文章核心观点 - 韦尔豪泽公司(Weyerhaeuser Company)预计将于2024年7月25日盘后公布第二季度业绩 [1] - 公司上一个季度的收益超过了共识预期,但销售额却低于预期 [2] - 公司过去4个季度中有3个季度的收益超出了共识预期 [3] 行业和公司表现分析 行业表现 - 单户住宅建筑疲软以及木材价格疲软影响了公司第二季度的业绩 [5] - 房地产维修和翻新市场需求下降,也影响了公司的季度业绩 [5] 公司业务表现 - 公司调整了木材地产业务的指引,预计第二季度的收益将与第一季度持平,主要是由于西部地区国内销售价格下降导致 [6][7] - 公司调整了木制品业务的指引,除了价格变化因素,该业务的收益将环比增加1000万美元 [8][9] - 房地产、能源和自然资源业务的收益预计将环比下降约1000万美元 [10][11] 业绩预测 - 分析师预计公司第二季度每股收益将同比下降31.3%至22美分,收入将同比下降0.6%至20.1亿美元 [4] - 根据历史数据,公司本季度业绩很难超出共识预期 [12]

文章核心观点 - 韦尔豪泽公司(Weyerhaeuser)预计在2024年6月结束的季度中,收益同比下降,但收入有所增加 [1] - 公司即将于2024年7月25日发布季度业绩报告,如果实际业绩好于预期,股价可能会上涨,反之则可能下跌 [2][3] - 股价的短期变化和未来收益预期主要取决于管理层在财报电话会议上对业务状况的讨论 [3] 根据相关目录分别进行总结 预期业绩 - 预计公司将在即将发布的季度报告中,每股收益为0.23美元,同比下降28.1% [4] - 预计收入为20.3亿美元,同比增长1.5% [4] 预期变化 - 过去30天内,分析师将季度每股收益预期下调25% [5] - 这反映了分析师对公司前景的集体悲观态度 [5][6] 业绩预测 - 分析师对公司业绩的预测存在负面偏差,即实际业绩可能低于预期 [12] - 这是因为公司当前的Zacks排名为5,加上负的收益预期偏差,预示着公司很难超越共识预期 [12][13] 历史业绩 - 公司在上一个季度实际每股收益为0.16美元,超出预期0.67% [15] - 过去4个季度,公司3次超越共识每股收益预期 [15] 总结 - 公司本季度业绩可能低于预期,但投资者还需关注其他因素,如管理层对未来的讨论 [16][18] - 尽管如此,预期业绩超预期的股票仍是不错的投资选择 [17]

Raymond, Wash., named second community to receive multi-year investment through the company's THRIVE ProgramSEATTLE, July 16, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced a commitment to invest $1 million in Raymond, Wash., through the company's THRIVE program, which was launched in 2023 to provide targeted assistance to five of its rural operating communities. Through the program, Weyerhaeuser will make the investment over the next several years with significant input from elected o ...

Melena-NskLumber may be the most illiquid commodity futures market, but it's still a critical industrial raw material with the highest correlation to interest rates. All commodities are rate sensitive. Higher rates increase the cost of carrying inventories, causing prices to fall, reflecting declining demand. Lower rates encourage buying as consumers can stockpile supplies with attractive financing rates. Lumber is a market that exacerbates the relationship as it's a primary material in new home buildin ...

Webcast and conference call on July 26 at 7 a.m. PT (10 a.m. ET)SEATTLE, June 26, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) will release second quarter 2024 results on Thursday, July 25, after the market closes. The company will then hold a live webcast and conference call the following day, on Friday, July 26, at 7 a.m. Pacific (10 a.m. Eastern), to discuss the results.To access the news release, live webcast and presentation online, visit the Investor Relations section on www.weyerhaeuser.com.T ...

SEATTLE, May 21, 2024 /PRNewswire/ -- Devin W. Stockfish, president and chief executive officer, and David M. Wold, senior vice president and chief financial officer, will represent Weyerhaeuser Company (NYSE: WY) at the upcoming Nareit REITweek: 2024 Investor Conference on Tuesday, June 4, 2024, in New York City.Stockfish and Wold are scheduled to present at 3:45 p.m. Eastern. The webcast links and presentation materials can be accessed at https://investor.weyerhaeuser.com, where replays will also be avail ...

Fighting Fires Together campaign raises awareness and helps address mental health challenges of wildland firefighting SEATTLE, May 15, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) and Firefighter Behavioral Health Alliance (FBHA) today announced the launch of Fighting Fires Together, a campaign designed to increase awareness around the importance of mental health support for wildland firefighters and their families. Now in its third year, the partnership between Weyerhaeuser and FBHA provides specia ...

Chaney to replace Keith O'Rear, who is retiring after 36 years with the company SEATTLE, May 13, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced the appointment of Brian Chaney as senior vice president of Wood Products, effective June 3, 2024. Chaney currently serves as vice president of Engineered Wood Products and Innovation for the company, and he will take over for Keith O'Rear, who is retiring from his role on June 3 and will serve as a strategic advisor to the company through the ...

SEATTLE, May 9, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced that its board of directors declared a quarterly base cash dividend of $0.20 per share on the common stock of the company, payable in cash on June 14, 2024, to holders of record of such common stock as of the close of business on May 31, 2024. Under Weyerhaeuser's cash return framework, the company expects to supplement its quarterly base cash dividend, as appropriate, with an additional return of variable cash to achieve a ...

公司业务概况 - 公司主要业务包括木材生产、房地产、能源和自然资源以及木制品销售[12] 木制品销售情况 - 2024年第一季度，木制品销售额为13.02亿美元，同比下降1.2%[13] - 2024年第一季度，木制品销售额占总销售额的72.4%[14] 收益情况 - 基本每股收益为0.16美元，较去年同期下降23.8%[15] - 2024年第一季度，稀释每股收益为0.16美元[16] 股份情况 - 公司未来可能具有稀释性的潜在股份包括609,000股期权和814,000股绩效股份单位[17] - 公司于2024年第一季度通过2021回购计划回购了1,472,369股普通股[18] 资产负债情况 - 公司2024年第一季度的存货总额为6.3亿美元，较上季度增加11.4%[20] - 公司2024年第一季度的应计负债总额为4.24亿美元，较上季度减少15.6%[23] 环境成本 - 公司2024年第一季度未来估计的环境修复成本总额约为7600万美元[28] 股票发放情况 - 2024年第一季度，公司发放了847,000股限制性股票单位(RSUs)和412,000股绩效股份单位(PSUs)[30] - 2024年授予的RSUs的加权平均公允价值为33.12美元[31] - 2024年授予的PSUs的加权平均授予日期公允价值为37.90美元[32] - 2024年授予的PSUs的估值日期收盘股价为33.28美元，预期波动率为21.50%至27.60%[33] 其他经营成本 - 2024年第一季度，公司的其他运营成本净额为17百万美元，其中包括环境整治费用、诉讼费用、研发费用等[34] 税务情况 - 作为房地产投资信托(REIT)，公司通常不需要缴纳联邦公司所得税，但需要缴纳全资子公司(TRSs)的企业所得税[34] - 公司估计2024年的年度有效税率，不包括离散项目，与美国联邦法定税率21%有所不同，主要是由于州和外国所得税以及与非税收入REIT收益相关的税收优惠[35] 资金情况 - 截至2024年3月31日，公司的现金、现金等价物和受限现金总额为903百万美元，其中包括32百万美元的受限现金[36] 债务情况 - 截至2024年3月31日，公司的固定利率债务总额为4,865百万美元，平均利率为4.82%[102] - 截至2024年3月31日，公司的浮动利率债务总额为250百万美元，利率为7.28%[102]