Boise Cascade Appoints Jeff Strom as New CEO
Boise Cascade announced that Nate Jorgensen, Chief Executive Officer, plans to retire effective March 2, 2026. The board of directors has unanimously appointed Jeff Strom, Chief Operating Officer, to succeed Jorgensen effective March 3, 2026. Jorgensen will continue to serve as a director on the Company's board after his retirement. The Company does not plan to backfill the chief operating officer role after the transition. "This is a planned transition and part of the Company's deliberate and long-term succession planning process to ensure stability and continued momentum in our strategy and operations," said Tom Carlile, Chair of Boise Cascade's board. "On behalf of the entire board of directors, I extend our gratitude to Nate Jorgensen for his outstanding leadership. Nate has led with steadfast integrity and remarkable vision for the last six years, guiding the Company through a global pandemic and tremendous growth. The positive impact of his leadership will extend far beyond his tenure as CEO."
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Boise Cascade Appoints Two Executives, Effective January 19, 2026
- Executive Promotions: Boise Cascade announces the appointment of Dennis Fringuelli as Vice President of Sales and Marketing for the Building Materials Distribution division and Jeff Dracup as Vice President for Engineered Wood Products, both effective January 19, 2026, highlighting the company's commitment to internal talent development.
- Career Progression: Dennis entered the building materials industry in 1994 and joined Boise Cascade in 1999, serving in various key roles before his promotion from Director of BMD Sales and Marketing, showcasing his growth and contributions within the company.
- Leadership Recognition: Jeff has held multiple sales and marketing positions since joining the company in 2004, culminating in his role as Sales Manager for the EWP division, reflecting the company's trust in his ability to drive sales growth.
- Strategic Focus: CEO Nate Jorgensen emphasized that these promotions result from a thoughtful succession planning process, indicating Boise Cascade's strategic emphasis on leadership development and long-term success.

Low-Cap Industrial Stocks Face Weak EPS Revisions
- EPS Revision Analysis: As the earnings season approaches, several mid to low-cap industrial stocks have received an 'F' grade for earnings momentum, indicating significant downward pressure on analyst expectations for future earnings.
- Affected Companies: Companies such as Alight (ALIT), Alaska Air Group (ALK), and Apogee Enterprises (APOG) have all received an 'F' grade, highlighting severe challenges to their earnings outlook.
- Market Reaction Expectations: These companies may face cautious investor sentiment due to factors like heavy debt and high customer churn rates, which could negatively impact their stock performance.
- Industry Outlook: Despite the current poor EPS revision grades, the market remains optimistic about the industrial sector's prospects for 2026, potentially providing support for future investment opportunities.






