WY
WY
WY What WEYERHAEUSER promised, and what happened
Guidance
What management said, and what became of it
7 of 7 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Monticello, Arkansas TimberStrand EWP facility: capex, timeline and EBITDA contribution | Approximately $500 million total investment (2025-2027), startup in 2027, adding 10 million cubic feet of production (~24% increase in total company EWP capacity), expected to generate over $100 million of annual adjusted EBITDA once fully operational | Dec 2024 | we are seeing some amount of cost pressures particularly when you think about areas like labor, steel, concrete, really, those are the areas, to your point, that are seeing competition in larger scale construction activities impacting those dollars. Also seeing some pressure from tariffs. But as always, our teams are working to minimize the impact of these pressures through things like value engineering. So at this point, I think it's hard to say whether and how much that would increase. | Diluted |
| Aymium biocarbon partnership production target | Produce and sell up to 1.5 million tons of biocarbon annually by 2030 | Dec 2025 | We continue to advance the first facility adjacent to our lumber mill in McComb, Mississippi. We've received permits and are positioning to commence construction activity in the fourth quarter. | On Track |
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The rest of the ledger
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Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.