Stock Pulse
Weyerhaeuser (WY) reported a decline in Q1 2025 net sales (2% to $1.76B) and earnings (27% to $83M) compared to Q1 2024, primarily due to lower sales realizations in wood products and reduced land sales [9]. This aligns with analyst predictions of decreased earnings and revenue for this period [2]. Despite these declines, lumber sales volume and price increased, and the company invested in share repurchases and dividend payouts [9]. While facing headwinds like moderating home sales and China's US log import ban, WY remains optimistic about the long-term housing market [9]. The company has made significant investments in a new Arkansas facility and expanded its engineered wood products and Natural Climate Solutions business [1], [8], positioning it to potentially benefit from favorable tariffs on Canadian lumber [5]. However, 2024 saw overall declines in revenue and earnings [7], and the company's high P/E ratio suggests potential overvaluation [7].