Weyerhaeuser stock tracks a weaker third quarter wood outlook

Published on 09/29/2026 at 13:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Weyerhaeuser stock faces a third-quarter Wood Products outlook USD 30 million below Q2 after higher fuel costs. Q2 net earnings reached USD 162 million on USD 1.9 billion sales.

Sägewerk mit gestapelten Baumstämmen und Forstmaschine im Nadelwald bei Sonnenuntergang — Weyerhaeuser Co. (ISIN US9621661043) betreibt große Sägewerke und nachhaltige Forstwirtschaft in weitläufigen Nadelwäldern, Illustration mit AI erstellt.

Weyerhaeuser stock (ISIN US9621661043) was trading at EUR 17.45 at Lang & Schwarz on September 29, 2026, up 0.52 percent versus the prior close of EUR 17.36. The company has set a weaker third-quarter outlook for Wood Products, with higher fuel costs and an unfavorable engineered-wood mix weighing on the near-term picture.

Wood Products outlook loses ground

According to StockTitan on September 24, 2026, Weyerhaeuser's Wood Products outlook was USD 30 million lower than the second-quarter level, excluding changes in lumber and oriented strand board prices. The same update said Strategic Land Solutions earnings remained USD 30 million below the second quarter, with adjusted EBITDA USD 45 million lower.

The pressure is operational rather than broad-based across every business line. As of September 18, 2026, lumber realizations were USD 20 per thousand board feet below the second-quarter average, while oriented strand board realizations were USD 5 per thousand square feet lower, according to the same company filing.

Q2 profit provides a counterweight

Weyerhaeuser reported second-quarter 2026 net earnings of USD 162 million, or USD 0.23 per diluted share, on net sales of USD 1.9 billion, according to StockTitan. The prior-year quarter produced USD 87 million in net earnings on the same USD 1.9 billion in net sales, making the earnings comparison more favorable than the current Wood Products outlook.

Cash generation also strengthened in the reported quarter. Net cash from operations reached USD 399 million in Q2 2026, while adjusted funds available for distribution totaled USD 323 million, giving the timber REIT financial support as it moves through softer product-market conditions.

October results set the next checkpoint

Weyerhaeuser said on September 24, 2026, that it will release third-quarter results on October 29, 2026, after the market closes. The webcast and conference call are scheduled for October 30, 2026, at 10:00 a.m. ET.

Analyst expectations also leave room for debate. MarketScreener reported that JPMorgan cut its price target from USD 31.00 to USD 28.00 on September 3, 2026, while keeping an Overweight rating.

Stock trades above prior close

At Lang & Schwarz, Weyerhaeuser stock was trading at EUR 17.45 on September 29, 2026, at 1:46 p.m. CEST, up 0.52 percent against the EUR 17.36 prior close. The primary listing is on the NYSE, where the stock was last quoted at USD 19.72 on September 28, 2026, and its 52-week range was USD 19.60 to USD 27.75.