公司财报发布安排 - 公司将于2025年7月24日美股收盘后发布2025年第二季度财报 [1] - 财报电话会议定于2025年7月25日太平洋时间上午7点（东部时间上午10点）举行 [1] 投资者参与方式 - 财报及网络直播可通过公司官网投资者关系栏目获取 [2] - 北美地区参会拨号877-407-0792（接入码13748397），国际拨号201-689-8263（相同接入码） [3] - 电话回放服务提供两周，北美拨打844-512-2921，国际拨打412-317-6671（接入码均为13748397） [3] 公司概况 - 公司为全球最大私有林地所有者之一，1900年成立，在美国拥有约1040万英亩林地，并在加拿大通过长期许可管理公共林地 [4] - 所有林地100%按国际可持续林业标准管理，持续践行可持续发展超百年 [4] - 北美最大木制品制造商之一，业务涵盖产品分销、气候解决方案、房地产、能源及自然资源等领域 [4] - 2024年实现净销售额71亿美元，全球雇员约9400人，以房地产投资信托形式运营，纽交所代码WY [4] 联系方式 - 分析师联系：Andy Taylor（电话206-539-3907） [5] - 媒体联系：Nancy Thompson（电话919-861-0342） [5]

I rate Weyerhaeuser Company (NYSE: WY ) a Hold, for investors interested in real estate investment trusts (REITs). As the world's largest private owners of timberlands, WY has a business that goes up and down in waves, making it difficultDavid A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge ...

Weyerhaeuser Company (WY) 2025 Conference June 03, 2025 03:15 PM ET Speaker0 Alright. We are good to go and live for the webcast. So I wanna thank everyone for joining us for the three 03:15 session. My name is Buckhorn. I'm the Raymond James housing analyst also covering all residential REITs and timber REITs, that includes Weyerhaeuser. And really thrilled to be able to, to my left, I've got Devin Stockfish, the CEO and Davey Wohl, the CFO of Weyerhaeuser to talk timber and a lot of interesting things tha ...

Fighting Fires Together campaign raises awareness and helps address mental health challenges of wildland firefightingSEATTLE, May 28, 2025 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) and Firefighter Behavioral Health Alliance (FBHA) today announced an extension of their Fighting Fires Together campaign, a partnership that provides specialized mental health support for wildland firefighters and their families across the Pacific Northwest.Fighting Fires Together, now in its fourth year, addresses the ofte ...

Weyerhaeuser Company (WY) is doubling down on its growth strategy with a $375 million acquisition of 117,000 acres of prime timberlands in North Carolina and Virginia from Roanoke Timberlands LLC, a subsidiary of Roseburg Forest Products. This strategic move enhances Weyerhaeuser’s presence in the U.S. South—a region marked by strong demand for sawlogs and fiber. By integrating these mature, high-yield timberlands with its existing assets, Weyerhaeuser is poised to unlock immediate and long-term cash flow a ...

Capitalizing on unique off-market opportunity to further enhance Southern Timberlands portfolio with highly productive and strategically located acreageSEATTLE, May 22, 2025 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced an agreement to acquire approximately 117,000 acres of high-quality timberlands in North Carolina and Virginia from Roanoke Timberlands LLC, a subsidiary of Roseburg Forest Products, for $375 million. Comprised of mature, highly productive timberlands, the acreage will be w ...

Agreement with local buyer includes manufacturing facility and associated timber licenses in British ColumbiaSEATTLE, May 21, 2025 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced it has reached an agreement to sell its lumber mill in Princeton, British Columbia, to the Gorman Group, owners of Gorman Bros. Lumber Ltd., a family-owned wood products manufacturer headquartered in West Kelowna, B.C. The purchase price is approximately $120 million CAD in cash, which includes Weyerhaeuser's manufa ...

SEATTLE, May 20, 2025 /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: 2025 Investor Conference on Tuesday, June 3, 2025, in New York City.Stockfish and Wold are scheduled to present at 3:15 p.m. Eastern. The webcast links and presentation materials can be accessed at https://investor.weyerhaeuser.com, where replays will also be avail ...

公司回购与资本回报 - Weyerhaeuser宣布10亿美元股票回购计划 已完成前期10亿美元回购 当前回购金额占市值5% 同时提供32%股息收益率 [3] - AMD宣布60亿美元股票回购计划 加上此前剩余的40亿美元额度 总回购能力达100亿美元 占市值5%以上 [6][7] - Western Digital推出20亿美元回购计划 占市值11% 同时恢复季度股息支付 初始股息收益率08% [11][12] 战略合作与业务发展 - Weyerhaeuser与Occidental Petroleum达成碳封存合作 出租3万英亩地下空间用于存储CO2 预计2029年运营后每年封存230万吨 [4][5] - AMD与沙特政府旗下HUMAIN签署100亿美元AI计算技术协议 受益于AI Diffusion规则取消 [8] - Western Digital云数据中心业务占上季度营收87% 同比增长38% 业务拆分导致收入短期下滑但非基本面恶化 [10][11] 行业与市场地位 - AMD在GPU市场是NVIDIA主要竞争对手 整体市值不足NVIDIA 10% [6] - Western Digital在HDD和SSD市场处于领先地位 AI发展将推动数据存储需求增长 [10][11] - 木材行业龙头Weyerhaeuser拥有数百万英亩林地 是北美最大木材产品生产商之一 [2] 长期增长前景 - Weyerhaeuser碳封存业务将创造长期收入来源 且不影响原有木材业务 [5] - AMD沙特协议可能开启与其他受限国家的新合作机会 [8] - Western Digital通过回购+股息双渠道回馈股东 反映业务前景信心 [12]

股息与股票回购计划 - 公司宣布每股普通股季度现金股息为0.21美元，将于2025年6月13日支付，股权登记日为2025年5月30日[1] - 董事会授权新的10亿美元股票回购计划，取代2021年9月批准的已完成回购计划，2025年第二季度已执行7400万美元回购[2] - 2025年初至今已完成近1亿美元股票回购，自2021年以来累计向股东返还57亿美元现金（含10亿美元回购和本次股息）[3] 资本回报框架 - 公司目标通过季度股息和可变现金返还实现年度调整后可用分配资金(Adjusted FAD)的75%-80%回报率[3] - 额外现金返还形式包括补充现金股息、机会性股票回购或两者组合[3] - Adjusted FAD定义为经营活动净现金流扣除资本支出和重大非经常性项目[4] 公司概况 - 全球最大私有林地所有者之一，拥有或控制1040万英亩美国林地及加拿大长期特许经营公有林地[5] - 100%林地按国际可持续林业标准管理，北美最大木制品制造商之一[5] - 2024年净销售额71亿美元，全球雇员约9400人，以房地产投资信托形式运营[5]