Weyerhaeuser Co. (WY) stock — is it a good business?

Weyerhaeuser Co. (WY) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

From Weyerhaeuser's results release of October 29, 2026; its quarterly report has since been filed.

Revenue
Actual
$1.86B
+8.4% y/y
-0.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.08
-27% y/y
-65% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$100M
-19% y/y
-55% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

How it makes money

Wood Products: lumber, engineered wood and other building materials67%
Timberlands: logs, timber and related services21%
Strategic Land Solutions: land, conservation and natural-resource rights12%

Shares of revenue are estimates for quarter ended 2026-03-31, not figures from a filing.

Competes with

What it sells6

Structural lumber
Wood boards used to frame houses and other buildings.
Oriented strand board
Panel boards made from wood strands, used in walls, roofs and floors.
Engineered wood
Manufactured wood products, including I-joists and solid-section beams, used in building frames and floors.

Show 3 more

Softwood plywood and medium density fiberboard
Wood panels used in construction, furniture and other manufactured products.
Logs and pulpwood
Harvested timber sold to sawmills and producers of pulp, paper and wood-based panels.
Land and land-use rights
Forestland, conservation easements, rights-of-way and other natural-resource interests sold or leased to buyers.

Who buys it4

Building-materials distributors and retailers that buy lumber, panels and engineered wood for resale.
Homebuilders and other construction companies that use wood products in buildings.
Sawmills and producers of pulp, paper and wood panels that buy logs and pulpwood.
Land buyers, conservation organizations and other parties that purchase or pay for land rights, easements and natural-resource access.

What it stands on, and what could break it

What the business leans on

1Demand for lumber and engineered wood depends in part on U.S. home construction and repair and remodeling activity.
2Demand for logs and pulpwood depends on production at sawmills, pulp and paper mills, and oriented strand board plants.
3Timber harvests and deliveries depend on available harvestable timber, weather, transportation capacity and freight costs.
4Export log sales are affected by demand in countries including Japan and China, exchange rates and trade policy.
5Land sales and easement transactions depend on local property markets, buyer financing and the availability of conservation funding.

What could go wrong

1Changes in housing construction, repair and remodeling, mortgage costs or consumer spending can reduce demand for wood products and logs or change the prices buyers pay.
2Fires, storms, floods, pest infestations and other natural events can damage timberlands, disrupt harvesting and interrupt manufacturing operations.
3Trade restrictions, tariffs, currency changes and shipping costs can affect the price and volume of log and wood-product sales, including exports.

Full financial statements →

About Weyerhaeuser Co.

Weyerhaeuser manages timberlands and sells logs harvested from them to wood and paper producers. It makes lumber, oriented strand board and other wood products used in construction. It also sells forestland, conservation easements and natural-resource rights, and earns money from leases and royalties.

Head office: Seattle, Washington
Founded: 1900
Listed on: NYSE
Financial year ends: December 31

Built from Weyerhaeuser Co.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From Weyerhaeuser's results release of October 29, 2026; its quarterly report has since been filed.

Revenue
Actual
$1.86B
+8.4% y/y
-0.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.08
-27% y/y
-65% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$100M
-19% y/y
-55% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Weyerhaeuser is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Reit Specialty

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Real Estate

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

How it makes money

Wood Products: lumber, engineered wood and other building materials67%
Timberlands: logs, timber and related services21%
Strategic Land Solutions: land, conservation and natural-resource rights12%

Shares of revenue are estimates for quarter ended 2026-03-31, not figures from a filing.

Competes with

What it sells6

Structural lumber
Wood boards used to frame houses and other buildings.
Oriented strand board
Panel boards made from wood strands, used in walls, roofs and floors.
Engineered wood
Manufactured wood products, including I-joists and solid-section beams, used in building frames and floors.

Show 3 more

Softwood plywood and medium density fiberboard
Wood panels used in construction, furniture and other manufactured products.
Logs and pulpwood
Harvested timber sold to sawmills and producers of pulp, paper and wood-based panels.
Land and land-use rights
Forestland, conservation easements, rights-of-way and other natural-resource interests sold or leased to buyers.

Who buys it4

Building-materials distributors and retailers that buy lumber, panels and engineered wood for resale.
Homebuilders and other construction companies that use wood products in buildings.
Sawmills and producers of pulp, paper and wood panels that buy logs and pulpwood.
Land buyers, conservation organizations and other parties that purchase or pay for land rights, easements and natural-resource access.

What it stands on, and what could break it

What the business leans on

1Demand for lumber and engineered wood depends in part on U.S. home construction and repair and remodeling activity.
2Demand for logs and pulpwood depends on production at sawmills, pulp and paper mills, and oriented strand board plants.
3Timber harvests and deliveries depend on available harvestable timber, weather, transportation capacity and freight costs.
4Export log sales are affected by demand in countries including Japan and China, exchange rates and trade policy.
5Land sales and easement transactions depend on local property markets, buyer financing and the availability of conservation funding.

What could go wrong

1Changes in housing construction, repair and remodeling, mortgage costs or consumer spending can reduce demand for wood products and logs or change the prices buyers pay.
2Fires, storms, floods, pest infestations and other natural events can damage timberlands, disrupt harvesting and interrupt manufacturing operations.
3Trade restrictions, tariffs, currency changes and shipping costs can affect the price and volume of log and wood-product sales, including exports.

Full financial statements →

About Weyerhaeuser Co.

Head office: Seattle, Washington
Founded: 1900
Listed on: NYSE
Financial year ends: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About Weyerhaeuser Co.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Reit Specialty

Grade rose recently in Real Estate

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About Weyerhaeuser Co.

Keep exploring

The theme it is part of

Highest-graded in Reit Specialty

Grade rose recently in Real Estate

Weyerhaeuser Co.

Building materials

Growth & cash — 2 of 5

Business trend

Share price and grade over time

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About Weyerhaeuser Co.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Reit Specialty

Grade rose recently in Real Estate

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About Weyerhaeuser Co.

Keep exploring

The theme it is part of

Highest-graded in Reit Specialty

Grade rose recently in Real Estate

Weyerhaeuser Co.

Past performance

Building materials

Growth & cash — 2 of 5

Business trend

Share price and grade over time