What move does the options market price into Boise Cascade's report?

Implied ±6.4%, either direction.

How often does Boise Cascade move more than the options market prices?

1 of the last 8 reports moved at least as far as the implied move.

BCCNYSEWholesale-Lumber & Other Construction Materials

Boise Cascade Co (BCC) earnings date, market-implied expected move, and options open interest by expiry

78.07

Closed16:00 ET

Open77.80Volume296,241Mkt cap$2.8BP/E26.20EPS2.98Div yield1.13%

Day77.10 – 78.2882%52-wk64.38 – 91.1651%

BCC

Boise Cascade Co

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±6.4%implied · report alone

8Q avg ±4.9%·×1.30·rich

73.8083.86

straddle ±8.6%

spot 78.83exp Nov 20ATM strike 80ATM straddle 8.00IV 52%

Oct 30 closereport share · term structure

Expected move

Inputs

Next report

Nov 2

after close · in 2 days

est.Q3 FY26

Calendar

Next report

Last report

+4.17%

vs ±7.5% implied · ×0.55

shaded = implied · ▲▼ = realized

Aug 3 '26 · confirmed

Implied vs realized

Linked news

22dHD · customer/C O R R E C T I O N -- The Home Depot/
40dPKG · supplierIs Packaging Corporation Underperforming the Nasdaq?
43dJHX · supplierJames Hardie (JHX) Crushes Guidance and Raises Its Full-Year Outlook

News

Largest filed tie

13F top-10 QoQ

−3.94%

shares held · 10 largest managers

13F · Jun 30 '26124d lag

331 managers

Top fund weight

0.09%

BCC weight · IWM

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Boise Cascade (BCC) is expected to report on Nov 2 after close (estimated date).

Implied vs realized

8 reports

1 of 8≥ implied

avg implied: ±7.1%
avg realized: ±4.9%

Nov 4 '24Nov 4 '24confirmed±7.4%▲+3.15%×0.42

Feb 20 '25Feb 20 '25confirmed±3.2%▼−8.14%×2.55

May 5 '25May 5 '25confirmed±6.0%▼−5.40%×0.89

Aug 4 '25Aug 4 '25confirmed±6.6%▲+4.91%×0.74

Q3 FY25Nov 3 '25confirmed±9.5%▲+3.03%×0.32

Feb 23 '26Feb 23 '26confirmed±9.2%▲+7.60%×0.83

Q1 FY26May 4 '26confirmed±6.9%▼−2.96%×0.43

Aug 3 '26Aug 3 '26confirmed±7.5%▲+4.17%×0.55

quarterimplied−10%0+10%realized×

Aug '26±7.5%▲+4.17%×0.55

Q1 FY26±6.9%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 30 close

0.42OI · 4 expiries · Oct 30 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

1140%Nov 2020d273+86%

9+13%Dec 1848d0.17530%0.17

2120%Jan 1576d1.16183+3%1.16

880%Apr 16167d2.5135+6%2.51

ExpiryPutsCallsP/C

Nov 2020d1140%273+86%0.42

Dec 1848d9+13%530%0.17

Jan 1576d2120%183+3%1.16

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±8.6%

Funds 4

IWM±0.0%

UWM±0.0%

VTI±0.0%

VT±0.0%

Suppliers 3

TREX±6.7%×0.78

JHX±6.2%×0.72

PKG±3.6%×0.41

Customers 1

HD±4.0%×0.46

Dashed = straddle · × = co-movement · max 501dMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ1 FY26

1.19%as filednet margin · revenue +2.63% QoQ · −2.47% YoY

Revenue

$1.5B+2.63% QoQ

Gross profit

$244M+5.23% QoQ

16.25% margin

Operating income

$28M+74.19% QoQ

1.85% margin

Pre-tax income

$24M+70.78% QoQ

Net income

$18M+104.28% QoQ

1.19% margin

Cost of revenue

$1.3B+2.14% QoQ

Operating expenses

$216M+0.13% QoQ

SG&A $177M

Depreciation $39M

Other expense

$3M

Tax

$7M+18.27% QoQ

Revenue$1.5B+2.63%

Gross profit

$244M+5.23%

16.25% margin

Operating income

$28M+74.19%

1.85% margin

Pre-tax income

$24M+70.78%

Net income

$18M+104.28%

1.19% margin

Cost of revenue

$1.3B+2.14%

Operating expenses

$216M+0.13%

SG&A $177M

Depreciation $39M

Other expense

$3M

Tax$7M+18.27%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Mar 31 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Oct 30 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.32· ±2.4% vs ±1.8% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±2.4%8 of 24×1.32

NFPjobs report±2.0%6 of 10×1.11

PCEpersonal income & outlays±1.4%8 of 19×0.76

GDPgross domestic product±1.3%8 of 19×0.74

CPIconsumer prices±1.3%3 of 10×0.74

PPIproducer prices±1.2%5 of 10×0.68

CPROFcorporate profits±1.2%6 of 12×0.66

Bar = avg |move| to ±3% · tick = ±1.8% avg day · ×base = |move| ÷ ±1.8% · min 6 releases

Earnings history

EPS 0.50 · consensus —

Quarter	Reported	EPS	Consensus
Q1 FY26	May 4 '26 · confirmed	0.50	—
Q4 FY25	—	0.25	—
Q3 FY25	Nov 3 '25 · confirmed	0.58	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod