Filing Flows › Weyerhaeuser (WY) › Q3 2026 › vs Q2 2026
Weyerhaeuser (WY) Q3 2026 vs Q2 2026 (quarter over quarter)
Weyerhaeuser's revenue fell $5.0M (-0.3%) from $1.9B in Q2 2026 to $1.9B in Q3 2026. The biggest changes: Strategic Land Solutions −$41.0M (-29%); Wood Products +$25.0M (+2%); Timberlands +$11.0M (+3%). Gross margin 13.8% against 16.7% (-2.9 pts).
Weyerhaeuser, Q3 2026: revenue $1.9B (+8% year over year), operating margin 5.4%, net earnings $61.0M, operating cash flow $193M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 13.8% | 16.7% | -2.9 pts |
| Operating margin | 5.4% | 11.9% | -6.6 pts |
| Net margin | 3.3% | 8.7% | -5.4 pts |
| Free cash flow margin | 10.0% | 20.9% | -11.0 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Wood Products | $1.4B | $1.4B | $25.0M | +2% |
| Timberlands | $378M | $367M | $11.0M | +3% |
| Strategic Land Solutions | $99.0M | $140M | −$41.0M | -29% |
| Revenue | $1.9B | $1.9B | −$5.0M | -0.3% |
| Gross profit | $257M | $311M | −$54.0M | -17% |
| Cost of revenue | $1.6B | $1.6B | $49.0M | +3% |
| Operating profit | $100M | $223M | −$123M | -55% |
| Operating expenses | $157M | $88.0M | $69.0M | +78% |
| Pre-tax earnings | $25.0M | $147M | −$122M | -83% |
| Other expense, net | $75.0M | $76.0M | −$1.0M | -1% |
| Income tax benefit | $36.0M | $15.0M | $21.0M | +140% |
| Net earnings | $61.0M | $162M | −$101M | -62% |
| Depreciation & amortization | $132M | $127M | $5.0M | +4% |
| Share-based compensation | $10.0M | $10.0M | $0 | 0% |
| Working capital & other | $10.0M | −$100M | $110M | — |
| Operating cash flow | $193M | $399M | −$206M | -52% |
| Free cash flow (OCF − capex) | $186M | $391M | −$205M | -52% |
| Capital expenditures | $7.0M | $8.0M | −$1.0M | -12% |
Questions
How much did Weyerhaeuser's revenue grow quarter over quarter in Q3 2026?
Weyerhaeuser's revenue fell $5.0M (-0.3%) from $1.9B in Q2 2026 to $1.9B in Q3 2026.
What drove Weyerhaeuser's revenue change in Q3 2026?
Strategic Land Solutions −$41.0M (-29%); Wood Products +$25.0M (+2%); Timberlands +$11.0M (+3%).