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Dec 31, 2025
Weyerhaeuser Q4 2025 Earnings Report
Weyerhaeuser reported a decrease in net earnings and adjusted EBITDA for the fourth quarter of 2025 compared to the previous year, despite strong full-year performance in Climate Solutions.
Key Takeaways
Weyerhaeuser Company reported fourth quarter net earnings of $74 million, or 10 cents per diluted share, on net sales of $1.5 billion. This compares with net earnings of $81 million, or 11 cents per diluted share, on net sales of $1.7 billion for the same period last year. Adjusted EBITDA for fourth quarter 2025 was $140 million, compared with $294 million for the same period last year.
Fourth quarter net earnings were $74 million, a decrease from $81 million in the prior year.
Adjusted EBITDA for the fourth quarter was $140 million, significantly lower than $294 million in the prior year.
Full year net earnings reached $324 million and Adjusted EBITDA was $1 billion.
The company returned $766 million in total cash to shareholders, including $160 million of share repurchase completed in 2025.
Revenue by Segment
Forward Guidance
Weyerhaeuser anticipates first quarter 2026 earnings before special items and Adjusted EBITDA to be comparable to the fourth quarter for the company overall. Climate Solutions Adjusted EBITDA is expected to be approximately $90 million higher than the fourth quarter.
Positive Outlook
- Real Estate, Energy & Natural Resources segment expects approximately $75 million higher earnings before special items and $90 million higher Adjusted EBITDA due to timing of real estate sales and a large conservation easement transaction.
- Wood Products expects slightly higher first quarter earnings before special items and Adjusted EBITDA, excluding changes in average sales realizations for lumber and oriented strand board.
- Lumber expects higher sales volumes, slightly lower log costs, and lower unit manufacturing costs.
- Oriented strand board anticipates slightly higher sales volumes and fiber costs, and slightly lower unit manufacturing costs.
- Distribution results are expected to be higher than the fourth quarter.
Challenges Ahead
- Timberlands in the West expects sales volumes to be slightly higher, but per unit log and haul costs to be slightly lower, and sales realizations to be slightly lower overall due to mix.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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