earnings
confidence high
sentiment neutral
materiality 0.70
Weyerhaeuser Q4 net loss ex-items $67M, FY Adj EBITDA $1B, new $1B buyback
WEYERHAEUSER CO
2025-FY EPS reported
$0.45
revenue$6,905,000,000
- Q4 adjusted net loss of $67M (($0.09)/share) vs. Q3 adj. earnings $40M; net sales $1.5B down from $1.7B YoY.
- Full year 2025 net earnings $324M ($0.45/diluted), down from $396M in 2024; Adjusted EBITDA $1.0B vs $1.3B in 2024.
- Completed $1B share repurchase program, announced new $1B authorization; increased base dividend by 5% in 2025.
- Climate Solutions business generated $119M Adjusted EBITDA in 2025, exceeding $100M target; new target of $250M by 2030.
- Sold 114K acres in Georgia/Alabama and Oregon for $406M total; pension obligations reduced from $6.8B to $1.9B since 2018.