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14:00
Jul 31 ◎

WY FY2026 Q2 Watch

Weyerhaeuser Company (WY) FY2026 Q2 Earnings Call

OXY WY ▾

Devin Stockfish

The carbon capture and storage partnership with Occidental is progressing through the pipeline easement phase, confirming the project is on track for its expected 2029 startup.

"The big project that's moving along is the one with Occidental Petroleum. They've got a large offtake agreement with CF Industries. I think the easements are now underway for the pipeline, for the CO2 pipeline."

OXY WATCH

Davey Wold

Guidance is mixed: lumber volume is improving and transportation constraints are easing, but OSB faces higher maintenance costs and continued market oversupply. Overall, the tone is cautiously optimistic but not a clear inflection.

"For our wood product segment, we expect third quarter earnings and adjusted EBITDA to be slightly lower than the second quarter of 2026, excluding the effects of changes in average sales realizations for lumber and OSB."

WY WATCH

HIGH

14:00
May 01 ◎

WY FY2026 Q1 Watch

Weyerhaeuser Company (WY) FY2026 Q1 Earnings Call

BLDR WY HD LOW ▾

Devin Stockfish

Management noted that while overall repair and remodel demand is solid but mixed, the professional segment is holding up better than DIY, and there is a focus on smaller projects that use less wood. — This provides insight into demand trends at home improvement retailers, suggesting professional-focused businesses are stronger than DIY-focused ones.

"the professional segment holding up better than DIY. I've probably also seen a little bit more focus on smaller remodeling projects"

BLDR WATCH HD WATCH LOW WATCH

Devin Stockfish

Guidance is for stable performance; lumber pricing strength is offset by cost inflation and a soft housing market. The tone is cautious, with no clear improvement or deterioration in the near-term outlook.

"We continue to expect full year adjusted EBITDA of approximately $425 million."

WY WATCH

HIGH

15:00
Jan 30 ◎

WY FY2025 Q4 Watch

Weyerhaeuser Company (WY) FY2025 Q4 Earnings Call

WY ▾

Devin Stockfish

Management notes extremely challenging market conditions with prices near historic lows, but sees recent improvements and expects a seasonal pickup in demand. The tone is cautiously optimistic but grounded in the reality of a weak market, resulting in a 'neutral' stance.

"As the quarter progressed, ample product supply and seasonally softer demand drove composite pricing lower through early December. By quarter end, the market improved slightly as buyers replenished lean inventories and lumber volumes from"

WY WATCH

HIGH

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