Capital Allocation And Balance Sheet DisciplineCapital allocation policy targeting an investment-grade credit rating and a net leverage around 3.5x supports financial flexibility for disciplined buybacks, dividends or strategic investments.
EBITDA Growth TargetsCompany's plan to increase EBITDA by $1.5 billion through strategic land solutions and wood products could materially improve free cash flow and valuation if execution proceeds as outlined.
Timberlands Expansion And ExportsTimberlands strategy centered on increased harvest volumes, opportunistic land acquisitions and export market expansion could deliver steady returns and contribute incremental EBITDA through higher volume and productivity.