Weyerhaeuser (WY) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.Need a quote from a Motley Fool analyst? Email pr@fool.comWeyerhaeuser (NYSE:WY) management emphasized ongoing portfolio optimization through acquisitions and divestitures, asserting total cash proceeds from divestitures will exceed acquisition costs and achievement of a multiyear timberland growth target set in September 2021. The company provided strategic clarity on capital allocation, maintaining a disciplined OpEx focus and highlighting financial strength despite elevated leverage from cyclically low EBITDA. Updated capital investment plans include approximately $130 million in fiscal 2025 investments for a new engineered wood facility in Monticello, Arkansas, while CapEx guidance for the core business was revised downward. Expansion in natural climate solutions continues, with carbon project approvals and steady progress toward achieving $100 million in adjusted EBITDA from Natural Climate Solutions by year-end 2025, and further segment details are slated for the upcoming Investor Day. Management stated that real estate markets remain healthy, supporting an increase in segment guidance, and HBU property prices are rising due to both mix and like-for-like improvements.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool