Short answer
Weyerhaeuser (WY) filed its fiscal 2025 10-K annual report with the SEC on Feb 13, 2026. It reported revenue of $6.9B (−3.1% year over year) and net income of $324M.
- Top risk flagged: Regulatory/legal risk: Section 232 U.S. tariff on lumber impacting lumber prices and supply dynamics implemented in October 2025
FY2025 key financial metrics · XBRL
- Revenue
- $6.9B
- −3.1% YoY
- Net income
- $324M
- −18.2% YoY
- Operating margin
- 10.6%
- +1.0 pp YoY
- Gross margin
- 14.8%
- −3.6 pp YoY
- EPS (diluted)
- $0.45
- −16.7% YoY
- ROE
- 3.4%
- −0.6 pp YoY
- Operating cash flow
- $562M
- −44.2% YoY
Source: XBRL data from the Weyerhaeuser (WY) FY2025 10-K on SEC EDGAR. USD.
Weyerhaeuser FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business model: Timberlands ownership, sustainable forestry, wood products manufacturing
- No new products, services, or segments introduced or emphasized this year
- Maintained existing corporate governance and ethics structure with no noted strategic shifts
- Independent auditor KPMG LLP retained, consistent engagement with prior years
- Emphasis on public disclosure compliance, including Code of Ethics updates via company website
Risk Factors
- Regulatory/legal risk: Section 232 U.S. tariff on lumber impacting lumber prices and supply dynamics implemented in October 2025
- Geopolitical/macro risk: 7.4% YTD decline in Japanese housing starts through Dec 2025 due to new building permit rules from April 1, 2025
- Operational/supply chain risk: 14% Q4 2025 lumber production drop from mill curtailment and sale of Princeton sawmill (Q3 2025)
- Competitive/market disruption risk: OSB sales declined $217 million (25% lower prices) due to weak demand and home construction slowdown
- Financial/structural risk: $145 million noncash pension settlement charge in 2025 increased non-operating costs and cut net earnings by $72 million
Generated from the filing text; verify against the original. How to read a 10-K
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