Weyerhaeuser stock declined 2.6% following the release of mixed fourth-quarter 2025 results on January 30, 2026. The company reported an adjusted loss per share of 9 cents, beating estimates of 13 cents, but net sales of 1.54 billion dollars missed the consensus estimate of 1.58 billion dollars by 2.7 percent. Net sales decreased 9.9 percent year over year from 1.71 billion dollars. Adjusted EBITDA declined 52.4 percent to 140 million dollars from 294 million dollars in the prior year quarter. The company cited persistent market headwinds, softened pricing, and volatile demand dynamics in the Wood Products segment as factors impacting results. Additionally, Weyerhaeuser completed the sale of approximately 107,000 acres of Virginia timberlands to BTG Pactual TIG during this period.
Read full analysisWeyerhaeuser stock declined 2.6% following the release of mixed fourth-quarter 2025 results on January 30, 2026. The company reported an adjusted loss per share of 9 cents, beating estimates of 13 cents, but net sales of 1.54 billion dollars missed the consensus estimate of 1.58 billion dollars by 2.7 percent. Net sales decreased 9.9 percent year over year from 1.71 billion dollars. Adjusted EBITDA declined 52.4 percent to 140 million dollars from 294 million dollars in the prior year quarter. The company cited persistent market headwinds, softened pricing, and volatile demand dynamics in the Wood Products segment as factors impacting results. Additionally, Weyerhaeuser completed the sale of approximately 107,000 acres of Virginia timberlands to BTG Pactual TIG during this period.
Weyerhaeuser is one of the largest private owners of timberlands in the United States, operating as a REIT with roughly 11 million acres of managed forestland. The company generates revenue from timber harvesting, wood products manufacturing, and real estate development, making it highly sensitive to housing market conditions and lumber pricing. Its Q4 2025 results showed persistent margin compression from soft housing activity, a headwind that continues to weigh on shares.