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Weyerhaeuser Reports Q3 2026 Financial Results

Medium SignificanceOctober 29, 2026 at 5:33:07 PM EDT

WEYERHAEUSER CO

$WY8-KCIK: 0000106535

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Filing Summary

Weyerhaeuser Co ($WY) Files Q3 2026 Earnings (Form 8-K) • Net Sales: $1.86B (vs. $1.72B in Q3 2025) • Net Earnings: $61M / $0.08 per diluted share (vs. $80M in Q3 2025) • Adjusted EBITDA: $248M (up 14% YoY from $217M) • Strategic Updates: Divesting 81,000 acres in Arkansas for $146M; expanding biocarbon and solar initiatives.

Comprehensive Analysis

Executive Summary

On October 29, 2026, Weyerhaeuser Company (NYSE: WY) filed a Current Report on Form 8-K under Item 2.02 (Results of Operations and Financial Condition) disclosing its financial performance for the third quarter ended September 30, 2026.

Key Financial Highlights

  • Net Sales: Generated $1.862 billion in Q3 2026, compared to $1.717 billion in Q3 2025 and $1.867 billion in Q2 2026.
  • Net Earnings: Reached $61 million ($0.08 per diluted share), compared to $80 million ($0.11 per diluted share) in Q3 2025 and $162 million in Q2 2026. There were no special items reported for Q3 2026.
  • Adjusted EBITDA: Recorded $248 million, reflecting a 14% increase compared to $217 million in Q3 2025, but down sequentially from $310 million in Q2 2026.

Strategic & Portfolio Developments

  • Timberland Divestiture: Signed an agreement to divest approximately 81,000 acres of non-core timberlands in Arkansas for $146 million, expected to close in Q4 2026.
  • Natural Climate Solutions & Energy:
    • Commenced construction on its first biocarbon facility in McComb, Mississippi.
    • Monetized approximately 340,000 forest carbon credits year-to-date through Q3.
    • Began construction on two additional solar installations (bringing the total to 2 operational and 5 under construction).
    • Executed a geothermal energy exploration agreement covering ~145,000 acres in Oregon and Washington.
Topics:#WY#Weyerhaeuser#Earnings#REIT#Timberlands

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