Weyerhaeuser Q2 sales and adjusted EPS beat estimates on higher lumber, western log prices

Weyerhaeuser

30/07/2026 21:26

Overview
U.S. timberland operator's Q2 sales rose sequentially and beat analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Company completed divestiture of non-core Oregon timberlands

Outlook
Company cites ongoing macroeconomic uncertainty and near-term inflationary pressures
Weyerhaeuser notes recent increases in pricing for lumber and western logs
Company says long-term demand fundamentals remain supportive for its businesses

Result Drivers
LUMBER AND LOG PRICING - Co cited a recent increase in pricing for lumber and western logs as a positive factor
OREGON TIMBERLAND SALE - Q2 results include a $71 mln after-tax gain from the divestiture of non-core Oregon timberlands

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$1.87 bln
$1.83 bln (10 Analysts)
Q2 Adjusted EPS
Beat
$0.13
$0.09 (11 Analysts)
Q2 EPS
 
$0.23
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the specialized reits peer group is "buy"
Wall Street's median 12-month price target for Weyerhaeuser Co is $30.00, about 22.7% above its July 29 closing price of $24.45
The stock recently traded at 49 times the next 12-month earnings vs. a P/E of 63 three months ago

Reuters Recommended Reads
July 29 - Canada's West Fraser Timber Q2 sales rise sequentially, output at Henderson sawmill more than double
July 29 - Canada's Canfor Q2 loss narrows as lumber markets improve
July 29 - UFP Industries Q2 sales beat estimates on acquisitions, new products sales

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)