Earning Analysis
Welcome to our in-depth analysis of West Fraser Timber Co Ltd(WFG) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of West Fraser Timber Co Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-22 | After Hours | -1.24 | -2.63 | -112.10 | 1.35B | 1.31B | -3.53 | -1.76 | -2.55 |
| FY2025Q2 | 2025-07-23 | After Hours | 0.95 | -0.38 | -140.00 | 1.54B | 1.53B | -0.41 | -5.95 | -5.37 |
| FY2024Q4 | 2025-02-12 | After Hours | 0.06 | 0.08 | +33.33 | 1.41B | 1.41B | -0.47 | -3.83 | -4.25 |
| FY2024Q3 | 2024-10-23 | After Hours | -0.45 | -1.03 | -128.89 | 1.40B | 1.44B | +2.99 | +1.05 | -0.63 |
| FY2024Q2 | 2024-07-24 | - | 1.29 | 1.20 | -6.98 | 1.59B | 1.71B | +7.17 | +0.42 | +11.09 |
| FY2024Q1 | 2024-04-23 | - | -0.06 | 0.42 | +800.00 | 1.47B | 1.63B | +10.55 | +0.24 | -2.10 |
| FY2023Q4 | 2024-02-14 | - | -0.28 | -0.23 | +17.86 | 1.45B | 1.51B | +4.09 | +2.43 | +2.64 |
| FY2023Q3 | 2023-10-25 | - | 0.90 | 1.81 | +101.11 | 1.76B | 1.71B | -3.19 | -2.46 | +1.95 |
| - | 2023-07-26 | - | -0.12 | -0.03 | +75.00 | - | - | - | +0.09 | -5.57 |
| - | 2023-04-25 | - | 0.61 | -0.52 | -185.25 | - | - | - | -2.63 | -3.30 |
WFG Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, West Fraser Timber Co Ltd reported performance for FY2025Q3, announced on 2025-10-22. The company achieved an EPS of -2.63, compared to analyst estimates of -1.24 by -112.10% . Revenue for the quarter reached 1.31B compared to expectations of 1.35B by -3.53% .
The stock price reacted with a -1.76% one-day change and a -2.55% five-day change following the earnings release. These movements reflect market reaction in West Fraser Timber Co Ltd growth trajectory and strategic initiatives.
WFG Earnings Forecast
Looking ahead, West Fraser Timber Co Ltd(WFG) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 1.35B and an EPS of -2.45.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -4.6%, while EPS estimates have been Revise Upward by 234.97%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -14.16% . These revisions correlate with a -17.42% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in West Fraser Timber Co Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between WFG's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-4.6%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+234.97%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-14.16%
In Past 3 Month
Stock Price
Go Down
-17.42%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:5.53B
--
EPS Estimate-Annual FY 2025:-4.06
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Stock Price61.98
WFG Revenue and EPS Performance: A Historical Perspective
West Fraser Timber Co Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-22,After Hours):
EPS: -2.63 (Actual) vs.-1.24 (Estimate) (-112.10%)
Revenue: 1.31B (Actual) vs. 1.35B (Estimate) (-3.53%)
Price Reaction: -1.76%(1-Day), -2.55%(5-Day)
FY2025Q2 (2025-07-23,After Hours):
EPS: -0.38 (Actual) vs.0.95 (Estimate) (-140.00%)
Revenue: 1.53B (Actual) vs. 1.54B (Estimate) (-0.41%)
Price Reaction: -5.95%(1-Day), -5.37%(5-Day)
FY2024Q4 (2025-02-12,After Hours):
EPS: 0.08 (Actual) vs.0.06 (Estimate) (33.33%)
Revenue: 1.41B (Actual) vs. 1.41B (Estimate) (-0.47%)
Price Reaction: -3.83%(1-Day), -4.25%(5-Day)
Earnings Reaction
The chart below shows how WFG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WFG sees a +2.68% change in stock price 10 days leading up to the earnings, and a -1.28% change 10 days following the report. On the earnings day itself, the stock moves by -0.24%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -1.76% on the day following the earnings release and then changed by -13.48% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
West Fraser Timber Co Ltd (WFG) Q3 2025 Earnings Call Summary
Negative
2025-10-23
The earnings call reveals several concerning factors: declining financial performance across segments, reduced cash flow, and challenges in the housing and lumber markets. The Q&A highlights management's lack of visibility into key metrics, such as customer inventory levels, and an unclear stance on M&A opportunities. The company's cautious operational strategy reflects these uncertainties. Although liquidity remains strong, the overall sentiment is negative due to soft demand, reduced earnings, and lack of concrete positive developments. These factors suggest a likely negative stock price movement in the near term.
West Fraser Timber Co Ltd (WFG) Q2 2025 Earnings Call Summary
Neutral
2025-07-24
The earnings call provided mixed signals. The basic financial performance and shareholder return plan seem stable, with share buybacks and dividends. However, management's reluctance to give specific details on cash flow and operating rates raises concerns. The Q&A section showed a cautious approach to potential risks like export quotas and macroeconomic challenges, but no significant negative sentiment was evident. Without a clear market cap, the overall impact is expected to be neutral, as positive shareholder returns and cautious optimism balance the lack of precise financial guidance.
West Fraser Timber Co. Ltd. (WFG) Q3 2024 Earnings Call Summary
Negative
2024-10-24
The earnings call summary reflects challenges, with weak financial performance, declining EBITDA, and market uncertainties. Despite some positive aspects like dividend increase and modernization efforts, the Q&A reveals concerns over demand stabilization, softwood trade uncertainties, and unclear management responses. The negative financial results, especially in the lumber segment, outweigh positive signals, leading to a negative sentiment. The stock price is likely to experience a negative movement, between -2% to -8%, over the next two weeks.
West Fraser Timber Co. Ltd. (WFG) Q2 2024 Earnings Call Summary
Neutral
2024-07-25
The earnings call presents a mixed picture: strong financial metrics with improved EBITDA and increased dividends, yet weak guidance with production cuts and muted demand in key segments. The Q&A highlights uncertainties, especially in repair and remodeling trends, and management's reluctance to provide clear guidance increases investor concerns. While shareholder returns are positive, the overall sentiment remains neutral due to these mixed signals and market uncertainties.
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FAQ
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