Revenue segments as reported by the company.

Timberlands

Real Estate & ENR

Wood Products

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Weyerhaeuser

Weyerhaeuser Co. engages in the manufacture, distribution and sale of forest products. It operates through the following business segments: Timberlands, Real Estate, Energy and Natural Resources (Real Estate & ENR), and Wood Products. The Timberlands segment manages private commercial forestland worldwide, engages in growing and harvesting trees for lumber, building, pulp, paper and other wood products. The Real Estate and ENR segment delivers premiums to timber value by identifying and monetizing higher and better use lands and capturing the full value of surface and subsurface assets. The Wood Products segment delivers lumber, structural panels, engineered wood products and complementary building products for residential, multi-family, industrial and light commercial applications. The company was founded by Frederick Weyerhaeuser on January 18, 1900 and is headquartered in Seattle, WA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Weyerhaeuser reports solid 2022 earnings, eyes growth in climate solutions

Weyerhaeuser's strong financial performance in 2022 was supported by key segments like Timberlands and Real Estate. Challenges in certain segments like Wood Products were noted, but the company remains focused on growth opportunities in Natural Climate Solutions and cost efficiency initiatives.

Weyerhaeuser posts solid Q1 earnings, optimistic about housing market

Weyerhaeuser delivered strong Q1 results driven by robust performance in Timberlands and Wood Products segments. Despite challenges in the EWP business and market volatility, the company remains optimistic about future demand. Opportunities lie in stable pricing, production increases, and long-term market prospects.

Weyerhaeuser reports solid Q2 earnings, eyes growth in timberlands and carbon projects

Weyerhaeuser's Q2 performance reflects strength in Timberlands and Wood Products, with opportunities in portfolio growth and carbon projects.
Challenges include lower Timberlands earnings, unpredictable lumber pricing, and operational risks like wildfires.
The company anticipates higher Wood Products results in Q3, supported by improving demand dynamics and pricing.
Overall, Weyerhaeuser's strategic investments and focus on operational efficiency position them well for future growth and profitability.

Weyerhaeuser reports solid Q3 earnings amidst market challenges and opportunities

Weyerhaeuser's Q3 performance showcased strength in key segments despite challenges in Timberlands.
Opportunities lie in continued building by national builders and growth in carbon-related projects.
Challenges include labor market impacts on supply and European lumber import economics.
Overall, the company's strategic focus on high-value transactions and pricing stability bodes well for future performance.

Weyerhaeuser reports robust earnings, eyes growth amid market challenges

Weyerhaeuser delivered strong financial performance in 2023, driven by Timberlands and Wood Products segments.
The company is strategically positioned to capitalize on opportunities in the housing market and operational efficiencies.
While facing challenges in pricing and market dynamics, Weyerhaeuser's focus on growth and disciplined investments remains steadfast.
Overall, Weyerhaeuser's robust capital allocation strategy and confidence in its business segments signal a positive outlook for future growth.

Weyerhaeuser reports solid Q1 earnings, focuses on renewables and carbon

Weyerhaeuser delivered strong Q1 earnings driven by Timberlands and Wood Products, while facing challenges in the Engineered Wood Products segment.
The company is making strides in renewable energy projects and exploring opportunities in carbon capture and sequestration, positioning for future growth.
Despite operational issues and market challenges, Weyerhaeuser remains focused on cost efficiency and competitive positioning in its key business segments.
With a focus on improving EWP operations, seizing growth opportunities in carbon markets, and maintaining cost efficiency, Weyerhaeuser is poised for continued success.

Weyerhaeuser reports solid Q2 earnings amidst lumber market challenges

Weyerhaeuser delivered a solid second quarter performance, driven by diversified revenue streams across Timberlands, Real Estate, ENR, and Wood Products.
While facing challenges in the lumber market with soft pricing and operational curtailments, the company showcased strengths in strategic acquisitions and solar development opportunities.
Navigating market conditions and seasonal dynamics, Weyerhaeuser aims to address challenges and capitalize on growth opportunities to enhance long-term profitability.
Investors should monitor the company's progress in executing its growth strategies and managing market challenges to assess its resilience and potential for sustained performance.

Weyerhaeuser reports mixed Q3 results, eyes solar and carbon projects

Weyerhaeuser's Q3 performance showed mixed results across segments, with challenges in timber markets.
The company's strengths lie in its progress in Natural Climate Solutions and strong demand for solar projects.
Challenges include market pressures impacting timber sales and lower pricing in wood products.
Opportunities exist in solar development, carbon projects, and solid real estate markets.

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Weyerhaeuser Co. engages in the manufacture, distribution, and sale of forest products. It operates through the following segments: Timberlands, Real Estate, Energy, and Natural Resources (Real Estate and ENR), and Wood Products. The Timberlands segment manages private commercial forestland worldwide, engages in growing and harvesting trees for lumber, building, pulp, paper, and other wood products. The Real Estate and ENR segment delivers premiums to timber value by identifying and monetizing higher and better use lands and capturing the full value of surface and subsurface assets. The Wood Products segment delivers lumber, structural panels, engineered wood products and complementary building products for residential, multi-family, industrial, and light commercial applications. The company was founded by Frederick T. Weyerhaeuser on January 18, 1900 and is headquartered in Seattle, WA.

Weyerhaeuser's (WY) second-quarter results are likely to reflect softness in construction activities and weak lumber and OSB pricing.

Weyerhaeuser (WY) to Report Q2 Earnings: What's in Store?

CBRE Group

Vici Properties

Real estate stocks are a cornerstone asset class, typically providing a valuable hedge against inflation and steady income stream. Yet, real estate shares have lagged behind the S&P 500 index in 2024.

3 Real Estate Stocks With High Growth Potential

Raymond, Wash., named second community to receive multi-year investment through the company's THRIVE Program SEATTLE , July 16, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced a commitment to invest $1 million in Raymond, Wash.

Weyerhaeuser to Invest $1 Million in Rural Washington Community

Lumber prices closely follow changes in interest rates, impacting demand for new home construction and wood products. Weyerhaeuser Company operates as a REIT with a lumber call option attached, providing exposure to the lumber market without trading futures. Falling energy prices, potentially achieved through Republican energy policies, could reduce inflation, leading to lower interest rates and increased demand for lumber and new home construction.

Weyerhaeuser: The November Election Could Determine Lumber Demand And Prices

PotlatchDeltic

Rayonier

REITs are currently trading at a 15.5% discount to NAV.  Timber is even more discounted. Timberland values are rising, evidenced by analyst estimates, aggregated sale price trends, and recent transactions. Timber REITs are undervalued due to myopic focus on near-term EBITDA, but long-term value lies in the perpetual nature of timberland assets.

Everyone Wants Timberland Except The Public Market

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Home builder stocks were rallying across the board on Thursday, after government data showed U.S. consumer prices falling for the first time in more than four years, boosting hopes the Federal Reserve may soon start to lower interest rates.

Home builders, flooring companies and pool maker stocks rally as CPI data boosts rate-cut hopes

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After a period of aggressive interest rate hikes aimed at taming inflation, the Federal Reserve is poised to shift gears in the coming months. With inflation moderating and approaching the Fed's 2% target, economists and investors anticipate rate cuts as early as September 2024.

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Some stocks depend on commodity prices for their success – or failure – and the main ones that come to mind may be inside the energy sector. If Warren Buffett chooses to buy an oil company, as he did through a nine-day buying streak in shares of Occidental Petroleum Co. NYSE: OXY, it may be because he sees a fundamental reason for oil prices to move higher and bring the company's valuation up with it.

Don't Miss These Stock Picks for the Lumber Price Surge

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Webcast and conference call on July 26 at 7 a.m. PT (10 a.m.

Weyerhaeuser to Release Second Quarter Results on July 25

SEATTLE , May 21, 2024 /PRNewswire/ -- Devin W. Stockfish, president and chief executive officer, and David M.

Stockfish and Wold to Represent Weyerhaeuser at Nareit's REITweek: 2024 Investor Conference

Fighting Fires Together campaign raises awareness and helps address mental health challenges of wildland firefighting SEATTLE, May 15, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) and Firefighter Behavioral Health Alliance (FBHA) today announced the launch of Fighting Fires Together, a campaign designed to increase awareness around the importance of mental health support for wildland firefighters and their families. Now in its third year, the partnership between Weyerhaeuser and FBHA provides specialized support and mental health resources for wildland firefighters.

Weyerhaeuser, Firefighter Behavioral Health Alliance Partner for Third Year to Provide Mental Health Resources for Wildland Firefighters

Chaney to replace Keith O'Rear, who is retiring after 36 years with the company SEATTLE , May 13, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced the appointment of Brian Chaney as senior vice president of Wood Products, effective June 3, 2024. Chaney currently serves as vice president of Engineered Wood Products and Innovation for the company, and he will take over for Keith O'Rear, who is retiring from his role on June 3 and will serve as a strategic advisor to the company through the end of 2024.

Weyerhaeuser Appoints Brian Chaney as Senior Vice President of Wood Products

Weyerhaeuser is the largest public REIT in the timberland industry, owning approximately 11 million acres of timberlands in the US and managing another 14 million acres in Canada. The company's operations are divided into three regions: North, South, and West, with the West region being the largest contributor to revenue. Weyerhaeuser's scale is unmatched, outperforming peers as the industry continues to consolidate.

Weyerhaeuser: Housing Is Still A Key Demand Driver For Timber

Weyerhaeuser Company (NYSE:WY ) Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Andy Taylor - VP, IR Devin Stockfish - President and CEO David Wold - SVP and CFO Conference Call Participants George Staphos - Bank of America Susan Maklari - Goldman Sachs Hamir Patel - CIBC Capital Markets Mark Weintraub - Seaport Research Partners Ketan Mamtora - BMO Capital Markets Kurt Yinger - D.A. Davidson Anthony Pettinari - Citibank Matthew McKellar - RBC Capital Markets Mike Roxland - Truist Securities Buck Horne - Raymond James Operator Greetings and welcome to the Weyerhaeuser First Quarter 2024 Earnings Conference Call.

Weyerhaeuser Company (WY) Q1 2024 Earnings Call Transcript

The first-quarter 2024 results of Weyerhaeuser (WY) portray lower fee harvest volumes, a decrease in domestic sales volumes along with high lumber manufacturing and raw materials costs.

Weyerhaeuser's (WY) Shares Up on Q1 Earnings Beat, Net Sales Lag

While the top- and bottom-line numbers for Weyerhaeuser (WY) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Weyerhaeuser (WY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Weyerhaeuser (WY) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.21 per share a year ago.

Weyerhaeuser (WY) Tops Q1 Earnings Estimates

Achieved net earnings of $114 million, or $0.16 per diluted share Generated Adjusted EBITDA of $352 million, a 10 percent increase compared with fourth quarter 2023 Increased quarterly base dividend by 5.3 percent Enhanced our carbon capture and sequestration business with exploration agreement across five potential sites in the U.S. South SEATTLE , April 25, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today reported first quarter net earnings of $114 million, or 16 cents per diluted share, on net sales of $1.8 billion. This compares with net earnings of $151 million, or 21 cents per diluted share, on net sales of $1.9 billion for the same period last year and net earnings of $219 million for fourth quarter 2023.

Weyerhaeuser Reports First Quarter Results

Weyerhaeuser's (WY) first-quarter results are likely to reflect weaker-than-expected contributions from the Wood Products segment.

Factors Setting the Tone for Weyerhaeuser's (WY) Q1 Earnings

Beyond analysts' top -and-bottom-line estimates for Weyerhaeuser (WY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2024.

Weyerhaeuser (WY) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates

Webcast and conference call on April 26 at 7 a.m. PT (10 a.m.

Weyerhaeuser to Release First Quarter Results on April 25

Weyerhaeuser (WY) is set to gain from more capital inflows for carbon/ESG-related projects, operational excellence and housing improvement. Yet, high costs and lumber market swing hurt.

Carbon/ESG Capital Inflows Aid Weyerhaeuser (WY), Costs High

Timber pricing in the U.S. has not kept up with inflation due to oversupply, while lumber prices have risen significantly. Timber REITs have seen weak profitability from timber segments, but strong profit margins from wood products. The timber and timberland sector is transitioning from a decade of oversupply to long-term undersupply, driven by new sources of demand such as solar conversions and carbon capture.

Weyerhaeuser: The Best Overall Timberland Play

Weyerhaeuser (WY) enters into an exclusive carbon sequestration exploration agreement with Lapis Energy for two years to focus on its climate solutions portfolio.

News for Weyerhaeuser Stock (WY)