Dec 31, 2023

Weyerhaeuser Q4 2023 Earnings Report

Weyerhaeuser reported Q4 2023 earnings with net earnings of $219 million and strategic transactions completed in Southern Timberlands.

Key Takeaways

Weyerhaeuser reported Q4 2023 net earnings of $219 million, or 30 cents per diluted share, on net sales of $1.8 billion. The company completed strategic transactions in its Southern Timberlands portfolio during the quarter.

Net earnings for Q4 2023 were $219 million, or 30 cents per diluted share.

Net sales for Q4 2023 reached $1.8 billion.

Adjusted EBITDA for Q4 2023 was $321 million.

Strategic transactions were completed in the Southern Timberlands portfolio.

Total Revenue
$1.77B
Previous year: $1.82B
-2.7%
EPS
$0.16
Previous year: $0.24
-33.3%
Gross Profit
$468M
Previous year: $389M
+20.3%
Cash and Equivalents
$1.16B
Previous year: $1.58B
-26.4%
Free Cash Flow
$162M
Total Assets
$17B
Previous year: $17.3B
-2.1%

Weyerhaeuser

Weyerhaeuser

Weyerhaeuser Revenue by Segment

Forward Guidance

Weyerhaeuser anticipates first quarter earnings before special items and Adjusted EBITDA will be comparable to the fourth quarter.

Positive Outlook

  • Moderately higher fee harvest volumes expected in the West.
  • Significantly lower per unit log and haul costs expected in the West.
  • Higher sales volumes expected for lumber.
  • Slightly lower log costs expected for lumber.
  • Moderately higher sales volumes expected for oriented strand board.

Challenges Ahead

  • Sales realizations expected to be slightly lower in the West due to mix.
  • Moderately lower fee harvest volumes expected in the South.
  • Slightly higher fiber costs anticipated for oriented strand board.
  • Slightly lower sales realizations expected for most engineered wood products.
  • Moderately higher sales volumes expected, primarily for solid section products.

Revenue & Expenses

Visualization of income flow from segment revenue to net income