$WY

Weyerhaeuser (WY) reported Q2 adjusted earnings of 13 cents per share, above the Zacks estimate of 6 cents. Net sales were $1.87 billion. Wood Products adjusted EBITDA rose to $129 million from $71 million sequentially. The company raised 2026 Strategic Land Solutions adjusted EBITDA guidance by $25 million to about $450 million. Shares trade at a forward P/E of 49.94 versus 27.18 for its sub-industry.

Weyerhaeuser reported Q2 2026 net sales of $1.867 billion and net earnings of $162 million, or $0.23 per diluted share, including a $71 million gain from timberland divestitures. Adjusted EBITDA was $310 million. Net cash from operations was $399 million. Management cited higher lumber realizations, OSB margin pressure from resin and maintenance costs, and raised 2026 SLS adjusted EBITDA guidance to $450 million.

Simply Wall St reports Weyerhaeuser (WY) posted Q2 2026 net income of $162 million and EPS of $0.23 from continuing operations, both above a year earlier. Shares fell 1.5% to $25.45 in one day but rose 8.3% weekly and 9.3% monthly. A valuation narrative cites fair value of $31.18 per share, citing Occidental’s CCS deal and capacity projects, with risks from lumber demand and tariffs.

Simply Wall St reports Weyerhaeuser’s Q2 2026 net income rose to $162 million from $87 million a year earlier, with EPS from continuing operations increasing to $0.23 from $0.12. First-half 2026 net income nearly doubled to $318 million and EPS rose to $0.44. The piece links results to the $0.21 quarterly dividend and discusses risks from lumber prices and housing demand, citing 2029 forecasts of $8.2B revenue and $722.2M earnings.

Weyerhaeuser is exploring an expansion at McMinnville Municipal Airport after its February purchase of a hangar, according to airport manager John Paskell. The proposal would amend a lease to add about 22,000 sq ft plus 1.35 acres and grant right of first refusal on 4.5 acres. Demolition of a former Comcast building would be city-funded; Weyerhaeuser would build new space. Estimated added airport revenue is about $160,000 annually.

Weyerhaeuser (NYSE:WY) reported Q2 updates on lumber, OSB, engineered wood products, and land segments. CFO Davie Wold said U.S. South trucking shortages drove about half of a prior $20 million lumber guidance reduction. OSB adjusted EBITDA fell to a $6 million loss. Engineered wood products adjusted EBITDA rose $15 million to $54 million. The company raised 2026 Strategic Land Solutions guidance by $25 million to about $450 million and expects Q3 segment EBITDA mixed.

According to Weyerhaeuser (WY), Q2 2026 GAAP earnings were $162M and adjusted EBITDA was $310M. The company reported sequential improvement in Timberlands and Wood Products despite market headwinds, and it raised SLS guidance. It also said growth initiatives in solar, biocarbon, and mass timber progressed.

WEYERHAEUSER CO (WY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 wy-ex99_2.htm EX-99.2 EX-99.2 Weyerhaeuser Company Exhibit 99.2 Q2.2026 Analyst Package Preliminary results (unaudited) Consolidated Statement of Operations Q1 Q2 Year-to-Date in millions Mar 31, 2026 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Net sales $ 1,727

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Analyst firms issued multiple calls on US and global stocks. Examples include DA Davidson initiating AGCO Buy with a $160 target, Wells Fargo initiating X4 Pharmaceuticals Overweight, and Morgan Stanley reiterating SpaceX and Nvidia as Overweight. Seagate was upgraded to Overweight by Wells Fargo, while Shopify and Twilio were upgraded by Stifel. UBS reiterated Chipotle as Buy ahead of 7/29 earnings.