Weyerhaeuser remains a "Sell" as housing construction weakness continues to pressure lumber demand, pricing, and company earnings. WY's Q3 saw margins and EBITDA decline sharply, with wood products and real estate segments underperforming due to lower volumes and prices. Despite a secure 3.6% dividend yield and temporary leverage increase, WY's free cash flow and earnings outlook remain weak amid persistent industry headwinds.
WY tops Q3 earnings and sales estimates, boosted by Timberlands' strength and strategic portfolio moves.
Weyerhaeuser Company ( WY ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Andy Taylor - Vice President of Investor Relations Devin Stockfish - President, CEO & Director David Wold - Senior VP & CFO Conference Call Participants Susan Maklari - Goldman Sachs Group, Inc., Research Division George Staphos - BofA Securities, Research Division Anthony Pettinari - Citigroup Inc., Research Division Mark Weintraub - Seaport Research Partners Kurt Yinger - D.A. Davidson & Co., Research Division Ketan Mamtora - BMO Capital Markets Equity Research Hamir Patel - CIBC Capital Markets, Research Division Matthew McKellar - RBC Capital Markets, Research Division Hong Zhang - JPMorgan Chase & Co, Research Division Michael Roxland - Truist Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the Weyerhaeuser Third Quarter 2025 Earnings Conference Call.
| - Industry | - Sector | Devin W. Stockfish CEO | XDUS Exchange | US9621661043 ISIN |
| US Country | 9,400 Employees | 28 Nov 2025 Last Dividend | 3 Jun 1988 Last Split | 3 May 1973 IPO Date |
The Weyerhaeuser Company stands as a titan in the realm of timberland ownership and forestry, tracing its origins back to 1900. Having evolved into one of the globe's most substantial private timberland owners, the company commands around 11 million acres of timberlands within the United States. It extends its stewardship ethic beyond its home borders to Canada, where it manages additional forestry lands through long-term license agreements. The blueprint of Weyerhaeuser's operations is carefully drawn to adhere to the highest forestry standards recognized globally, ensuring a commitment to sustainable management. This stewardship, combined with its significant foothold in the North American wood product manufacturing sector, not only underscores its environmental responsibility but also its economic impact. As a Real Estate Investment Trust (REIT), it accomplished a commendable $10.2 billion in net sales in 2022 and proudly maintains a robust workforce of approximately 9,200 employees dedicated to serving a worldwide customer base. Weyerhaeuser's financial health and operational milestones are encapsulated in its public trading identity on the New York Stock Exchange, where it is listed under the symbol WY.