Weyerhaeuser Earnings Expected to Decline Ahead of Q1 2026 Report

Analysts project a 72.7% drop in the timber company's funds from operations (FFO) compared to the year-ago quarter.

Mar. 31, 2026 at 2:03pm

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A photorealistic studio still life featuring a stack of freshly cut timber planks, a single pine cone, and a small metal ruler arranged elegantly on a clean, monochromatic background, symbolizing the timber industry's focus on raw materials, precision, and strategy.A refined, minimalist still life captures the raw materials and precise measurements at the heart of Weyerhaeuser's timber operations.Nevada Today

Weyerhaeuser Company, a leading U.S. forest products company with over 10 million acres of timberlands, is expected to release its Q1 2026 earnings soon. Analysts forecast the company's funds from operations (FFO) to decline 72.7% year-over-year to $0.03 per diluted share, though they project a 25% increase in FFO for fiscal 2026 and a 156% jump in earnings per share (EPS) for fiscal 2027.

Why it matters

Weyerhaeuser's earnings performance is closely watched as it is a bellwether for the broader timber and paper products industry. The anticipated decline in Q1 2026 FFO could signal broader challenges facing the sector, while the projected improvements in fiscal 2026 and 2027 suggest potential for a rebound.

The details

Weyerhaeuser, which has a market capitalization of $17.5 billion, owns or controls over 10 million acres of timberlands in the U.S. and manages additional public timberlands in Canada under long-term licenses. The company's operations are primarily concentrated in Southern California, Nevada, Washington, Texas, Maryland, and Virginia. In its most recent Q4 2025 earnings release, Weyerhaeuser reported revenue of $1.5 billion, missing Wall Street estimates, though its adjusted FFO of $0.09 per share topped expectations.

  • Weyerhaeuser is expected to release its Q1 2026 earnings soon.
  • In the year-ago quarter (Q1 2025), Weyerhaeuser reported FFO of $0.11 per diluted share.
  • For fiscal 2026, analysts project Weyerhaeuser's FFO to be $0.25 per share, up 25% from $0.20 in fiscal 2025.
  • In fiscal 2027, Weyerhaeuser's EPS is expected to rise by approximately 156% year-over-year to $0.64.

The players

Weyerhaeuser Company

A leading U.S. forest products company that owns or controls over 10 million acres of timberlands in the U.S. and manages additional public timberlands in Canada under long-term licenses.

S&P 500 Index

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State Street Real Estate Select Sector SPDR ETF

An exchange-traded fund that tracks the performance of the real estate sector of the S&P 500 Index.

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What’s next

Investors will be closely watching Weyerhaeuser's Q1 2026 earnings release for signs of how the company is navigating industry challenges and whether the projected improvements in fiscal 2026 and 2027 materialize.

The takeaway

Weyerhaeuser's upcoming earnings report will provide insight into the health of the broader timber and paper products industry, with analysts expecting a significant decline in Q1 2026 funds from operations but projecting a rebound in the company's financial performance over the next two fiscal years.