NYSE$BCC

Boise Cascade Company · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported solid financial performance amidst tepid demand with strategic capital returns.

Boise Cascade reported a net income of $112.3 million on sales of $1.8 billion for Q2 2024, compared to a net income of $146.3 million on sales of $1.8 billion for the same quarter in 2023. The company highlighted solid financial performance despite a tepid demand environment.

  • Net income was $112.3 million, or $2.84 per share.
  • Sales reached $1.8 billion.
  • Spending on organic growth projects progressed as expected.
  • A special dividend was announced for September.

Headline financials

Total Revenue

$1.8B

Previous: $1.82B-1.0%
EPS

$2.84

Previous: $3.67-22.6%
Capital Expenditures

-$74.1M

Previous: -$68.3M-8.5%
Free Cash Flow

$38.2M

Previous: $175M-78.1%
Net Income

$112M

Previous: $243M-53.8%
Operating Income

$147M

Previous: $190M-22.6%
Gross Profit

-$1.44B

Previous: -$1.43B-1.0%
Cash & Equivalents

$922M

Previous: $1.08B-14.7%
Total Assets

$3.67B

Previous: $3.48B+5.6%
Stock-Based Comp

$3.82M

Previous: $4.19M-9.0%

Revenue & EPS history

Boise Cascade · Revenue · Quarterly

$1.8B

Q2 2024-1%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Demand is correlated with residential construction, repair-and-remodeling, and light commercial construction. Home affordability and mortgage rates pose challenges, while low unemployment and housing undersupply support new construction. Renovation spending has softened due to consumer uncertainty and other factors. Commodity product prices and input costs may be volatile.

Tailwinds

  • Low unemployment
  • Undersupply of existing housing stock
  • Favorable demographic trends
  • Age of U.S. housing stock
  • Elevated levels of homeowner equity

Headwinds

  • Cost of housing
  • Elevated mortgage rates
  • Increased capital costs for developers
  • Elevated supply
  • Building material inflation

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-1.4%

Avg return

Earnings day

-0.6%

Avg return

5 days after

-1.1%

Avg return

30 days after

47%

27 / 57 earnings

Positive

+20.1%

Q3 2015

Best reaction

-28.5%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%-9.5%-12.6%
Q4 2025+8.1%+2.7%-7.8%
Q3 2025+2.7%+3.4%+8.7%
Q1 2025-4.5%-4.2%-5.4%
Q4 2024-8.1%-10.7%-14.6%
Q3 2024+3.2%+6.0%+9.5%
Q2 2024+0.6%-1.4%-2.4%
Q1 2024-4.0%-1.7%-1.8%
Q4 2023-10.6%-7.5%+8.7%
Q3 2023+0.8%+12.3%+21.8%
Q2 2023+4.7%+7.4%+7.4%
Q1 2023+2.7%+8.0%+10.6%
Q4 2022-2.8%-4.8%-19.5%
Q3 2022-1.5%-2.9%+9.0%
Q2 2022-4.0%-2.2%-11.9%
Q1 2022-10.6%-7.9%-4.3%
Q4 2021-21.6%-7.5%-13.4%
Q3 2021+10.2%+23.2%+14.8%
Q2 2021+1.7%+4.4%+12.1%
Q1 2021+3.8%+5.1%-6.8%
Q4 2020-10.6%-3.6%+5.2%
Q3 2020+9.5%+17.3%+16.7%
Q2 2020+1.2%-4.7%+3.3%
Q1 2020+6.5%-2.3%+25.3%
Q4 2019-10.0%-13.4%-43.7%
Q3 2019+2.3%+4.8%+2.6%
Q2 2019+11.9%+9.1%+10.5%
Q1 2019-8.4%-7.5%-19.4%
Q4 2018+2.2%-3.1%-6.4%
Q3 2018-6.7%-12.0%-20.0%
Q2 2018+0.0%-0.9%+1.2%
Q1 2018+2.9%+4.7%+16.6%
Q4 2017-6.3%-9.8%-13.7%
Q3 2017+1.6%+5.1%+9.1%
Q2 2017+3.0%-0.3%-5.3%
Q1 2017-4.4%-4.2%-7.9%
Q4 2016-2.2%+5.4%-1.7%
Q3 2016-14.2%-19.9%-6.3%
Q2 2016-2.0%-0.0%-9.4%
Q1 2016-4.3%
Q4 2015-28.5%
Q3 2015+20.1%
Q2 2015-7.1%
Q1 2015-2.6%
Q4 2014-13.3%
Q3 2014+5.0%
Q2 2014+6.0%
Q1 2014-0.9%
Q4 2013+0.2%
Q3 2012+0.8%
Q3 2013+7.9%
Q2 2012-0.4%
Q2 2013+0.8%
Q4 2011-3.1%
Q1 2012-3.1%
Q1 2013+6.6%
Q4 2012-5.1%
Q3 2011

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