Real Estate·Timber REITs·$18.0B
Weyerhaeuser Co REIT (WY) is a real estate investment trust that focuses on timberland and wood products. As one of the largest private owners of timberlands in the U.S., it plays a vital role in the housing and construction sectors, which are influenced by consumer spending and economic conditions.
EPS
Earnings per share is a key indicator of profitability and will show how well Weyerhaeuser is managing its timberland assets.
Revenue
Total revenue gives insight into the company's sales performance and demand for its wood products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
2Q
EPS Beat Rate
75%
Avg EPS Surprise
+53.94%
Avg Stock Reaction
+0.50%
In Q4 2025, Weyerhaeuser reported an EPS of -$0.09, which was better than analysts' expectations of -$0.13. The stock reacted negatively, declining by 0.46% the following day.
Management Promises & Guidance
Analysts expect a modest earnings performance this quarter, with a consensus EPS of $0.05 and revenue of $1.7 billion. Investors will be looking for signs of recovery in the timber market.
Bull Case
If Weyerhaeuser can exceed EPS expectations and show strong revenue growth, it could indicate a rebound in demand for timber products, boosting investor confidence.
Bear Case
Conversely, if the company misses earnings expectations or provides weak guidance, it could signal ongoing challenges in the housing market, leading to a negative reaction from investors.
EPS
$0.05Earnings per share is a key indicator of profitability and will show how well Weyerhaeuser is managing its timberland assets.
Revenue
$1.7BTotal revenue gives insight into the company's sales performance and demand for its wood products.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.05?
A beat on EPS could signal stronger-than-expected demand for timber products and improved operational efficiency.
Q2
What is the outlook for revenue growth compared to the consensus of $1.7 billion?
Revenue growth is critical for assessing the company's market position and ability to capitalize on housing demand.
Why consensus could be wrong
The Street may be underestimating the potential for a rebound in timber demand, especially if housing starts show signs of recovery.
Supporting Evidence
The options market is pricing in a 6.18% move, indicating heightened expectations that may not align with historical performance.
Weyerhaeuser has a strong track record of beating EPS estimates, with a 75% beat rate over the last eight quarters.
Key Risk
If housing market indicators show unexpected strength, it could lead to a significant upward revision of earnings expectations.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on the company's ability to navigate market conditions and meet or exceed expectations.
Bull Confirmed If
A reported EPS of $0.07 or higher, along with revenue exceeding $1.8 billion, would confirm a strong recovery in demand.
Bear Confirmed If
An EPS of $0.01 or lower, with revenue below $1.6 billion, would indicate ongoing challenges in the market.
Implied Move
±6.18%
Historical Avg
±1.0%
The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.
Options are pricing ±6.2% while WY has averaged ±1.0% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Weyerhaeuser beats expectations, history suggests the stock could rise by about 0.60% on the first day, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.
Miss
Should the company miss expectations, history suggests a potential decline of around 0.20%, reflecting investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026