Boise Cascade vs James Hardie Industries
Boise Cascade reported revenue of $6.4 billion in fiscal 2025, 1.3 times James Hardie Industries' $4.8 billion in fiscal 2026. Boise Cascade's revenue fell 4.8% in its latest year, and James Hardie Industries' grew 24.7%. Boise Cascade had an operating margin of 2.9%, against 9.3% at James Hardie Industries. Free cash flow was $13 million at Boise Cascade and $206 million at James Hardie Industries. Their fiscal years end in different months (December 31 and March 31), so the periods don't line up exactly.
Side by side
| Boise Cascade | James Hardie Industries | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Mar 31, 2026 |
| Revenue | $6.4B | $4.8B |
| Revenue growth | −4.8% | 24.7% |
| Revenue growth a year, last 5 years | 3.2% | 10.7% |
| Gross margin | — | 35.8% |
| Operating margin | 2.9% | 9.3% |
| Net margin | 2.1% | 2.1% |
| Free cash flow | $13M | $206M |
| Free cash flow margin | 0.2% | 4.3% |
| Return on capital | 6.8% | 3.3% |
| Net debt to EBITDA | −0.0x | 4.6x |
| Dividends and buybacks | $218M | $0M |
| Change in diluted share count | −4.3% | 26.2% |
| Last close | $70.24 | $27.85 |
| P/E at the last close | 20.5× | 146.6× |
| Insider trades, last 12 months | sold $665,841 | bought $68,730, sold $28.3 million |
| Piotroski F-score | 5 of 8 | 4 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Boise CascadeJames Hardie Industries
Operating margin
Percent of revenue
Boise CascadeJames Hardie Industries
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Boise CascadeJames Hardie Industries
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Boise Cascade and James Hardie Industries pages.