WEYERHAEUSER CO — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Weyerhaeuser reported Q3 2026 net earnings of $61 million ($0.08/share) on $1.9B sales, down from $80M ($0.11/share) in Q3 2025. Adjusted EBITDA rose 14% to $248M. The company agreed to divest ~81,000 acres of non-core Arkansas timberlands for $146 million, closing expected Q4 2026. Strategic initiatives include first biocarbon facility construction in McComb, Mississippi; 340,000 forest carbon credits monetized YTD; two solar sites operational, five under construction; and geothermal exploration agreement for ~145,000 acres in Oregon/Washington.
Why this rating
Modest Q3 earnings decline (~24% YoY) is ordinary cyclical performance in timberlands/wood products; $146M divestiture is <1% of $18.5B market cap; strategic growth projects are emerging initiatives, not yet material to scale.
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