The earnings call highlighted strong performance in the Lumber segment and a solid financial position, but also noted challenges such as negative cash flow, tariff uncertainty, and a slow start to the year for key segments. The sentiment is balanced with both positive achievements and significant challenges.
Company Guidance
During the Q1 2025 earnings call, West Fraser provided guidance indicating a conservative reduction in the top end of their 2025 shipments guidance for SPF, SYP, and OSB due to a slower-than-expected start to the year, primarily attributed to transportation and weather-related challenges. The company reported $195 million of adjusted EBITDA in Q1, representing a 13% margin, with the Lumber segment achieving its best result in over two years. Despite generating $668 million of adjusted EBITDA over the trailing 12 months, they highlighted macroeconomic uncertainties, particularly from evolving U.S. tariff policies. West Fraser maintained a strong balance sheet with $1.5 billion in liquidity at the end of Q1, emphasizing their readiness to navigate potential challenges and pursue growth opportunities. The preliminary combined duties for AR6 were reported at 26.05%, the lowest in the Canadian industry, with final rates expected in the second half of the year.
Record Lumber Segment Performance
The Lumber segment had its best result in more than two years, contributing significantly to overall profitability with $66 million adjusted EBITDA, a substantial increase from $21 million in the previous quarter.
Strong Liquidity and Balance Sheet
West Fraser exited Q1 with nearly $1.5 billion of available liquidity and a healthy cash position net of debt, supporting its capital allocation strategy.
Improved Overall EBITDA
Adjusted EBITDA improved to $195 million in Q1 2025, representing a 13% margin, an increase from $561 million to $668 million over the trailing 12 months.
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West Fraser Timber Co (TSE:WFG) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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TSE:WFG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 22, 2025
C$102.94
C$101.34
-1.55%
Feb 12, 2025
C$119.25
C$113.76
-4.60%
Oct 23, 2024
C$129.81
C$131.42
+1.25%
Jul 24, 2024
C$108.28
C$115.92
+7.06%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does West Fraser Timber Co (TSE:WFG) report earnings?
West Fraser Timber Co (TSE:WFG) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is West Fraser Timber Co (TSE:WFG) earnings time?
West Fraser Timber Co (TSE:WFG) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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