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Weyerhaeuser Co
F:WHC

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Weyerhaeuser Co
F:WHC
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Price: 20.86 EUR 1.66% Market Closed
Market Cap: €15.2B

Weyerhaeuser Co
Investor Relations

Weyerhaeuser Co., with roots stretching back to 1900, stands as one of the largest private owners of timberland in North America. Founded by Frederick Weyerhaeuser, the company has amassed an impressive portfolio of timberlands, spanning across millions of acres primarily in the United States. This foundation allows Weyerhaeuser to operate at the core of the timber industry, managing these lands with a sharp focus on sustainability. The company ensures that it replenishes the resources it harvests, thus maintaining a long-term balance between conservation and commercial forestry. This meticulous stewardship is not only environmentally commendable but also strategically ensures a continued supply of raw materials for its diverse operations.

The company's business model is multifaceted, revolving primarily around three main segments: Timberlands, Wood Products, and Real Estate, Energy & Natural Resources. In the Timberlands segment, Weyerhaeuser leverages its vast acreage to harvest timber, which it either sells or uses internally. The Wood Products division then processes this timber into a wide array of products such as lumber, plywood, and engineered wood, which are core components in construction and manufacturing. Meanwhile, the Real Estate, Energy & Natural Resources segment capitalizes on undeveloped lands for real estate projects, mineral extraction, wind, and other renewable energy projects, diversifying the company’s revenue streams. Through this integrated approach, Weyerhaeuser not only maintains substantial control over its production process but ensures profitability across different market cycles.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Jan 30, 2026
AI Summary
Q4 2025

Challenging Year: Weyerhaeuser faced tough market conditions in 2025, with weak lumber and OSB pricing and muted housing activity.

Financial Results: The company reported 2025 GAAP earnings of $324 million on $6.9 billion in sales; Q4 earnings were $74 million on $1.5 billion in sales.

Climate Solutions Growth: Climate Solutions EBITDA hit $119 million, exceeding the $100 million target for 2025 and now targeting $250 million by 2030.

Portfolio Moves: Completed divestitures of non-core timberlands for $406 million and announced a $193 million Virginia sale, with more optimization expected.

Dividend & Buybacks: Increased base dividend by 5% and returned $766 million to shareholders, including $160 million in share repurchases and a new $1 billion buyback program.

Cost Controls: Maintained strong operational efficiency and cash flow focus despite market headwinds; net leverage rose due to lower EBITDA but remains manageable.

2026 Outlook: Expects stable or slightly improved results in Q1 and full year 2026, with real estate and Climate Solutions seen as growth drivers.

Key Financials
Earnings (Full Year)
$324 million
Earnings Per Share (Full Year)
$0.45 per diluted share
Earnings (Q4)
$74 million
Earnings Per Share (Q4)
$0.10 per diluted share
Net Sales (Full Year)
$6.9 billion
Net Sales (Q4)
$1.5 billion
Adjusted EBITDA (Full Year)
$1 billion
Adjusted EBITDA (Q4)
$140 million
Adjusted EBITDA (Climate Solutions, Full Year)
$119 million
Dividend
Increased by 5% in 2025
Share Repurchases
$160 million in 2025; new $1 billion authorization announced
Cash Returned to Shareholders
$766 million in 2025
Cash from Operations
$562 million
Cash from Operations (Ex. Pension Contribution)
$762 million
Total Debt
$5.6 billion
Cash Balance (Year End)
Just under $500 million
Fee Harvest Volumes (2026 Guidance)
35.5 million tons
Capital Expenditures (2026 Guidance)
$400–450 million (base programmatic); $300 million for new EWP facility in Arkansas
Earnings Call Recording
Other Earnings Calls

Management

Mr. Travis A. Keatley
Senior Vice President of Timberlands
No Bio Available
Ms. Denise M. Merle CPA
Senior VP & Chief Administration Officer
No Bio Available
Mr. Andy Taylor
Vice President of Investor Relations
No Bio Available
Mr. Adrian M. Blocker
Senior Advisor
No Bio Available
Mr. Brian K. Chaney
Senior Vice President of Wood Products
No Bio Available
Mr. Fred Dzida
President of Weyerhaeuser Company Ltd
No Bio Available
Ms. Elizabeth L. Baum
Senior Director
No Bio Available

Contacts

Address
WASHINGTON
Seattle
220 Occidental Ave S
Contacts
+12065393000.0
www.weyerhaeuser.com
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