Weyerhaeuser Q3 2026 Results: Revenues Rise to $1.86B Despite Profit Decline

Rubber and Wood | 2026-11-02 06:31:44 | By Paul Ploumis

Adjusted EBITDA reached $248 million, marking a 14% increase from $217 million in the third quarter of last year.

Summary

Weyerhaeuser Reports Lower Net Earnings: The company posted third-quarter 2026 net earnings of $61 million, down from $80 million a year earlier. Net sales increased to $1.862 billion from $1.717 billion.
Adjusted EBITDA Increases 14%: Adjusted EBITDA reached $248 million, compared with $217 million in Q3 2025, although it declined from $310 million in the previous quarter. Higher manufacturing expenses and weaker product realizations affected Wood Products performance.
Timberland Sale and Q4 Outlook: Weyerhaeuser agreed to sell approximately 81,000 acres of non-core Arkansas timberlands for $146 million. The company expects Q4 earnings and Adjusted EBITDA to remain moderately below Q3 levels.

SEATTLE (Scrap Monster): Weyerhaeuser Company reported third-quarter 2026 net earnings of $61 million, or $0.08 per diluted share. The revenues totalled $1.862 billion. Profits declined from $80 million in the corresponding quarter of 2025. However, net sales increased from $1.717 billion, said a news release.

Adjusted EBITDA reached $248 million, marking a 14% increase from $217 million in the third quarter of last year. However, this was lower than the $310 million recorded in the preceding quarter. Operating cash flow stood at $193 million, compared with $210 million a year earlier.

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The company's Wood Products segment generated $1.385 billion in third-quarter sales, up $25 million sequentially. Adjusted EBITDA declined to $91 million, primarily reflecting higher manufacturing expenses, weaker sales realizations for certain products and increased maintenance activity.

Weyerhaeuser also advanced its timberland portfolio optimization strategy. It agreed to sell approximately 81,000 acres of non-core timberlands in Arkansas for $146 million. The transaction is expected to close in Q4, subject to customary closing conditions.

For Q4 2026, management expects earnings before special items and Adjusted EBITDA to remain moderately lower from third-quarter levels, excluding changes in lumber and oriented strand board realizations. The company expects slightly lower lumber sales volume.