With a market cap of $19.2 billion, Weyerhaeuser Company (WY) is one of the world’s largest private owners of timberlands, is a leading U.S. forest products firm with operations across North America and a global customer base. The company sustainably manages over 10 million acres of timberlands and operates diversified business lines including wood products, real estate, and climate solutions.
The Seattle, Washington-based company is expected to release its fiscal Q2 2025 earnings results after the market closes on Thursday, Jul. 24. Ahead of this event, analysts project the company to report an EPS of $0.15, a 28.6% decrease from $0.21 in the year-ago quarter. It has surpassed or met Wall Street's bottom-line estimates in three of the last four quarterly reports while missing on another occasion.
For fiscal 2025, analysts forecast the timber and paper products company to report an EPS of $0.54, up 1.9% from $0.53 in fiscal 2024. Moreover, EPS is expected to grow 48.2% year-over-year to $0.80 in fiscal 2026.
Shares of Weyerhaeuser have declined 3.1% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 13.4% gain and the Real Estate Select Sector SPDR Fund's (XLRE) 9.5% rise over the same time frame.
Despite Weyerhaeuser reporting better-than-expected Q1 2025 revenue of $1.8 billion on Apr. 24, shares fell 2.7% the next day due to a 31.3% year-over-year drop in EPS to $0.11 and a 6.8% decline in adjusted EBITDA to $328 million. Investor sentiment was further dampened by weakness in the Wood Products segment, which saw EBITDA fall to $161 million, and operational disruptions in engineered wood production, including higher MDF costs and a Montana facility issue.
Additionally, executives warned that the spring building season started softer than expected amid tariff-related uncertainty and cautious homebuyer sentiment, which extended into April.
Analysts' consensus view on Weyerhaeuser stock is cautiously optimistic, with an overall “Moderate Buy” rating. Among 12 analysts covering the stock, seven suggest a "Strong Buy," two give a "Moderate Buy," two recommend a "Hold," and one "Strong Sell." As of writing, WY is trading below the average analyst price target of $33.64.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
