Boise Cascade Company (BCC) Investor presentation summary

Intro and overview

• Achieved $6.4 billion in 2025 revenue with a 5.5% CAGR from 2019 to 2025.

• National leader in building materials distribution and engineered wood products manufacturing.

• Serves a diversified customer base, from independent dealers to large chains and home centers.

• Invested $1.81 billion in M&A/Capex and returned $1.50 billion to shareholders since 2019.

• Total shareholder return of 104% over five years ending December 2025.

Business model and competitive advantages

• Operates two complementary divisions: Wood Products (manufacturing) and Building Materials Distribution (BMD).

• Integration provides superior market access, supply chain visibility, and joint offerings.

• Industry-leading scale with 40 distribution centers and deep relationships with top brands.

• Nationwide footprint with manufacturing near wood baskets and >11 plywood/veneer plants.

• Offers a full range of building materials, next-day orders, and >98% order fill rate.

Strategic growth and market positioning

• Expanded through acquisitions, greenfield projects, and modernization, increasing scale and product mix.

• Focused on higher-margin, value-added EWP products, now 60% of manufacturing sales mix.

• Leveraging technology for EWP design, real-time asset monitoring, and business intelligence.

• Positioned for further market penetration and growth in multi-family, light commercial, and home center channels.