Earnings summaries and quarterly performance for WEYERHAEUSER.
Executive leadership at WEYERHAEUSER.
Board of directors at WEYERHAEUSER.
Research analysts who have asked questions during WEYERHAEUSER earnings calls.
Ketan Mamtora
BMO Capital Markets
4 questions for WY
Also covers: ALH, AZEK, BCC +8 more
Mark Weintraub
Seaport Research Partners
4 questions for WY
Also covers: GPK, IP, LPX +5 more
Michael Roxland
Truist Securities
4 questions for WY
Also covers: AMBP, AMCR, AVY +16 more
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
Susan Maklari
Goldman Sachs Group Inc.
3 questions for WY
Also covers: ALH, AOS, AWI +24 more
Anthony Pettinari
Citigroup Inc.
2 questions for WY
Also covers: AMBP, AMCR, AVY +26 more
Hong Zhang
JPMorgan Chase & Co.
2 questions for WY
Also covers: BRX, CUBE, EXR +4 more
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
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 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
Weyerhaeuser reports Q3 2025 results and updates portfolio strategy
WY
Earnings
M&A
Guidance Update
- Weyerhaeuser delivered GAAP earnings of $80 million ($0.11/sh) on net sales of $1.7 billion, with adjusted EBITDA of $217 million; excluding special items, EPS was $0.06.
- In Timberlands, the company completed $459 million of high-quality acquisitions in North Carolina, Virginia, and Washington and has divestitures under way expected to generate $410 million of proceeds by year-end, aiming to exceed acquisition outlays and meet its multi-year growth target.
- Natural climate solutions remain on track for $100 million of adjusted EBITDA by year-end, with first CO₂ injection from the Occidental joint-venture project slated for 2029 and increased forest carbon credit generation and sales in 2025.
- Wood products segments faced challenging pricing: lumber incurred a $48 million adjusted EBITDA loss and OSB a $3 million loss in Q3, prompting a slight production moderation; pricing has since stabilized heading into Q4.
- Looking to Q4 2025, real estate & natural resources EBITDA is expected $15 million lower due to sales timing, and wood products earnings are forecast to be slightly below Q3 levels amid seasonal demand softness and stable composite pricing.
Oct 31, 2025, 2:00 PM
Weyerhaeuser reports Q3 2025 results
WY
Earnings
M&A
Guidance Update
- Weyerhaeuser posted Q3 net earnings of $80 million ($0.11 per diluted share) on net sales of $1.7 billion, compared with $28 million in Q3 2024; Adjusted EBITDA was $217 million.
- Completed $150 million of share repurchases YTD through Q3 and advanced portfolio optimization with $459 million in timberland acquisitions, $410 million of divestiture proceeds expected by year end, and sale of the Princeton lumber mill for $85 million (initial proceeds $61 million).
- Provided Q4 2025 outlook: Timberlands EBITDA ~$30 million lower than Q3, Real Estate & ENR pretax earnings ~$5 million lower and EBITDA ~$15 million lower, and Wood Products earnings and EBITDA to be slightly below Q3 levels.
Oct 30, 2025, 8:05 PM
Weyerhaeuser updates timberlands portfolio optimization actions
WY
M&A
- Completed Q3 acquisitions of 117,000 acres in North Carolina & Virginia and 10,000 acres in Washington totaling $459 million at a 21× timber-only Adjusted EBITDA multiple, with the WA purchase expected to yield 6.1 percent annual timber-only free cash flow over 10 years.
- Advanced three non-core timberland divestiture packages in Oregon (28,000 acres for $190 million), Georgia & Alabama (86,000 acres for $220 million) and Virginia (108,000 acres), expected to generate $410 million in cash proceeds by year-end and close the final Virginia transaction in early 2026, at a 45× Adjusted EBITDA multiple.
- Divestiture proceeds are expected to exceed acquisition outlays by early 2026 and are anticipated to incur minimal tax liability.
Oct 30, 2025, 8:05 PM
Weyerhaeuser updates 2025 targets and Q2 2025 performance
WY
Guidance Update
New Projects/Investments
Dividends
- Weyerhaeuser reaffirmed 2025 year-end targets, including $1 billion of disciplined timberlands investments (2022–2025), growing annual natural climate solutions EBITDA to $100 million, capturing $175–250 million of operational excellence improvements, returning 75–80% of adjusted FAD, and achieving 5% annual dividend and lumber production growth; progress includes $1.1 billion invested in timberlands, $84 million of natural climate solutions EBITDA in 2024, and $117 million of OpX improvements (2022–2024).
- Announced a $500 million investment to construct a new TimberStrand® engineered wood facility in Monticello, Arkansas (2025–2027), which will add 10 million cubic feet of capacity (+24% EWP) and is expected to generate over $100 million of annual adjusted EBITDA at full production by 2027.
- Reported a strong carbon footprint, with 38 million metric tons of CO₂e removed and 9.8 million metric tons stored in 2024, commitment to net-zero emissions by 2040 under a science-based target, and membership in The Climate Pledge.
- Returned $735 million of cash to shareholders in 2024, comprising $582 million of base dividends and $153 million of share repurchases, with a framework to return 75–80% of adjusted FAD annually and base dividends growing at >5% annually.
- Maintained a strong balance sheet with investment-grade ratings (Baa2/BBB), $1.75 billion revolving credit facility, ~$1.2 billion of debt reduction since 2020, and a net debt to adjusted EBITDA ratio of 0.8x as of June 30, 2025.
Sep 25, 2025, 8:16 PM
Weyerhaeuser to redeem $500 million of 4.75% notes due 2026
WY
- On August 25, 2025, Weyerhaeuser Company will partially redeem $500 million of its 4.75% senior unsecured notes due 2026 at a redemption price equal to the greater of 100% of principal or the present value of remaining payments discounted at the Treasury Rate plus 20 bps, plus accrued interest.
- Interest on the redeemed notes will cease to accrue after the redemption date, provided funds sufficient to pay the redemption price have been deposited with the paying agent.
- Of the original $750 million outstanding aggregate principal amount, $250 million of the notes will remain outstanding following this redemption.
Aug 28, 2025, 8:21 PM
Weyerhaeuser amends $1.75 B revolving credit facility
WY
Debt Issuance
- On June 30, 2025, Weyerhaeuser entered into a $1.75 billion five-year senior unsecured Amended and Restated Revolving Credit Facility, replacing its prior $1.5 billion facility and maturing June 30, 2030.
- Borrowings may be used for general corporate purposes, including working capital, refinancing existing debt, acquisitions, stock repurchases and capital expenditures.
- Loans bear interest at a floating rate (Term SOFR, Daily Simple SOFR or Base Rate) plus a spread that varies with Weyerhaeuser’s long-term credit rating.
- Key covenants require maintaining minimum total adjusted shareholders’ equity of $3.0 billion and a funded debt ratio of 65% or less, along with other customary investment-grade restrictions.
Jul 3, 2025, 12:00 AM
Quarterly earnings call transcripts for WEYERHAEUSER.
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