WY Earnings Prediction
The chart below shows how WY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WY sees a -0.59% change in stock price 10 days leading up to the earnings, and a +0.17% change 10 days following the report. On the earnings day itself, the stock moves by +0.67%. This data can give you a slight idea of what to expect for the next quarter's release.
WY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.68B
-16.86%
-13.31%
Gross Margin
14.87%
-40.11%
-28.65%
Operating Margin
7.44%
-62.20%
-52.06%
Net Margin
1.67%
-85.87%
-81.28%
EPS
0.04
-87.88%
-83.33%
No Data Available
WY Earnings Analysis
Weyerhaeuser Company Corporation (WY.N) Earnings Conference Call
Positive
Third Quarter Earnings Report: Weyerhaeuser reported third quarter GAAP earnings of $28 million or $0.04 per diluted share on net sales of $1.7 billion, excluding a special item, we earned $35 million or $0.05 per diluted share.
Quarterly Adjusted EBITDA: Adjusted EBITDA totaled $236 million for the quarter.
Timberlands Earnings Contribution: Timberlands contributed $57 million to third quarter earnings.
Earnings Contribution Overview: Real Estate & ENR contributed $51 million to third quarter earnings.
Shareholder Returns Overview: We returned $145 million to shareholders through the payment of our quarterly base dividend and approximately $25 million through share repurchase activity in the third quarter.
Negative
Third Quarter Earnings Report: Weyerhaeuser reported third quarter GAAP earnings of $28 million or $0.04 per diluted share on net sales of $1.7 billion. Adjusted EBITDA totaled $236 million for the quarter, a $25 million decrease compared to the second quarter, largely driven by lower sales realizations and volumes in the West.
Timberland EBITDA Trends: Adjusted EBITDA for southern timberlands increased slightly compared to the second quarter. Southern sawlog markets continued to soften as log supply remained ample and mills carried elevated log inventories, further reducing our harvest volumes in the third quarter.
Sales Realization Decline: Our average domestic sales realizations decreased compared to the second quarter. Our fee harvest volumes were moderately lower as we made the seasonal transition into higher elevation and lower productivity harvest operations.
Wood Products Segment Loss: Adjusted EBITDA for the wood products segment was a $29 million loss as significant headwinds persisted across the North American market. Benchmark pricing for lumber reached historically low levels at the outset of the third quarter, particularly in the U.S. South, driven by several ongoing dynamics, including cautious buyer sentiment, ample supply, and softened market demand.
Sales Realization Decline: Our average sales realizations decreased by 4% compared to the second quarter and log costs were slightly lower. For the fourth quarter, we plan to return our lumber business to a more normal operating posture.
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WY Earning Call Sentiment
Weyerhaeuser Company (WY) Q3 2024 Earnings Call Transcript
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00:00
00:00
WY.N
-0.87%Positive
The earnings call reveals several challenges: decreased GAAP earnings, lower sales volumes, and increased operational costs, leading to a negative sentiment. Despite optimistic guidance for 2025 and some shareholder returns, the current financial performance and market conditions weigh heavily. The Q&A section highlights concerns about operational costs and export uncertainties, further impacting sentiment. The lack of clear guidance on solar projects adds to the uncertainty. Overall, these factors suggest a negative stock price reaction in the short term.
