Brad Barton's questions to BOISE CASCADE (BCC) leadership • Q2 2025
Question
Brad Barton, on behalf of Bank of America, inquired about the operating rates across the business and the forward outlook for EWP pricing, asking what might signal a bottom. He also requested an update on the labor strike at the company's 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 involved 19 union employees at the Billings BMD location. She noted that business continuity plans are in place to avoid customer disruptions and the situation is not expected to have a material impact.