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Weyerhaeuser (WY) guidance and outlook
Weyerhaeuser (WY) raised its guidance on Oct 29, 2026: EBITDA $45.0M for Q3 2026; EBITDA $450M for FY2026. Weyerhaeuser's 10-Q filed Oct 30, 2026 makes 14 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | Q3 2026 | $45.0M | new |
| EBITDA | FY2026 | $450M | reaffirmed |
| Revenue | FY2026 | +15% to +20% | raised |
From the earnings release filed Oct 29, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 30, 2026
- the successful and timely execution and integration of our strategic acquisitions, including our ability to realize expected benefits and synergies, and the successful and timely execution of our strategic divestitures, each of which is subject to a number of risks and conditions beyond our control including, but not limited to, timing and required regulatory approvals or the occurrence of any event, change or…
- Our market conditions and the strength of the broader U.S. economy are, and will continue to be, influenced by the trajectory of activity in the U.S. housing and repair and remodel segments, inflation trends, employment growth and interest rates.
- Notwithstanding current macroeconomic uncertainty and potential impacts on housing demand, we continue to expect favorable long-term fundamentals for the U.S. housing construction market, supported by strong demographic trends, a prolonged period of underbuilding, and the need for additional housing supply.
- Over the longer term, we expect this sector to return to historical growth trends driven by recent deferrals in repair and remodel spending, higher levels of home equity and an aging U.S. housing stock, with a median age of 46 years.
- Although political and broader sentiment for climate change mitigation activities and related investments can fluctuate, we expect that over the long-term, climate change will continue to be a significant social concern and priority.
- Income tax benefit increased $23 million compared to year-to-date 2025 primarily due to a decrease in our estimated effective tax rate based on the forecasted mix of earnings between our REIT and TRSs.
- During fourth quarter 2024, we announced our plan to build a new TimberStrand ® facility in Monticello, Arkansas.
- Once completed, the new facility will increase our engineered wood products capacity by approximately 10 million cubic feet.
- We anticipate our capital expenditures for 2026 to be approximately $375 million, excluding approximately $250 million of investment in our Monticello engineered wood products facility.
- There have been no significant changes to the debt covenants presented in our 2025 Annual Report on Form 10-K for our long-term debt instruments, and we expect to remain in compliance with our debt covenants for the foreseeable future.
- Under our cash return framework, we plan to supplement our base dividend with an additional return of variable cash, as appropriate, in the form of share repurchase and/or a supplemental cash dividend to achieve a targeted total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD).
- This measure should not be considered in isolation from, and is not intended to represent an alternative to, our results reported in accordance with U.S. generally accepted accounting principles (U.S.
Weyerhaeuser's latest quarter
Weyerhaeuser, Q3 2026: revenue $1.9B (+8% year over year), operating margin 5.4%, net earnings $61.0M, operating cash flow $193M. The chart follows the revenue to costs, profit and cash.
Questions
Did Weyerhaeuser raise or lower its guidance?
Weyerhaeuser (WY) raised its guidance on Oct 29, 2026: EBITDA $45.0M for Q3 2026; EBITDA $450M for FY2026.
What does Weyerhaeuser expect?
the successful and timely execution and integration of our strategic acquisitions, including our ability to realize expected benefits and synergies, and the successful and timely execution of our strategic divestitures, each of which is subject to a number of risks and conditions beyond our control including, but not limited to, timing and required regulatory approvals or the occurrence of any event, change or… Our market conditions and the strength of the broader U.S. economy are, and will continue to be, influenced by the trajectory of activity in the U.S. housing and repair and remodel segm
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.