Inferra AI / Company / WY
Weyerhaeuser
WY · Real Estate
Last earnings Oct 29, 2026
Key results
Generated net incomequarter
$80 million
Generated net earnings of $80 million, or $0.11 per diluted share, and net earnings before special items of $40 million, or $0.06 per diluted share •
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Net incomequarter
$40 million
Generated net earnings of $80 million, or $0.11 per diluted share, and net earnings before special items of $40 million, or $0.06 per diluted share •
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Revenuequarter
$1.7 billion
net earnings of $80 million, or 11 cents per diluted share, on net sales of $1.7 billion.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
This compares with net earnings of $28 million, or 4 cents per diluted share, on net sales of $1.7 billion for the same period last year and net earnings of $87 million for second quarter 2025.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Excluding an after-tax benefit of $40 million for special items, the company reported third quarter net earnings of $40 million, or $0.06 per diluted share.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
This compares with net earnings before special items of $35 million for third quarter 2024.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Operating incomequarter
$26 million
(2) Operating income (loss) for Unallocated Items includes a pretax special item consisting of a $26 million insurance recovery.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
AI analysis
Q2 2025 · reported Oct 30, 2025
Based on: Earnings release + parent 8-K + 10-K — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Oct 30, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Generated net income | $80 million | $87 million | — |
| Net income | $40 million | $87 million | — |
| Revenue | $1.7 billion | $1.9 billion | — |
| Operating income | $26 million | — | — |
Guidance · company-stated
Direction: Raised
“Looking forward, we maintain a favorable outlook for the longer-term demand fundamentals that support growth for our businesses, and we remain focused on driving operational excellence, serving our customers and creating long-term value for our shareholders through our integrated portfolio and flexible capital allocation framework.”
“Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items and Adjusted EBITDA will be approximately $30 million lower than the third quarter.”
“Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items will be approximately $5 million lower than the third quarter and Adjusted EBITDA will be approximately $15 million lower than the third quarter due to the timing and mix of real estate sales.”
“The company now expects full year 2025 Adjusted EBITDA to be approximately $390 million, a $40 million increase from prior outlook, and basis as a percentage of real estate sales to be 25 to 30 percent for the full year.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Adjusted FAD, as we define it, is net cash from operations adjusted for capital expenditures and significant non-recurring items.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -99.7% computed from stated figures
Event summary
This compares with net earnings of $28 million, or 4 cents per diluted share, on net sales of $1.7 billion for the same period last year and net earnings of $87 million for second quarter 2025
Based on: Earnings release + parent 8-K + 10-K — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “Looking forward, we maintain a favorable outlook for the longer-term demand fundamentals that support growth for our businesses, and we remain focused on driving operational excellence, serving our customers and creating long-term value for our shareholders through our integrated portfolio and flexible capital allocation framework.”
Company outlook: “Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items and Adjusted EBITDA will be approximately $30 million lower than the third quarter.”
Revenue: “Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items will be approximately $5 million lower than the third quarter and Adjusted EBITDA will be approximately $15 million lower than the third quarter due to the timing and mix of real estate sales.”
Revenue: “The company now expects full year 2025 Adjusted EBITDA to be approximately $390 million, a $40 million increase from prior outlook, and basis as a percentage of real estate sales to be 25 to 30 percent for the full year.”
Company outlook — Reiterated (“maintain”)
“Looking forward, we maintain a favorable outlook for the longer-term demand fundamentals that support growth for our businesses, and we remain focused on driving operational excellence, serving our customers and creating long-term value for our shareholders through our integrated portfolio and flexible capital allocation framework.”
Company outlook — Lowered (“lower”)
“Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items and Adjusted EBITDA will be approximately $30 million lower than the third quarter.”
Revenue — Lowered (“lower”)
“Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items will be approximately $5 million lower than the third quarter and Adjusted EBITDA will be approximately $15 million lower than the third quarter due to the timing and mix of real estate sales.”
Revenue — Raised (“increase”)
“The company now expects full year 2025 Adjusted EBITDA to be approximately $390 million, a $40 million increase from prior outlook, and basis as a percentage of real estate sales to be 25 to 30 percent for the full year.”
Revenue — Lowered (“lower”)
“Q4 2025 Outlook – Weyerhaeuser anticipates fourth quarter earnings before special items and Adjusted EBITDA will be slightly lower than the third quarter, excluding the effect of changes in average sales realizations for lumber and oriented strand board.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Adjusted FAD, as we define it, is net cash from operations adjusted for capital expenditures and significant non-recurring items.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted FAD measures cash generated during the period (net of capital expenditures and significant non-recurring items) that is available for dividends, repurchases of common shares, debt reduction, acquisitions and other discretionary and nondiscretionary capital allocation activities.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The table below reconciles Adjusted FAD to net cash from operations: 2025 2025 2024 2025 (millions) Q2 Q3 Q3 Q3 YTD Net cash from operations $ 396 $ 210 $ 234 $ 676 Capital expenditures (107 ) (125 ) (97 ) (325 ) Adjustments to FAD (1) 22 32 — 70 Adjusted FAD $ 311 $ 117 $ 137 $ 421 (1) Adjustments to FAD include $22 million, $32 million and $70 million in capital expenditures related to our Monticello engineered wood products facility in second quarter, third quarter and year-to-date 2025, respectively.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
2024 Total (increase) decrease in working capital (2) $ (16 ) $ 51 $ (22 ) $ — $ 13 $ 40 Cash spent for capital expenditures (3) $ (26 ) $ (19 ) $ (37 ) $ (22 ) $ (82 ) $ (74 ) (2) Represents the change in prepaid assets, accounts receivable, accounts payable, accrued liabilities and log inventory for the Timberlands and Real Estate & ENR segments combined.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
2024 Total (increase) decrease in working capital (2) $ (157 ) $ 49 $ 116 $ 79 $ 8 $ (61 ) Cash spent for capital expenditures (3) $ (67 ) $ (88 ) $ (88 ) $ (72 ) $ (243 ) $ (177 ) (2) Represents the change in prepaid assets, accounts receivable, accounts payable, accrued liabilities and inventory for the Wood Products segment.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
(3) Includes $16 million, $22 million, $32 million and $70 million in capital expenditures related to the construction of our Monticello engineered wood products facility in first quarter 2025, second quarter 2025, third quarter 2025 and year-to-date 2025, respectively.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Strategy & priorities
This afternoon, Weyerhaeuser announced updates on recent actions to optimize and improve its timberlands portfolio through a series of strategic and capital-efficient transactions.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
In addition, we continue to capitalize on strategic opportunities to enhance our portfolio.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Looking forward, we maintain a favorable outlook for the longer-term demand fundamentals that support growth for our businesses, and we remain focused on driving operational excellence, serving our customers and creating long-term value for our shareholders through our integrated portfolio and flexible capital allocation framework.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
In addition, we focus on opportunities to realize value through lease and royalty agreements for the surface and subsurface rights that exist in our ownership, including through our Climate Solutions business.
SEC original ↗Weyerhaeuser — 10-K Annual report10-KFeb 13, 2026
In addition to practicing sustainable forestry, we focus on energy and resource efficiency, reducing greenhouse gas emissions, conserving natural resources and offering sustainable products that meet our customers' needs.
SEC original ↗Weyerhaeuser — 10-K Annual report10-KFeb 13, 2026
Risks & headwinds
The realization of our expectations and the accuracy of our assumptions are subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
These risks and uncertainties include, but are not limited to: • the effect of general economic conditions, including employment rates, interest rates, inflation rates, housing starts, general availability and cost of financing for home mortgages and the relative strength of the U.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
It is not possible to predict or identify all risks and uncertainties that might affect the accuracy of our forward-looking statements and, consequently, our descriptions of such risks and uncertainties should not be considered exhaustive.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
LEGAL PROCEEDINGS 43 ITEM 4.
SEC original ↗Weyerhaeuser — 10-K Annual report10-KFeb 13, 2026
MANAGEMENT S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS (MD&A) 44 ECONOMIC AND MARKET CONDITIONS AFFECTING OUR OPERATIONS 44 FINANCIAL PERFORMANCE SUMMARY 47 RESULTS OF OPERATIONS 48 LIQUIDITY AND CAPITAL RESOURCES 53 ENVIRONMENTAL MATTERS, LEGAL PROCEEDINGS AND OTHER CONTINGENCIES 56 ACCOUNTING MATTERS 57 PERFORMANCE AND LIQUIDITY MEASURES 57 ITEM 7A.
SEC original ↗Weyerhaeuser — 10-K Annual report10-KFeb 13, 2026
By leveraging cutting-edge technologies and fostering a culture of continuous improvement, Weyerhaeuser consistently improves reliability and safety, enhances its operational efficiency, mitigates disruption from external challenges and seizes new market opportunities.
SEC original ↗Weyerhaeuser — 10-K Annual report10-KFeb 13, 2026
What changed vs prior quarter
Generated net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Operating income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Weyerhaeuser — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Earnings deck slides
0 decks with slide viewWeyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Weyerhaeuser — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q3 2026
- 8-KWY
Oct 29, 2026
- Q2 2026
- 8-KWY
Sep 24, 2026
- 8-KWY
Aug 27, 2026
- 10-QWY
Jul 31, 2026
- 8-KWY
Jul 30, 2026
- Q1 2026
- 8-KWY
Jun 25, 2026
- 8-KWY
May 28, 2026
- 8-KWY
May 20, 2026
- 10-QWY
May 1, 2026
- 8-KWY
Apr 30, 2026
- Q4 2025
- 8-KWY
Mar 26, 2026
- 8-KWY
Feb 26, 2026
- 8-K/AWY
Feb 19, 2026
- 10-KWY
Feb 13, 2026
- 8-KWY
Jan 29, 2026
- 8-KWY
Jan 27, 2026
- Q3 2025
- 8-KWY
Dec 18, 2025
- 8-KWY
Dec 11, 2025
- 8-KWY
Nov 18, 2025
- EX-99WY
Nov 18, 2025
- 8-KWY
Nov 12, 2025
- 10-QWY
Oct 31, 2025
- 8-KWY
Oct 30, 2025
- Q2 2025
- 8-KWY
Sep 25, 2025
- 8-KWY
Sep 4, 2025
- 8-KWY
Aug 28, 2025
- EX-99WY
Aug 28, 2025
- 10-QWY
Jul 25, 2025
- 8-KWY
Jul 24, 2025
- 8-KWY
Jul 3, 2025
- Q1 2025
- 8-KWY
Jun 26, 2025
- 8-KWY
May 29, 2025
- 8-KWY
May 13, 2025
Earnings releases
38 documents- Q3 2026
- EX-99WY
Oct 29, 2026
- EX-99WY
Oct 29, 2026
- Q2 2026
- EX-99WY
Sep 24, 2026
- EX-99WY
Aug 27, 2026
- EX-99WY
Jul 30, 2026
- EX-99WY
Jul 30, 2026
- Q1 2026
- EX-99WY
Apr 30, 2026
- EX-99WY
Apr 30, 2026
- Q4 2025
- EX-99WY
Jan 29, 2026
- EX-99WY
Jan 29, 2026
- Q3 2025
- EX-99WY
Oct 30, 2025
- EX-99WY
Oct 30, 2025
- Q2 2025
- EX-99WY
Jul 24, 2025
- EX-99WY
Jul 24, 2025
- Q3 2016
- EX-99WY
- Q4 2015
- EX-99WY
Mar 11, 2016
- EX-99WY
Feb 12, 2016
- Q3 2015
- EX-99WY
- EX-99WY
- Q2 2014
- EX-99WY
- EX-99WY
- EX-99WY
- EX-99WY
- Q1 2014
- EX-99WY
Jun 30, 2014
- EX-99WY
May 22, 2014
- EX-99WY
May 12, 2014
- Q3 2013
- EX-99WY
- EX-99WY
- Q2 2013
- EX-99WY
- Q3 2009
- EX-99WY
- EX-99WY
- Q3 2008
- EX-99WY
Dec 19, 2008
- Q4 2006
- EX-99WY
Feb 16, 2007
- EX-99WY
- EX-99WY
- Q2 2006
- EX-99WY
Aug 28, 2006
- EX-99WY
Aug 28, 2006
- Q1 2005
- EX-99WY
Apr 25, 2005
Presentations
10 documents
Transcripts
0 documentsNo transcripts for Weyerhaeuser are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Weyerhaeuser by name or ticker. A mention is counted once per document, from the document text the library holds.
“ax special items include a $71 million gain on the sale of timberlands. Q3 2026 Outlook – Weyerhaeuser anticipates third quarter earnings before special items and Adjusted EBITDA will be … …foreign producers; • the successful execution of our interna”
“ and equipment (1) $ (89 ) $ (131 ) $ (99 ) $ (220 ) … …Weyerhaeuser Company Q2.2026 Analyst Package Preliminary results (unaudited) Consolidated Statement of Cash Flows ”
See also the earnings calendar for every tracked company’s next earnings date.