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Weyerhaeuser Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.0587 |
| EPS actual | $0.110 |
| EPS Surprise | 87.43% |
| Revenue estimate | 1.719B |
| Revenue actual | 1.727B |
| Revenue Surprise | 0.472% |
| Release date | Jan 29, 2026 |
| EPS estimate | -$0.130 |
| EPS actual | -$0.0900 |
| EPS Surprise | 30.77% |
| Revenue estimate | 1.569B |
| Revenue actual | 1.541B |
| Revenue Surprise | -1.78% |
| Release date | Oct 30, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | $0.0600 |
| EPS Surprise | 185.71% |
| Revenue estimate | 1.58B |
| Revenue actual | 1.766B |
| Revenue Surprise | 11.81% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.120 |
| EPS Surprise | 20.00% |
| Revenue estimate | 1.731B |
| Revenue actual | 1.884B |
| Revenue Surprise | 8.86% |
Last 4 Quarters for Weyerhaeuser
Below you can see how WY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 24, 2025 |
| Price on release | $25.68 |
| EPS estimate | $0.100 |
| EPS actual | $0.120 |
| EPS surprise | 20.00% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $25.31 |
| Jul 21, 2025 | $25.05 |
| Jul 22, 2025 | $26.17 |
| Jul 23, 2025 | $25.96 |
| Jul 24, 2025 | $25.68 |
| Jul 25, 2025 | $26.47 |
| Jul 28, 2025 | $25.88 |
| Jul 29, 2025 | $25.94 |
| Jul 30, 2025 | $25.54 |
| 4 days before | 1.46% |
| 4 days after | -0.545% |
| On release day | 3.08% |
| Change in period | 0.91% |
| Release date | Oct 30, 2025 |
| Price on release | $23.51 |
| EPS estimate | -$0.0700 |
| EPS actual | $0.0600 |
| EPS surprise | 185.71% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $23.89 |
| Oct 27, 2025 | $24.02 |
| Oct 28, 2025 | $23.74 |
| Oct 29, 2025 | $23.20 |
| Oct 30, 2025 | $23.51 |
| Oct 31, 2025 | $23.00 |
| Nov 03, 2025 | $22.51 |
| Nov 04, 2025 | $22.59 |
| Nov 05, 2025 | $22.48 |
| 4 days before | -1.59% |
| 4 days after | -4.38% |
| On release day | -2.17% |
| Change in period | -5.90% |
| Release date | Jan 29, 2026 |
| Price on release | $25.93 |
| EPS estimate | -$0.130 |
| EPS actual | -$0.0900 |
| EPS surprise | 30.77% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $26.67 |
| Jan 26, 2026 | $26.60 |
| Jan 27, 2026 | $26.23 |
| Jan 28, 2026 | $26.05 |
| Jan 29, 2026 | $25.93 |
| Jan 30, 2026 | $25.78 |
| Feb 02, 2026 | $25.84 |
| Feb 03, 2026 | $26.68 |
| Feb 04, 2026 | $26.70 |
| 4 days before | -2.77% |
| 4 days after | 2.97% |
| On release day | -0.578% |
| Change in period | 0.112% |
| Release date | Apr 30, 2026 |
| Price on release | $24.52 |
| EPS estimate | $0.0587 |
| EPS actual | $0.110 |
| EPS surprise | 87.43% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $25.03 |
| Apr 27, 2026 | $25.02 |
| Apr 28, 2026 | $24.82 |
| Apr 29, 2026 | $24.25 |
| Apr 30, 2026 | $24.52 |
| May 01, 2026 | $23.99 |
| May 04, 2026 | $23.53 |
| May 05, 2026 | $23.70 |
| May 06, 2026 | $24.04 |
| 4 days before | -2.04% |
| 4 days after | -1.96% |
| On release day | -2.16% |
| Change in period | -3.96% |
Weyerhaeuser Earnings Call Transcript Summary of Q1 2026
Weyerhaeuser reported Q1 2026 GAAP earnings of $156 million ($0.22/sh) and adjusted (ex-special items) earnings of $77 million ($0.11/sh). Adjusted EBITDA was $308 million, up 120% sequentially. Timberlands adjusted EBITDA rose modestly (to $120M) driven by higher Western volumes and seasonal cost declines; Southern Timberlands saw softer sawlog/fiber markets. Strategic Land Solutions (SLS) delivered a very strong quarter (Adj. EBITDA $193M) led by higher real estate sales and a $94M conservation easement in Florida; full-year SLS adjusted EBITDA is expected to be ~ $425M. Wood Products improved significantly (Adj. EBITDA $71M) as lumber and OSB prices rose; lumber realizations increased ~13% sequentially. The company previewed new Wood Products (AeroStrand, Pro Panel) and expanded distribution (22 locations), with Monticello EWP plant capex of ~$300M expected in 2026 (excluded from adjusted FAD). Cash of ~$300M, total debt $5.4B; returned $151M in dividends and ~$10M in buybacks in Q1. Near-term headwinds include elevated transportation/resin costs tied to the Middle East conflict and tariffs/duties (potential duty reset later in 2026). Q2 outlook: Timberlands and Wood Products EBITDA expected to be comparable to Q1 (with seasonal volume increases offset by higher costs and planned OSB outages); SLS EBITDA expected to decline sequentially (~$70M lower) reflecting the Q1 conservation transaction timing. Management emphasizes supply/demand dynamics as the key driver of future profitability and reiterates disciplined capital allocation and maintaining investment-grade credit metrics over the cycle.
