Weyerhaeuser (WY Quick QuoteWY - Free Report) reported $1.86 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 8.4%. EPS of $0.08 for the same period compares to $0.06 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.83 billion, representing a surprise of +2.01%. The company delivered an EPS surprise of +60%, with the consensus EPS estimate being $0.05.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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:

• Delivered Logs Third Party Sales Realizations (per ton) - West: $118.52 compared to the $111.84 average estimate based on three analysts.
• Delivered Logs Third Party Sales Realizations (per ton) - South: $37.67 compared to the $38.06 average estimate based on three analysts.
• Wood Products - Oriented Strand Board (square feet 3/8') - Third party sales realizations: $237.00 versus the three-analyst average estimate of $236.53.
• Wood Products - Structural Lumber (board feet) - Third party sales realizations: $510.00 compared to the $518.51 average estimate based on three analysts.
• Wood Products Segment- Structural Lumber- Third party net sales: $629 million versus the three-analyst average estimate of $622.02 million. The reported number represents a year-over-year change of +23.6%.
• Net Sales- Wood Products: $1.39 billion compared to the $1.38 billion average estimate based on three analysts. The reported number represents a change of +12.8% year over year.
• Wood Products Segment- Oriented Strand Board (square feet 3/8')- Third party net sales: $172 million versus $173.22 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3% change.
• Timberlands Segment- Third Party Net Sales- Stumpage and pay-as-cut timber: $15 million versus $12.07 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -31.8% change.
• Timberlands Segment- Third Party Net Sales- Recreational and other lease revenue: $21 million versus $20.01 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
• Timberlands Segment- Third Party Net Sales- Other revenue: $6 million compared to the $9.6 million average estimate based on two analysts. The reported number represents a change of -14.3% year over year.
• Wood Products Segment- Engineered Solid Section (cubic feet)- Third party net sales: $171 million versus $184.13 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change.
• Wood Products Segment- Engineered I-joists (lineal feet)- Third party net sales: $91 million versus $90.33 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.

View all Key Company Metrics for Weyerhaeuser here>>>

Shares of Weyerhaeuser have returned +0.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.