Analyst Consensus ?
ConsensusHold24 ratings
Bullish1458.3%
Neutral833.3%
Bearish28.4%
Weyerhaeuser Company · WY · FY2026 Q3 · Calendar Q4 2026
Weyerhaeuser: Timberlands Strengthen as Growth Projects Advance
Weyerhaeuser's diversified timberlands and expanding Climate Solutions portfolio showed resilience in Q3, but the next-year case depends on wood-product demand, cost control, project execution, and capital discipline.
Reported After market closeNYSEReal Estate
$14.23B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.08
Consensus $0.04
EPS surprise
+128.3%
Reported versus consensus
Reported revenue
$1.86B
Consensus $1.92B
Revenue surprise
-2.9%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.0%
Event window
SPY move
-1.8%
Same window
Abnormal move
+4.8%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
WYSPY benchmark
Ask FN2 about WY FY2026 Q3
Transcript, numbers and history already loaded
Why did WY rise 3.0% after beating EPS estimates in FY2026 Q3?What changed in WY's guidance and outlook in FY2026 Q3?Give me the bull and bear case for WY after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, the analysis shifts from raised guidance and improving lumber conditions to maintained guidance, stronger reported timberland performance, increased Q4 repurchases, and more emphasis on Climate Solutions, geothermal development, and AI-led efficiency.
Guidance delta
Management guidance sentiment was maintained: Q4 timberland earnings are expected to be comparable with Q3, while Strategic Land Solutions and Wood Products EBITDA are expected to be modestly lower.
Key takeaways
- Q3 adjusted EBITDA rose 14% year over year to $248 million, led by timberlands.
- Management highlighted Monticello, biocarbon, solar, geothermal, and AI initiatives as longer-term growth projects.
- Higher rates, diesel costs, soft housing demand, weather, and trade conditions remain material risks.
Management priorities
- Advance Monticello, the McComb biocarbon plant, and additional solar sites.
- Expand Climate Solutions through forest carbon, biocarbon, and geothermal development.
- Use AI and machine-learning pilots to improve timberland and manufacturing efficiency.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$20.35Current
$25Low
$32.75Average
$45High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 30, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Oct 27, 2026 |
| CIBC | Outperform | Outperform | Maintain | Oct 27, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 16, 2026 |
| B of A Securities | Buy | Neutral | Upgrade | Oct 14, 2026 |
| Truist Securities | Hold | Hold | Maintain | Oct 12, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 5, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 3, 2026 |
| Raymond James | Strong Buy | Outperform | Upgrade | Jul 10, 2026 |
| BMO Capital | Outperform | Market Perform | Upgrade | Dec 6, 2024 |
| Argus Research | Hold | Buy | Downgrade | Jul 20, 2022 |
| Goldman Sachs | Buy | Buy | Maintain | Jun 23, 2022 |
| Stephens & Co. | Equal Weight | Overweight | Downgrade | May 3, 2021 |
| Scotiabank | Sector Perform | Sector Perform | Maintain | Jul 9, 2020 |
| Seaport Global | Buy | Buy | Maintain | Jan 23, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Jan 2, 2019 |
| Argus | Buy | Buy | Maintain | Nov 20, 2018 |
| Dundee | Neutral | Buy | Downgrade | Aug 12, 2016 |
| Vertical Research | Hold | Buy | Downgrade | May 3, 2016 |
| CLSA | Outperform | Underperform | Upgrade | Nov 13, 2015 |
| UBS | Sell | Sell | Maintain | May 4, 2015 |
| Longbow Research | Buy | Neutral | Upgrade | Aug 20, 2013 |
| Deutsche Bank | Hold | Hold | Maintain | Jun 24, 2013 |
| Buckingham Research | Buy | Neutral | Upgrade | May 31, 2013 |
| McAdams Wright Ragen | Sell | Hold | Downgrade | Oct 31, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $20.35. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| CIBC | Analyst unavailable | $25 | $19.3 | +22.9% | Oct 27, 2026 |
| D.A. Davidson | Kurt Yinger | $27 | $19.3 | +32.7% | Oct 27, 2026 |
| RBC Capital | Analyst unavailable | $25 | $19.66 | +22.9% | Oct 16, 2026 |
| Seaport Global | Analyst unavailable | $30 | $18.5 | +47.4% | Oct 8, 2026 |
| Raymond James | Buck Horne | $30 | $22.5 | +47.4% | Jul 10, 2026 |
| CIBC | Analyst unavailable | $28 | $25.01 | +37.6% | Apr 23, 2026 |
| Truist Financial | Analyst unavailable | $29 | $25.92 | +42.5% | Feb 2, 2026 |
| Truist Financial | Analyst unavailable | $28 | $24.26 | +37.6% | Jan 6, 2026 |
| New Street | Hamir Patel | $28 | $23.41 | +37.6% | Dec 12, 2025 |
| Seaport Global | Analyst unavailable | $33 | $22.76 | +62.2% | Dec 10, 2025 |
| D.A. Davidson | Kurt Yinger | $31 | $23 | +52.3% | Nov 3, 2025 |
| RBC Capital | Matthew McKellar | $30 | $23 | +47.4% | Nov 3, 2025 |
| Truist Financial | Michael Roxland | $27 | $23.94 | +32.7% | Oct 13, 2025 |
| Truist Financial | Michael Roxland | $34 | $32.59 | +67.1% | Oct 15, 2024 |
| Goldman Sachs | Susan Maklari | $38 | $32.45 | +86.7% | Sep 16, 2024 |
| Citigroup | Anthony Pettinari | $36 | $31.27 | +76.9% | Jul 29, 2024 |
| RBC Capital | Matthew McKellar | $37 | $31.59 | +81.8% | Jul 29, 2024 |
| D.A. Davidson | Kurt Yinger | $36 | $31.5 | +76.9% | Jul 29, 2024 |
| Truist Financial | Michael Roxland | $31 | $31.6 | +52.3% | Jul 29, 2024 |
| BMO Capital | Mark Wilde | $38 | $35.61 | +86.7% | Mar 22, 2024 |
| BMO Capital | Analyst unavailable | $36 | $34.34 | +76.9% | Feb 6, 2023 |
| Raymond James | Analyst unavailable | $39 | $27.6 | +91.6% | Sep 29, 2022 |
| Raymond James | Analyst unavailable | $45 | $34.62 | +121.1% | Sep 12, 2022 |
| Goldman Sachs | Analyst unavailable | $41 | $33.26 | +101.5% | Jun 23, 2022 |
| D.A. Davidson | Kurt Yinger | $30 | $39.9 | +47.4% | Apr 18, 2022 |
| RBC Capital | Paul Quinn | $45 | $39.9 | +121.1% | Apr 14, 2022 |
Track every rating change on WY the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationEstablished in 1900, Weyerhaeuser Company holds a prominent global position as one of the largest private proprietors of timberlands. These extensive holdings are cultivated responsibly, in full compliance with internationally accepted sustainable forestry criteria. Beyond its land stewardship, Weyerhaeuser is also a leading producer of wood-based goods throughout North America. The company's common stock is available for trading on the New York Stock Exchange under the ticker WY.
Historical context
All WY earningsReal Estate peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| DLR-PJ Digital Realty Trust, Inc. | FY2026 Q3 · Calendar Q4 2026 | -8.4% | — | Digital Realty Raises FFO Guidance as Leasing and Backlog Reach Records |
| DLR Digital Realty Trust, Inc. | FY2026 Q3 · Calendar Q4 2026 | -8.4% | -3.0% | Digital Realty reports record leasing and raises FY2026 FFO outlook |
| KIM Kimco Realty Corporation | FY2026 Q3 · Calendar Q4 2026 | +101.6% | +4.4% | Kimco raises 2026 outlook as occupancy and lease spreads strengthen |
Latest beats and misses
Who reports nextBeat on EPS
- LNTFY2026 Q3 · October 29, 2026+16.0% EPS+1.4% move
- MTZFY2026 Q3 · October 29, 2026+0.3% EPS+0.8% move
- ERIEFY2026 Q3 · October 29, 2026+2.1% EPS+5.3% move
- IRFY2026 Q3 · October 29, 2026+18.5% EPS+0.2% move
- VLTOFY2026 Q3 · October 29, 2026+8.3% EPS+9.8% move
- TECKFY2026 Q3 · October 29, 2026+26.4% EPS+1.1% move
Missed on EPS
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- AMZNFY2026 Q3 · October 29, 2026-4.1% EPS-1.6% move
- SYKFY2026 Q3 · October 29, 2026-0.8% EPS-5.0% move
- DLR-PJFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLRFY2026 Q3 · October 29, 2026-8.4% EPS-3.0% move
- EGFY2026 Q3 · October 28, 2026-18.8% EPS+3.5% move
Get the WY recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-30T20:05:52.947977+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T20:50:45.104220+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-30T20:50:45.101468+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-30. For educational purposes only; not investment advice.