The earnings call highlighted strategic acquisitions and strong shareholder returns. However, challenges in the lumber market and a softer-than-expected housing environment present hurdles. Overall, the positive aspects of strategic growth and shareholder value creation are counterbalanced by operational and market challenges.

Company Guidance

During Weyerhaeuser's second quarter 2025 earnings call, several key financial metrics and strategic initiatives were discussed. The company reported GAAP earnings of $87 million or $0.12 per diluted share on net sales of $1.9 billion, with adjusted EBITDA reaching $336 million, a slight increase from the previous quarter. A highlight of the call was the announcement of acquiring 117,000 acres of timberlands in North Carolina and Virginia for $375 million, expected to yield an average annual free cash flow of 5.1% over five years. Timberlands contributed $88 million to earnings, with adjusted EBITDA of $152 million, while the Real Estate, Energy, and Natural Resources segment generated $106 million in earnings and $143 million in adjusted EBITDA. The Wood Products segment also contributed $46 million to earnings with $101 million in adjusted EBITDA, despite challenges in lumber pricing. Additionally, Weyerhaeuser has been active in share repurchases, completing $100 million during the quarter, and announced a new $1 billion repurchase authorization. Looking forward, the company expects third-quarter Timberlands earnings to be $10 million lower, driven by lower sales realizations and higher costs in the West, with Wood Products earnings expected to be comparable to the second quarter, excluding changes in sales realizations for lumber and OSB.

Strategic Acquisition in Southern Timberlands

Weyerhaeuser announced the acquisition of 117,000 acres in North Carolina and Virginia for $375 million, expected to deliver immediate cash flows and enhance their portfolio.

Significant Shareholder Returns

The company completed a $1 billion share repurchase program and initiated a new $1 billion share repurchase authority, returning over $5.7 billion to shareholders since 2021.

Strong Performance in Real Estate and ENR Segment

The Real Estate and ENR segment contributed $106 million to earnings, with adjusted EBITDA increasing by $61 million compared to the prior quarter.

Progress in Natural Climate Solutions

Weyerhaeuser received approval on their third forest carbon project and is on track to reach $100 million in EBITDA from Natural Climate Solutions by year-end.

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
Oct 23, 2025	2025 (Q3)	-0.01 / -	0.05	―	―	―
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)
Jan 25, 2024	2023 (Q4)	0.14 / 0.16	0.24	-33.33% (-0.08)
Oct 26, 2023	2023 (Q3)	0.34 / 0.33	0.42	-21.43% (-0.09)
Jul 27, 2023	2023 (Q2)	0.21 / 0.32	1.06	-69.81% (-0.74)

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
Jul 24, 2025	$25.47	$26.26	+3.10%
Apr 24, 2025	$25.09	$24.41	-2.71%
Jan 30, 2025	$30.25	$29.92	-1.09%
Oct 24, 2024	$31.20	$30.88	-1.03%

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 Oct 23, 2025, Before Open (Confirmed).

What is Weyerhaeuser (WY) earnings time?

Weyerhaeuser (WY) earnings time is at Oct 23, 2025, 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 2025 (Q3) is -0.01.

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