Weyerhaeuser Firm WY reported third-quarter 2025 outcomes, whereby its earnings and internet gross sales topped the Zacks Consensus Estimate.
The corporate delivered sturdy outcomes, pushed by its aggressive price construction, operational excellence and deeply embedded OpX tradition. Weyerhaeuser continues to boost its timberlands portfolio by way of a collection of strategic and capital-efficient transactions. Throughout the third quarter, the corporate accomplished two high-quality acquisitions totaling $459 million, together with beforehand introduced timberlands in North Carolina and Virginia. Concurrently, Weyerhaeuser superior three divestiture packages of non-core timberlands, two of which had been closed or below contract in early October, producing roughly $410 million in anticipated money proceeds by year-end.
As well as, stronger contributions from the Timberlands and Actual Property, Vitality & Pure Sources segments supported the corporate’s total efficiency. WY stays optimistic about navigating the present setting challenges with its long-term demand fundamentals, steady steadiness sheet and versatile capital allocation framework.
Following the discharge, WY inventory inched down 0.7% yesterday within the after-hours buying and selling session.
Inside WY’s Q3 Headlines
The corporate reported adjusted earnings of 6 cents per share, which topped the Zacks Consensus Estimate of adjusted loss per share of seven cents by 185.7%. 12 months over yr, the reported determine elevated 20% from the year-ago earnings per share (EPS) of 5 cents.
Weyerhaeuser Firm Worth, Consensus and EPS Shock
Weyerhaeuser Firm price-consensus-eps-surprise-chart | Weyerhaeuser Firm Quote
Internet gross sales of $1.72 billion additionally surpassed the consensus mark of $1.65 billion by 4.1% and elevated 2.1% from the $1.68 billion reported within the year-ago quarter.
Adjusted EBITDA was $217 million, down 8% from $236 million within the year-ago interval.
Weyerhaeuser’s Phase Particulars
Timberlands: Internet gross sales (together with inter-segment gross sales of $150 million) from the phase had been $536 million, up from the year-ago determine of $493 million. We anticipated phase gross sales to extend 2.4% yr over yr to $504.7 million within the quarter. Adjusted EBITDA was $148 million, up 21.3% from $122 million within the year-ago quarter.
Actual Property, Vitality and Pure Sources: For the reported quarter, the phase’s internet gross sales amounted to $103 million, up 15.7% from $89 million within the year-ago interval. We anticipated phase gross sales to develop 6.4% to $94.7 million within the quarter. Adjusted EBITDA was $91 million, indicating progress from the $77 million reported within the year-ago interval.
Wooden Merchandise: This phase’s gross sales totaled $1.228 billion, down 0.6% from $1.235 billion within the year-ago interval. We anticipated phase gross sales to say no 3.7% yr over yr to $1.189 billion within the quarter. Adjusted EBITDA of $8 million was down 91.2% from $91 million within the year-ago interval.
WY’s Monetary Highlights
As of Sept. 30, 2025, Weyerhaeuser had money and money equivalents of $401 million, down from $684 million on the finish of 2024. Internet long-term debt was $4.95 billion on the third-quarter finish, down from $4.87 billion at 2024-end.
As of the primary 9 months of 2025, internet money from operations was $676 million, down from $790 million reported within the comparable interval a yr in the past.
Weyerhaeuser’s This fall Outlook
For the fourth quarter of 2025, below the Timberlands phase, Weyerhaeuser expects earnings (earlier than particular objects) and adjusted EBITDA to be roughly $30 million decrease than the third quarter. Within the West, the corporate anticipates charge harvest volumes and per-unit log and haul prices to be decrease. Gross sales realizations are anticipated to be reasonably decrease, primarily for home logs. Within the South, charge harvest volumes and comparable gross sales realizations are prone to be reasonably decrease, with larger per-unit log and haul prices. Forestry and street prices within the West and South are anticipated to be seasonally decrease.
Below the Actual Property, Vitality and Pure Sources phase, WY expects earnings (earlier than particular objects) to be roughly $5 million decrease than within the third quarter. Adjusted EBITDA is anticipated to be about $15 million decrease sequentially, as a result of timing and mixture of actual property gross sales. For 2025, the corporate is anticipating adjusted EBITDA of $390 million, a rise of $40 million from the prior expectation. In addition to, adjusted EBITDA (as a share of actual property gross sales) remains to be anticipated to be between 25% and 30%.
Inside the Wooden Merchandise phase, the corporate expects earnings (earlier than particular objects) and adjusted EBITDA to be barely decrease than the third-quarter ranges, excluding the influence of adjustments in common gross sales realizations for lumber and oriented strand board costs.
WY anticipates sequentially comparable gross sales volumes and unit manufacturing prices within the third quarter for lumber and oriented strand board (OSB), with barely decrease log and fiber prices. For engineered wooden merchandise, gross sales volumes are anticipated to be sequentially decrease, alongside uncooked materials prices, primarily for OSB webstock. Gross sales realizations are anticipated to be barely decrease as effectively in contrast with the second quarter. The efficiency of Distribution is anticipated to remain comparable quarter over quarter.
WY’s Zacks Rank & Current Development Releases
Weyerhaeuser at the moment carries a Zacks Rank #4 (Promote).
You’ll be able to see the entire checklist of as we speak’s Zacks #1 Rank (Sturdy Purchase) shares right here.
Quanta Companies Inc. PWR reported stable outcomes for the third quarter of 2025, whereby adjusted earnings and revenues beat the Zacks Consensus Estimate, respectively. Each the highest and backside traces grew yr over yr.
Quanta expects revenues between $27.8 billion and $28.2 billion (up from $27.4 billion and $27.9 billion), and adjusted EPS within the vary of $10.33 to $10.83 (in contrast with the prior estimate of $10.28 to $10.88). Adjusted EBITDA is forecasted to vary from $2.77 billion to $2.88 billion (in contrast with the prior estimate of $2.76 billion to $2.89 billion).
Builders FirstSource, Inc. BLDR delivered better-than-expected third-quarter 2025 outcomes, beating the Zacks Consensus Estimate on each earnings and revenues at the same time as a weak housing backdrop pressured year-over-year comparisons.
Builders FirstSource continues to be supported by its growing value-added product combine (now 47.1% of gross sales), ongoing digital and operational effectivity initiatives and strategic acquisitions that increase geographic attain and higher-margin choices. Sturdy free money move supplies flexibility to maintain investing whereas returning capital to shareholders.
United Leases, Inc.’s URI third-quarter 2025 EPS missed the Zacks Consensus Estimate, whereas revenues beat the identical. On a year-over-year foundation, the highest line elevated, however the backside line declined.
United Leases reported document third-quarter revenues and adjusted EBITDA, pushed by sturdy demand throughout building and industrial finish markets. Progress in each common leases and specialty segments supported the outcomes. Buyer optimism, wholesome backlogs and seasonal exercise contributed to the general power. For 2025, United Leases expects complete revenues to be within the vary of $16-$16.2 billion in contrast with $15.8-$16.1 billion anticipated earlier.
Quanta Companies, Inc. (PWR) : Free Inventory Evaluation Report
Weyerhaeuser Firm (WY) : Free Inventory Evaluation Report
Builders FirstSource, Inc. (BLDR) : Free Inventory Evaluation Report
United Leases, Inc. (URI) : Free Inventory Evaluation Report
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