Core Insights - Weyerhaeuser reported revenue of $1.88 billion for the quarter ended June 2025, a decrease of 2.8% year-over-year, with EPS at $0.12 compared to $0.21 in the same quarter last year, exceeding the Zacks Consensus Estimate for revenue by 2.72% and EPS by 20% [1][2] Financial Performance - Revenue of $1.88 billion represents a 2.8% decline from the previous year [1] - EPS decreased from $0.21 to $0.12 year-over-year [1] - The company’s revenue surpassed the Zacks Consensus Estimate of $1.83 billion [1] - EPS exceeded the consensus estimate of $0.10 [1] Key Metrics - Weyerhaeuser's stock returned -0.4% over the past month, underperforming the Zacks S&P 500 composite's +5.7% [3] - The company holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3] Sales Realizations - Delivered Logs Third Party Sales Realizations (per ton) - West: $117.69, slightly above the $117.54 estimate [4] - Wood Products - Medium Density Fiberboard (3/4') sales realizations: $1,195.00, exceeding the $1,152.11 estimate [4] - Delivered Logs Third Party Sales Realizations (per ton) - North: $74.30, above the $73.91 estimate [4] - Net Sales- Wood Products: $1.36 billion, compared to the $1.31 billion estimate, reflecting a -4.5% change year-over-year [4] - Net Sales- Real Estate & ENR: $154 million, surpassing the $143.97 million estimate, with a year-over-year increase of +41.3% [4] - Wood Products Segment- Structural Lumber: $581 million, exceeding the $542.21 million estimate, with a +16.4% year-over-year change [4] - Wood Products Segment- Oriented Strand Board: $205 million, slightly below the $207.92 million estimate, with a -28.8% year-over-year change [4] - Timberlands Segment- Third Party Net Sales- Recreational and other lease revenue: $19 million, matching the $19.78 million estimate [4] - Wood Products Segment- Engineered Solid Section: $169 million, below the $176.32 million estimate, with a -11.5% year-over-year change [4] - Wood Products Segment- Engineered I-joists: $95 million, below the $101.64 million estimate, with a -11.2% year-over-year change [4]

Core Insights - Weyerhaeuser Company reported first-quarter 2025 results with earnings meeting consensus estimates and net sales exceeding expectations, although both metrics declined year-over-year due to lower export sales volumes, particularly to China [1][3] Financial Performance - Adjusted earnings were 11 cents per share, a decrease of 31.3% from 16 cents in the previous year [3] - Net sales for the quarter were $1.76 billion, surpassing the consensus mark of $1.75 billion by 0.7%, but down 1.8% from $1.80 billion in the same quarter last year [3] - Adjusted EBITDA was $328 million, down 6.8% from $352 million in the year-ago period [4] Segment Performance - **Timberlands**: Net sales increased to $534 million from $521 million year-over-year, with adjusted EBITDA rising to $167 million from $144 million [5] - **Real Estate, Energy and Natural Resources**: Net sales decreased to $94 million from $107 million year-over-year, with adjusted EBITDA declining to $82 million from $94 million [6] - **Wood Products**: Sales totaled $1.29 billion, down from $1.30 billion in the previous year, with adjusted EBITDA decreasing to $161 million from $184 million [7] Cash Flow and Debt - As of March 31, 2025, cash and cash equivalents were $560 million, down from $684 million at the end of 2024 [8] - Long-term debt increased to $5.02 billion from $4.87 billion at the end of 2024 [8] - Net cash from operations was $70 million, down from $124 million a year ago [8] Q2 Outlook - For Q2 2025, Timberland earnings and adjusted EBITDA are expected to be approximately $15 million lower than Q1 [9] - In the Real Estate, Energy and Natural Resources segment, earnings are anticipated to be about $40 million higher than Q1, with adjusted EBITDA expected to increase by about $50 million [11] - Within the Wood Products segment, earnings and adjusted EBITDA are expected to be slightly higher than Q1 levels, with anticipated increases in sales volumes and log costs [12][13]

Core Insights - Weyerhaeuser reported $1.76 billion in revenue for Q1 2025, a year-over-year decline of 1.8%, with EPS of $0.11 compared to $0.16 a year ago, indicating a slight revenue surprise of +0.65% over estimates [1] - The stock has returned -14% over the past month, underperforming the Zacks S&P 500 composite's -5.1% change, and currently holds a Zacks Rank 3 (Hold) [3] Financial Performance - Delivered Logs Third Party Sales Realizations (per ton) in the West were $118.52, below the average estimate of $122.10 [4] - Wood Products revenue was $1.29 billion, slightly above the $1.28 billion estimate, but represented a -1.2% year-over-year change [4] - Real Estate & ENR revenue was $94 million, exceeding the $88.20 million estimate, but showing a -12.2% year-over-year decline [4] Segment Analysis - Structural lumber net sales in the Wood Products segment were $527 million, surpassing the $504.02 million estimate, reflecting a +13.6% year-over-year increase [4] - Oriented Strand Board net sales were $228 million, slightly below the $232.07 million estimate, indicating a -10.6% year-over-year decline [4] - Timberlands Segment reported $19 million in recreational and other lease revenue, close to the $19.91 million estimate, with no year-over-year change [4]