Weyerhaeuser Company · WY · Next earnings

Weyerhaeuser Company reports Thursday, Oct 29, 2026

WY reports after market close with consensus EPS at $0.08 and revenue at $1.93B. Last quarter: Weyerhaeuser Q1 2026: Adjusted EBITDA Surges 120% on Strong Timber and Wood Products

Reports After market close39 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.08 Calendar consensus
Consensus revenue $1.93B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where WY left off: FY2026 Q1

Full report

Weyerhaeuser Q1 2026: Adjusted EBITDA Surges 120% on Strong Timber and Wood Products

EPS surprise +87.4% Reported $0.11 vs $0.06
Revenue surprise +0.5% Reported $1.73B vs $1.72B
Stock move -2.2% Event window
Subsequent drift -1.2% Up to 20 sessions

Management maintained guidance, expecting Q2 earnings and EBITDA comparable to Q1. Higher costs from inflation and planned OSB mill outages are anticipated in Q2. Capex outlook increased, with approximately $300M earmarked for the Monticello project in 2026 within the previously announced $400-450M full-year capex program. Prior-quarter guidance for stable timberland earnings and Climate Solutions growth remains intact.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Inflationary pressures on resin, freight, energy, and fuel costs compressing margins
  • Middle East conflict driving higher transportation and export costs
  • Weak housing market and soft consumer confidence affecting lumber demand
  • Volatile export markets in Japan and China
  • Potential for higher log haul and forestry costs due to seasonal and weather factors

Questions analysts left open

  • Sustainability of wood product margin improvements
  • Impact of tariffs and duties on cost structure
  • Inflation impact on resin, transportation, and raw material costs
  • Timing and demand for new OSB mill start-ups
  • Demand outlook for Southern Yellow Pine and repair/remodel market

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Recent WY quarters

All WY earnings
-2.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.