Compared to Estimates, Weyerhaeuser (WY) Q1 Earnings: A Look at Key Metrics

Core Insights - Weyerhaeuser reported $1.76 billion in revenue for Q1 2025, a year-over-year decline of 1.8%, with EPS of$ 0.11 compared to $0.16 a year ago, indicating a slight revenue surprise of +0.65% over estimates [1] - The stock has returned -14% over the past month, underperforming the Zacks S&P 500 composite's -5.1% change, and currently holds a Zacks Rank 3 (Hold) [3] Financial Performance - Delivered Logs Third Party Sales Realizations (per ton) in the West were$ 118.52, below the average estimate of $122.10 [4] - Wood Products revenue was$ 1.29 billion, slightly above the $1.28 billion estimate, but represented a -1.2% year-over-year change [4] - Real Estate & ENR revenue was$ 94 million, exceeding the $88.20 million estimate, but showing a -12.2% year-over-year decline [4] Segment Analysis - Structural lumber net sales in the Wood Products segment were$ 527 million, surpassing the $504.02 million estimate, reflecting a +13.6% year-over-year increase [4] - Oriented Strand Board net sales were$ 228 million, slightly below the $232.07 million estimate, indicating a -10.6% year-over-year decline [4] - Timberlands Segment reported$ 19 million in recreational and other lease revenue, close to the $19.91 million estimate, with no year-over-year change [4]