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Weyerhaeuser (WY) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · Weyerhaeuser (WY) Q3 2026 earnings results →

Q3 2026 Revenue up 8% year over year to $1.9B · 3¢ of every $1 of revenue kept as net profit · operating margin 5.4%

Weyerhaeuser made $1.9B in Q3 2026 (+8% Y/Y): Wood Products $1.4B, Timberlands $378M, Strategic Land Solutions $99.0M. Operating margin 5.4%, net earnings $61.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$1.9B
Year over year+8%
Operating margin5.4%
Net earnings$61.0M
Operating cash flow$193M

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Weyerhaeuser Q3 2026 revenue breakdown: Sankey diagram of revenue (Wood Products, Timberlands, Strategic Land Solutions), costs, profit and cash flow
Weyerhaeuser Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.9B in Q3 2026, up 8% year over year and roughly flat from the previous quarter. Wood Products was the largest line at 74% of revenue. Wood Products added $0.16B year over year (up 13%), 108% of the total change. Strategic Land Solutions declined 4%.

Gross margin was 13.8%, up 1.9 points from Q3 2025. Operating profit was $0.10B, a 5.4% margin (down 1.8 points year over year). Operating profit fell $0.02B even though revenue rose $0.14B versus Q3 2025, so costs grew faster than sales. Operating expenses grew 94% against revenue growth of 8%. Net earnings were $0.06B, down 24% year over year. The tax line was a benefit of $0.04B on pre-tax earnings of $0.03B.

Operating cash flow was $0.19B (down 8% year over year), 316% of net earnings. Non-cash charges added back $0.13B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.01B. Capital expenditures of $0.01B left free cash flow of $0.19B.

Quarterly history

Weyerhaeuser revenue by quarterWeyerhaeuser revenue by quarter$1.8BQ1 2025$1.9BQ2 2025$1.7BQ3 2025$1.5BQ4 2025$1.7BQ1 2026$1.9BQ2 2026$1.9BQ3 2026
Weyerhaeuser net earnings by quarterWeyerhaeuser net earnings by quarter$83.0MQ1 2025$87.0MQ2 2025$80.0MQ3 2025$74.0MQ4 2025$156MQ1 2026$162MQ2 2026$61.0MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 30, 2026$1.9B+8%5.4%$61.0M$193M
Q2 202610-QJul 31, 2026$1.9B-0.9%11.9%$162M$399M
Q1 202610-QMay 1, 2026$1.7B-2%14.3%$156M$52.0M
Q4 202510-KFeb 13, 2026$1.5B-10%16.3%$74.0M−$114M
Q3 202510-QOct 31, 2025$1.7B+2%7.2%$80.0M$210M
Q2 202510-QJul 25, 2025$1.9B-3%9.4%$87.0M$396M
Q1 202510-QApr 25, 2025$1.8B-2%10.2%$83.0M$70.0M

Charts

Weyerhaeuser: revenue growth, year over year and quarter over quarterWeyerhaeuser: revenue growth, year over year and quarter over quarterY/YQ/Q-2%Q1 2025-3%+7%Q2 2025+2%-9%Q3 2025-10%-10%Q4 2025-2%+12%Q1 2026-1%+8%Q2 2026+8%0%Q3 2026
Latest (Q3 2026): Y/Y +8%, Q/Q 0%.
Weyerhaeuser: where the cash came from (+) and went (−), TTM to Q3 2026Weyerhaeuser: where the cash came from (+) and went (−), TTM to Q3 2026Dividends−$606MOperating cash flow$530MOther financing−$227MOther investing$220MNet borrowing (+) / repaid (−)$101MCapital spending−$52.0MCash drawn (+) / kept (−)$52.0MBuybacks−$40.0MAsset & business sales$22.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Weyerhaeuser: profit against cash, quarter by quarterWeyerhaeuser: profit against cash, quarter by quarterNet incomeOperating cash flow$81.0M$218MQ4 2024$83.0M$70.0MQ1 2025$87.0M$396MQ2 2025$80.0M$210MQ3 2025$74.0M−$114MQ4 2025$156M$52.0MQ1 2026$162M$399MQ2 2026$61.0M$193MQ3 2026
Latest (Q3 2026): Net income $61.0M, Operating cash flow $193M.
Weyerhaeuser: diluted shares by fiscal yearWeyerhaeuser: diluted shares by fiscal year748MFY2020751MFY2021743MFY2022732MFY2023729MFY2024724MFY2025
-3.3% since FY2020: buybacks shrank the count.
Weyerhaeuser: long-term debt falling due (FY2025)Weyerhaeuser: long-term debt falling due (FY2025)$522M2026$300M2027$1.1B2028$750M2029$1.1B2030$1.9BLater
Cash $464M, short-term investments —, long-term debt $5.6B at 2025-12-31.
Weyerhaeuser in its industry: growth against margin (213 companies, SIC 6798)Weyerhaeuser in its industry: growth against margin (213 companies, SIC 6798)revenue growth, year over year →↑ operating marginmedian +5%median 23%WELLAMTEQIXPLDIRMDLRVTRSPGBSTTRITMOPSALINEHSTVici Properties L.P.VICIHoward Hughes CorpCCIBoston Properties Ltd PartnershipEXRDOCAvalonbay Communities IncCXWAHRSBACCOLDARERHPHHHLAMRRayonier, L.P.Mid-America Apartments, L.P.SUIMAAKIMKimco Realty OP, LLCSTWDOUTEssex Portfolio LPWPCVornado Realty LPGLPIUDRREGELSPEBSVCAPLESWDRRYNDHCBrixmor Operating Partnership LPRLJStore Capital LLCOHIFederal Realty OP LPFRTDRHCubeSmart, L.P.HRCUBEAHTSL Green Operating Partnership, L.P.SLGKilroy Realty, L.P.KRCJANDEIMACCUZMPT Operating Partnership, L.P.MPTNNNSBRAREXRSTAGADCCDPEPREGPFirst Industrial LPESRTKRGPECOESBAKite Realty Group, L.P.INNCTREIRTEPRTAres Industrial Real Estate Income Trust Inc.SKTZARECBLJBGSHGITBrandywine Operating Partnership, L.P.JLL Income Property Trust, Inc.BNLNHISAFELTCAmerican Assets Trust, L.P.GNLCMRFAATNHPBHRAKRABRDEACLDTLXPBRSPIVTFCPTSMAVinebrook Homes Trust, Inc.Fortress Net Lease REITBFSFBRTUMHALXNTSTFortress Credit Realty Income TrustNXRTCSRNuveen Global Cities REIT, Inc.North Haven Net REITKBSRCottonwood Communities, Inc.CTOSterling Real Estate TrustARIBrookfield Real Estate Income Trust Inc.CLPRXRNSTRWINREPMTNew Mountain Net Lease TrustTRTXJ.P. Morgan Real Estate Income Trust, Inc.ONLCHCTExchangeRight Income FundPSTLCMCTUHTRCFSPCFTR-PAInvesco Real Estate Income Trust Inc.BRTStarwood Credit Real Estate Income TrustWHLRGTJ REIT, Inc.ACRPINEApollo Realty Income Solutions, Inc.NXDTBHMFVRBlackRock Monticello Debt Real Estate Investment TrustLightstone Value Plus REIT I, Inc.Rise Companies CorpSculptor Diversified Real Estate Income Trust, Inc.Lightstone Value Plus REIT II, Inc.Cohen & Steers Income Opportunities REIT, Inc.ACRETCILANDLightstone Value Plus REIT V, Inc.NLCPSACHModiv Industrial, Inc.Fidelity Core Real Estate FundEQT Exeter Real Estate Income Trust, Inc.STSRFPIHighlands REIT, Inc.PRXASITCRreef Property Trust, Inc.LTSVSEVNLightstone Value Plus REIT III, Inc.SGSTFREVSFranklin BSP Real Estate Debt, Inc.BMNMFundrise eREIT, LLCCDR-PBCHMIPrincipal Credit Real Estate Income TrustICR-PANLOPSUNSMKZRGBCSSTLYCPTSQFTSummit Healthcare REIT, IncSELFTPTSGIPRLOANIHTMDRRStratCap Digital Infrastructure REIT, Inc.PWWY (+8%, 5%)
Real Estate Investment Trusts; dot size is quarterly revenue; dashed lines are the industry's medians.

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About Weyerhaeuser

Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, and energy and natural resources, among others. In 2025, the company generated $6.9 billion in net sales and employed approximately 9,500 people who serve customers worldwide.

In its own words, from its 8-K, filed Jul 30, 2026.

Weyerhaeuser against its Real Estate Investment Trusts peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +8% against the peers' median +13%. Operating margin: 5.4% against the peers' median 20.6%.

CompanyQuarterRevenueY/YOp. margin
WY WeyerhaeuserQ3 2026$1.9B+8%5.4%
WELL WelltowerQ3 2026$3.7B+38%9.1%
AMT American TowerQ3 2026$2.8B+2%45.6%
EQIX EquinixQ3 2026$2.6B+11%23.3%
PLD PrologisQ1 2026$2.3B+7%52.7%
IRM Iron MountainQ3 2026$2.0B+14%20.6%
DLR Digital Realty TrustQ3 2026$1.9B+21%15.9%
VTR VentasQ3 2026$1.8B+23%2.9%
SPG Simon Property GroupQ3 2026$1.8B+13%44.3%

Source: Weyerhaeuser 10-Q on SEC EDGAR · CIK 106535 · Real Estate Investment Trusts

Guidance and outlook

Weyerhaeuser Revenue: guidance against what was reportedWeyerhaeuser Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 2024Q4 2025$1.5BQ4 2026
Met or beat 0 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Weyerhaeuser: what its forward-looking statements are about (10-Q filed 2026-10-30)Weyerhaeuser: what its forward-looking statements are about (10-Q filed 2026-10-30)Other6Capital spending2Deals1Costs1Demand1Tax1Financing1Buybacks & dividends1
14 statements; tone +0.43 (−1 all cautious, +1 all confident); 2 hedged.
Weyerhaeuser: outlook statements against the filing beforeWeyerhaeuser: outlook statements against the filing beforeConfident6

13F: who owns WY and who is buying

Largest holders of WY (13F)Largest holders of WY (13F)Vanguard Group$2.7BFirst Eagle Investment Management…$2.5BBlackRock$1.7BVanguard Portfolio Management LLC$1.5BVanguard Capital Management LLC$1.1BWellington Management Group LLP$1.0BState Street$821MGeode Capital Management, LLC$501MBank of New York Mellon$469MCohen & Steers$430M
Funds' net buying of WY by quarter (13F)Funds' net buying of WY by quarter (13F)$561M2024-09$275M2024-12$200M2025-03$53.2M2025-06−$269M2025-09$444M2025-12$398M2026-03$1.3B2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on WY

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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