Weyerhaeuser Reports Q4 Net Income Decline, Cites Weak Timber Demand

Weyerhaeuser Co. (WY) reported a year-over-year decline in Q4 net income on January 29, 2026, citing softened demand for timber and wood products amid slowing U.S. housing starts. Net income fell to $187 million, or $0.25 per share, down from $312 million, or $0.42 per share, in Q4 2025. Revenue dropped 14% to $1.72 billion. CEO Devin Stockfish noted “lower realizations across all segments,” particularly in Western timberlands and lumber. The company suspended its variable dividend, retaining cash to strengthen its balance sheet. Weyerhaeuser also announced a $200 million cost-reduction initiative targeting operational efficiencies through 2027. Shares fell 5.2% in after-hours trading following the release.