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Weyerhaeuser — Third Quarter 2026 Earnings Summary

  • Net sales increased 12% year-over-year to $1.9 billion in Q3 2026, while net earnings declined to $61 million ($0.08/share) from $80 million ($0.11/share) in Q3 2025 and $162 million in Q2 2026; Adjusted EBITDA rose 14% YoY to $248 million but fell from $310 million in Q2 2026.
  • Full-year 2026 Adjusted EBITDA guidance was raised by $25 million to approximately $450 million, with Q4 2026 earnings and EBITDA expected to be comparable to Q3 for Timberlands and Wood Products, though Strategic Land Solutions is forecast to decline by $35 million in earnings and $45 million in EBITDA.
  • Strategic capital allocation includes the commencement of construction on a biocarbon facility in Mississippi and two solar sites, alongside a signed geothermal exploration agreement for 145,000 acres in Oregon and Washington.
  • The company entered an agreement to divest 81,000 acres of non-core timberlands in Arkansas for $146 million, expected to close in Q4 2026, while monetizing approximately 340,000 forest carbon credits year-to-date.
Company
WEYERHAEUSER CO
Sector
Real Estate
Industry
REIT - Specialty