BCC Boise Cascade, L.L.C. Common Stock
NYSE · Trading Companies & Distributors · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 3, 2026
$74.99
· of 52w range
· above low
· to high
$65.0052w low
$91.9752w high
Market Cap
$2.71B
P/E (TTM)
25.3
EPS (TTM)
$2.96
Revenue (TTM)
$6.46B
your badges
52W Range
$65–$92
Analyst Rating
BUY
Price Target
$96
P/E
25.3
ROE
5.1%
Net Profit Margin
1.6%
Your badge strip is empty — pin a metric anywhere on this page.
BCC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$74.99
Market Cap
$2.71B
P/E (TTM)
25.3
EPS (TTM)
$2.96
Revenue (TTM)
$6.46B
Div Yield
1.3%
ROE (TTM)
5.1%
Debt/Equity (MRQ)
0.2
52W Range
$65–$92
BCC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$6.40B2016-12-31 → 2025-12-31
EPS$3.532016-12-31 → 2025-12-31
Free Cash Flow$13M2016-12-31 → 2025-12-31
Net margin1.6%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BCC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 25.35Y avg ≈10.2 | ≈10.2 | 28.5 | Undervalued | |
| P/S | 0.45Y avg ≈0.5 | ≈0.5 | 1.2 | Undervalued | |
| P/B | 1.35Y avg ≈1.8 | ≈1.8 | 2.4 | Undervalued | |
| EV / EBITDA | 7.95Y avg ≈4.9 | ≈4.9 | 12.0 | Undervalued | |
| Price / FCF | 213.45Y avg ≈50.0 | ≈50.0 | · | · | |
| Price / Cash Flow | 10.75Y avg ≈7.0 | ≈7.0 | 10.5 | Fair value | |
| EV / Revenue | 0.45Y avg ≈0.5 | ≈0.5 | · | · | |
| EV / FCF | 210.95Y avg ≈48.8 | ≈48.8 | · | · | |
| Price / Tangible Book | 1.65Y avg ≈2.1 | ≈2.1 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BCC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 2.5%5Y avg ≈9.1% | ≈9.1% | 9.6% | Weak | |
| EBITDA Margin (TTM) | 5.0%5Y avg ≈10.8% | ≈10.8% | 9.6% | Weak | |
| Pretax Margin (TTM) | 2.3%5Y avg ≈9.1% | ≈9.1% | 6.9% | Weak | |
| Net Profit Margin (TTM) | 1.6%5Y avg ≈6.8% | ≈6.8% | 5.0% | Weak | |
| ROA (TTM) | 3.1%5Y avg ≈18.1% | ≈18.1% | 4.0% | In line | |
| ROE (TTM) | 5.1%5Y avg ≈28.3% | ≈28.3% | 9.2% | Weak | |
| ROIC | 5.4%5Y avg ≈22.5% | ≈22.5% | 9.0% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | BCC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.25Y avg ≈0.2 | ≈0.2 | 1.1 | Low debt | |
| Current Ratio (MRQ) | 2.75Y avg ≈3.4 | ≈3.4 | 2.3 | Strong liquidity | |
| Quick Ratio | 1.05Y avg ≈1.6 | ≈1.6 | 0.9 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.25Y avg ≈0.2 | ≈0.2 | 1.1 | Low debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BCC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -4.8%5Y avg ≈5.1% | ≈5.1% | · | · | |
| Revenue CAGR 3Y | -8.6%5Y avg ≈-2.1% | ≈-2.1% | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | |
| EPS YoY | -63.1%5Y avg ≈39.4% | ≈39.4% | · | · | |
| Net Income YoY | -64.7%5Y avg ≈39.4% | ≈39.4% | · | · | |
| EPS CAGR 3Y | -45.3%5Y avg ≈-8.2% | ≈-8.2% | · | · | |
| EPS CAGR 5Y | -4.5% | · | · | · | |
| Net Income CAGR 3Y | -46.3%5Y avg ≈-8.4% | ≈-8.4% | · | · | |
| Net Income CAGR 5Y | -5.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BCC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.95Y avg ≈2.5 | ≈2.5 | 1.0 | Top tier | |
| Revenue / Employee | ≈$827.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield1.3%
Payout Ratio26.1%
Annualized Payout≈$0.92
5Y Div CAGR≈16.5%
Growth Streak≈1
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.23 | USD | ≈1.2% |
| Jun 1, 2026 | $0.22 | USD | ≈1.3% |
| Feb 23, 2026 | $0.22 | USD | ≈1.1% |
| Dec 1, 2025 | $0.22 | USD | ≈1.1% |
| Sep 2, 2025 | $0.22 | USD | ≈7.1% |
| Jun 2, 2025 | $0.21 | USD | ≈6.9% |
| Feb 24, 2025 | $0.21 | USD | ≈5.6% |
| Dec 2, 2024 | $0.21 | USD | ≈3.9% |
| Sep 3, 2024 | $5.21 | USD | ≈8.7% |
| Jun 3, 2024 | $0.20 | USD | ≈4.3% |
| Feb 22, 2024 | $0.20 | USD | ≈6.9% |
| Nov 30, 2023 | $5.20 | USD | ≈8.0% |
| Aug 31, 2023 | $0.20 | USD | ≈4.3% |
| May 31, 2023 | $3.15 | USD | ≈6.4% |
| Feb 21, 2023 | $0.15 | USD | ≈5.9% |
| Nov 30, 2022 | $1.15 | USD | ≈5.4% |
| Aug 31, 2022 | $0.12 | USD | ≈9.6% |
| May 31, 2022 | $2.62 | USD | ≈10.3% |
| Feb 18, 2022 | $0.12 | USD | ≈6.6% |
| Nov 30, 2021 | $3.12 | USD | ≈8.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
9.3%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 3, 2026 | $1.63 | $1.25 | 30.8% |
| March 31, 2026 | $0.50 | $0.42 | 18.3% | |
| Dec. 31, 2025 | $0.24 | $0.16 | 47.2% | |
| Sept. 30, 2025 | $0.58 | $0.69 | -15.9% | |
| June 30, 2025 | $1.64 | $1.72 | -4.6% | |
| March 31, 2025 | $1.06 | $1.32 | -19.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.40B | $6.72B | $6.84B | $8.39B | $7.93B | $5.47B | $4.64B | $5.00B | $4.43B | $3.91B | $3.63B | $3.57B | |
| SG&A Expense | $100M | $102M | $114M | $104M | $83M | $79M | $71M | $69M | $63M | $60M | $49M | $48M | |
| Operating Expenses | $6.22B | $6.23B | $6.21B | $7.23B | $6.95B | $5.14B | $4.51B | $4.92B | $4.29B | $3.83B | $3.53B | $3.43B | |
| Operating Income | $183M | $490M | $624M | $1.16B | $972M | $335M | $136M | $72M | $141M | $85M | $103M | $146M | |
| Interest Expense | · | · | $25M | $25M | $25M | $26M | $26M | $26M | $25M | $27M | $23M | $22M | |
| Interest Income | $19M | $39M | $48M | $12M | $195.0K | $999.0K | $3M | $2M | $547.0K | $390.0K | $323.0K | $237.0K | |
| Other Non-op | $-3M | $12M | $21M | $-11M | $-23M | $-49M | $-28M | $-50M | $-24M | $-41M | $-23M | $-22M | |
| Pretax Income | $180M | $502M | $645M | $1.15B | $949M | $286M | $108M | $22M | $118M | $43M | $81M | $123M | |
| Income Tax | $47M | $125M | $161M | $289M | $236M | $111M | $27M | $2M | $35M | $5M | $28M | $43M | |
| Net Income | $133M | $376M | $484M | $858M | $712M | $175M | $81M | $20M | $83M | $38M | $52M | · | |
| EPS (Basic) | $3.54 | $9.63 | $12.20 | $21.70 | $18.07 | $4.45 | $2.07 | $0.53 | $2.15 | $0.99 | $1.33 | $2.03 | |
| EPS (Diluted) | $3.53 | $9.57 | $12.12 | $21.56 | $17.97 | $4.44 | $2.06 | $0.52 | $2.12 | $0.98 | $1.33 | $2.03 | |
| Shares (Basic) | 37,476,000 | 39,086,000 | 39,649,000 | 39,526,000 | 39,420,000 | 39,277,000 | 39,039,000 | 38,932,000 | 38,623,000 | 38,761,000 | 39,239,000 | 39,412,000 | |
| Shares (Diluted) | 37,619,000 | 39,318,000 | 39,901,000 | 39,772,000 | 39,646,000 | 39,431,000 | 39,242,000 | 39,387,000 | 39,074,000 | 38,925,000 | 39,355,000 | 39,492,000 | |
| EBITDA | $342M | $634M | $757M | $1.26B | $1.05B | $430M | $217M | $219M | $222M | $152M | $159M | $197M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $477M | $713M | $950M | $998M | $749M | $405M | $285M | $192M | $177M | $104M | $184M | $164M | |
| Receivables | · | · | · | $297M | $444M | $376M | $216M | $214M | $246M | $199M | $187M | $172M | |
| Inventory | $796M | $803M | $712M | $698M | $661M | $503M | $498M | $533M | $477M | $433M | $385M | $394M | |
| Prepaid Expense | $41M | $25M | $21M | $48M | $14M | $9M | $8M | $32M | $23M | $12M | $17M | $15M | |
| Current Assets | $1.65B | $1.89B | $2.06B | $2.06B | $1.89B | $1.31B | $1.02B | $986M | $933M | $760M | $786M | $753M | |
| PP&E (Net) | $1.16B | $1.05B | $933M | $770M | $495M | $461M | $477M | $487M | $566M | $569M | $403M | $368M | |
| PP&E (Gross) | $2.16B | $2.08B | $1.86B | $1.60B | $1.26B | $1.17B | $1.11B | $1.06B | $1.06B | $999M | $771M | $692M | |
| Accum. Depreciation | $1.01B | $1.03B | $927M | $833M | $764M | $708M | $630M | $577M | $494M | $430M | $368M | $324M | |
| Goodwill | $185M | $172M | $170M | $138M | $60M | $60M | $60M | $59M | $55M | $55M | $22M | $22M | |
| Intangibles | $160M | $173M | $191M | $161M | $15M | $17M | $18M | $17M | $15M | $16M | $10M | $10M | |
| Other Non-current Assets | $6M | $9M | $9M | $11M | $8M | $7M | $9M | $11M | $16M | $15M | $12M | $9M | |
| Total Assets | $3.24B | $3.37B | $3.46B | $3.24B | $2.57B | $1.97B | $1.69B | $1.58B | $1.61B | $1.44B | $1.25B | $1.21B | |
| Current Liabilities | $493M | $564M | $594M | $546M | $641M | $524M | $385M | $370M | $382M | $313M | $259M | $255M | |
| Capital Leases | $50M | $43M | $56M | $49M | $55M | $56M | $58M | $0 | · | · | · | · | |
| Deferred Tax | $106M | $79M | $82M | $63M | $4M | $18M | $27M | $19M | $16M | $6M | $0 | · | |
| Other Non-current Liabilities | $18M | $17M | $17M | $17M | $15M | $15M | $13M | $39M | $21M | $19M | $17M | $15M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | $438M | $345M | · | |
| Total Debt | $445M | $446M | $445M | $444M | $445M | $444M | $441M | $439M | $438M | $438M | $345M | $301M | |
| Common Stock | $362.0K | $451.0K | $450.0K | $448.0K | $447.0K | $446.0K | $444.0K | $441.0K | $437.0K | $435.0K | $434.0K | $433.0K | |
| Retained Earnings | $1.50B | $1.93B | $1.78B | $1.65B | $949M | $452M | $357M | $330M | $361M | $281M | $243M | $191M | |
| Treasury Stock | $0 | $342M | $145M | $139M | $139M | $139M | $139M | $139M | $134M | $134M | $124M | $100M | |
| AOCI | $-476.0K | $-460.0K | $-517.0K | $-520.0K | $-1M | $-1M | $-50M | $-48M | $-77M | $-83M | $-93M | $-101M | |
| Stockholders' Equity | $2.07B | $2.15B | $2.20B | $2.06B | $1.35B | $851M | $701M | $673M | $675M | $580M | $535M | $492M | |
| Liabilities + Equity | $3.24B | $3.37B | $3.46B | $3.24B | $2.57B | $1.97B | $1.69B | $1.58B | $1.61B | $1.44B | $1.25B | $1.21B | |
| Shares Outstanding | 36,190,433 | 38,182,989 | 39,539,825 | 39,460,018 | 39,330,807 | 39,201,226 | 38,985,705 | 38,708,767 | 38,580,732 | 38,352,574 | 38,825,687 | 39,418,139 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $158M | $144M | $132M | $102M | $81M | $95M | $80M | $147M | $80M | $73M | $56M | $51M | |
| Stock-based Comp | $12M | $15M | $15M | $12M | $8M | $8M | $8M | $9M | $10M | $8M | $6M | $6M | |
| Deferred Tax | $28M | $-2M | $-180.0K | $60M | $-14M | $27M | $9M | $-8M | $8M | $-8M | $31M | $11M | |
| Amort. of Intangibles | $20M | $20M | $18M | $8M | $1M | · | · | · | · | · | · | · | |
| Other Non-cash | $-77M | $-95M | $56M | $10M | $-120M | $-11M | $68M | $-5M | $-30M | · | · | · | |
| Operating Cash Flow | $254M | $438M | $687M | $1.04B | $667M | $295M | $246M | $164M | $152M | $152M | $80M | $102M | |
| CapEx | $241M | $230M | $215M | $114M | $107M | $79M | $83M | $80M | $75M | $84M | $88M | $61M | |
| Investing Cash Flow | $-263M | $-238M | $-376M | $-625M | $-106M | $-79M | $-94M | $-89M | $-73M | $-299M | $-84M | · | |
| Debt Issued | $50M | $0 | $0 | $0 | $28M | $400M | $6M | $8M | $410M | $838M | $50M | $58M | |
| Net Debt Issued | $0 | · | $0 | $0 | $0 | $-6M | $0 | $0 | $0 | $84M | $50M | $0 | |
| Stock Repurchased | $183M | $195M | $6M | $0 | $0 | $0 | $0 | $5M | $0 | $10M | $24M | $0 | |
| Net Stock Activity | $-183M | $-195M | $-6M | · | · | $0 | $0 | $-5M | $0 | $-10M | $-24M | $0 | |
| Dividends Paid | $35M | $229M | $346M | $160M | $214M | $79M | $54M | $51M | $3M | $0 | $0 | · | |
| Financing Cash Flow | $-227M | $-437M | $-361M | $-166M | $-218M | $-96M | $-58M | $-60M | $-5M | $66M | $25M | · | |
| Net Change in Cash | $-236M | $-236M | $-49M | $249M | $344M | $120M | $94M | $15M | $73M | $-81M | $21M | $45M | |
| Taxes Paid | $37M | $131M | $133M | $260M | $260M | $75M | $-1M | $14M | $36M | $7M | $700.0K | $40M | |
| Free Cash Flow | $13M | $209M | $472M | $927M | $560M | $215M | $163M | $84M | $76M | $68M | $-7M | $41M | |
| Levered FCF | · | · | $453M | $908M | $542M | $199M | $143M | $59M | $58M | $45M | $-22M | $26M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 2.9% | 7.3% | 9.1% | 13.8% | 12.3% | 6.1% | · | 1.4% | 3.2% | 2.0% | 2.8% | 4.1% | |
| Net Margin | 2.1% | 5.6% | 7.1% | 10.2% | 9.0% | 3.2% | · | 0.41% | 1.9% | · | · | · | |
| Pretax Margin | 2.8% | 7.5% | 9.4% | 13.7% | 12.0% | 5.2% | · | 0.44% | 2.6% | 1.1% | 2.2% | 3.5% | |
| EBITDA Margin | 5.3% | 9.4% | 11.1% | 15.0% | 13.3% | 7.9% | · | 4.4% | 5.0% | 3.9% | 4.4% | 5.5% | |
| ROA | 4.0% | 11.0% | 14.4% | 29.5% | 31.4% | 9.6% | 4.9% | 1.3% | 5.5% | · | · | · | |
| ROE | 6.3% | 17.6% | 21.5% | 42.4% | 53.6% | 21.5% | 11.3% | 2.9% | 13.2% | · | · | · | |
| ROIC | 5.4% | 14.1% | 17.7% | 34.6% | 40.6% | 15.8% | 8.9% | 6.0% | 8.9% | 6.9% | 7.6% | 11.9% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.4 | 3.3 | 3.5 | 3.8 | 2.9 | 2.5 | 2.7 | 2.7 | 2.4 | 2.4 | 3.0 | 3.0 | |
| Quick Ratio | 1.0 | 1.3 | 1.6 | 2.4 | 1.9 | 1.5 | 1.3 | 1.1 | 1.1 | 1.0 | 1.4 | 1.3 | |
| Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.5 | 0.6 | 0.7 | 0.6 | 0.8 | 0.6 | 0.6 | |
| LT Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.5 | 0.6 | 0.7 | 0.6 | 0.8 | 0.6 | 0.6 | |
| Interest Coverage | · | · | 24.5 | 45.6 | 39.2 | 12.8 | 5.2 | 2.8 | 5.6 | 3.0 | 4.6 | 6.6 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.9 | 2.0 | 2.0 | 2.9 | 3.5 | 3.0 | · | 3.1 | 2.9 | 2.9 | 3.0 | 3.1 | |
| Receivables Turnover | · | · | · | 22.6 | 19.3 | 18.5 | · | 21.6 | 19.9 | 20.2 | 20.2 | 22.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $57.33 | $56.34 | $55.53 | $52.15 | $34.39 | $21.70 | $17.99 | $17.38 | $17.48 | $15.12 | $13.77 | $12.49 | |
| Revenue / Share | $170.25 | $171.02 | $171.38 | $210.88 | $199.92 | $138.85 | · | $126.83 | $113.43 | $100.48 | $92.32 | $90.49 | |
| Cash Flow / Share | $6.76 | $11.15 | $17.23 | $26.18 | $16.82 | $7.47 | $6.26 | $4.15 | $3.88 | $3.90 | $2.04 | $2.58 | |
| Cash / Share | $13.19 | $18.68 | $24.02 | $25.30 | $19.04 | $10.34 | $7.32 | $4.95 | $4.59 | $2.71 | $4.75 | $4.15 | |
| Dividend / Share | $0.86 | $5.82 | $8.70 | $4.01 | $5.42 | $2.00 | $1.37 | $1.30 | $0.07 | $0.00 | $0.00 | · | |
| Dividend Paid / Share | · | · | $8.70 | $4.01 | $5.42 | $2.00 | $1.37 | $1.30 | $0.07 | · | · | · | |
| EPS (TTM) | $3.53 | $9.57 | $12.12 | $21.56 | $17.97 | $4.44 | $2.06 | $0.52 | $2.12 | $0.98 | $1.33 | $2.03 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.8% | -1.7% | -18.5% | 5.8% | 44.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -8.6% | -5.3% | 7.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -63.1% | -21.0% | -43.8% | 20.0% | 304.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -45.3% | -18.9% | 39.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -4.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -64.7% | -22.2% | -43.6% | 20.4% | 307.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -46.3% | -19.2% | 40.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -5.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -15.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.40B | $6.72B | $6.84B | $8.39B | $7.93B | $5.47B | $4.64B | $5.00B | $4.43B | $3.91B | $3.63B | $3.57B | |
| Net Income TTM | $133M | $376M | $484M | $858M | $712M | $175M | $81M | $20M | $83M | $38M | $52M | $74M | |
| Market Cap | $2.66B | $4.54B | $5.11B | $2.71B | $2.80B | $1.87B | $1.42B | $923M | $1.54B | $863M | $991M | $1.46B | |
| Enterprise Value | $2.63B | $4.27B | $4.61B | $2.16B | $2.50B | $1.91B | $1.58B | $1.17B | $1.80B | $1.20B | $1.15B | $1.60B | |
| P/E | 20.8 | 12.4 | 10.7 | 3.2 | 4.0 | 10.8 | 17.7 | 45.9 | 18.8 | 23.0 | 19.2 | 18.3 | |
| P/S | 0.4 | 0.7 | 0.7 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.3 | 0.2 | 0.3 | 0.4 | |
| P/B | 1.3 | 2.1 | 2.3 | 1.3 | 2.1 | 2.2 | 2.0 | 1.4 | 2.3 | 1.5 | 1.9 | 3.0 | |
| P / Tangible Book | 1.5 | 2.5 | 2.8 | 1.5 | 2.2 | 2.4 | · | · | · | · | · | · | |
| P / Cash Flow | 10.5 | 10.4 | 7.4 | 2.6 | 4.2 | 6.4 | 5.8 | 5.6 | 10.2 | 5.7 | 12.3 | 14.4 | |
| P / FCF | 209.5 | 21.7 | 10.8 | 2.9 | 5.0 | 8.7 | 8.7 | 11.0 | 20.2 | 12.6 | -137.8 | 36.0 | |
| EV / EBITDA | 7.7 | 6.7 | 6.1 | 1.7 | 2.4 | 4.4 | 7.3 | 5.3 | 8.1 | 7.9 | 7.3 | 8.1 | |
| EV / FCF | 207.0 | 20.5 | 9.8 | 2.3 | 4.5 | 8.9 | 9.7 | 14.0 | 23.7 | 17.5 | -160.0 | 39.4 | |
| EV / Revenue | 0.4 | 0.6 | 0.7 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.4 | 0.3 | 0.3 | 0.4 | |
| Dividend Yield | 1.3% | 5.0% | 6.8% | 5.9% | 7.6% | 4.2% | 3.8% | 5.5% | 0.18% | 0.00% | 0.00% | · | |
| Earnings Yield | 4.8% | 8.1% | 9.4% | 31.4% | 25.2% | 9.3% | 5.6% | 2.2% | 5.3% | 4.4% | 5.2% | 5.5% | |
| Payout Ratio | 26.1% | 60.8% | 71.6% | 18.6% | 30.0% | 45.3% | 66.7% | 247.2% | 3.3% | · | · | · | |
| Annual Payout | $35M | $229M | $346M | $160M | $214M | $79M | $54M | $51M | $3M | $0 | $0 | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $1.50B | $1.46B | $1.67B | $1.74B | $1.54B | $1.57B | $1.71B | $1.80B | $1.65B | $1.64B | $1.83B | $1.82B | $1.54B | $1.63B | $2.15B | |
| SG&A Expense | $27M | $26M | $22M | $26M | $26M | $25M | $25M | $26M | $26M | $25M | $30M | $28M | $30M | $26M | $22M | $28M | |
| Operating Expenses | $1.75B | $1.47B | $1.44B | $1.64B | $1.66B | $1.48B | $1.47B | $1.60B | $1.65B | $1.51B | $1.52B | $1.65B | $1.63B | $1.42B | $1.47B | $1.86B | |
| Operating Income | $84M | $28M | $16M | $32M | $81M | $55M | $93M | $117M | $147M | $133M | $121M | $186M | $190M | $128M | $156M | $299M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $6M | · | $6M | $6M | $6M | · | $6M | |
| Interest Income | $2M | $3M | $4M | $4M | $5M | $6M | $8M | $10M | $11M | $11M | $13M | $14M | $12M | $10M | $8M | $3M | |
| Other Non-op | $-5M | $-3M | $-2M | $-1M | $66.0K | $-325.0K | $457.0K | $3M | $4M | $4M | $6M | $6M | $6M | $2M | $2M | $-4M | |
| Pretax Income | $79M | $24M | $14M | $31M | $81M | $54M | $93M | $121M | $151M | $137M | $127M | $192M | $196M | $130M | $157M | $296M | |
| Income Tax | $21M | $7M | $6M | $9M | $19M | $14M | $24M | $30M | $38M | $33M | $30M | $49M | $49M | $33M | $40M | $76M | |
| Net Income | $57M | $18M | $9M | $22M | $62M | $40M | $69M | $91M | $112M | $104M | $98M | $143M | $146M | $97M | $117M | $220M | |
| EPS (Basic) | $1.63 | $0.50 | $0.26 | $0.58 | $1.64 | $1.06 | $1.81 | $2.34 | $2.85 | $2.63 | $2.46 | $3.61 | $3.69 | $2.44 | $2.96 | $5.55 | |
| EPS (Diluted) | $1.63 | $0.50 | $0.25 | $0.58 | $1.64 | $1.06 | $1.79 | $2.33 | $2.84 | $2.61 | $2.44 | $3.58 | $3.67 | $2.43 | $2.94 | $5.52 | |
| Shares (Basic) | 35,212,000 | 35,909,000 | · | 37,385,000 | 37,682,000 | 38,017,000 | · | 38,848,000 | 39,412,000 | 39,608,000 | · | 39,675,000 | 39,675,000 | 39,593,000 | · | 39,544,000 | |
| Shares (Diluted) | 35,227,000 | 36,020,000 | · | 37,509,000 | 37,795,000 | 38,215,000 | · | 39,063,000 | 39,608,000 | 39,956,000 | · | 39,983,000 | 39,834,000 | 39,838,000 | · | 39,776,000 | |
| EBITDA | $127M | $67M | · | $75M | $118M | $92M | · | $154M | $181M | $169M | · | $217M | $221M | $159M | · | $328M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $305M | $339M | $477M | $512M | $481M | $562M | $713M | $762M | $922M | $890M | · | $1.27B | $1.08B | $1.00B | · | $867M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $418M | · | $511M | |
| Inventory | $927M | $878M | $796M | $844M | $919M | $921M | $803M | $792M | $832M | $815M | · | $683M | $703M | $739M | · | $767M | |
| Prepaid Expense | $37M | $28M | $41M | $34M | $30M | $22M | $25M | $32M | $36M | $18M | · | $31M | $23M | $21M | · | $18M | |
| Current Assets | $1.80B | $1.73B | $1.65B | $1.85B | $1.91B | $1.98B | $1.89B | $2.01B | $2.27B | $2.22B | · | $2.47B | $2.30B | $2.19B | · | $2.18B | |
| PP&E (Net) | $1.14B | $1.16B | $1.16B | $1.13B | $1.12B | $1.08B | $1.05B | $986M | $949M | $934M | · | $790M | $785M | $773M | · | $745M | |
| PP&E (Gross) | $2.21B | $2.19B | $2.16B | $2.11B | $2.09B | $2.12B | $2.08B | $1.99B | $1.93B | $1.89B | · | $1.69B | $1.66B | $1.63B | · | $1.56B | |
| Accum. Depreciation | $1.07B | $1.04B | $1.01B | $981M | $975M | $1.05B | $1.03B | $1.01B | $980M | $955M | · | $899M | $877M | $857M | · | $812M | |
| Goodwill | $185M | $185M | $185M | $172M | $172M | $172M | $172M | $172M | $170M | $170M | · | $138M | $138M | $138M | · | $134M | |
| Intangibles | $149M | $154M | $160M | $158M | $163M | $168M | $173M | $177M | $181M | $186M | · | $149M | $153M | $157M | · | $170M | |
| Other Non-current Assets | $7M | $6M | $6M | $7M | $7M | $7M | $9M | $8M | $8M | $10M | · | $10M | $10M | $10M | · | $14M | |
| Total Assets | $3.39B | $3.34B | $3.24B | $3.40B | $3.45B | $3.48B | $3.37B | $3.44B | $3.67B | $3.61B | · | $3.64B | $3.48B | $3.36B | · | $3.35B | |
| Current Liabilities | $664M | $627M | $493M | $598M | $645M | $702M | $564M | $643M | $692M | $685M | · | $695M | $667M | $580M | · | $739M | |
| Capital Leases | $44M | $47M | $50M | $51M | $47M | $41M | $43M | $44M | $53M | $55M | · | $44M | $47M | $46M | · | $52M | |
| Deferred Tax | $106M | $105M | $106M | $90M | $81M | $79M | $79M | $97M | $93M | $87M | · | $68M | $66M | $67M | · | $51M | |
| Other Non-current Liabilities | $20M | $19M | $18M | $20M | $21M | $20M | $17M | $18M | $18M | $18M | · | $18M | $18M | $18M | · | $18M | |
| Total Debt | $448M | $448M | · | $445M | $445M | $446M | · | $446M | $446M | $446M | · | $445M | $445M | $445M | · | $444M | |
| Common Stock | $349.0K | $355.0K | $362.0K | $371.0K | $452.0K | $452.0K | $451.0K | $451.0K | $451.0K | $451.0K | · | $450.0K | $450.0K | $450.0K | · | $448.0K | |
| Retained Earnings | $1.45B | $1.45B | $1.50B | $1.57B | $2.01B | $1.96B | $1.93B | $1.87B | $1.98B | $1.88B | · | $1.89B | $1.76B | $1.74B | · | $1.57B | |
| Treasury Stock | · | · | $0 | $0 | $429M | $396M | $342M | $305M | $235M | $172M | · | $140M | $140M | $140M | · | $139M | |
| AOCI | $-462.0K | $-469.0K | $-476.0K | $-442.0K | $-448.0K | $-454.0K | $-460.0K | $-495.0K | $-502.0K | $-509.0K | · | $-501.0K | $-507.0K | $-514.0K | · | $-902.0K | |
| Stockholders' Equity | $2.03B | $2.02B | $2.07B | $2.14B | $2.15B | $2.13B | $2.15B | $2.12B | $2.30B | $2.26B | $2.20B | $2.31B | $2.17B | $2.14B | $2.06B | $1.98B | |
| Liabilities + Equity | $3.39B | $3.34B | $3.24B | $3.40B | $3.45B | $3.48B | $3.37B | $3.44B | $3.67B | $3.61B | · | $3.64B | $3.48B | $3.36B | · | $3.35B | |
| Shares Outstanding | · | · | 36,190,433 | · | · | · | 38,182,989 | · | · | · | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $43M | $39M | $41M | $42M | $37M | $37M | $37M | $37M | $34M | $36M | $39M | $31M | $31M | $31M | $32M | $28M | |
| Stock-based Comp | $3M | $3M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | |
| Deferred Tax | $1M | $-895.0K | $16M | $8M | $2M | $741.0K | $-18M | $4M | $6M | $5M | $-5M | $2M | $-644.0K | $3M | $14M | $26M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $4M | $4M | $4M | · | $3M | |
| Other Non-cash | · | $-75M | · | · | · | $-110M | · | · | · | $-122M | · | · | · | $-87M | · | · | |
| Operating Cash Flow | $42M | $-16M | $131M | $118M | $33M | $-28M | $95M | $175M | $142M | $27M | $166M | $231M | $242M | $48M | $227M | $378M | |
| CapEx | $23M | $40M | $54M | $55M | $79M | $53M | $94M | $62M | $40M | $34M | $116M | $31M | $38M | $30M | $52M | $21M | |
| Investing Cash Flow | $-24M | $-39M | $-87M | $-54M | $-70M | $-52M | $-98M | $-63M | $-40M | $-37M | $-279M | $-30M | $-37M | $-29M | $-50M | $-538M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $44M | $66M | $70M | $25M | $34M | $54M | $36M | $70M | $62M | $27M | $5M | $0 | $57.0K | $1M | $0 | $0 | |
| Net Stock Activity | · | $-66M | · | · | · | $-54M | · | · | · | $-27M | · | · | · | $-1M | · | · | |
| Dividends Paid | $8M | $10M | $8M | $8M | $8M | $10M | $8M | $201M | $8M | $11M | $206M | $8M | $125M | $8M | $46M | $5M | |
| Financing Cash Flow | $-53M | $-83M | $-79M | $-33M | $-44M | $-71M | $-45M | $-272M | $-70M | $-50M | $-211M | $-8M | $-125M | $-16M | $-46M | $-6M | |
| Net Change in Cash | $-34M | $-139M | $-35M | $31M | $-81M | $-151M | $-48M | $-160M | $32M | $-59M | $-323M | $192M | $80M | $2M | $131M | $-166M | |
| Taxes Paid | $18M | $600.0K | $162.0K | $4M | $31M | $2M | $41M | $24M | $65M | $2M | $29M | $57M | $45M | $1M | $71M | $40M | |
| Free Cash Flow | · | $-56M | · | · | · | $-82M | · | · | · | $-7M | · | · | · | $18M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $13M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.6% | 1.8% | · | 1.9% | 4.6% | 3.5% | · | 6.9% | 8.2% | 8.1% | · | 10.1% | 10.5% | 8.3% | · | 13.9% | |
| Net Margin | 3.1% | 1.2% | · | 1.3% | 3.6% | 2.6% | · | 5.3% | 6.2% | 6.3% | · | · | · | 6.3% | · | · | |
| Pretax Margin | 4.3% | 1.6% | · | 1.8% | 4.6% | 3.5% | · | 7.0% | 8.4% | 8.3% | · | 10.5% | 10.8% | 8.4% | · | 13.7% | |
| EBITDA Margin | 6.9% | 4.5% | · | 4.5% | 6.8% | 6.0% | · | 9.0% | 10.1% | 10.3% | · | 11.8% | 12.2% | 10.3% | · | 15.2% | |
| ROA | 1.7% | 0.52% | · | 0.64% | 1.7% | 1.1% | · | 2.6% | 3.1% | 3.0% | · | · | · | 3.0% | · | · | |
| ROE | 2.8% | 0.86% | · | 1.0% | 2.8% | 1.8% | · | 4.1% | 5.0% | 4.7% | · | · | · | 5.1% | · | · | |
| ROIC | 2.5% | 0.82% | · | 0.88% | 2.4% | 1.6% | · | 3.4% | 4.0% | 3.7% | · | 5.0% | 5.4% | 3.7% | · | 9.2% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.8 | · | 3.1 | 3.0 | 2.8 | · | 3.1 | 3.3 | 3.2 | · | 3.5 | 3.4 | 3.8 | · | 3.0 | |
| Quick Ratio | 0.5 | 0.5 | · | 0.9 | 0.7 | 0.8 | · | 1.2 | 1.3 | 1.3 | · | 1.8 | 1.6 | 2.4 | · | 1.9 | |
| Debt / Equity | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| LT Debt / Equity | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 21.9 | · | 29.2 | 30.0 | 20.1 | · | 46.8 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.7 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | 2.9 | · | 4.4 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $51.99 | $41.61 | · | $44.46 | $46.04 | $40.21 | · | $43.87 | $45.39 | $41.18 | · | $45.88 | $45.57 | $38.77 | · | $54.17 | |
| Cash Flow / Share | · | $-0.44 | · | · | · | $-0.75 | · | · | · | $0.69 | · | · | · | $1.20 | · | · | |
| Dividend / Share | $0.22 | $0.22 | $0.22 | $0.22 | $0.21 | $0.21 | $0.21 | $5.21 | $0.20 | $0.20 | $5.20 | $0.20 | $3.15 | $0.15 | $1.15 | $0.12 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | $5.20 | $0.20 | $3.15 | $0.15 | $1.15 | $0.12 | |
| EPS (TTM) | $2.96 | $2.97 | · | $5.07 | $6.82 | $8.02 | · | $10.22 | $11.47 | $12.30 | · | $12.62 | $14.56 | $16.38 | · | $22.90 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.46B | $6.37B | · | $6.51B | $6.56B | $6.62B | · | $6.80B | $6.92B | $6.94B | · | $6.82B | $7.14B | $7.61B | · | $8.54B | |
| Net Income TTM | $106M | $110M | · | $193M | $262M | $313M | · | $405M | $457M | $491M | · | $503M | $580M | $652M | · | $909M | |
| P/E | 26.2 | 25.5 | · | 15.3 | 12.7 | 12.2 | · | 13.8 | 10.4 | 12.5 | · | 8.2 | 6.2 | 3.9 | · | 2.6 | |
| Earnings Yield | 3.8% | 3.9% | · | 6.6% | 7.9% | 8.2% | · | 7.2% | 9.6% | 8.0% | · | 12.2% | 16.1% | 25.9% | · | 38.5% | |
| Payout Ratio | · | 58.1% | · | · | · | 26.0% | · | · | · | 10.8% | · | · | · | 8.5% | · | · | |
| Annual Payout | $34M | $35M | · | $35M | $228M | $228M | · | $426M | $233M | $349M | · | $186M | $183M | $162M | · | $237M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $6.40B | $6.72B | $6.84B | $8.39B | $7.93B |
| Operating Margin % | 2.9% | 7.3% | 9.1% | 13.8% | 12.3% |
| Net Income | $133M | $376M | $484M | $858M | $712M |
| Diluted EPS | $3.53 | $9.57 | $12.12 | $21.56 | $17.97 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 |
| Current Ratio | 3.4 | 3.3 | 3.5 | 3.8 | 2.9 |
| Quick Ratio | 1.0 | 1.3 | 1.6 | 2.4 | 1.9 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $13M | $209M | $472M | $927M | $560M |
Institutional owners (13F) 363 filers · $2.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
363
Value held
$2.9B
New positions
54
Exited positions
36
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 54 (-5 vs prior Q) | 36 (-2 vs prior Q) | 110 (+1 vs prior Q) | 130 (+21 vs prior Q) | +62K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $463,729,440 | 5,973,585 | 15.78% | Shares |
| VANGUARD GROUP INC | $308,831,562 | 4,196,081 | 10.51% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $177,118,430 | 2,281,497 | 6.03% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170,910,984 | 2,201,610 | 5.82% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $141,671,024 | 1,824,952 | 4.82% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $123,506,225 | 1,590,960 | 4.20% | Shares |
| STATE STREET CORP | $116,229,499 | 1,497,224 | 3.95% | Shares |
| ALLIANCEBERNSTEIN L.P. | $98,709,901 | 1,301,383 | 3.36% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $71,794,130 | 924,644 | 2.44% | Shares |
| AMERICAN CENTURY COMPANIES INC | $69,224,845 | 891,728 | 2.36% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $56,530,000 | 728,203 | 1.92% | Shares |
| THIRD AVENUE MANAGEMENT LLC | $46,739,936 | 602,086 | 1.59% | Shares |
| MORGAN STANLEY | $44,763,022 | 576,619 | 1.52% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $44,499,845 | 573,230 | 1.51% | Shares |
| MILLENNIUM MANAGEMENT LLC | $43,502,377 | 560,381 | 1.48% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37,168,856 | 478,795 | 1.26% | Shares |
| Atlas FRM LLC | $34,545,350 | 445,000 | 1.18% | Shares |
| NORTHERN TRUST CORP | $33,022,948 | 425,389 | 1.12% | Shares |
| GOLDMAN SACHS GROUP INC | $31,753,133 | 409,032 | 1.08% | Shares |
| BANK OF AMERICA CORP /DE/ | $30,351,078 | 390,971 | 1.03% | Shares |
| Qube Research & Technologies Ltd | $30,146,368 | 388,334 | 1.03% | Shares |
| TWO SIGMA INVESTMENTS, LP | $30,084,885 | 387,542 | 1.02% | Shares |
| Verition Fund Management LLC | $24,541,560 | 316,135 | 0.83% | Shares |
| Nuveen, LLC | $23,105,189 | 297,633 | 0.79% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $20,459,309 | 263,549 | 0.70% | Shares |
| JPMORGAN CHASE & CO | $19,888,315 | 249,286 | 0.68% | Shares |
| D. E. Shaw & Co., Inc. | $18,645,950 | 240,190 | 0.63% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $18,230,163 | 234,834 | 0.62% | Shares |
| Bank of New York Mellon Corp | $18,194,479 | 234,374 | 0.62% | Shares |
| Medina Value Partners, LLC | $17,858,160 | 230,042 | 0.61% | Shares |
| Invesco Ltd. | $16,808,524 | 216,521 | 0.57% | Shares |
| NORGES BANK | $16,084,936 | 207,200 | 0.55% | Shares |
| Allianz Asset Management GmbH | $15,754,931 | 202,949 | 0.54% | Shares |
| First Eagle Investment Management, LLC | $14,998,737 | 193,208 | 0.51% | Shares |
| PEREGRINE CAPITAL MANAGEMENT LLC | $14,733,165 | 189,787 | 0.50% | Shares |
| Point72 Asset Management, L.P. | $14,595,604 | 188,015 | 0.50% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $13,204,708 | 170,098 | 0.45% | Shares |
| GLENMEDE TRUST CO NA | $11,907,044 | 153,382 | 0.41% | Shares |
| TWO SIGMA ADVISERS, LP | $11,128,320 | 151,200 | 0.38% | Shares |
| Concentric Capital Strategies, LP | $10,301,967 | 132,706 | 0.35% | Shares |
| ROYCE & ASSOCIATES LP | $9,938,193 | 128,020 | 0.34% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $9,719,975 | 125,209 | 0.33% | Shares |
| Public Sector Pension Investment Board | $9,382,129 | 120,857 | 0.32% | Shares |
| Glenmede Investment Management, LP | $9,365,771 | 121,130 | 0.32% | Shares |
| Pictet Asset Management Holding SA | $9,135,110 | 117,675 | 0.31% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $8,782,593 | 113,134 | 0.30% | Shares |
| Bridgewater Associates, LP | $8,387,844 | 108,049 | 0.29% | Shares |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $8,133,683 | 104,775 | 0.28% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8,104,345 | 106,847 | 0.28% | Shares |
| Hudson Bay Capital Management LP | $8,064,049 | 103,878 | 0.27% | Shares |
Company insiders 31 insiders · 7 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Kelly E. Hibbs | SVP, CFO & Treasurer | March 1, 2026 F | 61,766 | 0 | 0 | $0 |
| Thomas A Lovlien | President, Wood Products | March 11, 2014 F | 16,178 | 0 | 0 | $0 |
| Stanley R Bell | President, Building Materials | March 11, 2014 F | 18,048 | 0 | 0 | $0 |
| Jeffrey Robert Strom | COO | March 1, 2026 F | 52,821 | 0 | 0 | $0 |
| Jill Twedt | SVP General Counsel & Corp Sec | Aug. 27, 2026 S | 25,295 | 0 | 2 | $-502,602 |
| Joanna L. Barney | EVP, BMD | March 1, 2026 F | 16,493 | 0 | 0 | $0 |
| Troy Little | EVP, Wood Products | March 1, 2026 F | 16,618 | 0 | 0 | $0 |
| Nate Jorgensen | Director | April 30, 2026 A | 216,712 | 0 | 0 | $0 |
| Sue Ying Taylor | Director | March 1, 2026 A | 10,876 | 0 | 0 | $0 |
| Duane Charles Mcdougall | Director | March 1, 2026 A | 21,505 | 0 | 0 | $0 |
| Steven C Cooper | Director | March 1, 2026 A | 7,690 | 0 | 0 | $0 |
| Thomas E Carlile | Director | March 1, 2026 A | 31,709 | 0 | 0 | $0 |
| Thomas S Souleles | Director | July 30, 2014 D | 58,245 | 0 | 0 | $0 |
| Samuel M Mencoff | Director | July 30, 2014 D | 38,760 | 0 | 0 | $0 |
| John W Madigan | Director | June 2, 2014 D | 14,290 | 0 | 0 | $0 |
| BOISE CASCADE HOLDINGS, L.L.C. | 10% owner | March 3, 2014 J | 0 | 0 | 0 | $0 |
| Paul J Finnegan | 10% owner | March 3, 2014 J | 5,222 | 0 | 0 | $0 |
| Kristopher J Matula | · | Aug. 5, 2026 S | 13,982 | 0 | 1 | $-163,239 |
| Craig O Dawson | · | March 1, 2026 A | 7,422 | 0 | 0 | $0 |
| Karen E Gowland | · | March 1, 2026 A | 18,608 | 0 | 0 | $0 |
| Amy Humphreys | · | March 1, 2026 A | 7,422 | 0 | 0 | $0 |
| David H Hannah | · | March 1, 2026 A | 22,145 | 0 | 0 | $0 |
| Christopher J Mcgowan | · | March 1, 2026 A | 13,297 | 0 | 0 | $0 |
| Mack L Hogans | · | April 5, 2024 S | 3,055 | 0 | 0 | $0 |
| Dean Michael Brown | · | March 4, 2024 S | 40,237 | 0 | 0 | $0 |
| Richard H Fleming | · | March 1, 2022 A | 20,958 | 0 | 0 | $0 |
| Wayne M Rancourt | · | May 10, 2021 G | 54,722 | 0 | 0 | $0 |
| Nick Stokes | · | March 1, 2021 F | 49,559 | 0 | 0 | $0 |
| Thomas Kevin Corrick | · | March 1, 2020 F | 222,368 | 0 | 0 | $0 |
| Daniel G Hutchinson | · | March 4, 2019 F | 42,400 | 0 | 0 | $0 |
| John T. Sahlberg | · | Feb. 22, 2019 A | 63,634 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 55 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0.93% | 4,114 NS | July 31, 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0.85% | 30,489 SH | Oct. 1, 2026 | Daily |
| GTO · Invesco Actively Managed Exchange-T… | 0.64% | 19,132,593.12 | Oct. 1, 2026 | Daily |
| SCOW · Pacer Funds Trust | 0.63% | 140 NS | July 31, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.54% | 20,179 SH | Oct. 1, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.48% | 12,315 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.41% | 107,730 SH | Oct. 1, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.29% | 74,671 SH | Aug. 19, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.28% | 437 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.25% | 44,948 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.18% | 31,796 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.18% | 190,164 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.17% | 5,461 SH | Oct. 1, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 12,183 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.15% | 123,096 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.13% | 244,832 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.12% | 1,331 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 9,582 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.10% | 2,130 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 209,174 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.09% | 932,814 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.09% | 17,403 NS | July 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.08% | 17,754 SH | Oct. 1, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.06% | 126,785 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.06% | 512,609 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 3,054 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.04% | 43,602 SH | Aug. 19, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.04% | 11,760 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 404,373 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 807,495 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.03% | 2,381 SH | Sept. 10, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 26,408 SH | Oct. 1, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 687 SH | Oct. 1, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.02% | 30,224 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 87,790 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 5,500 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 139,748 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 2,268 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 1,736 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 8,264 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 11,260 SH | Sept. 9, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 10,903 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 49,637 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,122,758 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 27,968 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,990 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 7,999 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 2,147,553 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 313,939 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 341,918 SH | Sept. 11, 2026 | Daily |
| IFRA · iShares Trust | · | 54,248 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 4,855 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,561 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 7,752 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 19,467 SH | Sept. 11, 2026 | Daily |
BCC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$97.50
+30.0%
1 9.1%
Strong Buy
6 54.5%
Buy
3 27.3%
Hold
1 9.1%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-09-29Mean target $96.50 +28.7%
← Below all targets
Current price $74.99
Low$89.00
Mean$96.50
High$105.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BCC | $2.66B | 20.8 | -4.8% | 2.1% | 6.3% | · |
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| DXPE | $1.70B | 20.4 | 11.9% | 4.4% | 18.4% | 31.5% |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| DNOW | $2.47B | -17.4 | 18.8% | -3.2% | -5.3% | 17.0% |
| CTOS | $1.31B | -41.1 | 7.9% | -1.6% | -3.9% | 21.2% |
| FTAI | · | · | · | · | · | · |
| WLFC | $1.03B | 8.8 | 28.3% | 15.6% | 17.8% | · |
| GIC | $1.12B | 15.8 | 4.8% | 5.2% | 23.3% | 35.5% |
| DSGR | $1.26B | 152.2 | 9.8% | 0.42% | 1.3% | 33.4% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 3, 2026