Boise Cascade’s fiscal third-quarter revenue rose 8% year over year to $1.8 billion, beating market expectations by $42.08 million, while earnings per share of $1.04 came in $0.10 below estimates. U.S. housing starts weakened over the same period, providing important context for results at the wood products and building materials company.
Revenue grew as U.S. housing starts declined
CEO and Director Jeff Strom said on the company’s November 3, 2026, earnings call that total U.S. housing starts fell 4% year over year in the third quarter. Single-family starts declined 2%. Boise Cascade’s consolidated sales increased 8% to $1.8 billion.
The available results show revenue above expectations but earnings per share below them. The materials available do not include a specific net income figure.
Housing construction is a key source of demand for building materials. The decline in starts alongside higher company sales means the quarterly revenue result needs to be considered in the context of performance across Boise Cascade’s businesses. However, the available call material does not provide segment sales, margins or explanations for the change, so it does not establish which products or markets drove the increase.
Earnings call provides limited detail
The call was hosted by Chris Forrey, senior vice president of finance and investor relations. Other management participants included CFO Kelly Hibbs, Building Materials Distribution leader Joanna Barney and Wood Products leader Troy Little.
In his opening remarks, Forrey cautioned that the company’s materials contain forward-looking statements. He also noted that the presentation appendix includes reconciliations from GAAP net income to EBITDA and from segment income to segment EBITDA.
The call transcript ends after Strom begins discussing quarterly results, with no subsequent management commentary or analyst Q&A available. As a result, the material does not provide enough information to assess the drivers of the results, performance by business segment or the company’s expectations.