Weyerhaeuser Company (WY) Q3 FY2026 earnings

Reported results

• Net sales for third quarter 2026 were $1,862 million.
• GAAP net earnings for third quarter 2026 were $61 million, or $0.08 per diluted share.
• Non-GAAP net earnings before special items were $61 million, or $0.08 per diluted share, for third quarter 2026.
• Non-GAAP Adjusted EBITDA for third quarter 2026 was $248 million.
• GAAP net cash from operations was $193 million for third quarter 2026.
• Non-GAAP Adjusted FAD (Adjusted Funds Available for Distribution) was $110 million for third quarter 2026.

Guidance

• The company expects full year 2026 Strategic Land Solutions non-GAAP Adjusted EBITDA to be approximately $450 million.
• The company expects basis as a percentage of Strategic Land Solutions sales to be 15 to 20 percent for the full year 2026.
• For fourth quarter 2026, Timberlands earnings before special items and Adjusted EBITDA are anticipated to be comparable to third quarter 2026.
• For fourth quarter 2026, Strategic Land Solutions earnings before special items is expected to be approximately $35 million lower and Adjusted EBITDA approximately $45 million lower than third quarter 2026.
• For fourth quarter 2026, Wood Products earnings before special items and Adjusted EBITDA are anticipated to be moderately lower than third quarter 2026, excluding the effect of changes in average sales realizations for lumber and oriented strand board.

Price and volatility reaction

The stock moved +3.0% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -4.1 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.