Weyerhaeuser(US:WY)2025-12-11 14:00Strategic Goals - Weyerhaeuser aims to add $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline[11, 14] - The company targets a cash return to shareholders of 75-80% of Adjusted Funds Available for Distribution (Adjusted FAD) annually[14, 96] - The company has recycled ~$850 million of non-core Timberlands from 2022-2025[54] - The company has completed More Than $1.2B of High-Quality Acquisitions from 2022-2025[54] Business Performance & Growth Initiatives - Timberlands & Strategic Land Solutions generated ~$850 million to $1.2 billion Annual Adjusted EBITDA range over the last 8 years[39] - Wood Products generated ~$1.5 billion Annual Adjusted EBITDA 8-Year Average[41] - The company has identified $1 billion of line-of-sight growth initiatives by 2030[68] - For every $100 per MBF change in lumber prices, the company generates $500 million in annual Adjusted EBITDA[76] - The company has increased annual Adjusted EBITDA to $100 million from Climate Solutions in 2025[54] Market & Operational Advantages - Weyerhaeuser holds 10.4 million acres of timberlands in the U S and licenses 13 million acres in Canada[18] - The company's distribution business covers 70% of the new residential construction market[174] - The company captured $175 million in OpX Improvements Across Our Businesses from 2022-2025E[54]