Weyerhaeuser (WY) reported $1.72 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 2.1%. EPS of $0.06 for the same period compares to $0.05 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.65 billion, representing a surprise of +4.12%. The company delivered an EPS surprise of +185.71%, with the consensus EPS estimate being -$0.07.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Weyerhaeuser performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Delivered Logs Third Party Sales Realizations (per ton) - West: $110.68 versus $114.43 estimated by two analysts on average.
- Wood Products - Medium Density Fiberboard (square feet 3/4') - Third party sales realizations: $1,157.00 versus $1,173.76 estimated by two analysts on average.
- Delivered Logs Third Party Sales Realizations (per ton) - North: $72.75 compared to the $72.60 average estimate based on two analysts.
- Delivered Logs Third Party Sales Volumes (tons) - West: 1,529.00 KTon versus 1,457.57 KTon estimated by two analysts on average.
- Net Sales- Wood Products: $1.23 billion versus the three-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of -0.6%.
- Net Sales- Real Estate & ENR: $103 million compared to the $96.06 million average estimate based on three analysts. The reported number represents a change of +15.7% year over year.
- Wood Products Segment- Structural Lumber- Third party net sales: $509 million compared to the $474.23 million average estimate based on three analysts. The reported number represents a change of +12.9% year over year.
- Wood Products Segment- Oriented Strand Board (square feet 3/8')- Third party net sales: $167 million versus $173.32 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -18.9% change.
- Timberlands Segment- Third Party Net Sales- Recreational and other lease revenue: $21 million compared to the $19.5 million average estimate based on two analysts. The reported number represents a change of +10.5% year over year.
- Timberlands Segment- Third Party Net Sales- Other revenue: $7 million compared to the $8.63 million average estimate based on two analysts. The reported number represents a change of +16.7% year over year.
- Wood Products Segment- Engineered Solid Section (cubic feet)- Third party net sales: $162 million versus $159.82 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7.4% change.
- Wood Products Segment- Engineered I-joists (lineal feet)- Third party net sales: $85 million versus $90.08 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -10.5% change.
View all Key Company Metrics for Weyerhaeuser here>>>
Shares of Weyerhaeuser have returned -7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Weyerhaeuser Company (WY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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