Every material Form 8-K Boise Cascade has filed with the SEC since February 20, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Boise Cascade reported third quarter 2026 net income of $36.4 million, or $1.04 per diluted share, on sales of $1.8 billion, compared with $21.8 million, or $0.58 per share, on sales of $1.7 billion a year earlier. The company also gave fourth quarter 2026 guidance for total company EBITDA of $32 million to $54 million, and said housing demand remains constrained.
Q3 2026 net income $36.4 million ($1.04 diluted EPS) vs. $21.8 million ($0.58) in Q3 2025; sales up 8% to $1.8 billion
Wood Products segment income was $16.1 million vs. a $12.1 million loss a year earlier; Building Materials Distribution segment income fell 6% to $51.3 million
Fourth quarter 2026 guidance: total company EBITDA of $32 million to $54 million
Board declared a quarterly dividend of $0.23 per share on October 29, 2026, payable December 16, 2026
Boise Cascade declared a quarterly dividend of $0.23 per share, payable December 16, 2026 to holders of record on December 1, 2026. The company also expanded its board from 10 to 11 directors and appointed Brian Carlson, former president of Huber Engineered Woods, effective October 26, 2026. The dividend sets the cash payout for shareholders, and the appointment adds a director with building products experience.
Quarterly dividend of $0.23 per share declared October 29, 2026
Dividend payable December 16, 2026 to stockholders of record on December 1, 2026
Brian Carlson elected to the board effective October 26, 2026, expanding it to 11 directors
Carlson spent 30 years at Huber Engineered Woods and served as its president from 2007 until his retirement in 2025
Boise Cascade reported second-quarter 2026 sales up 5% to $1.8 billion, while net income fell 7% to $57.3 million and diluted earnings per share slipped to $1.63 from $1.64. The company also disclosed a 10-year agreement making its distribution subsidiary the sole full-line national distributor of James Hardie's exterior building products, and gave third-quarter Adjusted EBITDA guidance of about $82 million to $114 million.
Q2 2026 sales were $1.83 billion, up 5% from $1.74 billion a year earlier; net income was $57.3 million, or $1.63 per diluted share, versus $62.0 million, or $1.64, in Q2 2025.
Q2 2026 Adjusted EBITDA was $126.2 million, up 6%; Q2 2025 results included $5.8 million of after-tax gains on property sales.
Q3 2026 guidance: total Company Adjusted EBITDA of about $82 million to $114 million.
Distribution agreement with James Hardie, effective July 31, 2026, has a 10-year initial term; Boise Cascade has guaranteed its subsidiary's obligations under the agreement.
Boise Cascade reported first quarter 2026 net income of $17.8 million, or $0.50 per diluted share, down from $40.3 million, or $1.06 per share, a year earlier, on sales of $1.5 billion, down 2%. The company also gave second quarter 2026 Total Company Adjusted EBITDA guidance of about $83 million to $115 million, and shareholders elected ten directors and ratified KPMG LLP as auditor at the April 30, 2026 annual meeting.
Q1 2026 net income was $17.8 million, or $0.50 per diluted share, versus $40.3 million, or $1.06, in Q1 2025.
Sales were $1.5 billion, down 2% from Q1 2025; Adjusted EBITDA was $66.6 million, down 27%.
Q2 2026 guidance: Total Company Adjusted EBITDA of about $83 million to $115 million.
At the April 30, 2026 annual meeting, shareholders elected ten directors and ratified KPMG LLP for 2026.
Boise Cascade reported fourth quarter 2025 net income of $8.7 million, or $0.24 per diluted share, on sales of $1.5 billion, down from $68.9 million, or $1.78 per share, a year earlier. For full year 2025, net income fell 65% to $132.8 million, or $3.53 per share, as sales declined 5% to $6.4 billion. The company also said CEO Nate Jorgensen plans to retire and that Jeff will succeed him, a leadership change shareholders will track.
Fourth quarter net income was $8.7 million, or $0.24 per diluted share, versus $68.9 million, or $1.78 per share, in fourth quarter 2024.
Full year 2025 net income was $132.8 million, or $3.53 per share, versus $376.4 million, or $9.57 per share, in 2024.
A legal proceedings accrual in the Building Materials Distribution segment reduced fourth quarter and full year earnings by approximately $6 million, or $0.16 per share after tax.
CEO Nate Jorgensen is retiring, and Jeff is set to become CEO.
Boise Cascade said CEO Nate Jorgensen will retire effective March 2, 2026, and remain on the board. The board elected Chief Operating Officer Jeff Strom, age 58, as CEO effective March 3, 2026, with a base salary of $975,000 and a 120% short-term incentive target. The filing describes the change as planned succession, though it reports no financial results.
Nate Jorgensen retires as CEO effective March 2, 2026, and continues as a director
Jeff Strom, COO since January 2025, becomes CEO effective March 3, 2026
Strom's base salary is $975,000 with a 120% annual short-term incentive target
The company does not plan to backfill the chief operating officer role
Boise Cascade reported third quarter 2025 net income of $21.8 million, or $0.58 per diluted share, down from $91.0 million, or $2.33 per share, a year earlier. Sales were $1.67 billion, down 3%, as lower engineered wood product and plywood prices and volumes hit the Wood Products segment, which posted a loss. Shareholders also got a new $300.0 million buyback authorization and a $0.22 quarterly dividend.
Net income was $21.8 million, or $0.58 per diluted share, versus $91.0 million, or $2.33 per share, in Q3 2024.
Sales were $1,667.8 million, down 3% from $1,713.7 million, with Wood Products sales down 13%.
Wood Products posted a segment loss of $12.1 million, compared with segment income of $53.9 million a year earlier.
On October 30, 2025, the board authorized repurchases of up to $300.0 million of common stock and declared a $0.22 quarterly dividend payable December 17, 2025.
Boise Cascade reported second quarter 2025 net income of $62.0 million, or $1.64 per diluted share, down from $112.3 million, or $2.84 per share, a year earlier. Sales fell 3% to $1.74 billion, and adjusted EBITDA fell 34% to $119.0 million. Lower engineered wood and plywood prices and downtime for the Oakdale, Louisiana mill modernization weighed on the Wood Products segment, which lost most of its income.
Net income $62.0 million ($1.64 per diluted share) vs. $112.3 million ($2.84) in Q2 2024
Sales $1.74 billion, down 3% from $1.80 billion; Wood Products segment income fell 81% to $14.0 million
Board declared a quarterly dividend of $0.22 per share on July 31, 2025, payable September 17, 2025
Boise Cascade reported first quarter 2025 net income of $40.3 million, or $1.06 per diluted share, on sales of $1.5 billion, compared with $104.1 million, or $2.61 per share, on sales of $1.6 billion a year earlier. Lower sales prices and volumes in its wood products and distribution segments drove the decline, and the company said it expects modest engineered wood product price erosion in the second quarter. Shareholders also re-elected eleven directors and approved the 2025 Omnibus Incentive Plan at the May 1 annual meeting.
Net income $40.3 million ($1.06 per diluted share) vs. $104.1 million ($2.61) in first quarter 2024
Sales $1.5 billion, down 7%; Adjusted EBITDA $91.6 million, down 46%
Wood Products segment income $17.7 million, down 75%; Building Materials Distribution segment income $48.4 million, down 33%
Shareholders elected eleven directors and approved the 2025 Omnibus Incentive Plan at the May 1, 2025 meeting
Boise Cascade entered a new Credit Agreement with JPMorgan Chase Bank on April 14, 2025, providing a $450.0 million revolving loan maturing April 14, 2030. The company terminated its prior $400.0 million revolver and $50.0 million term loan, using Revolver proceeds to repay the term loan. The new facility is secured by substantially all company assets, other than real property and certain excluded property, which may be released if the company achieves and maintains investment grade ratings from at least two agencies.
New $450.0 million revolving loan with JPMorgan Chase Bank, N.A. as administrative agent, maturing April 14, 2030
$50.0 million was borrowed at closing; approximately $4,300,000 of letters of credit outstanding reduce availability
Prior Credit Agreement with Wells Fargo Capital Finance, LLC terminated; the company reports no termination penalties
Boise Cascade reported fourth-quarter and full-year 2024 results on February 20, 2025, with net income and sales both lower than in 2023. Lower EWP and plywood prices drove a sharp drop in Wood Products segment income, while Building Materials Distribution income was roughly flat in the quarter. Shareholders face a weaker earnings base, though the company reported $1,109.0 million of total available liquidity at year end and projected 2025 capital expenditures of $220 million to $240 million.
Q4 2024 net income was $68.9 million, or $1.78 per diluted share, down from $97.5 million, or $2.44, in Q4 2023; sales were $1.6 billion, down 5%.
Full-year 2024 net income was $376.4 million, or $9.57 per diluted share, down 22% from $483.7 million in 2023; sales were $6.7 billion, down 2%.
Wood Products segment income fell to $33.6 million in Q4 2024 from $64.1 million, due primarily to lower EWP and plywood sales prices.
The board declared a quarterly dividend of $0.21 per share payable March 19, 2025; about 250,000 shares were repurchased in January 2025 for about $30 million.
Boise Cascade said its board appointed Joanna Barney, currently senior vice president of Western Operations, as executive vice president of its Building Materials Distribution division, effective February 17, 2025. The company also declared a quarterly dividend of $0.21 per share, payable March 19, 2025, to holders of record on February 24, 2025, which is relevant to shareholders' income.
Joanna Barney, age 51, appointed executive vice president of Building Materials Distribution, effective February 17, 2025
Annual base salary of $540,000 and annual short-term incentive target of 80% of base salary
Quarterly dividend of $0.21 per share, payable March 19, 2025, to stockholders of record on February 24, 2025
Division oversees the company's more than 40 distribution facilities across the U.S.
Boise Cascade's board appointed Executive Vice President Jeff Strom as chief operating officer, effective January 20, 2025, overseeing its Wood Products and Building Materials Distribution divisions. The filing sets his base salary at $650,000 with a short-term incentive target of 100% of base salary, and CEO Nate Jorgensen described the move as part of succession planning.
Jeff Strom appointed COO by the board on January 13, 2025, effective January 20, 2025
Base salary of $650,000 and short-term incentive target of 100% of base salary
Strom previously served as Executive Vice President of Building Materials Distribution since March 2021
Role oversees Wood Products and Building Materials Distribution divisions
Boise Cascade reported third quarter 2024 net income of $91.0 million, or $2.33 per diluted share, on sales of $1.7 billion, compared with $143.1 million, or $3.58 per share, on $1.8 billion a year earlier. The company said lower plywood and engineered wood prices and higher conversion costs reduced Wood Products segment income, and that Building Materials Distribution segment income also declined. For shareholders, the filing also shows a $0.21 quarterly dividend and an authorization to repurchase 1.4 million more shares.
Net income of $91.0 million ($2.33 diluted per share) versus $143.1 million ($3.58) in third quarter 2023
Sales of $1.7 billion, down 7%; Wood Products segment income fell 46% to $53.9 million
Board declared a $0.21 per share quarterly dividend payable December 18, 2024, and authorized 1.4 million additional shares for repurchase on October 30, 2024
Expected capital expenditures of $220 million to $240 million in 2024 and $200 million to $220 million in 2025
Boise Cascade reported second quarter 2024 net income of $112.3 million, or $2.84 per diluted share, on sales of $1.8 billion, down from $146.3 million, or $3.67 per share, a year earlier. Wood Products segment income fell 30% on lower engineered wood prices, while Building Materials Distribution sales rose 1%. The board also declared a $5.00 per share special dividend payable September 16, 2024, a return of capital to shareholders even as earnings declined.
Net income of $112.3 million, or $2.84 per diluted share, versus $3.67 in second quarter 2023 (down 23%)
Sales of $1,797.7 million, down 1% from $1,815.2 million a year earlier
Adjusted EBITDA of $181.2 million, down 18% from $221.0 million
Special dividend of $5.00 per share payable September 16, 2024, to holders of record on September 3, 2024
Boise Cascade reported first quarter 2024 net income of $104.1 million, or $2.61 per diluted share, on sales of $1.6 billion, compared with $96.7 million, or $2.43 per share, on sales of $1.5 billion a year earlier. Shareholders also elected eleven directors and approved the advisory compensation vote and the KPMG LLP appointment at the May 2, 2024 annual meeting.
Net income $104.1 million, up 8% from $96.7 million; diluted EPS $2.61 vs. $2.43
Sales $1.6 billion ($1,645.4 million), up 7%; Adjusted EBITDA $168.5 million, up 6%
Board declared a quarterly dividend of $0.20 per share on May 2, 2024, payable June 17, 2024
Shareholders elected eleven directors and ratified KPMG LLP as auditor for 2024
Boise Cascade reported fourth-quarter 2023 net income of $97.5 million, or $2.44 per diluted share, down from $117.4 million, or $2.95, a year earlier, on sales of $1.6 billion, up 1%. For full-year 2023, net income fell 44% to $483.7 million ($12.12 per share) on sales down 18% to $6.8 billion, and the company also disclosed that its Wood Products executive vice president is retiring and has been succeeded.
Q4 2023 net income $97.5 million vs. $117.4 million in Q4 2022; diluted EPS $2.44 vs. $2.95
Full-year 2023 net income $483.7 million vs. $857.7 million in 2022; diluted EPS $12.12 vs. $21.56
Mike Brown, EVP Wood Products, retiring effective May 3, 2024; Troy Little appointed EVP Wood Products effective February 19, 2024, with a $540,000 base salary
2024 capital expenditures expected to total approximately $250 million to $270 million, excluding potential acquisition spending
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