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Compared to Estimates, Weyerhaeuser (WY) Q2 Earnings: A Look at Key Metrics

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For the quarter ended June 2026, Weyerhaeuser (WY - Free Report) reported revenue of $1.87 billion, down 0.9% over the same period last year. EPS came in at $0.13, compared to $0.12 in the year-ago quarter.

The reported revenue represents a surprise of +4.03% over the Zacks Consensus Estimate of $1.79 billion. With the consensus EPS estimate being $0.06, the EPS surprise was +116.67%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Weyerhaeuser performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Wood Products - Structural Lumber (board feet) - Third party sales realizations: $508.00 versus the three-analyst average estimate of $503.04.
  • Delivered Logs Third Party Sales Realizations (per ton) - South: $38.20 versus the three-analyst average estimate of $37.37.
  • Wood Products - Oriented Strand Board (square feet 3/8') - Third party sales realizations: $242.00 versus $241.78 estimated by three analysts on average.
  • Wood Products - Oriented Strand Board (square feet 3/8') - Third party sales volumes: 743.00 Msq ft versus the three-analyst average estimate of 719.45 Msq ft.
  • Wood Products Segment- Structural Lumber- Third party net sales: $591 million versus the three-analyst average estimate of $564.44 million. The reported number represents a year-over-year change of +1.7%.
  • Net Sales- Wood Products: $1.36 billion compared to the $1.32 billion average estimate based on three analysts. The reported number represents a change of +0.2% year over year.
  • Wood Products Segment- Oriented Strand Board (square feet 3/8')- Third party net sales: $180 million versus $187.29 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -12.2% change.
  • Timberlands Segment- Third Party Net Sales- Stumpage and pay-as-cut timber: $11 million versus the two-analyst average estimate of $12.03 million. The reported number represents a year-over-year change of -15.4%.
  • Timberlands Segment- Third Party Net Sales- Recreational and other lease revenue: $20 million compared to the $19.88 million average estimate based on two analysts. The reported number represents a change of +5.3% year over year.
  • Timberlands Segment- Third Party Net Sales- Other revenue: $11 million versus $11.77 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10% change.
  • Wood Products Segment- Engineered Solid Section (cubic feet)- Third party net sales: $181 million versus the two-analyst average estimate of $163.09 million. The reported number represents a year-over-year change of +7.1%.
  • Wood Products Segment- Engineered I-joists (lineal feet)- Third party net sales: $89 million versus the two-analyst average estimate of $75.04 million. The reported number represents a year-over-year change of -6.3%.

View all Key Company Metrics for Weyerhaeuser here>>>

Shares of Weyerhaeuser have returned +3.8% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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