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 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]