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    Brad Barton • Bank of America

    Brad Barton's questions to Boise Cascade Co (BCC) leadership

    Brad Barton's questions to Boise Cascade Co (BCC) leadership • Q2 2025

    Question

    Brad Barton, on behalf of George Staphos at Bank of America, asked about current operating rates across the business, the forward outlook for EWP pricing, and for an update on the labor strike at the Billings, Montana facility.

    Answer

    Troy Little, EVP of Wood Products, stated that EWP operating rates were in the low 80s in Q2 but are expected to decline to a 65-70% range depending on demand. Joanna Barney, EVP of Building Materials Distribution, addressed the strike, confirming it involves 19 union employees at one of 38 BMD locations. She assured that business continuity plans are in effect and no material impact is anticipated.

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    Brad Barton's questions to Weyerhaeuser Co (WY) leadership

    Brad Barton's questions to Weyerhaeuser Co (WY) leadership • Q2 2025

    Question

    Brad Barton, on for George Staphos, inquired about the catalysts needed to reverse the downward trend in Engineered Wood Products (EWP) pricing and whether the recent appreciation in real estate prices per acre was due to mix or underlying value changes.

    Answer

    CEO Devin Stockfish identified a pickup in single-family housing construction as the primary catalyst for an EWP pricing recovery. CFO David Wold attributed the higher real estate price per acre in Q2 to transaction mix, specifically a higher proportion of Western acres, while reaffirming long-term conviction in the appreciating value of timberlands.

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