Core Insights - Weyerhaeuser reported a revenue of $1.54 billion for Q4 2025, marking a year-over-year decline of 9.8% and an EPS of -$0.09 compared to $0.11 a year ago, missing the Zacks Consensus Estimate of $1.58 billion by 2.73% [1] - The company achieved an EPS surprise of +28.4%, with the consensus EPS estimate being -$0.13 [1] Financial Performance Metrics - Weyerhaeuser's shares returned +10% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change, and currently holds a Zacks Rank 3 (Hold) [3] - Delivered Logs Third Party Sales Realizations (per ton) in the West were $108.64, exceeding the two-analyst average estimate of $107.97 [4] - Net Sales for Wood Products were $1.09 billion, slightly below the $1.11 billion estimated by three analysts, representing a year-over-year decline of 14.1% [4] - Net Sales for Real Estate & ENR reached $103 million, surpassing the $80.94 million average estimate, reflecting a year-over-year increase of 19.8% [4] - Structural Lumber net sales were $420 million, below the three-analyst average estimate of $447.26 million, indicating a year-over-year decline of 14.6% [4] - Oriented Strand Board net sales were $162 million, slightly above the $161.64 million average estimate, but showed a significant year-over-year decline of 29.6% [4] - Timberlands Segment reported Third Party Net Sales of $20 million for Recreational and other lease revenue, close to the $20.27 million average estimate, with no year-over-year change [4] - Other revenue in the Timberlands Segment was $12 million, exceeding the $9.54 million estimate, representing a year-over-year increase of 33.3% [4]