Weyerhaeuser's timberland holdings position the company to gain from a U.S. housing rebound. U.S. housing recovery would increase demand for timber products and lift company performance.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | 1 | — | 2 | — | — | — | — | — | — | — |
| Sell | — | — | 1 | — | 1 | — | — | — | — | — | — | — |
| total | individual payouts | |
|---|---|---|
| 2028 | ‡‡‡‡ |
|
| 2027 | ‡‡‡‡‡ |
|
| 2026 | 0.84 |
—
—
—
|
| 2025 | 0.84 |
—
—
—
—
|
| 2024 | 0.80 |
—
—
—
—
—
|
| 2023 | 1.66 |
—
—
—
—
—
|
| 2022 | 2.17 |
—
—
—
—
—
|
| 2021 | 1.18 |
—
—
—
—
—
|
| 2020 | 0.51 |
—
—
|
| 2019 | 1.36 |
—
—
—
—
|
| 2018 | 1.32 |
—
—
—
—
|
| 2017 | 1.25 |
—
—
—
—
|
| 2016 | 1.24 |
—
—
—
—
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 1,164.00 | 684.00 | 464.00 | 527.00 |
| Receivables | 364.00 | 315.00 | 313.00 | 378.00 |
| Inventory | 566.00 | 607.00 | 593.00 | 604.00 |
| Other | — | — | 128.00 | — |
| 2,313.00 | 1,748.00 | 1,652.00 | 1,636.00 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 287.00 | 255.00 | 278.00 | 311.00 |
| ST’ Debt | — | 210.00 | 522.00 | 122.00 |
| Other | — | — | — | — |
| 788.00 | 977.00 | 1,278.00 | 901.00 |
| 10y | 5y | 3y | |
| Sales | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Book Value | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 1,727.00 | 1,867.00 | — | — |
—
|
| ’25 | 1,763.00 | 1,884.00 | 1,717.00 | 1,541.00 |
6,905.00
|
| ’24 | 1,796.00 | 1,939.00 | 1,681.00 | 1,708.00 |
7,124.00
|
| ’23 | 1,881.00 | 1,997.00 | 2,022.00 | 1,774.00 |
7,674.00
|
| ’22 | 3,112.00 | 2,973.00 | 2,276.00 | 1,823.00 |
10,184.00
|
| ’21 | 2,506.00 | 3,144.00 | 2,345.00 | 2,206.00 |
10,201.00
|
| ’20 | 1,728.00 | 1,631.00 | 2,110.00 | 2,063.00 |
7,532.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 52.00 | 399.00 | — | — |
—
|
| ’25 | 70.00 | 396.00 | 210.00 | (114.00) |
562.00
|
| ’24 | 124.00 | 432.00 | 234.00 | 218.00 |
1,008.00
|
| ’23 | 126.00 | 496.00 | 523.00 | 288.00 |
1,433.00
|
| ’22 | 957.00 | 1,146.00 | 562.00 | 167.00 |
2,832.00
|
| ’21 | 698.00 | 1,308.00 | 659.00 | 494.00 |
3,159.00
|
| ’20 | 86.00 | 391.00 | 608.00 | 444.00 |
1,529.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 132.00 | 374.00 | — | — |
—
|
| ’25 | (23.00) | 289.00 | (381.00) | (266.00) |
(381.00)
|
| ’24 | 45.00 | 288.00 | 55.00 | (47.00) |
341.00
|
| ’23 | 55.00 | 413.00 | 356.00 | (71.00) |
753.00
|
| ’22 | 869.00 | 800.00 | 465.00 | (65.00) |
2,069.00
|
| ’21 | 645.00 | 1,087.00 | 710.00 | 127.00 |
2,569.00
|
| ’20 | 18.00 | 325.00 | 543.00 | (63.00) |
823.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 0.21 | 0.23 | — | — |
—
|
| ’25 | 0.11 | 0.12 | 0.11 | 0.10 |
0.45
|
| ’24 | 0.16 | 0.24 | 0.04 | 0.11 |
0.54
|
| ’23 | 0.21 | 0.31 | 0.33 | 0.30 |
1.15
|
| ’22 | 1.03 | 1.06 | 0.42 | 0.02 |
2.53
|
| ’21 | 0.91 | 1.37 | 0.64 | 0.55 |
3.47
|
| ’20 | 0.20 | 0.10 | 0.38 | 0.39 |
1.07
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | 27.37 | 27.65 | 26.73 | 21.16 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 43.04 | 36.00 | 36.27 | 31.66 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 9,264 | 9,318 | 9,440 | 9,517 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.10 | 0.82 | 0.75 | 0.73 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 10,184.00 | 7,674.00 | 7,124.00 | 6,905.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 35.55% | 21.92% | 18.43% | 14.84% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,305.00 | 937.00 | 427.00 | 260.00 | — | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 22.63% | 12.21% | 5.99% | 3.77% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,880.00 | 839.00 | 396.00 | 324.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 480.00 | 500.00 | 502.00 | 509.00 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 13.73 | 10.49 | 9.78 | 9.55 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | 2.53 | 1.15 | 0.54 | 0.45 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.82 | 1.96 | 1.38 | 0.78 | ‡‡‡‡ | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (1.03) | (0.93) | (0.92) | (1.30) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.79 | 1.03 | 0.47 | (0.53) | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 14.49 | 13.99 | 13.35 | 13.03 | ‡‡‡‡ | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 741.90 | 731.65 | 728.40 | 723.16 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 12.20 | 30.25 | 51.18 | 53.84 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.25 | 3.32 | 2.88 | 2.48 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.13 | 2.49 | 2.11 | 1.82 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.59 | 3.94 | 3.49 | 3.22 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 12.74 | 40.13 | 73.01 | (58.37) | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,832.00 | 1,433.00 | 1,008.00 | 562.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (763.00) | (680.00) | (667.00) | (943.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,069.00 | 753.00 | 341.00 | (381.00) | ‡‡‡‡‡ | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,006.00 | 1,525.00 | 771.00 | 374.00 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 5,053.00 | 5,069.00 | 5,076.00 | 5,572.00 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3,472.00 | 3,905.00 | 4,392.00 | 5,108.00 | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 10,749.00 | 10,236.00 | 9,721.00 | 9,426.00 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 10.75% | 4.89% | 2.36% | 1.95% | — | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 13.54% | 5.24% | 3.03% | 3.14% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 17.48% | 8.00% | 3.97% | 3.38% | — | — | — |
ROE
|
Weyerhaeuser Company (WY), North America’s timber giant and a streamlined REIT, has ridden the wild waves of lumber cycles—from pandemic-fueled peaks of $10 billion in revenues and 40% gross margins in 2021 to a normalized $7.12 billion and 18% margins in 2024. This boom-bust reflects explosive housing demand and sky-high lumber prices over $1,600 per thousand board feet, followed by a sharp correction amid rising rates. Yet, WY’s resilience shines through stable operations, efficient employee productivity, and no sustained losses, positioning its vast 11 million acres of timberlands as a rock-solid inflation hedge.
Financially, WY generated blockbuster free cash flow of $2.57 billion in 2021, slashing debt and fueling dividends, though recent troughs turned FCF negative—projections promise a rebound to $1.24 billion by 2026. Balance sheet strength endures with manageable debt, rising book value, and ROIC above cost of capital, while current valuations scream opportunity: trailing PE over 50x, PS at 2.9x, and stock near cycle lows, 42% below analyst highs. Modest insider selling contrasts with director buys, hinting at confidence in undervalued assets.
Looking ahead, analysts forecast revenues climbing 9% to $7.73 billion by 2027, EPS rebounding, and FCF/share surging 148%, driven by housing stabilization, supply shortages from wildfires and regulations, and WY’s 10% U.S. lumber market share. With 10-20% annualized return potential as cycles inflect, this cyclical powerhouse offers compelling upside for patient investors eyeing timber’s long-term appeal—dive into the full analysis for the bullish details!
Keep track of companies that you follow and research.
Full access to our data with predictions and indicators that we calculate daily.
Full access to our screener with tons of custom values and customizable email notifications.
Excel export of financials and screeners you define and save.