Weyerhaeuser said net sales for Q2 2025 decreased $55 million (3%) and net earnings decreased $86 million (50%). The company cited a $92 million decrease in operating income as a primary factor in the net earnings decline.

10-QQuarterly reportFiled Jul 25, 2025Period of report Jun 30, 2025Summary published (UTC) Oct 11, 2026

Key points

AI summary

Weyerhaeuser said net sales for Q2 2025 decreased $55 million (3%) and net earnings decreased $86 million (50%). The company cited a $92 million decrease in operating income as a primary factor in the net earnings decline.
Weyerhaeuser said operating income and net contribution to earnings in the Wood Products segment for Q2 2025 decreased $150 million (77%). The company cited changes in the components of gross margin and a $25 million product remediation recovery recorded in Q2 2024 as factors.
Weyerhaeuser said the Random Lengths Framing Lumber Composite price averaged $453/MBF and the OSB Composite price averaged $304/MSF for Q2 2025. During the quarter, lumber prices declined from $488/MBF to $422/MBF and OSB prices declined from $358/MSF to $262/MSF.
Weyerhaeuser said as of June 30, 2025 it held $592 million in cash and cash equivalents and $1.75 billion of availability on its line of credit, which expires in June 2030. The company said it repurchased 3,888,932 shares for approximately $100 million (including transaction fees) during Q2 2025.

Key figures

Quarter ended June 30, 2025

Revenue: $1.9B
Operating income: $178M
Net income: $87M
EPS: $0.12
Gross profit: $325M

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Quarterly net sales and net earnings decline and company explanation

Weyerhaeuser said net sales for Q2 2025 decreased $55 million (3%) and net earnings decreased $86 million (50%). The company cited a $92 million decrease in operating income as a primary factor in the net earnings decline.

Source · Based on the MD&A text of the filing

Wood Products segment operating income decline

Weyerhaeuser said operating income and net contribution to earnings in the Wood Products segment for Q2 2025 decreased $150 million (77%). The company cited changes in the components of gross margin and a $25 million product remediation recovery recorded in Q2 2024 as factors.

Source · Based on the MD&A text of the filing

Housing market conditions and lumber price trends

Weyerhaeuser said the Random Lengths Framing Lumber Composite price averaged $453/MBF and the OSB Composite price averaged $304/MSF for Q2 2025. During the quarter, lumber prices declined from $488/MBF to $422/MBF and OSB prices declined from $358/MSF to $262/MSF.

Source · Based on the MD&A text of the filing

Liquidity, line of credit and share repurchases

Weyerhaeuser said as of June 30, 2025 it held $592 million in cash and cash equivalents and $1.75 billion of availability on its line of credit, which expires in June 2030. The company said it repurchased 3,888,932 shares for approximately $100 million (including transaction fees) during Q2 2025.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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