Earnings summaries and quarterly performance for WEYERHAEUSER.
Executive leadership at WEYERHAEUSER.
Board of directors at WEYERHAEUSER.
AM
Al Monaco
Detailed
Director
DM
Deidra Merriwether
Detailed
Director
JO
James O’Rourke
Detailed
Director
KW
Kim Williams
Detailed
Director
LS
Lawrence Selzer
Detailed
Director
ME
Mark Emmert
Detailed
Director
NP
Nicole Piasecki
Detailed
Director
RH
Rick Holley
Detailed
Chairman of the Board
SG
Sara Grootwassink Lewis
Detailed
Director
Research analysts who have asked questions during WEYERHAEUSER earnings calls.
KM
Ketan Mamtora
BMO Capital Markets
4 questions for WY
Also covers: ALH, AZEK, BCC +8 more
MW
Mark Weintraub
Seaport Research Partners
4 questions for WY
Also covers: GPK, IP, LPX +5 more
MR
Michael Roxland
Truist Securities
4 questions for WY
Also covers: AMBP, AMCR, AVY +16 more
GS
George Staphos
Bank of America
3 questions for WY
Also covers: AMBP, AMCR, ATR +18 more
Hamir Patel
CIBC Capital Markets
3 questions for WY
Also covers: MEOH, MERC, NTR +1 more
Matthew McKellar
RBC Capital Markets
3 questions for WY
Also covers: CLW, IP, JHX +8 more
SM
Susan Maklari
Goldman Sachs Group Inc.
3 questions for WY
Also covers: ALH, AOS, AWI +24 more
AP
Anthony Pettinari
Citigroup Inc.
2 questions for WY
Also covers: AMBP, AMCR, AVY +26 more
HZ
Hong Zhang
JPMorgan Chase & Co.
2 questions for WY
Also covers: BRX, CUBE, EXR +4 more
KY
Kurt Yinger
D.A. Davidson & Co.
2 questions for WY
Also covers: BCC, BLD, BXC +8 more
Brad Barton
Bank of America
1 question for WY
Also covers: BCC
BH
Buck Horne
Raymond James Financial, Inc.
1 question for WY
Also covers: CLPR, DHI, FPI +8 more
Matt McKellar
RBC Capital Markets
1 question for WY
Also covers: CLW, IP, PCH +2 more
Recent press releases and 8-K filings for WY.
Weyerhaeuser unveils $1.5 billion EBITDA growth plan by 2030
WY
Guidance Update
New Projects/Investments
- Weyerhaeuser outlined a multi-year growth program to deliver an incremental $1.5 billion of Adjusted EBITDA by 2030 over its 2024 baseline, funded by $1.5–$2.5 billion of gross investments while maintaining an investment-grade rating.
- Timberlands and Strategic Land Solutions growth driven by higher yields per acre, increasing harvestable acres, and $35 million of additional value from conservation, mitigation, and renewable energy opportunities.
- Wood Products expansion anchored on a $500 million TimberStrand plant in Arkansas (startup H1 2027) expected to double TimberStrand capacity, boost EWP capacity by 24%, and deliver over $100 million of annual EBITDA at full run-rate.
- Real estate to monetize 150,000 acres in the Sun Belt at premiums of 2–20× timber value, and Construction Materials to add 13 quarries (+25%) to serve 18 markets by 2030.
- Climate Solutions reached $100 million of Adjusted EBITDA in 2025 and aims for $250 million of annual EBITDA by 2030, including $170 million incremental from forest carbon, renewables, biocarbon (Amium JV), and other initiatives.
Dec 11, 2025, 2:00 PM
Weyerhaeuser unveils $1.5 billion EBITDA growth plan by 2030
WY
New Projects/Investments
Revenue Acceleration/Inflection
- Weyerhaeuser will deliver an incremental $1.5 billion in Adjusted EBITDA by 2030 over its 2024 baseline, comprising $1 billion from targeted business initiatives and $500 million from pricing improvements.
- Growth initiatives span timberlands optimization, Strategic Land Solutions (real estate and climate solutions), wood products enhancements—including a $500 million TimberStrand facility in Arkansas—and enterprise-wide OPEX and AI-driven projects to unlock synergies.
- The plan entails $1.5 – $2.5 billion of gross investments while maintaining an investment-grade balance sheet, projected to increase enterprise value by over $20 billion and triple adjusted funds available for distribution by 2030.
Dec 11, 2025, 2:00 PM
Weyerhaeuser announces multi-year $1.5 billion EBITDA growth program
WY
New Projects/Investments
M&A
Dividends
- At its 2025 Investor Day, Weyerhaeuser unveiled a multi-year growth program designed to deliver $1.5 billion of incremental adjusted EBITDA by 2030 over a 2024 baseline, driven by initiatives across timberlands, Strategic Land Solutions, wood products, and enterprise functions.
- The company has optimized its timberland portfolio by divesting 1.3 million acres of lower‐value land and acquiring 530 000 acres of high‐productivity timberlands, doubling harvest volumes on acquired lands and adding an average $60 million of annual cash flow per acquisition over five years.
- Weyerhaeuser’s Climate Solutions business reached its $100 million adjusted EBITDA target in 2025, while operational excellence and integration efforts have generated $500 million in margin improvements since 2014 and $100 million in wood products synergies since 2020.
- The capital allocation framework commits to returning 75 – 80% of Adjusted Funds After Distributions (FAD) to shareholders; since 2021, $8.6 billion has been deployed, including $6 billion in dividends and buybacks, while retaining 20 – 25% of cash flow for growth.
- Leveraging its integrated platform and investment in technology and innovation, Weyerhaeuser targets over $100 million of annual synergies and is expanding automation projects, including advanced mill automation and robotics in maintenance.
Dec 11, 2025, 2:00 PM
Weyerhaeuser targets $1.5B EBITDA uplift by 2030 at Investor Day 2025
WY
Guidance Update
Share Buyback
Dividends
- Weyerhaeuser outlines growth plan targeting $1.5 billion of incremental Adjusted EBITDA by 2030 (2024 baseline) and maintains a 75–80% cash return target of Adjusted Funds Available for Distribution.
- The integrated portfolio delivers stable cash flow: Timberlands generated $850 million–$1.2 billion of annual Adjusted EBITDA (2017–2024); Wood Products averaged $1.5 billion (8-year avg., excluding 2021–22).
- Key growth levers include $150 million from Timberlands, $230 million from Strategic Land Solutions, $440 million from Wood Products, and $180 million from enterprise initiatives by 2030.
- Strong capital return framework: increased base dividend by >5% annually (2022–2025), returned >$6 billion to shareholders (2021–2025 YTD), and announced a $1 billion share repurchase authorization in 2025.
Dec 11, 2025, 2:00 PM
Weyerhaeuser and Aymium partner to scale biocarbon production
WY
New Projects/Investments
- Weyerhaeuser and Aymium signed an MOU to form TerraForge Biocarbon Solutions, a JV to build a combustion-free biocarbon facility adjacent to Weyerhaeuser’s McComb, MS mill, targeting 1.5 million tons of annual production by 2027.
- Under the five-year plan, the partners will secure long-term sales agreements and develop multiple sites across Weyerhaeuser’s footprint, converting over 7 million tons of its wood fiber into metallurgical-grade biocarbon as a drop-in coal replacement.
- Aymium’s technology delivers carbon-negative biocarbon and biohydrogen with superior energy and environmental profiles, requiring no plant investment or process modifications for metals producers.
- Weyerhaeuser offers reliable feedstock via 10 million acres of sustainably managed timberlands and 33 North American manufacturing facilities, advancing its Climate Solutions segment and accelerated growth strategy through 2030.
Dec 11, 2025, 10:00 AM
Weyerhaeuser sets 2030 growth and capital return targets
WY
Guidance Update
Dividends
Share Buyback
- At Investor Day, Weyerhaeuser unveiled a 2030 growth plan aiming for $1.5 billion of incremental Adjusted EBITDA vs. a 2024 baseline, driven by Wood Products ($440 M), Strategic Land Solutions including Climate Solutions ($230 M), Enterprise Initiatives ($180 M) and Timberlands ($150 M).
- The company established a Climate Solutions ambition to achieve ~$250 million of annual Adjusted EBITDA by 2030 through its new biocarbon business.
- Weyerhaeuser reaffirmed its capital allocation framework, committing to return 75–80 percent of Adjusted Funds Available for Distribution to shareholders annually via sustainable dividends and share repurchases, with 20–25 percent supporting growth initiatives and debt reduction.
Dec 11, 2025, 10:00 AM
Weyerhaeuser declares quarterly dividend
WY
Dividends
Share Buyback
- The board declared a quarterly base cash dividend of $0.21 per share, payable December 12, 2025, to shareholders of record November 28, 2025.
- Under its cash return framework, the company plans to supplement the base dividend with variable cash to target 75 – 80% of annual Adjusted Funds Available for Distribution, via supplemental dividends or share repurchases.
- Weyerhaeuser is a timberland REIT managing 10.4 million acres in the U.S. and generated $7.1 billion in net sales in 2024.
Nov 14, 2025, 12:28 AM
Weyerhaeuser reports Q3 2025 results
WY
Earnings
Guidance Update
M&A
- Weyerhaeuser reported Q3 GAAP earnings of $80 million ( $0.11 per diluted share ), adjusted earnings of $40 million ( $0.06 per share ), and adjusted EBITDA of $217 million.
- In Q3, the company generated $210 million of cash from operations, ended the quarter with $400 million of cash and total debt of just under $5.5 billion, repurchased $25 million of shares ( $150 million YTD ), and spent $125 million on CapEx—including $32 million for the Monticello EWP facility; it also secured an $800 million term loan at 4.3%, prepaying $500 million of 2026 maturities.
- Timberlands actions comprised $459 million of acquisitions and $410 million of expected divestiture proceeds by year-end, sufficient to meet its multi-year growth target for the portfolio.
- For Q4 2025, Timberlands EBITDA is expected to be ~$30 million lower than Q3, full-year 2025 Real Estate & ENR adjusted EBITDA guidance was raised to $390 million, and Wood Products adjusted EBITDA is anticipated to be slightly below Q3 levels.
Oct 31, 2025, 2:00 PM
Weyerhaeuser reports Q3 2025 results
WY
Earnings
Guidance Update
M&A
- GAAP EPS of $0.11 ($0.06 adj.) on $1.7 billion sales, with $217 million adjusted EBITDA amid challenging markets.
- Timberlands: closed $459 million acquisitions, advanced divestitures expected to yield $410 million, and sold Princeton Mill for $85 million.
- Wood products segment incurred a $48 million loss (adj. EBITDA $8 million), driven by weak lumber/OSB pricing and 3% lower production.
- Raised full-year real estate adjusted EBITDA to $390 million, secured an $800 million term loan at 4.3% (prepaid $500 million debt), and remain on track for $100 million natural climate solutions EBITDA.
Oct 31, 2025, 2:00 PM
Weyerhaeuser reports Q3 2025 results
WY
Earnings
Guidance Update
Share Buyback
- Weyerhaeuser reported Q3 2025 Adjusted EBITDA of $217 million, down $119 million from Q2 2025, and net earnings of $80 million (diluted EPS $0.11).
- Segment Adjusted EBITDA included $148 million for Timberlands, $91 million for Real Estate, Energy & Natural Resources, and $8 million for Wood Products, with Wood Products notably impacted by market conditions and excluding a $29 million gain on mill sale.
- The company closed the quarter with $401 million in cash against $5.47 billion of debt (net debt/Adjusted EBITDA of 4.3x LTM) and executed $25 million of share repurchases in Q3 (YTD $150 million).
- Updated 2025 outlook includes Real Estate & ENR Adjusted EBITDA of ~$390 million, capital expenditures of $380–$390 million, and unchanged fee harvest volumes.
Oct 31, 2025, 2:00 PM
Quarterly earnings call transcripts for WEYERHAEUSER.
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