Form 10-Q · Quarterly report
Weyerhaeuser 10-Q, filed Jul 31, 2026
- Filed
- CIK
- 0000106535
- Accession no.
- 0001193125-26-328606
Summary
Weyerhaeuser reported second-quarter 2026 net sales of $1.867 billion, down from $1.884 billion a year earlier, and operating income of $223 million. The company said U.S. housing activity remained mixed, lumber prices strengthened while OSB prices weakened, and it finalized a new collective bargaining agreement covering about 1,200 employees.
Key points
- Second-quarter 2026 net sales were $1.867 billion versus $1.884 billion in second-quarter 2025; year-to-date net sales were $3.594 billion versus $3.647 billion.
- U.S. housing starts averaged 1.3 million units on a seasonally adjusted annual basis in second-quarter 2026, down 5.0% from first-quarter 2026; single-family starts averaged 902,000 units, down 4.5%.
- The Random Lengths Framing Lumber Composite averaged $490/MBF in second-quarter 2026, while the OSB Composite averaged $250/MSF.
- In May 2026, Weyerhaeuser finalized a new collective bargaining agreement with the International Association of Machinists and Aerospace Workers covering about 1,200 Wood Products and Timberlands employees across four lumber mills and part of its Western Timberlands operations in Washington and Oregon.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. MANAGEMENT’S DISCUSSION RESULTS OF OPERATIONS In reviewing our results of operations, it is important to understand these terms: ●Sales realizations for Timberlands and Wood Products refer to net selling prices. This includes selling price plus freight, minus normal sales deductions. Real Estate transactions are presented at the contract sales price before commissions and closing costs, net of any credits. ●Net contribution (charge) to earnings does not include interest expense or income taxes. ECONOMIC AND MARKET CONDITIONS AFFECTING OUR OPERATIONS Our market conditions and the strength of the broader U.S. …
An excerpt of the text as filed with the SEC, cut for length.
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