Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showed meaningful operational recovery and sizable sequential improvement in adjusted EBITDA, led by Wood Products and Strategic Land Solutions, alongside concrete growth initiatives (new products, distribution expansion, Monticello investment, renewables pipeline). However, management highlighted several material near-term headwinds: a sluggish housing market, inflationary cost pressures (transportation/resin/ocean freight tied to geopolitical events), export market weakness (Japan/China), and seasonally low cash flow with elevated leverage. The positives—strong quarter-over-quarter EBITDA gains, strategic transactions and product momentum—outweigh the near-term macro and cost challenges, but management remains cautious and focused on cost discipline and capital allocation.Company Guidance
Strong Adjusted EBITDA Improvement
Consolidated adjusted EBITDA totaled $308 million, a 120% increase versus the fourth quarter, driven by improvements across all business segments.
Wood Products Recovery
Wood Products adjusted EBITDA was $71 million, a $91 million improvement quarter-over-quarter; Lumber adjusted EBITDA rose to $27 million (up $84 million QoQ) with average lumber sales realizations up ~13% versus Q4 and OSB realizations up ~8%.
Strategic Land Solutions Outperformance
Strategic Land Solutions contributed $169 million to earnings with adjusted EBITDA of $193 million, an increase of $98 million versus the fourth quarter, including a $94 million conservation easement transaction (approximately 61,000 acres) in Florida.
Timberlands Sequential Improvement in West
Timberlands adjusted EBITDA was $120 million (a 5% increase QoQ). Western Timberlands adjusted EBITDA increased by $13 million to $58 million, helped by higher sales volumes and seasonally lower costs.
Balance Sheet Actions and Shareholder Returns
Ended the quarter with approximately $300 million cash and $5.4 billion total debt; repaid $150 million notes at maturity and returned $151 million in dividends plus ~$10 million in share repurchases during the quarter.
Capital Investment in Growth Projects
Q1 CapEx was $112 million (including $30 million for the Monticello EWP facility). Monticello investments are expected to be approximately $300 million in 2026 (excluded from adjusted FAD calculation).
Product Innovation and Distribution Expansion
Previewed two new Wood Products (AeroStrand and Pro Panel) with positive customer feedback and expanded distribution footprint to 22 locations (new Billings, MT opened; new Gallatin, TN announced).
Renewables and Climate Solutions Momentum
Climate/renewables activity accelerated with a sizable conservation easement and a growing pipeline of solar leases and projects (multiple projects under construction and new option activity).
CH:WHC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Weyerhaeuser Company (CH:WHC) report earnings?
Weyerhaeuser Company (CH:WHC) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Weyerhaeuser Company (CH:WHC) earnings time?
Weyerhaeuser Company (CH:WHC) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Weyerhaeuser Company stock?
The P/E ratio of Weyerhaeuser is N/A.
What is CH:WHC EPS forecast?
CH:WHC EPS forecast for the fiscal quarter 2026 (Q2) is 0.08.