WY
Weyerhaeuser Company23.28
-0.07-0.3%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Supply-led lumber recovery affirmed
Q&A clarified recent lumber and OSB price gains as supply-driven—curtailments, fewer Canadian imports—rather than demand pickup, yet with room for Southern prices to rise further into spring amid balanced inventories. Management dismissed Potlatch-Rayonier merger impact, touted portfolio divestitures as net cash flow positive, and voiced mid-cycle comfort at 5x leverage while open to more sales for value. EWP stays bullish on TimberStrand share grabs across uses, even in tepid single-family. China logs ramp modestly. Answers largely reaffirm scripted resilience. Supply sets the table.
Key Stats
Market Cap
16.80BP/E (TTM)
50.61Basic EPS (TTM)
0.46Dividend Yield
0.04%Recent Filings
8-K
Weyerhaeuser targets $1.5B EBITDA growth
Weyerhaeuser unveiled its March 2026 investor presentation under Regulation FD, targeting $1.5 billion incremental Adjusted EBITDA by 2030 versus 2024 baseline through growth levers like climate solutions, engineered wood expansion, and export boosts. New 'Strategic Land Solutions' segment launches Q1 2026, rebranding Real Estate, Energy & Natural Resources. Growth accelerates; risks loom from economic cycles.
8-K
Weyerhaeuser's $1.5B EBITDA growth plan
Weyerhaeuser unveiled its accelerated growth strategy on February 26, 2026, targeting $1.5 billion incremental Adjusted EBITDA by 2030 versus 2024 baseline through climate solutions, wood products expansion, and timberlands optimization. Renaming Real Estate, Energy & Natural Resources to Strategic Land Solutions effective Q1 2026 underscores portfolio evolution. Growth levers already underway. Markets must develop.
10-K
FY2025 results
Weyerhaeuser's FY2025 net sales dipped 3% to $6.9B versus 2024, with Wood Products down 5% to $5.0B on lower realizations despite higher lumber volumes, while Timberlands held steady at $1.5B to unaffiliated buyers and Real Estate & ENR rose 16% to $454M on pricier acres sold. Operating income climbed 7% to $731M, fueled by $266M timberland sale gains, yet net earnings fell 18% to $324M ($0.45/share) after a $145M pension settlement charge. Q4 saw lumber production drop 14% q/q amid soft demand, prompting moderated operations. Liquidity stays solid with $464M cash, $1.75B revolver availability and $938M buyback authorization; debt at $5.6B (36% debt-to-capital). Q4 momentum falters on weak housing. Low housing demand threatens quarterly log and lumber volumes.
8-K
Q4 earnings; timber sales boost
Weyerhaeuser posted Q4 net earnings of $74 million on $1.5 billion sales, down from last year amid tough markets, but full-year net earnings hit $324 million with Adjusted EBITDA of $1 billion. Timberlands sales fetched $599 million from Oregon, Georgia/Alabama, and pending Virginia deals, optimizing the portfolio. Climate Solutions soared 42% to $119 million Adjusted EBITDA, beating targets. Pension de-risking cut obligations to $1.9 billion. Shareholder returns topped $766 million.
8-K
Exec comp awards disclosed
Weyerhaeuser filed an 8-K on January 21, 2026, disclosing Performance Share Unit and Restricted Stock Unit awards under its 2022 Long-Term Incentive Plan. PSUs vest after a three-year performance period tied to business targets certified by the Compensation Committee, while RSUs follow a time-based schedule. Awards include retirement protections and change-of-control cash settlements at 120% federal mid-term rate. Executives face a one-year post-vest hold on TSR shares.
IPO
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