Watch Q4 guidance for Timberlands and Wood Products segments; the sequential decline in earnings and cautious Q4 outlook suggest near-term headwinds. The maintained full-year Strategic Land Solutions outlook provides some support, but the overall earnings trajectory is negative.
Price Chart
Executive Summary
Adjusted EBITDA rose 14% YoY to $248M, but GAAP EPS and net earnings declined sharply sequentially. The company guided Q4 Timberlands EBITDA roughly flat, Strategic Land Solutions EBITDA down ~$45M, and Wood Products EBITDA moderately lower, while maintaining its full-year Strategic Land Solutions EBITDA outlook of ~$450M.
Key Financial Metrics
Key Facts
- Net sales of $1.862B vs $1.717B a year ago (up 8.4% YoY)
- Adjusted EBITDA of $248M, up 14% YoY
- Q4 guidance: Timberlands EBITDA roughly flat, Strategic Land Solutions EBITDA down ~$45M, Wood Products EBITDA moderately lower
- Full-year Strategic Land Solutions EBITDA outlook maintained at ~$450M
Financial Impact
GAAP EPS of $0.08 vs consensus $0.04 (beat by 100%); net earnings down 24% YoY; sequential decline from Q2 2026 EPS of $0.13
Risk Factors
- Sequential decline in GAAP EPS and net earnings
- Q4 guidance for lower EBITDA in Wood Products and Strategic Land Solutions
- Potential for further weakness in timber and wood products markets
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302924166 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 1d ago | Press Release | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 29, 2026 1d ago | 8-K | $19.54 | awaiting T+1 | awaiting T+1 | $19.75 (−1.07%) |
Oct 29, 2026 1d ago | Institutional Cluster | $19.75 $20.35 | ▲ +3.04% | ▲ +4.81% | $19.75 (0.00%) |
Oct 27, 2026 3d ago | SC 13G/A | $19.19 $19.75 | ▲ +2.92% | ▲ +3.30% | $19.75 (+2.92%) |
Sep 24, 2026 5w ago | Press Release | $20.01 | awaiting T+1 | awaiting T+1 | $19.75 (−1.30%) |
Sep 24, 2026 5w ago | 8-K | $20.14 $20.01 | ▲ +0.65% | ▲ +1.19% | $19.75 (+1.94%) |
Aug 14, 2026 11w ago | Press Release | $24.08 $23.61 | ▼ −1.95% | ▼ −1.28% | $19.75 (−17.98%) |
Jul 30, 2026 13w ago | Press Release | $25.03 $25.23 | ▲ +0.80% | ▼ −0.63% | $19.75 (−21.09%) |
Jun 25, 2026 18w ago | 8-K | $25.31 $24.62 | ▲ +2.73% | ▲ +4.37% | $19.75 (+21.97%) |
Apr 1, 2026 30w ago | DEFA14A | $24.20 $24.43 | ▲ +0.95% | ▲ +0.87% | $19.75 (−18.39%) |
US Market Status
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