Weyerhaeuser to Report Q1 Earnings: What's in Store for the Stock?

Core Insights - Weyerhaeuser Company (WY) is set to report its first-quarter 2025 results on April 24, with earnings expected to show a mixed performance due to various segment influences [1][2] Financial Performance - In the last reported quarter, Weyerhaeuser's earnings exceeded the Zacks Consensus Estimate by 57.1%, while net sales fell short by 2.1%. Adjusted earnings and net sales decreased by 31.3% and 3.7%, respectively [1] - The Zacks Consensus Estimate for the upcoming quarter's earnings per share (EPS) has decreased to 12 cents from 14 cents, indicating a 25% decline year-over-year. Revenue estimates are pegged at $1.76 billion, reflecting a 1.9$1.3 billion. Adjusted EBITDA is projected to decline by 31.1% year-over-year and 21.2% sequentially to $126.8 million [4] Segment Analysis - The Wood Products segment's EBITDA guidance was revised down by approximately$35 million compared to the fourth quarter of 2024, due to operational challenges and production disruptions [3] - The Timberlands segment is showing stronger-than-expected performance, with EBITDA guidance raised by $30 million quarter-over-quarter, driven by improved sales realizations. Expected EBITDA for this segment is approximately$156 million [5] - Timberlands net sales are anticipated to remain flat year-over-year but increase by 4.8% sequentially to $520.8 million, with adjusted EBITDA expected to grow by 8.1$155.7 million [6] - The Real Estate, Energy and Natural Resources segment is expected to see net sales of $90.6 million, down 15.3$76.2 million [7] Earnings Prediction - The current model does not predict an earnings beat for Weyerhaeuser, with an Earnings ESP of -18.31% and a Zacks Rank of 3 (Hold) [8][9]