Weyerhaeuser Company
- Open
- 23.43
- Day high
- 23.47
- Day low
- 23.02
- Prev close
- 23.19
- Volume
- 320K
- Mkt cap
- $16.6B
- P/E (TTM)
- 35.0
- EPS (TTM)
- $0.66
- P/B
- 1.8
- P/S
- 2.4
- Yield
- 1.82%
- Per share
- $0.42
Weyerhaeuser Company (WY) is a Real Estate company listed on NYSE. The stock is down 6% over the past year. Drillr has 1 published research article covering WY.
Weyerhaeuser Company (WY) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 6 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
WY earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 31, 2026 | $0.08 | $0.13 | +67.3% | $1.9B | +1.0% |
| May 1, 2026 | $0.04 | $0.11 | +175.0% | $1.7B | +0.5% |
| Jan 29, 2026 | $-0.13 | $-0.09 | +30.8% | $1.5B | -5.9% |
| Oct 30, 2025 | $-0.07 | $0.06 | +185.7% | $1.8B | +11.8% |
| Jul 24, 2025 | $0.10 | $0.12 | +20.0% | $1.9B | +8.6% |
| Apr 24, 2025 | $0.11 | $0.11 | +0.9% | $1.8B | +0.1% |
| Jan 30, 2025 | $0.07 | $0.11 | +57.1% | $1.7B | -0.5% |
| Oct 24, 2024 | $0.01 | $0.05 | +525.0% | $1.7B | -0.3% |
| Jul 25, 2024 | $0.21 | $0.21 | +0.5% | $1.9B | -0.5% |
| Apr 25, 2024 | $0.15 | $0.16 | +8.1% | $1.8B | -12.5% |
| Jan 25, 2024 | $0.14 | $0.16 | +15.1% | $1.8B | -3.4% |
| Oct 26, 2023 | $0.34 | $0.33 | -1.8% | $2.0B | -2.0% |
WY insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 4, 2026 | Chaney Brian Kofficer: Senior Vice President | Tax | 3,491 | $24.39 |
| May 19, 2026 | O'Rourke James Calvindirector | Grant | 7,832 | — |
| May 19, 2026 | Merriwether Deidra Cdirector | Grant | 7,832 | — |
| May 19, 2026 | O'Rourke James Calvindirector | Grant | 4,926 | $22.98 |
| May 19, 2026 | Williams Kimdirector | Grant | 7,832 | — |
| May 19, 2026 | HOLLEY RICK Rdirector | Grant | 11,531 | — |
| May 19, 2026 | PIASECKI NICOLE WEYERHAEUSERdirector | Grant | 7,832 | — |
| May 19, 2026 | SELZER LAWRENCE Adirector | Grant | 7,832 | — |
| May 19, 2026 | Williams Kimdirector | Grant | 5,222 | — |
| May 19, 2026 | BECKWITT RICHARDdirector | Grant | 7,832 | — |
| May 19, 2026 | Wold David Mofficer: Senior Vice President & CFO | Tax | 1,062 | $22.68 |
| May 19, 2026 | Lewis Sara Grootwassinkdirector | Grant | 7,832 | — |
| May 19, 2026 | Monaco Albertdirector | Grant | 7,832 | — |
| May 19, 2026 | Monaco Albertdirector | Grant | 3,781 | $22.98 |
| May 19, 2026 | Emmert Mark Adirector | Grant | 7,832 | — |
Source: WY SEC Form 4 filings, latest Jun 4, 2026. For informational purposes only — not investment advice.
See the full WY insider & 13F page →Weyerhaeuser Company company profile
Overview
Weyerhaeuser Company (NYSE:WY) is one of the world's largest private owners of timberlands and a major North American manufacturer of wood products. Founded in 1900, the company has evolved from a traditional timber company into a diversified real estate investment trust (REIT) that owns or controls approximately 11 million acres of timberlands across the United States and manages additional lands under long-term licenses in Canada. The company operates as a REIT structure and has been publicly traded since 1973, with its common stock listed on the New York Stock Exchange. Weyerhaeuser employs approximately 9,400 people and is recognized on the Dow Jones Sustainability North America Index for its commitment to sustainable forestry practices.
Business
Weyerhaeuser operates in the forestry and wood products industry through three primary business segments. The Timberlands segment represents the company's core asset base, encompassing sustainable forest management across millions of acres of owned and controlled forestry land. This segment generates revenue through the sale of logs to sawmills, pulp mills, and other wood product manufacturers. The timberlands are managed according to internationally recognized forestry standards, with trees harvested on rotation cycles that can span decades. The Wood Products segment manufactures lumber, oriented strand board (OSB), and engineered wood products from both company-owned timber and purchased raw materials. Lumber production involves processing logs into dimensional lumber used in residential and commercial construction. OSB is a structural panel product made from wood strands arranged in layers and bonded with adhesives, commonly used in construction sheathing and subflooring. Engineered wood products include advanced building materials like TimberStrand, which offers enhanced strength and dimensional stability compared to traditional lumber. The Real Estate, Energy and Natural Resources segment focuses on monetizing non-timber values from the company's extensive land holdings. This includes selling higher and better use (HBU) properties for residential, commercial, or industrial development, as well as developing renewable energy projects like solar and wind installations on company lands. The segment also encompasses the growing Natural Climate Solutions business, which includes forest carbon credit projects and carbon capture and sequestration initiatives. Based on recent financial data, the Timberlands segment typically contributes approximately 40-50% of total EBITDA, Wood Products accounts for 35-45%, and Real Estate, Energy and Natural Resources represents 15-25% of earnings, though these proportions can vary significantly based on market conditions and commodity pricing cycles.
Revenue model
Weyerhaeuser generates revenue through multiple complementary business models across its three segments. The Timberlands business operates on a product sales model, selling logs and timber to external customers including sawmills, pulp mills, and other wood product manufacturers. Revenue is driven by harvest volumes and prevailing log prices, which fluctuate based on regional supply and demand dynamics, housing construction activity, and export market conditions, particularly to Asia. The Wood Products segment also follows a product sales model, manufacturing and selling lumber, OSB, and engineered wood products to distributors, retailers, and construction companies. This segment's profitability is highly cyclical and depends on housing starts, repair and remodeling activity, and the overall construction market. The business faces margin pressure from commodity price volatility, production capacity utilization, and competition from both domestic and international producers. The Real Estate, Energy and Natural Resources segment employs multiple revenue models. Land sales generate transactional revenue from disposing of higher and better use properties, while renewable energy projects create long-term contracted revenue streams through power purchase agreements and land lease arrangements. The emerging Natural Climate Solutions business generates revenue through carbon credit sales and service agreements for carbon capture and sequestration projects. Key factors that influence margins include housing market cycles, which drive demand for wood products; commodity lumber and log pricing; operational efficiency and capacity utilization; energy costs and transportation expenses; regulatory changes affecting forestry practices; and currency fluctuations impacting export competitiveness. The company's integrated model provides some natural hedging, as higher log prices that benefit Timberlands can pressure Wood Products margins, while the Real Estate segment offers more stable, less cyclical income streams.
Competitive moat
Weyerhaeuser's competitive moat stems primarily from its vast irreplaceable land assets and the inherent barriers to entry in large-scale timberland ownership. The company's 11 million acres of timberlands represent decades of accumulated forest assets that cannot be quickly replicated by competitors. These lands are located in prime growing regions with favorable climate conditions, established infrastructure, and proximity to key markets. The biological nature of timber growth creates a natural barrier, as trees require 20-30 years to reach harvestable maturity, making it extremely difficult for new entrants to establish comparable scale quickly. The company benefits from economies of scale in forest management, harvesting operations, and transportation logistics that smaller competitors cannot match. Its integrated business model allows for optimization across the value chain, from forest management through manufacturing to end-market sales. The Real Estate segment provides additional moat strength through the company's ability to monetize non-timber values from its land base, including development rights, renewable energy projects, and emerging carbon credit opportunities. However, the moat faces several challenges. The Wood Products segment operates in highly competitive, commodity-driven markets with limited differentiation opportunities. Lumber and OSB pricing is largely determined by market forces rather than company-specific advantages. The business is also vulnerable to cyclical downturns in housing and construction markets, which can significantly impact profitability. Additionally, the company faces potential disruption from alternative building materials, changing construction methods, and evolving environmental regulations that could affect harvesting practices or land use restrictions. The emerging Natural Climate Solutions business represents a potential moat strengthener, as the company's large land base positions it well to capitalize on carbon credit markets and renewable energy development. However, this remains an evolving opportunity with uncertain long-term value creation potential.
Risks & safety
Weyerhaeuser maintains a moderate margin of safety with manageable debt levels but faces cyclical earnings volatility and elevated valuation metrics. 1. **Liquidity and Solvency**: Strong cash position of $684 million and current ratio of 1.79 provide adequate short-term liquidity. Debt-to-equity ratio of 0.53 is reasonable for a capital-intensive business, though free cash flow has been negative in recent quarters (-$47 million in Q4 2024, -$27 million in Q1 2025) due to capital expenditures and working capital changes. 2. **Valuation Metrics**: Current valuation appears stretched with P/E ratio of 63.2x and EV/EBITDA of 22.3x based on recent quarters. Price-to-book ratio of 2.10x suggests the stock trades at a premium to book value. Graham number of 5.79 indicates potential overvaluation relative to conservative value metrics. 3. **Other Considerations**: The cyclical nature of the business creates earnings volatility risk. The company's REIT structure requires distribution of most taxable income, limiting retained earnings for growth. Capital intensity of timberland acquisitions and manufacturing operations requires ongoing investment. Commodity price exposure creates margin volatility across business segments.
Recent development
Over the past few years, Weyerhaeuser has executed several strategic initiatives to diversify revenue streams and capitalize on emerging market opportunities. The company has significantly expanded its Natural Climate Solutions business, targeting $100 million in EBITDA by 2025 compared to $47 million in 2023. This includes developing forest carbon credit projects, with the first credits approved in Maine and additional Southern projects in development. The company expects carbon credit sales to increase 5-10 times in 2025 compared to 2024 levels. A major strategic development is the company's entry into carbon capture and sequestration, highlighted by a significant 25-year agreement with Occidental Petroleum for 2.3 million metric tons of CO2 per year. While the timeline has been extended with first injections now expected in 2029, this represents a potentially transformative revenue opportunity. The company has also expanded its renewable energy portfolio, signing over 70 solar project agreements covering approximately 130,000 acres of company land. Multiple solar and wind projects are under development or construction, creating new recurring revenue streams from land lease arrangements. In manufacturing, Weyerhaeuser announced a $500 million investment in a new TimberStrand facility in Arkansas, representing the company's largest single capital investment in recent years. This expansion in engineered wood products reflects the company's strategy to move toward higher-value, less commodity-driven products. The company has also pursued strategic timberland acquisitions, completing purchases of 84,000 acres in Alabama as part of a broader $1 billion acquisition target. These acquisitions enhance the company's geographic diversification and scale advantages in key growing regions.
WY company profile · for informational purposes only — not investment advice.
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