The earnings call reflected a challenging quarter for West Fraser, with decreased EBITDA in key segments and pressures from macroeconomic factors, such as housing market challenges and tariffs. However, the company maintains a strong balance sheet and has made strategic financial maneuvers to preserve liquidity and flexibility.
Company Guidance -
Q3 2025
In the second quarter of 2025, West Fraser reported $84 million in adjusted EBITDA, reflecting a 6% margin amidst a cyclical downturn. The Lumber segment faced a significant drop in adjusted EBITDA from $66 million in Q1 to $15 million in Q2, mainly due to lower pricing, higher fiber costs, and inventory valuation adjustments. The North America EWP segment also saw a decrease, with adjusted EBITDA falling from $125 million to $68 million, influenced by lower OSB pricing. Meanwhile, the Pulp and Paper segment posted a negative $1 million adjusted EBITDA, down from $7 million. Conversely, the European business improved, with adjusted EBITDA increasing from negative $2 million to $2 million, benefiting from higher OSB pricing and shipments. Despite these challenges, West Fraser maintained a robust balance sheet with $1.7 billion in available liquidity and a net cash balance of $310 million. The company adjusted its 2025 shipment guidance for SPF, SYP, and North American OSB due to softer-than-expected demand, largely attributed to challenges in housing affordability and the repair and remodeling markets. Additionally, West Fraser continues to navigate macroeconomic uncertainties, including evolving tariffs and trade policies, which could further impact their operations.
Strong Balance Sheet and Liquidity
West Fraser exited Q2 with nearly $1.7 billion of available liquidity and a strong cash position net of debt, demonstrating financial stability despite market challenges.
Successful Financial Initiatives
Successfully amended and extended a $1 billion credit facility and a $300 million term loan, up from the prior $200 million, reinforcing financial flexibility.
European Business Improvement
The European business posted $2 million of adjusted EBITDA in Q2, an improvement from negative $2 million in the first quarter, linked to higher OSB pricing and shipments.
West Fraser Timber Co (WFG) 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
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
WFG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 23, 2025
$75.44
$70.95
-5.95%
Apr 22, 2025
$74.23
$72.54
-2.28%
Feb 12, 2025
$83.08
$79.89
-3.84%
Oct 23, 2024
$93.36
$94.34
+1.05%
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 West Fraser Timber Co (WFG) report earnings?
West Fraser Timber Co (WFG) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).
What is West Fraser Timber Co (WFG) earnings time?
West Fraser Timber Co (WFG) earnings time is at Oct 22, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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