Weyerhaeuser Outlines Strategy to Accelerate Growth and Drive Significant Value Creation at Investor Day
- Embarks on transformational, portfolio-wide strategy to catalyze growth, further strengthen competitive position and maximize cash generation capabilities
- Establishes target to deliver $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline
- Sets new Climate Solutions target to achieve approximately $250 million of annual Adjusted EBITDA by 2030, including through new biocarbon business1
- Maintains commitment to return 75 to 80 percent of Adjusted Funds Available for Distribution to shareholders annually
SEATTLE, Dec. 11, 2025 /PRNewswire/ -- Weyerhaeuser Company (NYSE:WY), a global leader in sustainable forestry, land management and wood products manufacturing, is hosting its 2025 Investor Day today, beginning at 9 a.m. Eastern, to outline the company's strategic growth plan and financial targets through 2030.
"Weyerhaeuser stands alone in the timberlands, wood products and land solutions space as the only large cap, integrated investment opportunity poised for accelerated growth," says Devin W. Stockfish, president and chief executive officer. "Today's event will showcase the company's unrivaled strengths, competitive advantages and strong track record of setting and achieving ambitious targets — all of which provide the foundation for our next chapter. Over the next five years, we intend to catalyze growth initiatives across the entirety of our integrated portfolio to significantly grow the value and cash generation capabilities of our company and further strengthen our competitive position. These actions will enhance our ability to maximize cash flow per share while maintaining a stable foundation through market cycles and ultimately position Weyerhaeuser to deliver industry-leading total shareholder return. I'm confident in our ability to achieve our 2030 growth plan and incredibly excited to embark on this transformational journey with our employees."
2030 Growth Targets
At today's event, Weyerhaeuser's management team will discuss the company's detailed plans to catalyze growth through initiatives across its integrated portfolio, many of which are already underway. The growth plan is expected to deliver $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline, and includes $1 billion of Adjusted EBITDA uplift from identified growth initiatives. The remaining $500 million of uplift reflects a modest improvement in product pricing during the period, which the company views as a conservative estimate. Identified growth initiatives span the entirety of Weyerhaeuser's portfolio and include the following expected contributions above the 2024 baseline:
- $440 million from Wood Products
- $230 million from Strategic Land Solutions2, including $170 million of uplift from Climate Solutions business
- $180 million from enterprise initiatives
- $150 million from Timberlands
Unmatched Foundation and Competitive Advantages Enable Compelling Growth Strategy
Underpinning Weyerhaeuser's strategy to unleash its next phase of growth is a world-class foundation and distinct competitive advantages, including the company's:
- Compelling portfolio attributes — unmatched scale, geographic diversity and integrated model — that enable significant growth potential and optionality;
- Flexible and disciplined capital allocation framework that is capable of supporting meaningful cash returns and accelerated growth; and
- Best-in-class culture and technology platforms that leverage portfolio analytics, operational excellence and innovation to drive growth.
Durable Capital Allocation Framework Supports Shareholder Returns and Accelerated Growth
Weyerhaeuser has a strong track record of disciplined capital allocation and remains committed to returning a significant amount of cash back to shareholders, investing in its businesses and maintaining an appropriate capital structure. At today's event, the company will showcase the power of its flexible capital allocation framework to drive accelerated growth through disciplined investments with strong returns. In addition, the company is maintaining its commitment to return 75 to 80 percent of its Adjusted Funds Available for Distribution (Adjusted FAD) to shareholders annually through its sustainable base dividend, as well as share repurchases and/or supplemental dividends. The remaining 20 to 25 percent of Adjusted FAD will support the company's growth initiatives and be available for additional share repurchase and debt paydown.
1. Additional details regarding the company's new biocarbon business can be found in a separate press release issued today.
2. New segment name for Real Estate, Energy & Natural Resources, effective Q1 2026. The segment will include the following businesses: Real Estate, Natural Resources, and Climate Solutions.
Webcast and Presentation Materials Information
A live webcast of the event and presentation materials will be accessible on the Investors section of the company's website at www.weyerhaeuser.com. The webcast replay will be available on the website shortly after the live event.
ABOUT WEYERHAEUSER
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls approximately 10.4 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, energy and natural resources, among others. In 2024, the company generated $7.1 billion in net sales and employed approximately 9,400 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Learn more at www.weyerhaeuser.com.
NON-GAAP FINANCIAL MEASURES
This news release references forward-looking estimates of Adjusted EBITDA, which is a non-GAAP measure that management uses to evaluate the performance of the company. Adjusted EBITDA, as we define it, is operating income adjusted for depreciation, depletion, amortization, basis of real estate sold and special items. Adjusted EBITDA should not be considered in isolation from, and is not intended to represent an alternative to, our GAAP results. We have not provided a reconciliation of this forward-looking non-GAAP financial measure to the most comparable GAAP measure of net income because Adjusted EBITDA, as we define it, excludes the impact of certain items listed above in our definition of Adjusted EBITDA, and management cannot estimate these items or the impact they will have on Adjusted EBITDA on a forward-looking basis without unreasonable effort. As a result, investors may be unable to accurately compare the results to our historical results or the results or expected results of other companies that may have treated such matters differently. Nonetheless, management believes that providing this forward-looking non-GAAP information is useful to investors, and given the uncertain nature of forward-looking statements, we believe investors are able to take into account the inherent limitations of this forward-looking non-GAAP information. We cannot predict the occurrence, timing or amount of any of the items that we exclude from our Adjusted EBITDA estimate. Accordingly, the actual effect of these items, when determined, could potentially be significant to the calculation of Adjusted EBITDA and actual results may differ materially from our estimate.
FORWARD-LOOKING STATEMENTS
This news release contains forward-looking statements within the meaning of the Private Litigation Reform Act of 1995, as amended, including without limitation with respect to the following: our strategic goals and targets and key initiatives including our goal to add $1.5 billion of incremental Adjusted EBITDA to our results measured against a 2024 baseline and achieve industry leading total shareholder return by 2030, as well as expected contributions from each of our business segments and enterprise initiatives and related assumptions, projections, goals, targets and drivers; and our cash dividend framework including the sustainability of our base dividend and our target percentage return to shareholders of Adjusted Funds Available for Distribution (Adjusted FAD) through base dividends, supplemental cash dividends and/or share repurchases. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and use words such as "committed," "expected," "maintain," "sustainable," "target," "will," and similar words or phrases using such words, as well as references to future dates. These forward-looking statements are based on Weyerhaeuser's current expectations and assumptions and are not guarantees of future events or performance. Forward-looking statements are based on our current expectations and assumptions. The realization of our expectations and the accuracy of our assumptions are subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. These risks and uncertainties include, but are not limited to, those described in Weyerhaeuser Company's 2024 Annual Report and Form 10-K, as well as those set forth from time to time in its other public statements, reports, information statements and other filings with the SEC. It is not possible to predict or identify all risks and uncertainties that might affect the accuracy of Weyerhaeuser's forward-looking statements and, consequently, its descriptions of such risks and uncertainties should not be considered exhaustive. There is no guarantee that any of the events anticipated by these forward-looking statements will occur, and if any of the events do occur, there is no guarantee what effect they will have on the company's business, results of operations, cash flows, financial condition and future prospects. Forward-looking statements speak only as of the date they are made, and we undertake no obligation to publicly update or revise any forward-looking statements, whether because of new information, future events or otherwise.
For more information contact:
Analysts – Andy Taylor, 206-539-3907
Media – Nancy Thompson, 919-861-0342
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