WY
Weyerhaeuser Company23.28
-0.07-0.3%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Timber deals quantified; breakeven path detailed.
Q&A quantified timberlands portfolio tweaks, with recent buys at 21x EBITDA multiples versus 45x sells, delivering $50 million annual EBITDA lift from prior deals—yet raised the bar for future acquisitions amid attractive buyback alternatives. Management outlined a 1-2 year path to lumber breakeven through OpEx and innovation, while monitoring OSB cuts and touting integrated log flexes for edge in weak markets. India pine exports emerged as a China-ban silver lining. HBU fetched higher like-for-like prices. Q&A largely reaffirmed scripted caution, but surfaced execution levers. Tough pricing persists.
Key Stats
Market Cap
16.80BP/E (TTM)
50.61Basic EPS (TTM)
0.46Dividend Yield
0.04%Recent Filings
8-K
8-K
Growth plan targets EBITDA surge
Weyerhaeuser unveiled its 2025 Investor Day growth plan on December 11, targeting substantial Adjusted EBITDA expansion from 2024 baseline through timberlands optimization, Wood Products investments like the $500M Monticello TimberStrand facility starting 2027, and Strategic Land Solutions climate initiatives aiming for $170M uplift by 2030. Integrated levers promise $100M+ annual uplift. Growth accelerates now.
8-K
New exec severance deals filed
Weyerhaeuser filed under Item 5.02 to disclose new executive severance agreements effective November 13, 2025, replacing prior versions expiring December 31, 2025. Standard executives gain 1.5x base salary plus target bonus on qualifying non-COC termination; CEO Devin Stockfish secures 2x. New board director Rick Beckwitt adds homebuilding expertise.
10-Q
IPO
Website
Employees
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