Weyerhaeuser Q3 FY2026: EPS beats, net income slips to $61 million
Weyerhaeuser beat a low bar on earnings but shrank where it matters: third-quarter net income fell to $61 million from $80 million a year ago even as sales rose 8.4% to $1.862 billion. Read the quarter as a margin story — gross margin slid to 13.8% from 16.7% in the second quarter as wood products cooled — not as a growth story. View: Neutral.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $0.08 beat the $0.0456 consensus estimate, but it was below both the $0.11 earned a year ago and the $0.23 in the second quarter. There were no special items this quarter, so GAAP and adjusted earnings are the same $0.08; last quarter's $0.23 leaned on a $0.10 gain from a timberlands sale. One quarter of clearing a lowered bar is not the same as an improving earnings trend.
Sales of $1.862 billion were up 8.4% from $1.717 billion a year earlier but a touch below the $1.867 billion booked in the second quarter. Gross margin told the opposite story: 13.8% versus 11.9% a year ago, yet well down from 16.7% last quarter. Note the segment figures ($2.015 billion combined) do not add up to the consolidated $1.862 billion, so treat segment totals as gross numbers, not a sum that equals revenue.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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