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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mark Weintraub | Seaport Research Partners | 15 | 13% |
| Ketan Mamtora | BMO Capital Markets | 14 | 0% |
| George Staphos | Bank of America | 13 | 23% |
| Mike Roxland | Truist Securities | 12 | 17% |
| Hamir Patel | CIBC Capital Markets | 10 | 0% |
| Matt McKellar | RBC Capital Markets | 9 | 0% |
| Hong Zhang | JPMorgan | 9 | 0% |
| Tony Pettinari | Citigroup | 8 | 13% |
| Kurt Yinger | D.A. Davidson | 8 | 0% |
| Susan Maklari | Goldman Sachs | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 2 | 15 | 20% |
| Seaport Research Partners | 1 | 15 | 13% |
| Truist Securities | 2 | 14 | 21% |
| BMO Capital Markets |
| 1 |
| 14 |
| 0% |
| Goldman Sachs | 2 | 13 | 0% |
| CIBC Capital Markets | 1 | 10 | 0% |
| JPMorgan | 1 | 9 | 0% |
| RBC Capital Markets | 1 | 9 | 0% |
Weyerhaeuser's Q1 2026 marked a sharp sequential rebound with adjusted EBITDA surging 120% to $308 million, driven by lumber's return to profitability ($84 million swing to $27 million EBITDA) as prior industry curtailments and lean inventories lifted Southern Yellow Pine pricing 13%. Strategic Land Solutions contributed $193 million in EBITDA including a $94 million Florida conservation easement, while new product launches AeroStrand and Pro Panel received strong builder feedback. Revenue remained down 2% year-over-year as single-family housing starts stayed below 1 million units, with inflationary pressures from the Middle East conflict adding approximately $10 million per month in costs across transportation, energy, and resin.
Margin | Demand | Competitive Dynamics | Pricing | Supply Chain | Revenue Growth | Capital Allocation | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 3 | 1 | 2 | 2 | 1 | 1 |
| 2025Q1 | 6 | 7 | 2 | 3 | 5 | 4 | 1 | 1 |
| 2025Q2 | 5 | 3 | 4 | 5 | 1 | 1 | 4 | 3 |
| 2025Q3 | 4 | 3 | 4 | 3 | 3 | 2 | 5 | 6 |
| 2025Q4 | 4 | 5 | 2 | 4 | 6 | 2 | 4 | 4 |
| 2026Q1 | 4 | 4 | 7 | 6 | 2 | 6 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 6 | 5 | 4 | 4 | 4 |
| Demand | 3 | 7 | 3 | 3 | 5 | 4 |
| Competitive Dynamics | 3 | 2 | 4 | 4 | 2 | 7 |
| Pricing | 1 | 3 | 5 | 3 | 4 | 6 |
| Supply Chain | 2 | 5 | 1 | 3 | 6 | 2 |
| Revenue Growth | 2 | 4 | 1 | 2 | 2 | 6 |
| Capital Allocation | 1 | 1 | 4 | 5 | 4 | 1 |
| M&A | 1 | 1 | 3 | 6 | 4 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WY Weyerhaeuser | 5 | -2.0% | |
| AMT American Tower | 6 | +6.8% | |
| CCI Crown Castle | 3 | -4.8% | |
| EQIX Equinix | 8 | +9.8% | |
| IRM Iron Mountain | 9 | +21.6% | |
| SBAC SBA Communications | 7 | +5.9% |