Weyerhaeuser Company (WY) Investor Presentation - Slideshow

Financial Performance & Capital Allocation - Weyerhaeuser returned over $2 billion of cash to shareholders based on 2021 results and increased the share repurchase authorization to $1 billion[5] - The company is targeting $175-250 million of additional OpX margin improvements from 2022-2025[8,81] - Weyerhaeuser is committed to growing the base dividend by 5% annually from 2022-2025[8] - The company targets annually returning 75-80% of Adjusted FAD to shareholders through a combination of base dividend, variable supplemental dividend, and share repurchase[8,88] - Weyerhaeuser reduced debt by $375 million, resulting in a total debt reduction of $1.2 billion since 2020 Q3[5] Strategic Investments & Growth Initiatives - Weyerhaeuser plans to grow its timber portfolio with $1 billion of disciplined investments through 2025[8] - The company aims to grow EBITDA from Natural Climate Solutions to $100 million by 2025[8] - Weyerhaeuser expects lumber production to grow by 5% annually through organic growth through 2025, increasing from 4.8 BBF in 2021 to 5.7 BBF in 2025[8,76] Sustainability & ESG - The company has set a science-based GHG reduction target at the most ambitious level[5] - Weyerhaeuser's forests store billions of tons of carbon, making the company significantly carbon negative[5] - Weyerhaeuser removes the equivalent of 35 million metric tons of CO2 in its forests & wood products annually[30]