WY

Seattle, Washington-based Weyerhaeuser Company (WY), is one of the world's largest private owners of timberlands, and owns or controls approximately 10.4 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Valued at $17 billion by market cap, the company primarily grows and harvests trees, develops and construct real estate, and makes a range of forest products. The timber giant is expected to announce its fiscal second-quarter earnings for 2026 in the near future. Ahead of the event, analysts expect WY to report an FFO of $0.10 per share on a diluted basis, down 16.7% from $0.12 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s FFO estimates in its last four quarterly reports. CEO Phong Le Bought 11,000 Shares of MicroStrategy Preferred Stock as STRC Hit All-Time Lows S&P Futures Slip With Focus on U.S. ADP Jobs Report and Warsh’s Remarks Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For the full year, analysts expect WY to report FFO per share of $0.31, up 55% from $0.20 in fiscal 2025. Its FFO is expected to rise 122.6% year-over-year to $0.69 per share in fiscal 2027. WY stock has underperformed the S&P 500 Index’s ($SPX) 17.2% gains over the past 52 weeks, with shares down 10.2% during this period. Similarly, it underperformed the State Street Real Estate Select Sector SPDR ETF’s (XLRE) 6% uptick over the same time frame. On Apr. 30, WY shares closed up more than 1% after reporting its Q1 results. Its adjusted EPS of $0.11 exceeded Wall Street expectations of $0.04. The company’s revenue was $1.7 billion, meeting Wall Street forecasts. Analysts’ consensus opinion on WY stock is reasonably bullish, with a “Moderate Buy” rating overall. Out of 13 analysts covering the stock, seven advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and four give a “Hold.” WY’s average analyst price target is $30.83, indicating an ambitious potential upside of 30.9% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All informa...

Webcast and conference call on July 31 at 7 a.m. PT (10 a.m. ET) SEATTLE, June 25, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) will release second quarter 2026 results on Thursday, July 30, after the market closes. The company will then hold a live webcast and conference call the following day, on Friday, July 31, at 7 a.m. Pacific (10 a.m. Eastern), to discuss the results. To access the earnings release, live webcast and presentation online, visit the Investors section on www.weyerhaeuser.com. To join the conference call from within North America, dial 877-407-0792 (access code: 13755108) at least 15 minutes prior to the call. Those calling from outside North America should dial 201-689-8263 (access code: 13755108). Replays will be available for two weeks at 844-512-2921 (access code: 13755108) from within North America, and at 412-317-6671 (access code: 13755108) from outside North America. ABOUT WEYERHAEUSERWeyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, and energy and natural resources, among others. In 2025, the company generated $6.9 billion in net sales and employed approximately 9,500 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Learn more at www.weyerhaeuser.com. For more information contact:Analysts - Andy Taylor, 206-539-3907Media – Nancy Thompson, 919-861-0342 View original content to download multimedia:https://www.prnewswire.com/news-releases/weyerhaeuser-to-release-second-quarter-results-on-july-30-302811103.html

It has been about a month since the last earnings report for Louisiana-Pacific (LPX). Shares have lost about 5.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Louisiana-Pacific due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Louisiana-Pacific Corporation before we dive into how investors and analysts have reacted as of late. Louisiana-Pacific reported mixed first-quarter 2026 results, with adjusted earnings topping the Zacks Consensus Estimate but declining year over year. Net sales marginally surpassed the consensus mark but tumbled year over year.The decline in quarterly performance primarily reflected significantly lower OSB prices and weaker shipment volumes across both OSB and Siding operations. Adjusted earnings per share (EPS) of 38 cents topped the Zacks Consensus Estimate of 9 cents by 322.2% but declined 71.4% year over year from adjusted EPS of $1.33.Consolidated net sales of $574 million surpassed the consensus mark of $572 million by 0.3% but declined 20.7% from the year-ago quarter’s $724 million. The decline stemmed from significantly lower OSB pricing and reduced shipment volumes. Siding: Net sales declined 10% year over year to $360 million, reflecting an 18% decrease in unit shipments, partly offset by a 9% increase in average selling prices. Pricing gains were driven by annual price increases, favorable sales mix and lower rebate expenses. Segment adjusted EBITDA declined 5% year over year to $101 million from $106 million as lower shipment volumes offset pricing improvements.OSB: Net sales declined 37% year over year to $168 million due to lower pricing and shipment volumes. The segment reported an adjusted EBITDA loss of $12 million against adjusted EBITDA of $54 million in the year-ago quarter.Within the segment, OSB Structural Solutions pricing declined 21% year over year, while shipments fell 18%. Commodity OSB pricing decreased 31%, with shipments down 12%.Other: Net sales decreased to $46 million from $54 million in the year-ago quarter, primarily due to lower OSB sales volumes. The segment reported an adjusted EBITDA loss of $7 million against an adjusted EBITDA of $2 million a year ago. Gross profit decli...

It has been about a month since the last earnings report for Boise Cascade (BCC). Shares have lost about 4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Boise Cascade due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Boise Cascade delivered first-quarter 2026 results, with adjusted earnings topping the Zacks Consensus Estimate but declining year over year. The top line also declined on a year-over-year basis. Boise Cascade posted first-quarter of 2026 earnings of 50 cents per share, which beat the Zacks Consensus Estimate of 43 cents by 16.3%. Earnings fell 52.8% year over year from $1.06.Sales were $1.50 billion, down 2.5% from the year-ago quarter’s $1.54 billion, as demand remained uneven amid volatile mortgage rates and severe weather. In the quarter, total U.S. housing starts increased 1% year over year, while single-family housing starts, a key demand driver for Boise Cascade, declined 5%. Wood Products sales, including sales to the distribution segment, decreased 4% year over year to $398.2 million. Segment income dropped 52% to $8.5 million, reflecting a tougher pricing environment and cost headwinds in engineered wood products (EWP). Average net selling prices declined 7% year over year for both LVL and I-joists, while volumes fell 1% and 5%, respectively. Plywood provided support, with management citing higher plywood sales volumes and prices, aided by resumed operations at the Oakdale veneer and plywood mill following planned downtime in 2025 for modernization projects.Building Materials Distribution (BMD) generated sales of $1.39 billion, down 1% year over year. The sales decline was caused by a 3% drop in net selling prices, partially offset by a 2% increase in volumes, pointing to steady underlying activity but continued pricing pressure in certain categories. By product line, general line product sales increased 4%, while commodity and EWP sales declined 5% and 7%, respectively. BMD segment income decreased 32% to $32.9 million and segment EBITDA fell 23% to $48.2 million as gross margin dollars slipped and selling and distribution expenses rose. Despite the earnings beat, profitability contracted meani...

Argan, Inc. AGX is scheduled to report its first-quarter fiscal 2027 results on June 4, 2026, after market close.In the last reported quarter, the company’s earnings and revenues topped the Zacks Consensus Estimate by 74.4% and 2.8%, respectively. On a year-over-year basis, the bottom line and top line also grew by 56.3% and 12.7%, respectively. The Zacks Consensus Estimate for fiscal first-quarter earnings per share (EPS) has remained unchanged at $2.27 over the past 60 days. The revised estimate indicates 41.9% year-over-year growth. Argan, Inc. price-eps-surprise | Argan, Inc. Quote The consensus estimate for revenues is pegged at $252.5 million, indicating a 30.4% year-over-year rise from $193.7 million. RevenuesArgan's first-quarter revenues are likely to have increased year over year, supported by continued execution on several large-scale natural gas-fired power generation projects across the United States. Management highlighted ongoing progress on multiple combined-cycle facilities, including the SLEC project in Texas, the CPV Basin project and an additional 860-megawatt facility, all of which were in the early stages of construction entering fiscal 2027. The company also continues to benefit from favorable industry fundamentals. Rapid growth in AI-driven data centers, increasing electrification across industries and the need to replace aging thermal generation assets are creating significant demand for reliable baseload power generation capacity. Management noted that these trends are driving a robust pipeline of opportunities and are expected to support demand through the near and mid-term. This growth is visible in the increased contributions from AGX’s three reportable segments: Power Services (contributing 78% of fourth-quarter fiscal 2026 revenues), Industrial Services (20%) and Teledata Services (2%).Earnings & MarginsArgan's earnings performance in the first quarter is expected to have benefited from disciplined project execution and a favorable project mix. Furthermore, the early substantial completion of the Trumbull Energy Center project reduced certain project-related costs and demonstrated the company's ability to execute efficiently. Although that specific benefit may not repeat at the same magnitude, management expressed confidence in execution trends across the broader project portfolio.However, margins could face modest pressure fro...

Dycom Industries, Inc. DY is scheduled to report its first-quarter fiscal 2027 results on May 27, before the opening bell.In the last reported quarter, the company’s adjusted earnings and contract revenues topped the Zacks Consensus Estimate by 6.3% and 5.1%, respectively. On a year-over-year basis, both metrics grew 42% and 34.4%, respectively.Dycom’s earnings surpassed estimates in each of the trailing four quarters, with an average of 17.1%. The Zacks Consensus Estimate for fiscal first-quarter earnings per share (EPS) has moved north to $2.73 from $2.72 in the past 60 days. The revised estimate indicates 30.6% year-over-year growth.The consensus estimate for contract revenues is pegged at $1.67 billion, indicating a 32.3% year-over-year rise from $1.26 billion. Dycom Industries, Inc. price-eps-surprise | Dycom Industries, Inc. Quote RevenuesDycom’s top-line performance in the fiscal first quarter is expected to have benefited from surging digital infrastructure demand, mainly tied to Artificial Intelligence and hyperscale computing. The company is expected to have witnessed increased activity for fiber-to-the-home deployments, long-haul and middle-mile fiber infrastructure builds and large data center campuses. Moreover, the Broadband Equity Access and Deployment (BEAD) program, offering to be a multiyear catalyst amid strong project activity, is likely to have added to the quarter’s top-line growth.Notably, the acquisition of Power Solutions, LLC, under the Building Systems segment, is expected to have aided this segment’s contributions in the quarter, thus boosting overall growth. For the fiscal first quarter, DY expects contract revenues between $1.64 billion and $1.71 billion.For the fiscal first quarter, our Zacks model expects revenues from the Communications and Building Systems segments to be $1.37 billion and $291.4 million, up sequentially 0.3% and 204%, respectively. Earnings & MarginsFor the fiscal first quarter, Dycom’s bottom line is expected to have increased year over year because of incremental leverage from contract revenue growth and strong operational capabilities. Owing to the robust market fundamentals, the company projects adjusted EBITDA between $202 million and $218 million, up from $150.4 million reported in the prior-year quarter. The company anticipates adjusted EPS in the range of $2.57-$2.90 for the fiscal first quarter.Our...

Cardinal Infrastructure Group Inc. CDNL is scheduled to report first-quarter 2026 results on May 12, before the opening bell. In the fourth quarter of 2025, the company’s revenues came in around $146 million. The Zacks Consensus Estimate for first-quarter earnings per share (EPS) has trended upward to 18 cents from 16 cents over the past 60 days. The consensus mark for revenues is pegged at $126.6 million. Cardinal Infrastructure Group Inc. price-eps-surprise | Cardinal Infrastructure Group Inc. Quote The first quarter of 2026 will mark Cardinal Infrastructure’s debut as a public company. In the quarter, the company’s top line is expected to have witnessed a seasonal low point, with construction seasonality making a return. Although this uncertain scenario is likely to have taken a toll on the revenue performance of the company, robust project activity in residential and commercial development bolsters optimism for the quarter. CDNL’s performance is expected to have been supported by growing residential demand across its three core North Carolina markets, alongside increased demand volumes of commercial, DOT and municipal work. Notably, its strategic acquisition efforts are expected to have aided the quarter to some extent, especially buyouts including Page, Purcell and Red Clay. Meanwhile, the return of seasonality is also expected to have posed a threat to the company’s profitability in the first quarter. Moreover, increased IPO-related and acquisition costs, alongside elevated general and administrative expenses and ongoing macro uncertainties, are likely to have taken a toll on the bottom line. Nonetheless, CDNL expects these costs and expenses to restrict its margins and profitability in the near term, making it well-positioned in the market in the long term. Our proven model does not conclusively predict an earnings beat for Cardinal Infrastructure this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here. CDNL’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter. CDNL’s Zacks Rank: The stock carries a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. CRH plc CRH posted an adjusted loss in the firs...

Construction Partners, Inc. ROAD is scheduled to report its second-quarter fiscal 2026 results on May 8, before the opening bell. In the last reported quarter, the company’s adjusted earnings and revenues topped the Zacks Consensus Estimate by 51.6% and 7%, respectively. Also, the bottom and the top lines grew 88% and 44.1% year over year, respectively. Construction Partners’ earnings topped the consensus mark in two of the trailing four quarters and missed on the remaining two occasions, the average surprise being 85.3%. The Zacks Consensus Estimate for the company's fiscal second-quarter earnings indicates a loss per share of five cents, which has widened over the past 30 days from four cents per share. The estimated figure indicates a 162.5% year-over-year plunge from earnings per share (EPS) of eight cents. The consensus mark for revenues is pegged at $687 million, suggesting growth of 20.2% from the year-ago reported figure of $571.7 million. Construction Partners, Inc. price-eps-surprise | Construction Partners, Inc. Quote Construction Partners’ top-line performance in the fiscal second quarter is expected to have been boosted by the robust public infrastructure spending trends, resulting in increased project activity. Besides, non-residential private construction activity is also likely to have witnessed modest growth trends, supporting the company’s revenue growth. Moreover, its recent acquisitions in Texas and Florida expanded its geographical reach in high-growth regions that feature robust public and private project activity. This provides attractive opportunities for ROAD to expand market share and likely take advantage of its scale. However, despite strong operational performance and increased market demand, the company’s bottom line is likely to have witnessed a significant downturn during the fiscal second quarter. The tepid scenario is expected to have mainly stemmed from the ongoing economic and geopolitical challenges, like the Iran conflict and labor shortages. Also, an increase in general and administrative expenses and acquisition-related costs is likely to have taken a toll on the margin growth during the quarter. Nonetheless, Construction Partners’ profitable business initiatives, including a local market dynamic approach, along with its focus on short-duration and low-risk projects, are likely to enable it to continue its growth momen...

Weyerhaeuser reported Q1 GAAP earnings of $156 million ($0.22/share) and adjusted earnings of $77 million ($0.11/share), with adjusted EBITDA of $308 million, up 120% sequentially driven by gains across all segments. The Strategic Land Solutions segment surged—contributing $169 million to earnings and adjusted EBITDA of $193 million—boosted by real estate sales timing and a $94 million conservation easement, and management still targets roughly $425 million of full-year SLS adjusted EBITDA despite a weaker Q2 outlook for the segment. Wood Products rebounded on stronger lumber and OSB pricing (lumber realizations +13% sequentially), while the company is advancing growth initiatives—previewing AeroStrand and ProPanel and expanding distribution to 22 locations—with Q2 results expected broadly comparable to Q1 excluding price moves. Interested in Weyerhaeuser Company? Here are five stocks we like better. Rayonier-PotlatchDeltic Merger Signals Industry Upside Weyerhaeuser (NYSE:WY) reported first-quarter 2026 GAAP earnings of $156 million, or $0.22 per diluted share, on net sales of $1.7 billion, as improved results in Wood Products and a strong quarter in Strategic Land Solutions helped lift overall profitability. Excluding special items, the company earned $77 million, or $0.11 per diluted share. Adjusted EBITDA totaled $308 million, up 120% from the fourth quarter, with gains across each operating segment. Chief Executive Officer Devin Stockfish opened the call by highlighting progress on portfolio optimization actions previously announced. In February, Weyerhaeuser completed the divestiture of non-core timberlands in Virginia for $192 million. In April, the company received $22 million of proceeds tied to the transfer of timber licenses in British Columbia to the buyer of the Princeton mill, which Stockfish said represented the final proceeds associated with that transaction. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook One Must-Buy Stock and One to Avoid as Tariffs Shake the Market Stockfish also pointed to steps supporting the company’s Wood Products growth strategy, including the preview of two new products—AeroStrand and ProPanel—at the International Builders’ Show in February. He said early feedback has been “overwhelmingly positive,” and the company expects “strong demand for both products” as they are brought to market. On distri...

This article first appeared on GuruFocus. GAAP Earnings: $156 million or $0.22 per diluted share. Net Sales: $1.7 billion. Adjusted Earnings (Excluding Special Items): $77 million or $0.11 per diluted share. Adjusted EBITDA: $308 million, a 120% increase over the fourth quarter. Timberlands Adjusted EBITDA: $120 million, a 5% increase compared to the fourth quarter. Strategic Land Solutions Adjusted EBITDA: $193 million, a $98 million increase compared to the fourth quarter. Wood Products Adjusted EBITDA: $71 million, a $91 million improvement compared to the fourth quarter. Cash and Total Debt: $300 million of cash and $5.4 billion in total debt. Capital Expenditures: $112 million in the first quarter. Cash from Operations: $52 million generated in the first quarter. Dividend and Share Repurchase: $151 million returned to shareholders through dividends and $10 million through share repurchase. Distribution Network Expansion: Expanded to 22 locations with new facilities in Billings, Montana, and Gallatin, Tennessee. Warning! GuruFocus has detected 7 Warning Signs with WY. Is WY fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Weyerhaeuser Co (NYSE:WY) reported a significant 120% increase in adjusted EBITDA over the previous quarter, totaling $308 million. The company successfully completed the divestiture of non-core timberlands in Virginia for $192 million, optimizing its portfolio. Weyerhaeuser Co (NYSE:WY) introduced two new products, AeroStrand and Pro Panel, at the International Builders Show, receiving positive feedback and anticipating strong demand. The company expanded its distribution footprint by opening a new location in Billings, Montana, and announcing a new facility in Gallatin, Tennessee. Weyerhaeuser Co (NYSE:WY) saw a notable improvement in lumber and OSB pricing, contributing to a $91 million increase in adjusted EBITDA for the Wood Products segment. Log markets in Japan were muted due to ongoing consumption headwinds in the Japanese housing market, leading to decreased log prices. The Chinese real estate sector's weakness and seasonal slowing of construction activity limited log shipments to China. Southern sawlog markets remained subdued as log supply outpaced demand due to drier-than-normal weather...

Weyerhaeuser Company WY reported mixed first-quarter 2026 results with adjusted earnings topping the Zacks Consensus Estimate, while the revenues marginally missed the same. Year over year, the bottom line remained flat while the top line declined. The quarter’s tone was shaped by a sharp sequential recovery in profitability, with adjusted EBITDA jumping to $308 million, helped by a sizeable conservation easement transaction and improved results across operating segments. The first-quarter adjusted earnings of 11 cents per share remained flat year over year but beat the Zacks Consensus Estimate of 4 cents by 175%. Revenues of $1.727 billion slipped 2% from the year-ago quarter and marginally missed the consensus mark of $1.734 billion by 0.4%. Gross margin expanded to $318 million from $161 million, reflecting better segment contribution and mix. Weyerhaeuser Company price-consensus-eps-surprise-chart | Weyerhaeuser Company Quote Timberlands posted total net sales of $492 million, modestly higher than $487 million sequentially. Earnings before special items improved, with net contribution to pretax earnings before special items rising to $57 million from $50 million, and adjusted EBITDA inching up to $120 million from $114 million. Operationally, the West benefited from slightly higher fee harvest volumes tied to more favorable weather, while overall sales realizations were slightly lower due to the mix. In the South, fee harvest volumes were slightly lower because of adverse weather early in the quarter, while realizations and per-unit log and haul costs were comparable to the prior quarter. Strategic Land Solutions' net sales doubled to $207 million from $103 million in the fourth quarter of 2025 and adjusted EBITDA surged to $193 million from $95 million, driven by a $94 million conservation easement transaction within the Climate Solutions business alongside real estate timing and mix. Real estate activity was also strong in volume. Real estate acres sold jumped to 17,141 compared with 4,135 in the fourth quarter of 2025, while average price per acre declined to $4,015 from $8,561, a mix shift that management characterized as consistent with historical levels. Wood Products results improved meaningfully from the prior quarter as pricing and operating leverage helped margins recover. Segment net sales rose to $1.16 billion from $1.09 billion in the fourth...

SEATTLE, April 30, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today reported its first quarter 2026 financial results. The company's earnings release and associated materials are available on the Investors section of the company's website, www.weyerhaeuser.com. In addition, the earnings release has been furnished on a Form 8-K with the U.S. Securities and Exchange Commission and is available at www.sec.gov. EARNINGS CALL INFORMATION The company will hold a live webcast and conference call at 7 a.m. Pacific (10 a.m. Eastern) on May 1, 2026, to discuss first quarter results. To access the live webcast and presentation online, visit the Investors section on www.weyerhaeuser.com on May 1, 2026. To join the conference call from within North America, dial 877-407-0792 (access code: 13755107) at least 15 minutes prior to the call. Those calling from outside North America should dial 201-689-8263 (access code: 13755107). Replays will be available for two weeks at 844-512-2921 (access code: 13755107) from within North America, and at 412-317-6671 (access code: 13755107) from outside North America. ABOUT WEYERHAEUSER Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, and energy and natural resources, among others. In 2025, the company generated $6.9 billion in net sales and employed approximately 9,500 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Learn more at www.weyerhaeuser.com. For more information contact: Analysts – Andy Taylor, 206-539-3907 Media – Nancy Thompson, 919-861-0342 View original content to download multimedia:https://www.prnewswire.com/news-releases/weyerhaeuser-reports-first-quarter-2026-re...