WY

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...

Weyerhaeuser (WY) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +154.04%. A quarter ago, it was expected that this timber and paper products company would post a loss of $0.13 per share when it actually produced a loss of $0.09, delivering a surprise of +30.77%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Weyerhaeuser, which belongs to the Zacks Building Products - Wood industry, posted revenues of $1.73 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.42%. This compares to year-ago revenues of $1.76 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Weyerhaeuser shares have added about 2.4% since the beginning of the year versus the S&P 500's gain of 4.2%. While Weyerhaeuser has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Weyerhaeuser was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zac...

SEATTLE (AP) — SEATTLE (AP) — Weyerhaeuser Co. (WY) on Thursday reported first-quarter net income of $156 million. The Seattle-based company said it had profit of 21 cents per share. Earnings, adjusted for non-recurring gains, came to 11 cents per share. The results exceeded Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of 4 cents per share. The timber and paper products company posted revenue of $1.73 billion in the period, which met Street forecasts. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on WY at https://www.zacks.com/ap/WY

Image source: The Motley Fool. Friday, May 1, 2026 at 10 a.m. ET President and Chief Executive Officer — Devin W. Stockfish Senior Vice President and Chief Financial Officer — David M. Wold Devin W. Stockfish: Thanks, Andy. Good morning, everyone, and thank you for joining us. Yesterday, Weyerhaeuser Company reported first quarter GAAP earnings of $156 million, or $0.22 per diluted share, on net sales of $1.7 billion. Excluding special items, we earned $77 million, or $0.11 per diluted share. Adjusted EBITDA totaled $308 million, a 120% increase over the fourth quarter. These are solid results, and I would like to thank our teams for their continued focus and operational performance. Through their efforts, adjusted EBITDA improved across each of our business segments compared to the prior quarter, a notable achievement against the backdrop of elevated macroeconomic uncertainty. Before getting into the business results, I will provide a quick update on previously announced actions to optimize our portfolio. In February, we completed the divestiture of noncore timberlands in Virginia for $192 million, and in April, we received $22 million in proceeds following the transfer of our timber licenses in British Columbia to the buyer of our Princeton mill. This represents the final proceeds associated with the Princeton transaction. I will also highlight some recent advancements associated with our Wood Products growth strategy. First, we were excited to preview two new products, AeroStrand and ProPanel, at the International Builders’ Show in February. We are committed to delivering products that meet the evolving needs of our customers, and these represent the first of many new and innovative products that we intend to introduce over the next several years. Feedback thus far has been overwhelmingly positive, and we expect strong demand for both products as we bring them to market. And finally, we expanded our distribution footprint in the first quarter, opening a new location in Billings, Montana, and announcing a new facility in Gallatin, Tennessee, near Nashville, which will be operational by year end. Both sites support our strategy for continued growth of Weyerhaeuser Company’s proprietary products in strong and underpenetrated markets. With these new facilities, our distribution network expands to 22 locations, and as we laid out at our Investor Day, we see op...

For the quarter ended March 2026, Weyerhaeuser (WY) reported revenue of $1.73 billion, down 2% over the same period last year. EPS came in at $0.11, compared to $0.11 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.73 billion, representing a surprise of -0.42%. The company delivered an EPS surprise of +154.04%, with the consensus EPS estimate being $0.04. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Weyerhaeuser performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Wood Products - Structural Lumber (board feet) - Third party sales realizations: $443.00 compared to the $435.31 average estimate based on three analysts. Delivered Logs Third Party Sales Realizations (per ton) - South: $37.26 compared to the $37.34 average estimate based on three analysts. Wood Products - Oriented Strand Board (square feet 3/8') - Third party sales realizations: $236.00 versus the three-analyst average estimate of $230.05. Wood Products - Oriented Strand Board (square feet 3/8') - Third party sales volumes: 707.00 Msq ft versus 747.88 Msq ft estimated by three analysts on average. Net Sales- Timberlands: $492 million compared to the $406.14 million average estimate based on three analysts. The reported number represents a change of -7.9% year over year. Wood Products Segment- Oriented Strand Board (square feet 3/8')- Third party net sales: $167 million versus $172.24 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -26.8% change. Wood Products Segment- Structural Lumber- Third party net sales: $478 million versus the three-analyst average estimate of $514.09 million. The reported number represents a year-over-year change of -9.3%. Net Sales- Wood Products: $1.16 billion versus $1.21 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9.6% change. Timberlands S...

Performance improvement was driven by a 120% increase in adjusted EBITDA over the fourth quarter, reflecting solid operational execution across all business segments despite elevated macroeconomic uncertainty. Lumber profitability was significantly bolstered by supply-demand dynamics, as previous industry-wide curtailments and closures constrained supply while buyers replenished lean inventories for the spring building season. The Strategic Land Solutions segment benefited from a $94 million conservation easement transaction in Florida, which allowed the company to monetize development rights while retaining ownership for sustainable forest management. Western Timberlands saw improved domestic log demand and pricing as mills responded to strengthening lumber prices and seasonally lower log supply. Management attributed strong Wood Products cost performance to a rigorous focus on controllable expenses and the ability to operate mills at more normalized, efficient rates compared to late 2025. The company is accelerating its Wood Products growth strategy through the launch of innovative proprietary products like AeroStrand and Pro Panel to meet evolving customer needs and solve efficiency challenges. Southern Timberlands faced a subdued sawlog market as drier-than-normal weather conditions allowed log supply to outpace demand, despite steady takeaway through delivered programs. Management anticipates a 'choppy' near-term housing market due to weak consumer confidence, affordability challenges, and mortgage rates ticking back up to approximately 6.3%. The second quarter outlook assumes seasonally higher sales volumes across all Wood Products businesses, though this will be partially offset by inflationary pressures in transportation and raw materials. Strategic Land Solutions is expected to deliver full-year adjusted EBITDA of approximately $425 million, with results typically front-loaded in the first half of the year due to transaction timing. The company expects to invest approximately $300 million in the Monticello EWP facility in 2026, which is anticipated to drive future growth in high-value proprietary products. Western export markets in Japan and China are expected to remain stable at reduced levels, with shipments to China remaining limited by weakness in the Chinese real estate sector. The conflict in the Middle East has introduced a gross headwind of...