WY · Weyerhaeuser Co
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. Weyerhaeuser reported Q2 net earnings of $162 million ($0.23/diluted share) and Adjusted EBITDA of $310 million, with Wood Products EBITDA up $58 million sequentially on stronger lumber pricing. The company raised full-year 2026 Strategic Land Solutions Adjusted EBITDA outlook by $25 million to approximately $450 million, while guiding to slightly lower Q3 Wood Products EBITDA ex-price and higher Q3 Timberlands EBITDA.
- + Wood Products adjusted EBITDA rose $58 million sequentially to $129 million on 15% higher lumber realizations
- + Raised full-year 2026 Strategic Land Solutions Adjusted EBITDA guidance by $25 million to approximately $450 million
- + Timberlands Q2 adjusted EBITDA improved to $123 million on stronger Western domestic log demand and pricing
- + Completed $114 million Oregon timberlands divestiture and commenced second solar site with three more under construction
- − Strategic Land Solutions adjusted EBITDA fell $64 million sequentially to $129 million after a large Q1 conservation easement
- − OSB posted a $6 million adjusted EBITDA loss with three of last four quarters negative amid supply-demand imbalance
- − Guides Q3 Wood Products earnings and adjusted EBITDA slightly lower sequentially ex-pricing effects
- − Cautious near-term housing outlook as mortgage rates rose to mid-6% and builder confidence remains subdued
- − Q2 lumber results pressured by southern transportation constraints driving elevated finished goods inventories and production cuts
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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 Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WY
this stock
Weyerhaeuser Co
|
$14.42B | -19.6% | -3.1% | 29.9 | 3.8% |
|
EQIX
Equinix Inc
|
$99.47B | +32.0% | +7.8% | 64.9 | 1.7% |
|
AMT
American Tower Corp /Ma/
|
$77.54B | -6.8% | +5.1% | 22.9 | 1.3% |
|
DLR
Digital Realty Trust, Inc.
|
$63.76B | +13.5% | +10.0% | 47.7 | 2.4% |
|
IRM
Iron Mountain Inc
|
$33.16B | +33.8% | +8.3% | 79.0 | 2.7% |
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 | -10.0% | -18.5% | -23.3% | -18.5% | -19.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -9.3% | -18.6% | -35.4% | -17.9% | -31.4% |
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.