Boise Cascade, L.L.C. (BCC) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.04
- Estimate
- $1.14
- Surprise
- -8.5%
- Revenue (period 2026-09-30)
- $1.80B
- Score today
- 5.4/10
Revenue source: xbrl.
How the report landed
Boise Cascade, L.L.C. (BCC) missed the $1.14 estimate with adjusted EPS of $1.04 — a clear 8.5% shortfall.
Coverage in the report window
- Boise Cascade Reports Third-Quarter 2026 Financial Results — fiscal.ai, 2026-11-02
- Boise Cascade Says Early Industry Projections Indicate 2027 Housing Starts Will Decline Mid-Single Digits From 2026 — benzinga, 2026-11-02
- Boise Cascade Q3 EPS $1.04 Misses $1.14 Estimate, Sales $1.802B Beat $1.760B Estimate — benzinga, 2026-11-02
Where TrendMatrix's rating stands now
TrendMatrix currently rates BCC Sell at 5.4/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's -8.5% surprise compares with a +38.1% four-quarter average.
What argues against it
- Concentration risk — Customer: BMD segment (71.0%)
- Concentration risk — Product: EWP (60.0%)
- Quality below floor (3.7 < 4.0)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $75.00
- Price target
- $79.17
- Stop
- $69.90
- Upside to target
- +5.6%
- Reward-to-risk
- 0.8:1
The stock trades at 25.5× trailing but 14.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 2.9× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-03 — shown for context, not personalized investment advice.
BCC at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Lumber & Wood Production
- Market cap
- $2.62B
- P/E (fwd)
- 14.6
- P/E (ttm)
- 25.5
- 52-week range
- $65.00–$91.97
- Off 52-week high
- 18.5%
- RSI (14)
- 52
- Volume vs avg
- 2.87×
- Score today
- 5.4/10