WY · Weyerhaeuser Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Acres Sold - Real Estate | 21,168 | Q2.2026 | — |
| Adjusted EBITDA non-GAAP | $310M | Q2 | — |
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GAAP → non-GAAP reconciliationGAAP Net earnings 162M
+14M Non-operating pension and other post-employment benefit costs
-4M Interest income and other
+66M Interest expense, net of capitalized interest
-15M Income taxes
+127M Depreciation, depletion and amortization
+31M Basis of acres sold
-71M Special items included in operating income
= Adjusted EBITDA 310M
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| Adjusted FAD non-GAAP | $323M | Q2 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash from operations 399M
-139M Capital expenditures
+63M Adjustments to FAD
= Adjusted FAD 323M
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| Basis as a Percent of Strategic Land Solutions Net Sales | 22% | Q2.2026 | — |
| Basis of acres sold | 31M | Q2.2026 | — |
| Delivered Logs Third Party Sales Realizations - North | $78.31 | Q2.2026 | — |
| Delivered Logs Third Party Sales Realizations - South | $38.2 | Q2.2026 | — |
| Delivered Logs Third Party Sales Realizations - West | $115.27 | Q2.2026 | — |
| Delivered Logs Third Party Sales Volumes - North | 108K | Q2.2026 | — |
| Delivered Logs Third Party Sales Volumes - South | 3.81M | Q2.2026 | — |
| Delivered Logs Third Party Sales Volumes - West | 1.49M | Q2.2026 | — |
| Engineered I-joists Third party sales realizations | $2,343 | Q2.2026 | — |
| Engineered Solid Section Third party sales realizations | $2,906 | Q2.2026 | — |
| Fee Harvest Volumes - North | 178K | Q2.2026 | — |
| Fee Harvest Volumes - South | 5.96M | Q2.2026 | — |
| Fee Harvest Volumes - West | 2.25M | Q2.2026 | — |
| Medium Density Fiberboard Third party sales realizations | $1,148 | Q2.2026 | — |
| Net earnings before special items non-GAAP | $91M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net earnings 162M
-71M Gain on sale of timberlands
+0M Product remediation insurance recovery
= Net earnings before special items 91M
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| Net earnings per diluted share before special items non-GAAP | $0.13 | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net earnings per diluted share $0.23
-$0.1 Gain on sale of timberlands
+$0 Product remediation insurance recovery
= Net earnings per diluted share before special items $0.13
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| Oriented Strand Board Third party sales realizations | $242 | Q2.2026 | — |
| Price per Acre - Real Estate | $4,319 | Q2.2026 | — |
| Softwood Plywood Third party sales realizations | $486 | Q2.2026 | — |
| Strategic Land Solutions Adjusted EBITDA non-GAAP | $129M | Q2 | — |
| Structural Lumber Third party sales realizations | $508 | Q2.2026 | — |
| Structural Lumber Third party sales volumes | 1.16B | Q2.2026 | — |
| Timberlands Adjusted EBITDA non-GAAP | $123M | Q2 | — |
| Wood Products Adjusted EBITDA non-GAAP | $129M | Q2 | — |
| Climate Solutions Adjusted EBITDA non-GAAP | $119M | Full Year 2025 | — |
GAAP → non-GAAP reconciliationGAAP Operating income 102M
+1M Depreciation, depletion and amortization
+16M Basis of real estate sold
= Climate Solutions Adjusted EBITDA 119M
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| Operational excellence improvements | $92M | 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WY
this stock
Weyerhaeuser Co
|
$17.74B | +3.9% | -3.1% | 36.8 | 3.5% |
|
EQIX
Equinix Inc
|
$106.82B | +39.1% | +7.8% | 69.7 | 1.9% |
|
AMT
American Tower Corp /Ma/
|
$81.87B | +0.1% | +5.1% | 28.3 | 1.6% |
|
DLR
Digital Realty Trust, Inc.
|
$68.28B | +23.2% | +10.0% | — | 2.4% |
|
IRM
Iron Mountain Inc
|
$36.27B | +48.2% | +8.3% | 86.4 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WY | -0.8% | +4.2% | +0.4% | -1.6% | +3.9% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | +1.2% | +0.8% | -10.8% | -3.7% | -7.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.