Weyerhaeuser CompanyWY
NYSE•Real Estate•REIT - Specialty
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900. Today the firm owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, energy and natural resources, among others. In 2025, the company generated 6.9 billion US dollars in net sales and employed approximately 9,500 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Weyerhaeuser Company was incorporated in 1900 in Washington and is based in Seattle, United States.
Weyerhaeuser Company (WY) reported trailing twelve months revenue of $6.87B as of March 2026, a 3.1% decline year-over-year. Quarterly revenue reached $1.73B, reflecting a contraction in sales.
Weyerhaeuser Company generated $397.00M in TTM net income, with quarterly EBITDA of $371.00M. The operating margin expanded from 10.2% to 14.3%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (14.3%) and net margin (9.0%) indicates moderate non-operating costs. Net margin has improved from 4.7% a year ago, signaling stronger bottom-line efficiency.
WY trades at a P/E of 44.1x (a premium multiple) and a P/S of 2.5x. The price-to-book ratio of 1.9x reflects a moderate premium to book value.
The company generated $29.00M in free cash flow over the trailing twelve months, a 39.6% decrease year-over-year, indicating cash generation ability. The balance sheet shows $16.40B in total assets with $5.05B in long-term debt against $9.44B in stockholders equity for a debt-to-equity ratio of 0.5. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are expanding at ~10.5%, suggesting durable pricing power and cost discipline.
ROE is positive at ~4.3% on average, adequate but below the threshold typically associated with wide moats.
7 of the last 8 quarters generated positive FCF. The company generally funds itself but has occasional cash consumption quarters.
Revenue has been flat or declining over recent quarters, which may indicate eroding demand or competitive pressure.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~11.8% — no sign of cost or pricing stress.
FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.
D/E ratio is 0.5 — conservative capital structure with low financial risk.
Revenue declined in 6 of the last 7 quarters — persistent contraction signals a fundamental problem.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation