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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Weyerhaeuser (WY) is 5/10.
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.
Scored from Weyerhaeuser’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q1 | $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 |