West Fraser Timber Co Ltd
F:WFC
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West Fraser Timber Co Ltd
F:WFC
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Earnings Calls
Last Earnings Call
EBITDA recovered: West Fraser reported $59 million of adjusted EBITDA in Q2, up from negative $66 million in Q1, helped by a $13 million favorable duty adjustment and better realized prices.
Operations improved: Management said underlying performance was stable to better quarter over quarter, with stronger lumber shipments, a ramping Henderson mill, and positive EBITDA across all three core segments.
Balance sheet strong: The company generated $192 million of cash from operations, cut net debt by $140 million, and ended the quarter with about $1 billion of liquidity and only $55 million drawn on its revolver.
Guidance unchanged: West Fraser left shipment guidance unchanged and kept its capital spending range at $300 million to $350 million.
Headwinds persist: Transportation, resin, freight, tariffs, and weak affordability remain challenges, but management said it is offsetting these pressures through pricing, cost actions, and portfolio changes.
Buybacks on hold: The company did not repurchase shares in Q2 and said it is prioritizing financial flexibility, with no single metric determining when buybacks restart.