Weyerhaeuser Q1 adjusted EPS beats expectations

Weyerhaeuser Co

30/04/2026 21:24

Overview

U.S. timberland and wood products firm's Q1 sales slightly beat analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company completed divestiture of Virginia timberlands for $192 mln

Outlook

Company says it is encouraged by recent increases in lumber pricing

Weyerhaeuser maintains a favorable outlook for long-term demand fundamentals

Company notes elevated macroeconomic uncertainty persists

Result Drivers

OPERATING EXECUTION - Co said improved Adjusted EBITDA across all business segments compared to previous qtr reflected solid operating performance

ASSET SALES - Q1 results included a $58 mln gain from the sale of Virginia timberlands and a $21 mln product remediation insurance recovery

GROWTH INITIATIVES - Co cited expansion of engineered wood products and distribution footprint as progress on growth initiatives

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Slight Beat*
$1.73 bln
$1.72 bln (10 Analysts)
Q1 Adjusted EPS
Beat
$0.11
$0.05 (11 Analysts)
Q1 EPS
$0.22


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 23.7% above its April 29 closing price of $24.25

The stock recently traded at 62 times the next 12-month earnings vs. a P/E of 96 three months ago

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.)