Operating Income Boosted by Timberland Sales
Consolidated operating income increased 25.3% YoY to $223M despite a 0.9% net sales drop to $1.867B, primarily propelled by a $71M increase in gains on the sale of timberlands.
WEYERHAEUSER CO is expected to release its Q3 2026 10-Q filing on October 28, 2026. Last quarter: Weyerhaeuser (WY) reported Q2 FY2026 net income of $162M ($0.23 per diluted share), up 86.2% YoY despite a 0.9% decrease in revenue to $1.867B, driven primarily by a $71M gain on timberland sales.
EPS Estimate
$0.09
Revenue Estimate
$1.86B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the WY page.
Drawn from management commentary in the Q2 2026 10-Q:
Consolidated operating income increased 25.3% YoY to $223M despite a 0.9% net sales drop to $1.867B, primarily propelled by a $71M increase in gains on the sale of timberlands.
Timberlands net sales to unaffiliated customers fell 2% YoY to $367M due to a 6% drop in Southern log sales volume, but segment net contribution to earnings rose 48% to $130M owing to timberland sale gains.
Strategic Land Solutions Q2 net sales declined 9% YoY to $140M as Climate Solutions conservation sales decreased, though YTD segment sales remain up 40% YoY to $347M following a $94M Q1 conservation easement sale.
Revenue
$1.87B
-0.90% YoY
EPS (Diluted)
$0.23
+91.67% YoY
Gross Margin
16.7%
-0.6 pts YoY
Operating Income
$223M
+25.28% YoY
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