HIGHBuilt-inCustomer
71%
BMD segment
“10-K Item 1A: 'approximately 71% of our Wood Products sales in 2025 were to our BMD business'”
BCC · Concentration risk · 10-K extracted
Boise Cascade, L.L.C. (BCC) concentration risks
Updated
The most significant concentration Boise Cascade, L.L.C. discloses is BMD segment at 71%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Boise Cascade, L.L.C.’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH2
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inProduct / Revenue mix
60%
EWP
“10-K Item 1: 'EWP and plywood accounted for 60% and 31%, respectively, of our Wood Products sales'”
MEDIUMBuilt-inCommodity
wood fiber
“10-K Item 1A: 'Wood fiber is our principal raw material'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is driven by two structural product and channel exposures that are inherent to the integrated wood products business model. The most significant channel dependency is intra-company: approximately 71% of Wood Products sales in 2025 were directed to the Building Materials Distribution segment, a high-share structural linkage that means the performance of the manufacturing segment is tightly coupled to the downstream distribution arm. This integration reduces external customer diversification risk but creates operating leverage to volume swings that affect both businesses simultaneously. On the product side, engineered wood products and plywood collectively account for the majority of Wood Products sales, with EWP representing 60% and plywood representing 31% of Wood Products sales respectively — both high-share structural concentrations that tie revenue directly to residential and commercial construction activity. Because both product lines serve similar end-markets and respond to the same housing cycle, they do not provide meaningful diversification against construction downturns; a broad softening in new home starts or repair-and-remodel activity would pressure both simultaneously. Wood fiber is the principal raw material, a medium-share structural input dependency. Fiber availability and cost can vary regionally, and supply disruptions or sustained price increases would compress margins for both product lines given their reliance on the same input. Together, the profile reflects a company tightly integrated along the construction materials value chain, with concentration risks that are transparent and cycle-driven rather than counterparty-specific.
For the engine’s reasoning on BCC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Lumber & Wood Production
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| BCC● | Boise Cascade, L.L.C. | 2 | 1 | 0 | 3 |
| SSD | Simpson Manufacturing Company, | 1 | 1 | 0 | 2 |
| UFPI | UFP Industries, Inc. | 0 | 1 | 2 | 3 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.