Revenue distribution by industry:

• Building products: approx. 70%
• Wood products: approx. 30%

TOP 3 markets and their percentage shares:

• USA: approx. 85%
• Canada: approx. 10%
• Other international markets: approx. 5%

Boise Cascade Company generates the majority of its revenue from the building products industry, which accounts for about 70% of total revenue. The remaining portion comes from the sale of wood products. The main market for Boise Cascade is the USA, where approximately 85% of revenues are generated. Canada follows with a share of about 10%, while the remaining 5% comes from other international markets. This distribution reflects the company's strong focus on the North American market.

Production sites of Boise Cascade Company:

Boise Cascade Company mainly produces in the United States. The key production sites include:

• Wood products: Boise Cascade operates several plants for the production of wood products, including locations in Oregon, Louisiana, and Idaho.
• Distribution facilities: The company has an extensive network of distribution centers in the USA to support the distribution of its products.

Boise Cascade is known for its production of wood products and building materials used in various construction projects throughout North America. The strategic placement of its production sites enables the company to efficiently respond to demand in different regions.

Revenue Growth: 7.5% (2025) Profit Growth: 10.2% (2025)

Boise Cascade Company pursues a growth strategy based on expanding its production capacities and diversifying its product range. The company continuously invests in modernizing and expanding its production facilities to increase efficiency and reduce production costs.

Another focus is on tapping into new markets, especially in regions with growing construction activity. Boise Cascade also relies on strategic partnerships and acquisitions to strengthen its market presence and attract new customers.

Additionally, the company invests in sustainable practices and products to meet the increasing demands for environmental compatibility and to position itself as a responsible market leader. This strategy is intended to secure competitiveness in the long term and promote growth.

Main raw materials: Wood, wood-based materials, adhesives, fittings

Import countries: Canada, Brazil, Chile, New Zealand

Boise Cascade Company is heavily involved in the wood and wood-based materials industry. The main raw materials imported by the company include various types of wood and wood-based materials required for the production of building products and panel materials.

Canada is one of the largest suppliers of wood due to its geographical proximity and abundant forest resources. Brazil and Chile are also important suppliers, especially for tropical wood species and certain wood-based materials. New Zealand mainly supplies softwood products.

These imports are crucial for Boise Cascade's production and supply to meet demand in the USA and other markets.

Market share: 10% (estimated, 2026)
EBITDA margin: 8.5% (2025)
Return on Equity (ROE): 18% (2025)

Boise Cascade Company has a solid competitive advantage in the timber and building materials industry. The market share of approximately 10% indicates that the company holds a significant position in the market. The EBITDA margin of 8.5% suggests an efficient cost structure and the ability to generate profits from revenues.

The Return on Equity of 18% is an indicator of effective use of equity to generate profits. This shows that Boise Cascade achieves a strong return on capital compared to some competitors.

Additionally, the company benefits from a diversified product portfolio and a strong distribution network, further solidifying its market position. The competitive advantage is strengthened by continuous investments in technology and sustainable practices, which are increasingly important in the industry.

Institutional Investor Share: 95% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Boise Cascade Company remains high, indicating continued trust by institutional investors in the company's stability and growth potential.

In 2026, no significant insider buys or sells were reported, suggesting that the management and other insiders currently do not expect any significant changes in the valuation or business outlook of the company.

Market share of Boise Cascade Company: Estimated 5-7% (2026)

Main competitors and their estimated market shares:

1. Weyerhaeuser Company: 15-18%
2. Georgia-Pacific LLC: 12-15%
3. West Fraser Timber Co. Ltd.: 10-12%
4. Canfor Corporation: 8-10%
5. Interfor Corporation: 6-8%
6. Boise Cascade Company: 5-7%
7. Resolute Forest Products: 4-6%
8. Louisiana-Pacific Corporation: 3-5%
9. Rayonier Advanced Materials: 2-4%
10. PotlatchDeltic Corporation: 2-4%

Boise Cascade Company is a significant player in the wood products and building materials sector. Their market share is in the mid-single digits, making them an important but not dominating player. Boise Cascade's "moat" mainly lies in their established supply chain and close relationships with construction companies.

Compared to larger competitors like Weyerhaeuser and Georgia-Pacific, who have a broader and deeper moat due to their size, diversification, and vertical integration, Boise Cascade is more specialized. This can be both an advantage and a disadvantage, as specialized companies are often more flexible and adaptable, but have fewer resources for major investments in research and development or expansion.

Overall, Boise Cascade has a solid but not insurmountable moat. Larger competitors tend to have stronger competitive advantages due to their size and resources.

Revenue Growth: 8.5% (2025) EBITDA Margin: 9.2% (2025) Market Share in US Building Materials Sector: 12% (2025)

Boise Cascade Company recorded a revenue growth of 8.5% in 2025, attributed to robust demand in the construction sector and effective expansion into new markets. The EBITDA margin of 9.2% demonstrates solid operational efficiency that is competitive within the industry.

The company holds a 12% market share in the US building materials sector, highlighting its strong position in a growing market segment. These factors indicate that Boise Cascade is well positioned to benefit from ongoing trends in the construction and renovation sector.

Additionally, Boise Cascade has invested in sustainable and innovative products in recent years, increasing the potential for future growth and diversification of its product portfolio. These strategic initiatives could further enhance the company's competitiveness and profitability in the long term.

Dividend Yield: 3.2% (estimated for 2026)
Dividend History: Continuous payout since 2014

Boise Cascade Company regularly pays a dividend, and the payout has proven to be reliable. Since 2014, the company has consistently paid dividends, indicating a stable financial performance and solid cash flow generation. The estimated dividend yield of 3.2% for 2026 suggests that the company is also committed to providing its shareholders with an attractive return in the future.

The reliability of the dividend is supported by Boise Cascade's strong market position in the wood products and building materials sector. Given the stable demand in the construction industry and the company's efficient operations, it is likely that the dividend policy will continue in the coming years.