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Weyerhaeuser to Report Q3 Earnings Amid Lumber Market Challenges

Analysts expect a 200% decline in FFO per share. But WY stock maintains a 'Moderate Buy' rating with 31.5% upside potential.

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Weyerhaeuser to Report Q3 Earnings Amid Lumber Market Challenges

Weyerhaeuser Company (WY), a global leader in timberlands, is set to report its fiscal third-quarter earnings on October 30, 2025. Analysts predict a significant drop in funds from operations (FFO) per share, reflecting challenges in the construction sector and lumber market. Despite these headwinds, WY stock maintains a 'Moderate Buy' rating, with potential upside of 31.5%.

Weyerhaeuser, with approximately 10.4 million acres of timberlands in the U.S. and Canada, has seen its stock underperform market benchmarks over the past year. Shares have dropped 24.1%, largely due to seasonal declines in construction projects and lumber demand, as well as U.S.-Canada tariff issues impacting lumber prices. However, the company's diversified business model, which includes real estate development and forest products, offers some resilience.

In the second quarter, WY reported earnings per share (EPS) of $0.12, surpassing Wall Street expectations of $0.10. Despite this positive surprise, analysts expect an FFO deficit of $0.05 per share in the third quarter, a 200% decline from the year-ago quarter. Looking ahead, full-year FFO per share is projected to be $0.16, down 69.8% from fiscal 2024, but analysts anticipate a rebound to $0.44 per share in fiscal 2026.

Weyerhaeuser Company, with its vast timberlands and diversified operations, faces headwinds in the current market conditions. Despite these challenges, analysts maintain a 'Moderate Buy' rating on WY stock, indicating potential upside of 31.5%. Investors await the company's fiscal third-quarter earnings announcement on October 30, 2025, for further clarity on its performance and outlook.

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