Weyerhaeuser Company (WY) Earnings Call Transcripts

Weyerhaeuser Company's Latest Earnings Call - June 2, 2026

In the second quarter of fiscal year 2026, Weyerhaeuser Company reported revenues of $2.5 billion and earnings per share (EPS) of $0.65, both inline with analyst expectations. Management highlighted a disciplined capital allocation strategy and a commitment to returning cash to shareholders, having returned over $6 billion from 2021 to 2025. The company maintained its guidance for EBITDA growth of $1.5 billion by 2030, signaling confidence in its growth initiatives despite ongoing inflationary pressures and market challenges.

Reported metrics

Guidance from management

Weyerhaeuser maintained its EBITDA growth target of $1.5 billion by 2030, signaling confidence in its growth initiatives despite market challenges.

What management said

Yes. I would say OSB is the most directly exposed, about 25% across the industry of OSB demand comes from single-family housing. And so you see that most directly. Now I would say EWP is very focused on single family, although there are some opportunities in industrial, multifamily, et cetera. Lumber has about 40% of demand is repair and remodel. So that's probably a little bit more of the demand coming from repair a...

Net-net, it's positive for us. So we did sell 1 mill in British Columbia. We still have 2 lumber mills in Alberta. We also have OSB and EWP mills in Canada. Those are not subject to this. I mean it's a difficult place to do business. If you are going to operate profitably in Canada, you have to be very, very good with very low cost, which fortunately for us, we are. And so our Alberta mills are still profitable even ...

What analysts pressed on

Analysts expressed concerns regarding the impact of ongoing inflationary pressures and the stability of log prices. There were also questions about the potential for increased competition from Canadian lumber producers as tariffs adjust.

Main topics on the call

• Timberland Acquisition Strategy — Weyerhaeuser successfully executed a $1 billion Timberland acquisition program, funded by selling nonstrategic timberlands. Management stated, "we were able to exceed our goal of $100 million of EBITDA in our new Climate...
• Wood Products Investment — The company is investing in a new engineered wood products facility in Arkansas, expected to generate over $100 million annually upon completion in 2027. This investment reflects Weyerhaeuser's focus on high-margin produ...
• Climate Solutions Growth — Weyerhaeuser's Climate Solutions business is expected to grow significantly, with management highlighting opportunities in forest carbon and biocarbon. They stated, "we think that's one of the biggest opportunities in ou...
• Log Price Trends — Management noted stable log prices in the U.S. South and improving prices in the Pacific Northwest, which are correlated with lumber prices. They emphasized that "the U.S. South has been pretty stable for a long period o...

Read the full Weyerhaeuser Company transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 51 Weyerhaeuser Company earnings call transcripts on record, spanning January 31, 2020 to June 2, 2026. Based on this history, Weyerhaeuser Company reports quarterly. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

WY

Exchange

NYSE

Country

US

Sector

Real Estate

Industry

Specialized REITs

Calls on record

51

First call

January 31, 2020

Most recent

June 2, 2026

Reporting cadence

quarterly