Weyerhaeuser (WY)

NYSE:WY

Weyerhaeuser

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Weyerhaeuser (WY) Earnings Dates, Call Summary & Reports

Q: When does Weyerhaeuser (WY) report earnings?

Weyerhaeuser (WY) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).

Q: What is Weyerhaeuser (WY) earnings time?

Weyerhaeuser (WY) earnings time is at Jul 23, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is WY EPS forecast?

WY EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.

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Earnings Data

Report Date

Jul 23, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.1

Last Year’s EPS

0.12

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 10 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call showed meaningful operational recovery and sizable sequential improvement in adjusted EBITDA, led by Wood Products and Strategic Land Solutions, alongside concrete growth initiatives (new products, distribution expansion, Monticello investment, renewables pipeline). However, management highlighted several material near-term headwinds: a sluggish housing market, inflationary cost pressures (transportation/resin/ocean freight tied to geopolitical events), export market weakness (Japan/China), and seasonally low cash flow with elevated leverage. The positives—strong quarter-over-quarter EBITDA gains, strategic transactions and product momentum—outweigh the near-term macro and cost challenges, but management remains cautious and focused on cost discipline and capital allocation.

Company Guidance

For Q2 the company expects Timberlands earnings and adjusted EBITDA to be comparable to Q1, with Western domestic average sales realizations slightly higher, fee harvest volumes, forestry and road costs and per‑unit log & haul costs higher, Western export shipments/pricing roughly comparable (but export costs up due to the Middle East), Southern sales realizations roughly flat with higher fee harvest and forestry/road costs and moderately higher per‑unit log & haul costs, and Northern realizations moderately higher while fee harvest volumes are expected to be significantly lower. Strategic Land Solutions is guiding full‑year adjusted EBITDA of approximately $425 million (basis 20–30% of total SLS sales) and expects Q2 SLS adjusted EBITDA to be about $70 million lower and earnings about $80 million lower than Q1. For Wood Products, management expects Q2 earnings and adjusted EBITDA to be comparable to Q1 excluding changes in average sales realizations, with higher sales volumes across lumber, OSB and EWP but offset by higher costs (transportation, resin/raw materials) and planned annual outages at three OSB mills; quarter‑to‑date lumber realizations are “significantly” higher than Q1 and OSB realizations slightly higher, with lumber volumes higher, slightly higher log costs and comparable unit manufacturing costs, OSB volumes higher with moderately higher fiber costs and rising unit costs, and EWP volumes higher with comparable realizations. Distribution adjusted EBITDA is expected to be slightly higher. Company liquidity and capital items to note: Q1 cash ≈ $300 million, total debt $5.4 billion, repaid $150 million notes, returned $151 million in dividends and ~$10 million in share repurchases, Q1 CapEx $112 million (including $30 million for Monticello), Monticello spend ~ $300 million expected in 2026 (excluded from adjusted FAD), Q1 cash from operations $52 million, and management flagged an approximate $10 million/month gross inflationary headwind from energy/transportation/resin that is largely being mitigated.

Strong Adjusted EBITDA Improvement

Consolidated adjusted EBITDA totaled $308 million, a 120% increase versus the fourth quarter, driven by improvements across all business segments.

Wood Products Recovery

Wood Products adjusted EBITDA was $71 million, a $91 million improvement quarter-over-quarter; Lumber adjusted EBITDA rose to $27 million (up $84 million QoQ) with average lumber sales realizations up ~13% versus Q4 and OSB realizations up ~8%.

Strategic Land Solutions Outperformance

Strategic Land Solutions contributed $169 million to earnings with adjusted EBITDA of $193 million, an increase of $98 million versus the fourth quarter, including a $94 million conservation easement transaction (approximately 61,000 acres) in Florida.

Timberlands Sequential Improvement in West

Timberlands adjusted EBITDA was $120 million (a 5% increase QoQ). Western Timberlands adjusted EBITDA increased by $13 million to $58 million, helped by higher sales volumes and seasonally lower costs.

Balance Sheet Actions and Shareholder Returns

Ended the quarter with approximately $300 million cash and $5.4 billion total debt; repaid $150 million notes at maturity and returned $151 million in dividends plus ~$10 million in share repurchases during the quarter.

Capital Investment in Growth Projects

Q1 CapEx was $112 million (including $30 million for the Monticello EWP facility). Monticello investments are expected to be approximately $300 million in 2026 (excluded from adjusted FAD calculation).

Product Innovation and Distribution Expansion

Previewed two new Wood Products (AeroStrand and Pro Panel) with positive customer feedback and expanded distribution footprint to 22 locations (new Billings, MT opened; new Gallatin, TN announced).

Renewables and Climate Solutions Momentum

Climate/renewables activity accelerated with a sizable conservation easement and a growing pipeline of solar leases and projects (multiple projects under construction and new option activity).

Weyerhaeuser (WY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

WY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2026	2026 (Q2)	0.10 / -	0.12	―	―	―
Apr 30, 2026	2026 (Q1)	0.06 / 0.11	0.11	0.00% (0.00)
Jan 29, 2026	2025 (Q4)	-0.13 / -0.09	0.11	-181.82% (-0.20)
Oct 30, 2025	2025 (Q3)	-0.08 / 0.06	0.05	20.00% (<+0.01)
Jul 24, 2025	2025 (Q2)	0.10 / 0.12	0.21	-42.86% (-0.09)
Apr 24, 2025	2025 (Q1)	0.10 / 0.11	0.16	-31.25% (-0.05)
Jan 30, 2025	2024 (Q4)	0.07 / 0.11	0.16	-31.25% (-0.05)
Oct 24, 2024	2024 (Q3)	0.00 / 0.05	0.33	-84.85% (-0.28)
Jul 25, 2024	2024 (Q2)	0.21 / 0.21	0.32	-34.38% (-0.11)
Apr 25, 2024	2024 (Q1)	0.15 / 0.16	0.21	-23.81% (-0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2026	$24.52	$23.99	-2.16%
Jan 29, 2026	$25.71	$25.56	-0.58%
Oct 30, 2025	$23.09	$22.59	-2.17%
Jul 24, 2025	$25.02	$25.78	+3.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Weyerhaeuser (WY) report earnings?

Weyerhaeuser (WY) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).

What is Weyerhaeuser (WY) earnings time?

Weyerhaeuser (WY) earnings time is at Jul 23, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WY EPS forecast?

WY EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.