)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Boise Cascade Company
Boise Cascade Company (BCC) investor relations material
Boise Cascade Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Full-year 2025 net income was $132.8 million ($3.53 per share) on $6.4 billion in sales, with Q4 net income of $8.7 million ($0.24 per share) on $1.46 billion in sales, both down significantly from 2024 due to market headwinds and a $6 million legal accrual.
Expanded distribution business with a new Texas Greenfield Distribution Center and the acquisition of Holden Humphrey, supporting EWP growth strategy.
Major capital investments completed in EWP production, including Oakdale modernization and Thorsby line addition.
Returned value to shareholders via a 5% dividend increase, $35 million in dividends, and $181 million in share repurchases in 2025, with $39 million more in early 2026.
Leadership transition announced, with Jeff Strom succeeding Nate Jorgensen as CEO.
Financial highlights
Q4 2025 sales were $1.46 billion, down 7% year-over-year; full-year sales were $6.4 billion, down 5%.
Q4 net income was $8.7 million ($0.24 per share), down from $68.9 million ($1.78 per share) in Q4 2024; full-year EPS was $3.53, down from $9.57.
Q4 Adjusted EBITDA was $57.2 million, down 56% year-over-year; full-year Adjusted EBITDA was $342.2 million, down 46%.
2025 capital expenditures totaled $241 million; $35 million in dividends paid and $181 million in share repurchases.
Ended 2025 with $477.2 million in cash, $395.1 million in undrawn credit, and $450 million in debt.
Outlook and guidance
Q1 2026 BMD EBITDA expected between $45–$55 million; Wood Products EBITDA between $25–$35 million.
Daily sales pace in Q1 2026 projected to improve but remain below Q4 2025; EWP and plywood volumes expected to rise sequentially.
Gross margins for BMD expected between 14.25% and 15%; effective tax rate projected at 26–27%.
2026 capital spending expected at $150–$170 million, with a third allocated to BMD growth projects.
Long-term demand outlook remains positive for residential construction and repair & remodel activity, though 2026 housing starts expected flat or modestly down.
How did legal accrual affect BMD Q4 segment income %?
Primary focus of 2026 capital expenditures
How did mill modernization impact Wood Products 2025?
BMD EBITDA margin: path to 5% target
BMD general line product growth drivers
EWP price stability drivers?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Boise Cascade Company earnings date
Q1 20265 May, 2026
Boise Cascade Company
Next Boise Cascade Company earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Boise Cascade Company manufactures wood products and distributes building materials. The company produces engineered wood products, plywood, and lumber, and operates a nationwide distribution network serving residential and commercial construction markets. The company is headquartered in Boise, Idaho, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage