WEYERHAEUSER CO is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: WY (Weyerhaeuser) delivered a strong Q1 FY2026 with net income nearly doubling to $156M and operating income surging 38% YoY despite a modest 2% revenue decline to $1.73B.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue fell 2.0% YoY to $1.73B (from $1.76B), yet operating income surged 38% to $247M and net income jumped 88% to $156M, suggesting significant cost discipline and/or favorable segment mix shifts drove margin expansion even as top-line growth was challenged.
Gross margin contracted slightly to 18.4% from 19.0%, reflecting cost of revenue declining at a slower pace (-1.3%) than revenue (-2.0%). However, operating margin expanded sharply to 14.3% from 10.2%, implying meaningful reductions in operating expenses below the gross profit line.
Cash and equivalents fell 46.6% YoY to $299M from $560M, driven primarily by financing outflows of -$315M (vs. -$97M prior year), which likely reflect dividend payments and debt service, partially offset by positive investing cash flows of $81M.
Revenue
$1.73B
-2.04% YoY
EPS (Basic)
$0.22
++100.00% YoY
Gross Margin
18.4%
-0.59% YoY
Operating Income
$247M
++37.99% YoY
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