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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mark Weintraub | Seaport Research Partners | 16 questions · 13% challenging |
| Ketan Mamtora | BMO Capital Markets | 15 questions · 0% challenging |
| George Staphos | Bank of America | 14 questions · 29% challenging |
| Mike Roxland | Truist Securities | 13 questions · 15% challenging |
| Hamir Patel | CIBC Capital Markets | 11 questions · 0% challenging |
| Matthew McKellar | RBC Capital Markets | 10 questions · 0% challenging |
| Hong Zhang | JPMorgan | 10 questions · 0% challenging |
| Kurt Yinger | D.A. Davidson | 9 questions · 0% challenging |
| Susan Maklari | Goldman Sachs | 9 questions · 0% challenging |
| Anthony Pettinari | Citigroup | 9 questions · 11% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 2 analysts | 16 questions · 25% challenging |
| Seaport Research Partners | 1 analyst | 16 questions · 13% challenging |
| Truist Securities | 2 analysts | 15 questions · 20% challenging |
| BMO Capital Markets | 1 analyst | 15 questions · 0% challenging |
| Goldman Sachs | 2 analysts | 14 questions · 0% challenging |
| CIBC Capital Markets | 1 analyst | 11 questions · 0% challenging |
| JPMorgan | 1 analyst | 10 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 10 questions · 0% challenging |
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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 |
Calendar quarter Q1 2026Earnings call May 1, 2026
FY2026 Q1 in brief
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…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY -2.04% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Weyerhaeuser (WY), FY2026 Q1: 5/10. Scores: Weyerhaeuser’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: WY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.71B | -3.7% | $0.11 | -63.3% | 17.8% | 8.3% | 4.7% | $-47M |
| FY2025 Q1 | $1.76B | -1.8% | $0.11 | -31.3% | 19.0% | 10.2% | 4.7% | $-27M |
| FY2025 Q2 | $1.88B | -2.8% | $0.12 | -50.0% | 17.3% | 9.4% | 4.6% | $288M |
| FY2025 Q3 | $1.77B | +5.1% | $0.11 | +185.7% | 14.3% | 7.0% | 4.5% | $-376M |
| FY2025 Q4 | $1.54B | -9.8% | $0.10 | -9.1% | 2.1% | -1.0% | 4.8% | $-266M |
| FY2026 Q1Selected | $1.73B | -2.0% | $0.22 | +100.0% | 18.4% | 14.3% | 9.0% | $-60M |
| FY2026 Q2 | $1.87B | -0.9% | $0.23 | +91.7% | 16.7% | 11.9% | 8.7% | $260M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 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% |