Boise Cascade (BCC) Q2 FY26 earnings call

Boise Cascade delivered resilient Q2 FY26 results, with strong consolidated sales and improved Wood Products EBITDA, despite a challenging housing market. The company announced a significant expansion of its distribution partnership with James Hardie, consolidating its position as the sole nationwide distributor for a broad product portfolio. While this transition is expected to create near-term revenue pressure and margin impacts in Q3, management is confident in its long-term growth potential and ability to mitigate financial impacts through strategic execution and support from James Hardie.