Weyerhaeuser Furnishes Updated Investor Presentation and Q3 2026 Outlook

Executive Summary

On September 24, 2026, Weyerhaeuser Company (NYSE: WY) submitted a Current Report on Form 8-K under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). The filing reports the publication of an updated investor presentation on the company's website, which is being utilized for discussions across the investment community.

Key Filing Highlights

• Third-Quarter 2026 Outlook Adjustments: The presentation materials include adjustments and accompanying commentary regarding Weyerhaeuser's previously disclosed Q3 2026 financial and operational outlook.
• Exhibit Furnished: The full presentation is provided under Exhibit 99.1 (Investor Presentation, September 2026).
• Long-Term Growth Targets Reaffirmed: The deck highlights the company's accelerated growth roadmap targeting $1.5 billion of incremental Adjusted EBITDA by 2030 relative to a 2024 baseline across Timberlands, Strategic Land Solutions, and Wood Products.
• Capital Allocation Framework: WY reasserts its target to return 75–80% of annual Adjusted Funds Available for Distribution (Adjusted FAD) through a sustainable base dividend, supplemental dividends, and opportunistic share repurchases.

Regulatory Note

In accordance with General Instruction B.2 of Form 8-K, the disclosures under Item 7.01 and Exhibit 99.1 are furnished rather than filed, meaning they are not subject to Section 18 liabilities of the Securities Exchange Act of 1934 or automatically incorporated by reference into Securities Act filings.