-quarter results were impacted by seasonality, legal proceedings, and lower EWP prices and volumes.

Why it matters

Boise Cascade's performance provides insight into the state of the housing and construction materials markets. The company's investments in distribution and EWP capacity indicate its long-term strategic focus, while the legal proceedings highlight compliance risks in the industry.

The details

In the fourth quarter, Boise Cascade reported consolidated sales of $1.5 billion, down 7% from the prior-year period, and net income of $8.7 million, or $0.24 per share, compared to $68.9 million, or $1.78 per share, a year earlier. The company attributed part of the quarter's weakness to seasonality, with sequential volume declines in both its Building Materials Distribution (BMD) and Wood Products segments. The quarter also included a $6 million accrual tied to legal proceedings in the BMD segment, which reduced earnings by about $0.16 per share after tax.

  • For 2025, Boise Cascade reported net income of $132.8 million, or $3.53 per share.
  • In the fourth quarter of 2025, total U.S. housing starts and single-family housing starts increased 4% and 7%, respectively, versus the prior-year quarter.

The players

Boise Cascade

A leading manufacturer and distributor of wood products and building materials in North America, operating in two primary segments: wood products manufacturing and building materials distribution.

Nate Jorgensen

The retiring CEO of Boise Cascade, who has been with the company for 10 years, including six as CEO.

Kelly Hibbs

The CFO of Boise Cascade.

Jeff Strom

The incoming CEO of Boise Cascade.

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What they’re saying

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What’s next

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The takeaway

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