WY Q4 loss narrows and revenues miss estimates as wood products pricing weakened amid tough market conditions.
While the top- and bottom-line numbers for Weyerhaeuser (WY) give a sense of how the business performed in the quarter ended December 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 a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to earnings of $0.11 per share a year ago.
WY's Q4 results are likely to reflect housing weakness and low wood prices, but timberlands and climate solutions offer support.
Get a deeper insight into the potential performance of Weyerhaeuser (WY) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
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 is rated a buy, supported by its dominant niche position and diversified revenue streams from timberland, carbon credits, and recreation. WY benefits from low leverage, strategic portfolio optimization, and exposure to scarce, appreciating timberland assets, mitigating cyclical construction headwinds. Despite a high dividend payout ratio and weak long-term dividend growth, FFO is forecasted to rebound, supporting an optimistic outlook.
Weyerhaeuser Company (WY) Analyst/Investor Day Transcript
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.