Weyerhaeuser Company (NYSE: WY) reported its second quarter 2025 financial results, revealing a solid operational performance amid a challenging market environment. The company generated net earnings of \(87 million, or \)0.12 per diluted share, on net sales of \(1.9 billion for the quarter ended June 30, 2025. This compares to net earnings of \)173 million, or \(0.24 per diluted share, on net sales of \)1.9 billion in the same period last year, and \(83 million in net earnings in the first quarter of 2025. Adjusted EBITDA for Q2 2025 was \)336 million, slightly up from \(328 million in Q1 2025 but down from \)410 million in Q2 2024.
The company completed approximately \(125 million in share repurchases during the first half of 2025, following the completion of a prior \)1 billion share repurchase program and announcing a new $1 billion authorization in Q2 2025. Strategic portfolio optimization continued with agreements to acquire high-quality timberlands in North Carolina and Virginia and the sale of the Princeton lumber mill in British Columbia.
Segment Highlights: - Timberlands: Net sales were \(529 million in Q2 2025, with adjusted EBITDA of \)152 million, down 9% from Q1. The segment faced seasonally higher costs but maintained steady harvest volumes. - Real Estate, Energy & Natural Resources: This segment saw a significant increase in net sales to \(154 million and adjusted EBITDA to \)143 million, driven by timing and mix of real estate sales. - Wood Products: Net sales increased to \(1.36 billion, but adjusted EBITDA declined to \)101 million due to lower sales realizations and higher manufacturing costs.
Looking ahead, Weyerhaeuser anticipates Q3 2025 earnings before special items and adjusted EBITDA to be approximately $10 million lower than Q2, reflecting expected seasonal cost increases and lower sales realizations in Timberlands and Real Estate segments.
CEO Devin W. Stockfish emphasized the company’s strong balance sheet and disciplined capital allocation framework, stating, “We continue to demonstrate our commitment to returning meaningful amounts of cash back to shareholders, while also capitalizing on strategic portfolio optimization opportunities.”
This 8-K report aligns with themes from previous earnings calls, where Weyerhaeuser highlighted operational excellence, portfolio enhancement, and shareholder value creation despite market uncertainties. The company’s focus on sustainable timberland management and strategic asset transactions remains central to its long-term growth strategy.
For investors and market watchers, Weyerhaeuser’s Q2 2025 results underscore resilience in the face of economic challenges, with a balanced approach to growth, cost management, and capital returns.
Source Document: Weyerhaeuser Q2 2025 8-K Report
Tags: WY, Weyerhaeuser, Q2 2025, Timberlands Performance, Real Estate Sales Growth, Share Repurchase Program