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Weyerhaeuser Company (WY) Q3 2025 Earnings Call Transcript

Q3: 2025-10-30 Earnings Summary

EPS of $0.06 beats by $0.14

 | Revenue of $1.72B (2.14% Y/Y) beats by $55.57M

Weyerhaeuser Company (WY) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT

Company Participants

Andy Taylor – Vice President of Investor Relations
Devin Stockfish – President, CEO & Director
David Wold – Senior VP & CFO

Conference Call Participants

Susan Maklari – Goldman Sachs Group, Inc., Research Division
George Staphos – BofA Securities, Research Division
Anthony Pettinari – Citigroup Inc., Research Division
Mark Weintraub – Seaport Research Partners
Kurt Yinger – D.A. Davidson & Co., Research Division
Ketan Mamtora – BMO Capital Markets Equity Research
Hamir Patel – CIBC Capital Markets, Research Division
Matthew McKellar – RBC Capital Markets, Research Division
Hong Zhang – JPMorgan Chase & Co, Research Division
Michael Roxland – Truist Securities, Inc., Research Division

Presentation

Operator

Greetings, and welcome to the Weyerhaeuser Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Mr. Andy Taylor, Vice President of Investor Relations. Thank you, Mr. Taylor, you may begin.

Andy Taylor
Vice President of Investor Relations

Thank you, Rob. Good morning, everyone. Thank you for joining us today to discuss Weyerhaeuser’s Third Quarter 2025 Earnings. This call is being webcast at www.weyerhaeuser.com. Our earnings release and presentation materials can also be found on our website. Please review the warning statements in our earnings release and on the presentation slides concerning the risks associated with forward-looking statements as forward-looking statements will be made during this conference call.

We will discuss non-GAAP financial measures, and a reconciliation of GAAP can be found in the earnings materials on our website. On the call this morning are Devin Stockfish, Chief Executive Officer; and Davie Wold, Chief Financial Officer.

I will now turn the call over to Devin Stockfish.

Devin Stockfish
President, CEO & Director

Thanks, Andy. Good morning, everyone, and thank you for joining us today. Yesterday, Weyerhaeuser reported third quarter

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