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.
Although the revenue and EPS for Weyerhaeuser (WY) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Weyerhaeuser (WY) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to earnings of $0.05 per share a year ago.
Weyerhaeuser (WY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Weyerhaeuser Company (NYSE:WY ) Q2 2025 Earnings Conference Call July 25, 2025 10:00 AM ET Company Participants Andy Taylor - Vice President of Investor Relations David M. Wold - Senior VP & CFO Devin W.
WY beats Q2 estimates, but EPS and sales fell year over year as wood product pricing and cost pressures dragged margins.
While the top- and bottom-line numbers for Weyerhaeuser (WY) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Weyerhaeuser (WY) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.21 per share a year ago.
WY's Q2 earnings are likely to dip 43% as Wood Products faces headwinds, but real estate gains could soften the blow.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Weyerhaeuser (WY), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.