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West Fraser Timber Co. Ltd. (TSE:WFG)
NYSE:WFG
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West Fraser Timber Co (WFG) Price & Analysis

174 Followers

WFG Stock Chart & Stats

C$91.47
-C$7.08(-5.59%)
At close: 4:00 PM EST
C$91.47
-C$7.08(-5.59%)

Bulls Say, Bears Say

Bulls Say
Strong Balance Sheet And LiquidityVery low leverage and near-$900M liquidity provide durable financial optionality. Over the next 2–6 months this supports capital spending, dividend payments and working-capital needs, and reduces refinancing risk while management executes turnarounds and pauses buybacks to preserve flexibility.
Portfolio Optimization And Mill ModernizationStrategic high-grading and brownfield modernizations lower structural cost per unit and shift capacity to more competitive assets. These actions are lasting improvements that should improve cost competitiveness and margin resilience across cycles over the next several quarters.
Lower Unit Costs And Improving Shipments In Key RegionsSustained cost declines in the U.S. South and higher shipments indicate operational efficiency gains. These durable production-cost improvements help protect margins and cash generation even if pricing is weak, supporting recovery of underlying profitability over the coming quarters.
Bears Say
TTM Losses And Weak Cash GenerationTrailing-twelve-month net losses and deeply negative free cash flow erode financial flexibility over time. If losses and cash burn persist over the next 2–6 months, the company faces constrained reinvestment, upward pressure on working capital needs, and tougher capital-allocation choices.
Rising Resin And Energy Input CostsMaterial input-cost inflation in resin and energy is a structural near-term headwind for OSB and panel margins. Unless selling prices recover or costs are hedged, these inputs will compress gross margins and offset efficiency gains over multiple quarters, pressuring profitability.
Large Duty-related Adjustments Increase Earnings VolatilitySignificant noncash duty adjustments create persistent headline volatility and complicate performance comparability. Uncertainty over duty liquidations and rates can distort reported results and planning, making near-term earnings visibility and cash forecasting less reliable for the next several reporting periods.

West Fraser Timber Co News

WFG FAQ

What was West Fraser Timber Co. Ltd.’s price range in the past 12 months?
West Fraser Timber Co. Ltd. lowest stock price was C$80.38 and its highest was C$107.43 in the past 12 months.
    What is West Fraser Timber Co. Ltd.’s market cap?
    West Fraser Timber Co. Ltd.’s market cap is C$7.69B.
      When is West Fraser Timber Co. Ltd.’s upcoming earnings report date?
      West Fraser Timber Co. Ltd.’s upcoming earnings report date is Jul 29, 2026 which is in 29 days.
        How were West Fraser Timber Co. Ltd.’s earnings last quarter?
        West Fraser Timber Co. Ltd. released its earnings results on Apr 29, 2026. The company reported -C$3.337 earnings per share for the quarter, missing the consensus estimate of -C$1.842 by -C$1.495.
          Is West Fraser Timber Co. Ltd. overvalued?
          According to Wall Street analysts West Fraser Timber Co. Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does West Fraser Timber Co. Ltd. pay dividends?
            West Fraser Timber Co. Ltd. pays a Quarterly dividend of C$0.454 which represents an annual dividend yield of 2.21%. See more information on West Fraser Timber Co. Ltd. dividends here
              What is West Fraser Timber Co. Ltd.’s EPS estimate?
              West Fraser Timber Co. Ltd.’s EPS estimate is -0.66.
                How many shares outstanding does West Fraser Timber Co. Ltd. have?
                West Fraser Timber Co. Ltd. has 76,022,350 shares outstanding.
                  What happened to West Fraser Timber Co. Ltd.’s price movement after its last earnings report?
                  West Fraser Timber Co. Ltd. reported an EPS of -C$3.337 in its last earnings report, missing expectations of -C$1.842. Following the earnings report the stock price went down -0.324%.
                    Which hedge fund is a major shareholder of West Fraser Timber Co. Ltd.?
                    Currently, no hedge funds are holding shares in TSE:WFG
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      West Fraser Timber Co. Ltd.

                      West Fraser Timber Co. Ltd., a diversified leader in the wood products sector, is actively involved in the creation, commercialization, and distribution of an extensive range of goods. Its comprehensive portfolio encompasses lumber, advanced engineered wood products, various pulps, newsprint, and byproducts such as wood chips and other residuals, alongside generating renewable energy. Among its specific lumber offerings are spruce-pine-fir and southern yellow pine, as well as treated timber products. The company's engineered wood solutions feature medium-density fiberboard (MDF) panels, plywood, oriented strand board (OSB), and laminated veneer lumber (LVL). Furthermore, West Fraser Timber manufactures northern bleached softwood Kraft (NBSK) pulp and bleached chemical thermo-mechanical pulp (BCTMP), crucial for producing diverse paper items like printing, writing, specialty, and tissue products. These offerings are supplied to a broad customer base, including major retail chains, contractor supply depots, and wholesale distributors. Industrial clients also procure West Fraser's materials for further processing or as integral components within their own manufactured goods. The company's substantial market footprint spans Canada, the United States, China, Europe, Asia, and other international territories. Founded in 1955, West Fraser Timber Co. Ltd. maintains its principal office in Vancouver, Canada.

                      West Fraser Timber Co (WFG) Earnings & Revenues

                      WFG Company Deck

                      WFG Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call conveyed a cautious but constructive tone: the company reported a meaningful sequential operational turnaround (underlying adjusted EBITDA of $48M excluding duty adjustments), improved segment performance, continued portfolio optimization and strong liquidity. However, material near-term headwinds remain—headline negative EBITDA driven by large noncash duty adjustments, a seasonal working-capital cash outflow, and rising resin and energy costs that are expected to pressure margins in Q2. Management emphasized balance-sheet strength and operational initiatives that position the company to navigate uncertainty while pausing share repurchases to preserve liquidity.View all TSE:WFG earnings summaries

                      WFG Stock 12 Month Forecast

                      Average Price Target

                      C$116.23
                      ▲(27.07% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":97.917,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":94.338,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":84.325,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":84.246,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n     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