Weyerhaeuser Co
NYSE:WY

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Weyerhaeuser Co Logo
Weyerhaeuser Co
NYSE:WY
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Price: 24.26 USD 1.93% Market Closed
Market Cap: 17.5B USD

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
Q3 2025
Call Date
Oct 31, 2025
AI Summary
Q3 2025

Earnings Miss: Weyerhaeuser reported Q3 2025 GAAP earnings of $80 million ($0.11 per share) on $1.7 billion in sales, reflecting continued market headwinds in wood products.

Wood Products Weakness: Lumber and OSB businesses saw significant losses due to historically low pricing and soft demand, with wood products adjusted EBITDA dropping $93 million from Q2.

Portfolio Optimization: The company completed $459 million in timberland acquisitions and advanced $410 million in divestitures, achieving its multiyear timberland growth target.

Capital Allocation: Guidance for typical 2025 capital expenditures (excluding Monticello EWP facility) was lowered, and $25 million in share repurchases were completed in Q3.

Guidance Update: Full-year 2025 adjusted EBITDA guidance for Real Estate, Energy & Natural Resources was raised by $40 million to $390 million.

Challenging Market Outlook: Management expects Q4 timberlands and wood products results to be lower sequentially, but remains optimistic for improvement in 2026 as inventories normalize and building season ramps up.

Long-term Confidence: Despite near-term challenges, management remains constructive on US housing and R&R demand drivers, and continues to focus on operational excellence and strategic growth.

Key Financials
GAAP Earnings
$80 million
Earnings Per Share
$0.11 per diluted share
Net Sales
$1.7 billion
Adjusted EBITDA
$217 million
Timberlands Adjusted EBITDA
$148 million
Southern Timberlands Adjusted EBITDA
$74 million
Real Estate, Energy & Natural Resources Adjusted EBITDA
$91 million
Wood Products Adjusted EBITDA
$8 million
Cash from Operations
$210 million
Cash Balance
$400 million
Total Debt
just under $5.5 billion
Share Repurchases
$25 million in Q3; $150 million YTD
Capital Expenditures
$125 million in Q3
Monticello Facility Investment
$32 million in Q3; $500 million total expected by 2027
Wood Products - Lumber Production
3% lower vs Q2
Wood Products - Average Sales Realizations (Lumber)
down 11% vs Q2
Wood Products - Average Sales Realizations (OSB)
down 18% vs Q2
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