WY
Updated: 24/09/2026, 03:40:04
Established in 1900, Weyerhaeuser Company holds a prominent global position as one of the largest private proprietors of timberlands. The company oversees or owns approximately 11 million acres of forested land in the United States, complemented by additional timberlands in Canada managed under long-term licenses. These extensive holdings are cultivated responsibly, in full compliance with internationally accepted sustainable forestry criteria. Beyond its land stewardship, Weyerhaeuser is also a leading producer of wood-based goods throughout North America. Operating as a real estate investment trust (REIT), the firm achieved net sales of $7.5 billion in 2020. Its approximately 9,400 employees cater to a worldwide customer base, and Weyerhaeuser's commitment to environmental, social, and governance principles is acknowledged by its inclusion in the Dow Jones Sustainability North America Index. The company's common stock is available for trading on the New York Stock Exchange under the ticker WY.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2025 filing.
Revenue
N/A
FY — · Reported
Net income
0.3B
FY 2025 · Reported
Gross margin
N/A
FY — · Reported
Free cash flow
N/A
FY — · Reported
R&D intensity
N/A
FY — · Reported
Share repurchases
0.2B
FY 2025 · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
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Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
Company overview
One of world's largest private timberland owners (10M+ acres US, 14M+ acres Canada licenses); large North American wood products manufacturer; REIT
“Weyerhaeuser Company is one of the world's largest private owners of timberlands. We own or control more than 10 million acres of timberlands in the U.S. and manage long-term licenses covering more than 14 million acres in Canada.”
Reportable segments
Timberlands; Real Estate & ENR; Wood Products (Real Estate & ENR renamed Strategic Land Solutions from Q1 2026)
“Beginning in the first quarter of 2026, the Real Estate, Energy and Natural Resources (Real Estate & ENR) segment will be renamed Strategic Land Solutions.”
Real Estate & ENR businesses
Real Estate (HBU land sales) and ENR (minerals, natural gas, wind, solar rights); Climate Solutions business
“Real Estate & ENR: Real Estate (sales of timberlands) and ENR (rights to explore for and extract hard minerals, construction materials, natural gas production, wind and solar).”
Wood Products end markets
Residential, multi-family, repair and remodel, industrial and light commercial markets
“These products are primarily supplied to the residential, multi-family, repair and remodel, industrial and light commercial markets.”
Wood Products sales channels
Wood products dealers, DIY retailers, builders and industrial users
“Revenues of our Wood Products segment come from sales to wood products dealers, do-it-yourself retailers, builders and industrial users.”
Wood Products portfolio
Structural lumber, OSB, engineered wood products, plywood, MDF, complementary building products distribution
“We manufacture and distribute high-quality wood products, including structural lumber, oriented strand board, engineered wood products and other specialty products.”
Natural Climate Solutions / carbon business
Climate Solutions business monetizing surface/subsurface rights, carbon and renewable energy markets
“we focus on opportunities to realize value through lease and royalty agreements for the surface and subsurface rights that exist in our ownership, including through our Climate Solutions business.”
Timberlands acreage by region
2.5M acres western US, 6.7M southern US, 1.2M northern US, 14M+ Canada license acres; ~594 million tons timber inventory
“2.5 million acres in the western U.S. (Oregon and Washington) and 6.7 million acres in the southern U.S. ... 1.2 million acres in the northern U.S.”
Export markets — Japan and China
Japan export log demand driven by housing starts; China lifted U.S. log import suspension in Q4 2025
“In China, during fourth quarter 2025 regulators lifted the March 4, 2025 suspension of log imports from the U.S. As a result, Weyerhaeuser is in the early stages of re-establishing its log export program to strategic customers in China.”
Wood Products five-year net sales by product
Wood Products net sales: total $4,957M (2025), $5,221M (2024), $5,657M (2023), $7,958M (2022), $8,221M (2021), with full product-row breakdown
“Wood Products net sales were $5.0 billion in 2025 and $5.2 billion in 2024.”
Wood Products five-year production volumes
Five-year Wood Products production: structural lumber 4,547M board feet in 2025 (range 4,404–4,815M), OSB 2,988M sq ft, plus engineered, plywood and MDF volumes 2021–2025
“Structural lumber – board feet 4,547 ... Oriented strand board – square feet (3/8") 2,988”
Q4 2025 lumber curtailment
Voluntary lumber production curtailment from September 2025 through year end; normalization expected Q1 2026
“In September 2025, Weyerhaeuser elected to moderate production across its lumber mill set in response to the softer demand environment, and maintained a lower operating posture through year end 2025.”
SFI certification
100% SFI-certified timberlands; customers value SFI certified supplier status
“Our customers also value our status as an SFI certified supplier.”
Log demand drivers
Sawlog demand tied to domestic wood products production and exports; pulpwood demand tied to pulp, paper, OSB and pellet production
“The demand for pulpwood from our Timberlands segment is directly affected by the production of pulp, paper and oriented strand board (OSB), as well as the demand for biofuels, such as wood-burning pellets made from pulpwood.”
Douglas-fir and Southern log prices
Q4 2025: DF sawlog -5.6% Q/Q; Southern sawlog -2.3% Q/Q; pine pulpwood -2.1% Q/Q; Western supply tensioned, Southern ample
“Douglas-fir sawlog prices decreased 5.6 percent in fourth quarter 2025 compared with third quarter 2025, as reported by Fastmarkets RISI Log Lines based on Weyerhaeuser's sales mix.”
Princeton lumber mill sale
Princeton, BC lumber mill sold in late Q3 2025
“When combined with the volume impact associated with the sale of the company's sawmill in Princeton, British Columbia – which was sold in late third quarter 2025 – Weyerhaeuser's lumber production volumes decreased by 14 percent in fourth quarter 2025”
Lumber price conditions
Q4 2025 Framing Lumber Composite $378/MBF, OSB Composite $234/MSF — near multi-decade real lows
“the Random Lengths Framing Lumber Composite price averaged $378/MBF and the OSB Composite averaged $234/MSF, both near multi-decade lows on an inflation-adjusted basis.”
Wood Products competitive strategy
Cost leadership, fiber supply alignment, capacity/distribution expansion, product innovation, brand strength, disciplined growth
“delivering industry-leading controllable manufacturing costs and optimizing capacity through operational excellence and disciplined capital execution”
Housing market outlook
Favorable medium-to-long-term U.S. housing outlook despite near-term moderation from elevated mortgage rates
“we expect a favorable U.S. housing construction market over the medium to long-term, supported by strong demographics in the key home buying age cohorts and a decade of under building.”
Canadian softwood lumber duties and tariffs
AD/CVD on Canadian softwood lumber; Section 232 tariff effective October 2025; trade policy uncertainty
“The Framing Lumber Composite began the fourth quarter on a slight upward trajectory supported by improving Western SPF pricing and broader concerns around the Section 232 tariff, which took effect in October.”
Housing market dependency
High sensitivity to U.S. new home demand and repair/remodel activity; mortgage financing and interest rates are key drivers
“Our business is particularly dependent upon the health of the U.S. housing market, and specifically on demand for new homes and home repair and remodeling.”
Third-party logging and transportation dependency
Heavy dependency on third-party logging and transportation services
“We depend heavily on third parties for logging and transportation services, and any increase in the cost or any disruption in the availability of these services could materially adversely affect our business and operations”
Commodity price and cost risk
Volatile commodity pricing; raw material, labor and energy costs are significant fluctuating cost components
“our profit margins with respect to these products depend, in part, on managing our costs, particularly raw material, labor (including contract labor) and energy costs”
Catastrophic events risk
Exposure to fires, flooding, pests, geological events, geopolitical disruptions and pandemics
“We are subject to the risk of various catastrophic events, including but not limited to the occurrence of: severe regional or local weather events or trends and related fires or flooding;”
Environmental regulation exposure
Broad environmental regulatory exposure including cleanup liabilities and climate change regulation (e.g., carbon regulation in Washington state and Canadian provinces)
“We have incurred, and we expect to continue to incur, significant capital, operating and other expenditures complying with applicable environmental laws and regulations”
All segments strongly affected by U.S. housing; Wood Products sells primarily into new residential and repair-and-remodel markets.
“The health of the U.S. housing market strongly affects the performance of all our business segments.”
Wood Products strategy emphasizes aligning closely with fiber supply; log costs are a significant raw-material cost component.
“aligning closely with fiber supply”
Interest rates affect housing affordability and mortgage availability, driving demand for wood products; Fed rates remain well above pre-2022 levels.
“increases in interest rates make it more difficult for home buyers to obtain mortgage financing, which could negatively affect demand for housing and, in turn, negatively affect demand for our wood products.”
Commodity wood products compete largely on price versus supply/demand and substitutes; excess industry supply can pressure prices and margins.
“Producers in our industry have in the past put downward pressure on product pricing by selling excess supply into the market.”
R&R activity driven by housing stock size/age, home equity, and credit; homeowners cautious on discretionary large projects amid elevated rates; long-term return to growth expected given aging housing stock (median 46 years).
“Over the longer term, we expect this sector to return to historical growth trends driven by recent deferrals in repair and remodel spending, higher levels of home equity and an aging U.S. housing stock, with a median age of 46 years.”
Wide-ranging environmental regulation (air emissions, wastewater, endangered species, remediation) drives significant expenditures and potential liabilities.
“We are subject to a wide range of general and industry-specific laws and regulations relating to the protection of the environment and wildlife”
Japanese housing starts are a key driver of export log demand; Japan housing starts fell 7.4% YTD through December 2025.
“Japanese housing starts are a key driver of export log demand in Japan.”
Profit margins depend on managing raw material, labor and energy costs that fluctuate beyond company control.
“particularly raw material, labor (including contract labor) and energy costs, which represent significant cost components that also fluctuate based upon market and other factors beyond our control.”
Carbon dioxide regulation/taxation already law in some Canadian provinces and Washington state where mills operate; policy developments may require significant expenditures but also support carbon monetization markets.
“such regulations have already been passed into law in some Canadian provinces and in Washington state, where we have mill operations.”
Canadian licensed timberlands are the primary raw material for Canadian manufacturing facilities in Alberta, British Columbia, Ontario and Saskatchewan; stumpage set by government.
“In Canada, we manage timberlands under long-term licenses that serve as the primary source of raw material for our manufacturing facilities in various provinces.”
U.S. trade policy changes and countermeasures can affect supply/demand, import-export dynamics and pricing; Section 232 tariff effective October 2025; AD/CVD on Canadian softwood lumber.
“Ongoing U.S. trade policy changes have resulted in macroeconomic uncertainty and increased cautiousness by consumers.”
China log export program being re-established after Q4 2025 lifting of import suspension.
“In China, during fourth quarter 2025 regulators lifted the March 4, 2025 suspension of log imports from the U.S.”
Real Estate & ENR segment affected by evolution of emerging renewable energy and carbon-related markets (wind, solar, carbon capture via Climate Solutions).
“Our Real Estate & ENR segment is affected by a variety of factors, including ... the evolution of emerging renewable energy and carbon-related markets.”
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