Core Insights - Weyerhaeuser reported $1.72 billion in revenue for Q3 2025, a 2.1% year-over-year increase, with an EPS of $0.06 compared to $0.05 a year ago, exceeding the Zacks Consensus Estimate of $1.65 billion by 4.12% and delivering an EPS surprise of 185.71% [1] Financial Performance - Revenue of $1.72 billion represents a 2.1% increase year-over-year [1] - EPS increased to $0.06 from $0.05 year-over-year [1] - Revenue exceeded Zacks Consensus Estimate by 4.12% [1] - EPS surprise was 185.71%, compared to a consensus estimate of -$0.07 [1] Key Metrics - Weyerhaeuser's stock returned -7% over the past month, while the Zacks S&P 500 composite increased by 3.6% [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance against the broader market [3] Sales Realizations and Estimates - Delivered Logs Third Party Sales Realizations (West): $110.68 per ton, below the estimated $114.43 [4] - Wood Products - Medium Density Fiberboard: $1,157.00 per square foot, below the estimated $1,173.76 [4] - Delivered Logs Third Party Sales Realizations (North): $72.75 per ton, slightly above the estimated $72.60 [4] - Net Sales - Wood Products: $1.23 billion, above the estimated $1.19 billion, with a year-over-year change of -0.6% [4] - Net Sales - Real Estate & ENR: $103 million, exceeding the estimated $96.06 million, with a year-over-year change of +15.7% [4] - Wood Products Segment - Structural Lumber: $509 million, above the estimated $474.23 million, with a year-over-year change of +12.9% [4] - Wood Products Segment - Oriented Strand Board: $167 million, below the estimated $173.32 million, with a year-over-year change of -18.9% [4] - Timberlands Segment - Third Party Net Sales - Recreational and other lease revenue: $21 million, above the estimated $19.5 million, with a year-over-year change of +10.5% [4] - Timberlands Segment - Third Party Net Sales - Other revenue: $7 million, below the estimated $8.63 million, with a year-over-year change of +16.7% [4] - Wood Products Segment - Engineered Solid Section: $162 million, slightly above the estimated $159.82 million, with a year-over-year change of -7.4% [4] - Wood Products Segment - Engineered I-joists: $85 million, below the estimated $90.08 million, with a year-over-year change of -10.5% [4]

Core Insights - Weyerhaeuser reported quarterly earnings of $0.06 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, and showing an increase from earnings of $0.05 per share a year ago, resulting in an earnings surprise of +185.71% [1] - The company achieved revenues of $1.72 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.12% and showing growth from $1.68 billion in the same quarter last year [2] - Weyerhaeuser shares have declined approximately 17.6% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is -$0.09 on revenues of $1.57 billion, while for the current fiscal year, the estimate is $0.08 on revenues of $6.87 billion [7] Industry Context - The Building Products - Wood industry, to which Weyerhaeuser belongs, is currently ranked in the bottom 8% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Weyerhaeuser's stock performance [5]

Financial Performance - Net sales for Q3 2025 were $1,717 million, a decrease of 8.8% compared to Q2 2025's $1,884 million[1] - Gross margin for Q3 2025 was $204 million, down 37.1% from $325 million in Q2 2025[1] - Operating income for Q3 2025 was $123 million, a decline of 30.9% from $178 million in Q2 2025[1] - Net earnings for Q3 2025 were $80 million, compared to $87 million in Q2 2025, reflecting a decrease of 8.0%[1] - Adjusted EBITDA for Q3 2025 was $217 million, down 35.4% from $336 million in Q2 2025[3] - Year-to-date cash flows from operations totaled $676 million, down 14.4% from $790 million in the same period last year[8] - Year-to-date 2025 net sales totaled $3,872 million, slightly down from $3,958 million in the same period of 2024[18] - Operating loss for Q1 2025 was $(85) million, while Q2 2025 reported an operating loss of $(62) million, showing a reduction in losses quarter-over-quarter[25] - The company reported an operating loss of $(154) million for YTD 2025, an improvement from $(194) million for YTD 2024[25] Earnings and Dividends - Basic earnings per share for Q3 2025 were $0.11, unchanged from Q2 2025[2] - The company paid dividends of $0.21 per common share in Q3 2025, consistent with Q2 2025[2] - Cash dividends on common shares for Q3 2025 were $150 million, slightly down from $145 million in Q3 2024[8] Assets and Liabilities - Total current assets as of September 30, 2025, were $1,612 million, a decrease from $1,758 million at the end of Q2 2025[7] - Total liabilities increased to $7,230 million in Q3 2025 from $6,954 million in Q2 2025[7] - The company reported a total equity of $9,438 million as of September 30, 2025, down from $9,524 million at the end of Q2 2025[7] Segment Performance - Total net sales for Q3 2025 reached $536 million, up 8.7% from $493 million in Q3 2024[10] - Operating income for the Timberlands segment in Q3 2025 was $80 million, compared to $57 million in Q3 2024, reflecting a 40.4% increase[10] - The gross margin for the Timberlands segment in Q3 2025 was $107 million, compared to $83 million in Q3 2024, representing a 29% increase[10] - Adjusted EBITDA for the Timberlands segment in Q3 2025 was $148 million, up from $122 million in Q3 2024, indicating a 21.3% increase[10] - Real Estate segment net sales in Q3.2025 were $65 million, up 10.2% from $59 million in Q3.2024[17] - Energy and Natural Resources segment net sales in Q3.2025 were $38 million, an increase of 26.7% from $30 million in Q3.2024[17] Capital Expenditures - Capital expenditures for property and equipment in Q3 2025 amounted to $118 million, an increase from $89 million in Q3 2024[8] - Cash spent for capital expenditures in Q3.2025 was $88 million, consistent with the previous quarter and up from $72 million in Q3.2024[20] Cash Flow and Investments - The company reported a net cash from investing activities of $(521) million in Q3 2025, compared to $(161) million in Q3 2024[8] - Net charge to earnings for YTD 2025 was $(194) million, compared to $(183) million for YTD 2024, indicating a slight increase in losses[24] - Adjusted EBITDA for YTD 2025 was $(172) million, an improvement from $(188) million in YTD 2024[25] Special Items and Other Income - Special items included in operating loss for Q3 2025 amounted to $(26) million, which was not present in the previous year[26] - Interest income and other for YTD 2025 was $14 million, a decrease from $17 million in YTD 2024[24] - Foreign exchange gains for Q2 2025 were $2 million, while Q1 2025 reported no gains[24] - Unallocated corporate function and variable compensation expenses totaled $(120) million for YTD 2025, compared to $(107) million for YTD 2024[24]

Core Insights - Weyerhaeuser Company reported its third quarter 2025 financial results, with details available on its website and through the U.S. Securities and Exchange Commission [1][2]. Company Overview - Weyerhaeuser is one of the largest private owners of timberlands, controlling approximately 10.4 million acres in the U.S. and additional public timberlands in Canada [4]. - The company has been a leader in sustainability for over a century, managing its timberlands in compliance with recognized sustainable forestry standards [4]. - In 2024, Weyerhaeuser generated $7.1 billion in net sales and employed around 9,400 people [4]. Upcoming Events - A live conference call to discuss the third quarter results is scheduled for October 31, 2025, at 7 a.m. Pacific Time [2]. - Access to the live webcast and presentation will be available on the company's Investors section on its website [2]. Community Investment - Weyerhaeuser announced a commitment to invest $1 million in Buckhannon, West Virginia, through its THRIVE program [6].

Core Insights - Weyerhaeuser Company has made significant strides in enhancing its portfolio quality and value through strategic timberland transactions, including $459 million in acquisitions and $410 million in expected cash proceeds from divestitures [1][2]. Summary of Acquisitions - The company completed two major acquisitions in the third quarter, totaling $459 million, which included 117,000 acres in North Carolina for $364 million and 10,000 acres in Washington for $95 million [5]. - The Washington acquisition is expected to yield an average annual timber-only free cash flow yield of 6.1% over the first 10 years, contributing positively to the company's Western Timberlands business [5]. Summary of Divestitures - Weyerhaeuser advanced three divestiture packages of non-core timberlands, with two transactions closed or under contract in early October, expected to generate $410 million in cash proceeds by year-end [1][2]. - The divestitures include 28,000 acres in Oregon for $190 million and approximately 86,000 acres in Georgia and Alabama for $220 million, with a third divestiture in Virginia expected to close in early 2026 [5]. - The divestitures are anticipated to occur at a combined timber-only Adjusted EBITDA multiple of 45x, indicating a strong financial return on these non-core assets [5].

Core Viewpoint - The wood industry, particularly Weyerhaeuser Co., is emerging as a potential investment opportunity amid market volatility and renewed consolidation in the sector [1][2]. Industry Dynamics - The wood industry is experiencing renewed consolidation, highlighted by Rayonier Inc.'s all-stock merger with PotlatchDeltic Corp., signaling a trend that may continue due to tariff impacts [2]. - Lumber prices have increased by approximately 15% since September 2025, contrary to expectations that trade tariffs would contract industry activity [4]. Company Performance - Weyerhaeuser's stock is currently trading at 73% of its 52-week high, indicating potential for further gains [3]. - The company has a price-to-earnings (P/E) ratio of 62.86, significantly above the building products sector average of 27.9, suggesting high investor confidence [8]. - Analysts have set a price target of $32.63 for Weyerhaeuser, indicating a potential upside of 36% from current prices [9][10]. Analyst Sentiment - Institutional investors, such as Allspring Global Investments Holdings, have increased their holdings in Weyerhaeuser by 2.8%, reflecting confidence in the company's future [10]. - Weyerhaeuser's short interest has decreased by 13%, indicating a shift in sentiment as bearish positions are being unwound [11]. Earnings Outlook - Weyerhaeuser reported Q2 earnings with an EPS of 12 cents, exceeding expectations, and the upcoming quarterly release is anticipated to show even stronger growth due to rising lumber prices [12]. - The company's market capitalization of $17 billion positions it as a potential acquisition target, especially if it continues to show strong earnings growth [13].

Core Viewpoint - Weyerhaeuser (WY) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of a loss of $0.07 per share, reflecting a significant decrease of 240% compared to the previous year [1][3]. Financial Expectations - Revenues for the upcoming quarter are projected to be $1.65 billion, which is a decrease of 1.9% from the same quarter last year [3]. - The consensus EPS estimate has been revised downwards by 560% over the last 30 days, indicating a significant reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Weyerhaeuser aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. - Weyerhaeuser currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Weyerhaeuser exceeded the consensus EPS estimate by delivering earnings of $0.12 per share against an expectation of $0.10, resulting in a surprise of +20.00% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - UFP Industries (UFPI), another player in the building products industry, is expected to report an EPS of $1.37 for the same quarter, reflecting a year-over-year decline of 16.5% [18]. - UFP Industries' revenues are anticipated to be $1.61 billion, down 2.3% from the previous year, with a consensus EPS estimate revised 2.7% lower recently [19].

Core Insights - Weyerhaeuser Company (WY) is one of the largest private timberland owners globally, controlling approximately 10.4 million acres in the U.S. and additional public timberlands in Canada, with a market cap of $18.1 billion [1] - The company is expected to report a fiscal third-quarter earnings deficit of $0.05 per share, a significant decline of 200% from the previous year's FFO of $0.05 per share [2] - Analysts project a full-year FFO per share of $0.16, down 69.8% from $0.53 in fiscal 2024, but anticipate a recovery with an expected rise to $0.44 per share in fiscal 2026, representing a 175% year-over-year increase [3] Performance Analysis - WY stock has underperformed the S&P 500 Index, which gained 17.2% over the past 52 weeks, with WY shares down 24.1% during the same period [4] - The underperformance is attributed to a seasonal decline in construction projects and lumber demand, alongside ongoing U.S.-Canada tariff issues affecting lumber prices, leading to lower wood prices and increased costs in its Timberlands segment [5] Recent Developments - On July 25, WY shares rose over 3% after reporting Q2 results, with an EPS of $0.12 exceeding Wall Street's expectation of $0.10, and revenue of $1.9 billion surpassing forecasts of $1.8 billion [6] - Analysts maintain a reasonably bullish consensus on WY stock, with a "Moderate Buy" rating overall; out of 13 analysts, eight recommend a "Strong Buy," two a "Moderate Buy," two a "Hold," and one a "Strong Sell," with an average price target of $32.82, indicating a potential upside of 31.5% [7]

Core Insights - Weyerhaeuser Company has committed to invest $1 million in Buckhannon, West Virginia, through its THRIVE program, which aims to support rural communities [1][2] - The THRIVE program is part of Weyerhaeuser's broader 3 by 30 Sustainability Ambition, focusing on long-term collaboration and investment in selected communities [3][4] Investment Details - The investment will be made over several years with input from local stakeholders, including elected officials and business leaders [1][2] - Buckhannon is the third community selected for the THRIVE program, following Zwolle, Louisiana, and Raymond, Washington [4] Community Engagement - Weyerhaeuser emphasizes the importance of engaging with local stakeholders to identify and prioritize community challenges [3][4] - Potential areas of focus in Buckhannon include youth education and workforce development [3] Company Background - Weyerhaeuser is one of the largest private owners of timberlands, managing approximately 10.4 million acres in the U.S. and Canada [5] - The company generated $7.1 billion in net sales in 2024 and employs around 9,400 people [5]

Core Points - Weyerhaeuser Company will release its third quarter 2025 results on October 30, 2025, after market close, followed by a live webcast and conference call on October 31, 2025, at 7 a.m. PT (10 a.m. ET) [1][2] Company Overview - Weyerhaeuser Company is one of the largest private owners of timberlands, controlling approximately 10.4 million acres in the U.S. and additional public timberlands in Canada [4] - The company has been a leader in sustainability for over a century, managing its timberlands on a fully sustainable basis in compliance with recognized forestry standards [4] - In 2024, Weyerhaeuser generated $7.1 billion in net sales and employed around 9,400 people [4]