Weyerhaeuser (WY) FY2025 10-K Annual Report
Weyerhaeuser (WY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 13, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Weyerhaeuser FY2025 10-K Analysis
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
Weyerhaeuser FY2025 Key Financial MetricsXBRL
Revenue
$6.9B
▼ -3.1% YoY
Net Income
$324M
▼ -18.2% YoY
Gross Margin
14.8%
▼ -359bp YoY
Operating Margin
10.6%
▲ +97bp YoY
Net Margin
4.7%
▼ -87bp YoY
ROE
3.4%
▼ -64bp YoY
Total Assets
$16.6B
▲ +0.5% YoY
EPS (Diluted)
$0.45
▼ -16.7% YoY
Operating Cash Flow
$562M
▼ -44.2% YoY
Source: XBRL data from Weyerhaeuser FY2025 10-K filing on SEC EDGAR. All figures in USD.
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