Weyerhaeuser (NYSE:WY) is preparing to release its quarterly earnings on Thursday, 2026-01-29. Here's a brief overview of what investors should keep in mind before the announcement.

Analysts expect Weyerhaeuser to report an earnings per share (EPS) of $-0.13.

Anticipation surrounds Weyerhaeuser's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.

New investors should understand that while earnings performance is important, market reactions are often driven by guidance.

Earnings Track Record

In the previous earnings release, the company beat EPS by $0.13, leading to a 2.17% drop in the share price the following trading session.

Here's a look at Weyerhaeuser's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	-0.07	0.11	0.10	0.07
EPS Actual	0.06	0.12	0.11	0.11
Price Change %	-2.00	3.00	-3.00	-1.00

Tracking Weyerhaeuser's Stock Performance

Shares of Weyerhaeuser were trading at $26.23 as of January 27. Over the last 52-week period, shares are down 15.16%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release.

Analyst Observations about Weyerhaeuser

Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Weyerhaeuser.

With 8 analyst ratings, Weyerhaeuser has a consensus rating of Buy. The average one-year price target is $28.25, indicating a potential 7.7% upside.

Peer Ratings Overview

In this comparison, we explore the analyst ratings and average 1-year price targets of Lamar Advertising, Gaming and Leisure Props and CubeSmart, three prominent industry players, offering insights into their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for Lamar Advertising, with an average 1-year price target of $136.5, suggesting a potential 420.4% upside.
• Analysts currently favor an Neutral trajectory for Gaming and Leisure Props, with an average 1-year price target of $50.75, suggesting a potential 93.48% upside.
• Analysts currently favor an Neutral trajectory for CubeSmart, with an average 1-year price target of $42.33, suggesting a potential 61.38% upside.

Peer Metrics Summary

Within the peer analysis summary, vital metrics for Lamar Advertising, Gaming and Leisure Props and CubeSmart are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Weyerhaeuser	Buy	2.14%	$204M	0.84%
Lamar Advertising	Buy	3.79%	$397.82M	14.62%
Gaming and Leisure Props	Neutral	3.18%	$383.82M	5.28%
CubeSmart	Neutral	5.24%	$194.23M	2.96%

Key Takeaway:

Weyerhaeuser ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, Weyerhaeuser is at the bottom.

Delving into Weyerhaeuser's Background

Weyerhaeuser ranks among the world's largest forest product companies. Following the 2016 sale of its pulp business to International Paper, Weyerhaeuser operates three business segments: timberlands, wood products, and real estate. Weyerhaeuser is structured as a real estate investment trust and is not required to pay federal income taxes on earnings generated by timber harvest activities. Earnings from its wood products segment are subject to federal income tax. Weyerhaeuser acquired fellow timber REIT Plum Creek in 2016.

Weyerhaeuser: Delving into Financials

Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.

Revenue Growth: Weyerhaeuser's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2025, the company achieved a revenue growth rate of approximately 2.14%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Real Estate sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: Weyerhaeuser's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 4.66%, the company may face hurdles in effective cost management.

Return on Equity (ROE): Weyerhaeuser's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 0.84%, the company may face hurdles in achieving optimal financial performance.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.48%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.58.

To track all earnings releases for Weyerhaeuser visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.