← Back to all articles

Articles · Earnings, Guidance Tracker

Weyerhaeuser (WY) Q3 2026 Earnings: Guidance Reaffirmed

Q3 2026 (ended Sep 30, 2026): revenue, EPS and full-year guidance from the SEC filing

Published Nov 5, 2026

TL;DR

  • Weyerhaeuser reaffirmed its full-year guidance; revenue +8.4% vs a year earlier.

Weyerhaeuser's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.

At a glance

ItemValue
Revenue (GAAP)$1,862 million (+8.4% vs a year earlier)
Diluted EPS (GAAP)$0.08
Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs)$0.08
Full-year guidanceReaffirmed

Guidance

Continues to expect 2026 Strategic Land Solutions Adjusted EBITDA of about $450 million; Q4 segment earnings seen flat to lower versus Q3.

Why this label: Only full-year figure is segment-level: 'continues to expect' Strategic Land Solutions adjusted EBITDA ~$450M; no company-wide revenue/EPS guide; Q4 outlooks qualitative.

MetricPeriodNewPrior (as stated in the release)
Strategic Land Solutions Adjusted EBITDAFY2026~$450 millionnot stated

Next-quarter outlook:

MetricPeriodRange
Timberlands earnings before special items and Adjusted EBITDAQ4 2026comparable to Q3
Strategic Land Solutions earnings before special items / Adjusted EBITDAQ4 2026~$35 million / ~$45 million lower than Q3
Wood Products earnings before special items and Adjusted EBITDAQ4 2026moderately lower than Q3 (ex lumber/OSB price changes)

From the release

Revenue: "Net sales · $ · 1,867 · $ · 1,862 · $ · 1,717"

Earnings per share: "today reported third quarter net earnings of $61 million, or 8 cents per diluted share"

Strategic Land Solutions Adjusted EBITDA: "The company continues to expect full year 2026 Adjusted EBITDA to be approximately $450 million, a $25 million increase from the initial outlook"

Quotes are copied from the filing; in table rows, cell borders are shown as “·”.

Key fact: Q3 net earnings fell to $61 million, or $0.08 per share, from $80 million.

Source

Weyerhaeuser earnings release (SEC filing), accession 0001193125-26-437799, filed 2026-10-29.

Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.

Get the Sunday Recap by email

One email a week. Every issue is published on the site too, so this is only about getting it in your inbox.

Subscribing signs you up for the free YieldTerminal Sunday recap, one email a week. Educational only, not financial advice. Unsubscribe any time.

Educational commentary, not a recommendation to buy or sell anything.