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Weyerhaeuser (WY)
NYSE:WY
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
<0.01Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced notable strategic and operational achievements—delivery on multiyear targets, strong Climate Solutions growth (+42% YoY), record real estate pricing, $599 million of timberland divestiture proceeds announced, $766 million returned to shareholders, and launched large-scale growth initiatives (biocarbon partnership, TimberStrand, $1.5 billion 2030 EBITDA target)—against significant near-term operating headwinds. Those headwinds include materially weak lumber and OSB markets (Q4 Wood Products loss of $78M; lumber EBITDA down $57M), sequential timberlands pressure in the West, elevated mill inventories, a $111M pension settlement special charge and $200M cash pension contribution, and higher net leverage (~5x). Overall, strategic positioning and long-term growth initiatives are strong, but near-term financial and market challenges temper the outlook.Company Guidance
Full-Year Financial Performance and Adjusted EBITDA
Full-year 2025 GAAP earnings of $324 million ($0.45 per diluted share); excluding special items, earnings were $143 million ($0.20 per diluted share). Full-year adjusted EBITDA totaled $1.0 billion.
Fourth Quarter Results and Adjusted EBITDA
Q4 2025 GAAP earnings of $74 million ($0.10 per diluted share) on net sales of $1.5 billion; Q4 adjusted EBITDA was $140 million. Excluding special items, Q4 reported a loss of $67 million ($0.09 per diluted share).
Timberlands Portfolio Optimization and Proceeds
Completed two divestitures of non-core timberlands (Oregon, Georgia, Alabama) for $406 million and entered agreement to divest ~108,000 acres in Virginia for $193 million (expected close next month), demonstrating active portfolio optimization and capital recycling (total announced proceeds $599 million).
Shareholder Returns and Capital Allocation
Returned $766 million of cash to shareholders in 2025 (including $160 million of share repurchases), increased base dividend by 5%, completed prior $1 billion repurchase program and announced a new $1 billion authorization.
Real Estate & Strategic Land Solutions Outperformance
Q4 Real Estate & ENR contributed $84 million to earnings with adjusted EBITDA of $95 million (slight QoQ increase and ~$19 million above Q4 guidance). Average price per real estate sale hit a record of over $8,200 per acre; full-year adjusted EBITDA for the segment was $411 million, $61 million above initial outlook.
Climate Solutions Growth (Strong YoY Increase)
Full-year adjusted EBITDA for Climate Solutions was $119 million, a 42% increase vs. 2024; generated ~630,000 credits in 2025 and sold 120,000 credits in the voluntary market. Exceeded the $100 million annual EBITDA multiyear target and set a new $250 million EBITDA by 2030 target.
Strategic Growth Initiatives Launched
Launched an ambitious company-wide growth strategy through 2030 including a partnership with Aymium to produce up to 1.5 million tons of biocarbon annually by 2030 (first facility adjacent to McComb, MS) and a target to deliver $1.5 billion of incremental adjusted EBITDA by 2030 vs. 2024 base.
Operational Actions and Investments
Broke ground on a new TimberStrand facility in Arkansas and captured operational excellence improvements; continued disciplined OpEx and mill investments to reduce costs and improve recovery.
Timberlands Segment Contribution and Outlook
Q4 Timberlands (excluding special items) contributed $50 million to earnings with adjusted EBITDA of $114 million. Management expects Timberlands Q1 earnings and adjusted EBITDA to be comparable to Q4 and company-wide 2026 fee harvest volumes of ~35.5 million tons.
Pension Liability Management Progress
Completed purchase of a group annuity contract transferring ~$455 million of U.S. pension liabilities, funded with ~$440 million of plan assets; since 2018 gross pension obligations decreased roughly $5 billion to $1.9 billion and funded status improved by >$1 billion.
WY Earnings History
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 |
|---|---|---|---|
Jan 29, 2026 | $25.93 | $25.78 | -0.58% |
Oct 30, 2025 | $23.29 | $22.78 | -2.19% |
Jul 24, 2025 | $25.23 | $26.01 | +3.09% |
Apr 24, 2025 | $24.85 | $24.18 | -2.70% |
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 Apr 23, 2026, Before Open (Confirmed).
What is Weyerhaeuser (WY) earnings time?
Weyerhaeuser (WY) earnings time is at Apr 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 (Q1) is <0.01.