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Weyerhaeuser posts strong Q1 with 120% EBITDA growth, signaling lumber price recovery and 27% stock upside.

Analyst Insights
28 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Weyerhaeuser, owner of 11 million acres of U.S. timberland and North America's most profitable lumber business, reported a sharp Q1 earnings improvement with adjusted EBITDA up 120% sequentially and EPS beating consensus by 120%. This reflects early signs of lumber price recovery, supported by Canadian lumber tariffs tightening U.S. supply. The company also benefits from a growing Climate Solutions segment, disciplined capital recycling, and a REIT dividend structure, leading analysts to rate the stock a Buy with a 27% upside potential as housing demand normalizes.

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