Form 10-Q · Quarterly report

Weyerhaeuser 10-Q, filed Oct 30, 2026

Filed
CIK
0000106535
Accession no.
0001193125-26-441693
AI-generated summary

Summary

Weyerhaeuser reported third-quarter 2026 net sales of $1.862 billion, up 8% year over year, while net earnings fell to $61 million and operating income declined to $100 million. It said housing market conditions have moderated amid elevated mortgage rates, reduced affordability, and weaker consumer confidence, but it still expects favorable long-term U.S. housing construction fundamentals.

Key points

  • Q3 2026 net sales rose 8% to $1.862 billion; net earnings fell to $61 million, or $0.08 per share, from $80 million, or $0.11 per share, a year earlier.
  • Q3 2026 operating income was $100 million, down from $123 million in Q3 2025.
  • U.S. housing starts averaged 1.3 million units at a seasonally adjusted annual rate in Q3 2026, down 3.9% from Q2; single-family starts averaged 878,000 units, down 2.6%.
  • 30-year mortgage rates rose to 7.0% in Q3 2026 from 6.5% in Q2 2026, while the Consumer Price Index increased at an annual rate of 3.7% as of September 2026.

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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