Every material Form 8-K Weyerhaeuser filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Weyerhaeuser Company posted third quarter 2026 net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.9 billion. Adjusted EBITDA increased to $248 million compared to $217 million in the third quarter of 2025.
Generated net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.86 billion for the quarter ended September 30, 2026.
Achieved Adjusted EBITDA of $248 million, representing a 14 percent increase compared with $217 million in the third quarter of 2025.
Entered into an agreement in October to divest approximately 81,000 acres of non-core timberlands in Arkansas for $146 million, with closing expected in the fourth quarter.
Weyerhaeuser reported second quarter 2026 net earnings of $162 million, or $0.23 per diluted share, up from $87 million, or $0.12, a year earlier, on net sales of $1.9 billion, slightly below the prior-year $1.9 billion. The gain was helped by a $71 million after-tax gain on the sale of Oregon timberlands; before special items, earnings were $91 million, or $0.13 per share, and adjusted EBITDA was $310 million versus $336 million a year earlier. The company also raised its full-year 2026 Adjusted EBITDA outlook for Strategic Land Solutions to about $450 million, $25 million above its prior outlook.
Net earnings were $162 million ($0.23 per diluted share) versus $87 million ($0.12) in Q2 2025; before special items, $91 million ($0.13) versus $87 million ($0.12).
Adjusted EBITDA was $310 million, compared with $336 million in Q2 2025 and $308 million in Q1 2026.
Net sales were $1,867 million versus $1,884 million in Q2 2025.
Full-year 2026 Adjusted EBITDA for Strategic Land Solutions is now expected to be about $450 million, a $25 million increase from prior outlook.
On May 14, 2026, Weyerhaeuser amended and restated its deferred compensation plan, mainly to eliminate the annual premium credited on stock equivalent deferrals. At the May 15, 2026 annual meeting, shareholders elected all 11 director nominees, approved executive pay on an advisory basis, and ratified KPMG as independent auditor, which matters to shareholders because it changes how executive deferrals are credited and shows the vote results on board and pay matters.
May 14, 2026: plan amended and restated; the premium on stock equivalent deferrals is eliminated, and the plan governs amounts earned in 2027 and later.
Participants may defer 10 to 50 percent of base salary and 10 to 100 percent of cash incentive awards.
Advisory say-on-pay vote: 571,085,106 for and 31,062,169 against, with 4,074,478 abstentions.
Of 721,042,609 eligible shares, 661,779,414 were represented; the next annual meeting is scheduled for May 14, 2027.
Weyerhaeuser reported first quarter 2026 net earnings of $156 million, or $0.22 per diluted share, up from $83 million, or $0.11, a year earlier. Results were lifted by $79 million in after-tax special items, mainly a gain on the Virginia timberland sale, so earnings before special items were $77 million, or $0.11 per share, flat year over year. Net sales of $1.7 billion and Adjusted EBITDA of $308 million were both lower than a year earlier, and the company expects second quarter Strategic Land Solutions earnings to be about $80 million below the first quarter.
Net earnings $156 million ($0.22 per diluted share) vs. $83 million ($0.11) in Q1 2025; before special items, $77 million ($0.11)
Net sales $1.7 billion vs. $1.8 billion in Q1 2025; Adjusted EBITDA $308 million vs. $328 million a year earlier
Special items included a $58 million gain on the Virginia timberlands sale and a $21 million product remediation insurance recovery
Q2 2026 outlook: Strategic Land Solutions earnings before special items about $80 million lower than Q1, with Timberlands and Wood Products comparable to Q1
Weyerhaeuser reported fourth quarter 2025 net earnings of $74 million, or 10 cents per diluted share, on net sales of $1.5 billion, down from $81 million and $1.7 billion a year earlier. Excluding special items, including a $141 million after-tax net benefit, the company posted a fourth quarter net loss of $67 million, and full year 2025 earnings before special items fell to $143 million from $384 million, which weighs on shareholders.
Q4 2025 net earnings were $74 million, or $0.10 per diluted share, versus $81 million, or $0.11, in Q4 2024; net sales were $1.5 billion versus $1.7 billion.
Q4 2025 Adjusted EBITDA was $140 million, compared with $294 million in Q4 2024.
Full year 2025 net earnings were $324 million, or $0.45 per diluted share, versus $396 million in 2024; full year earnings before special items were $143 million, or $0.20 per share, versus $384 million.
Real Estate, Energy & Natural Resources expects full year 2026 Adjusted EBITDA of approximately $425 million; Timberlands expects Q1 2026 earnings before special items comparable to Q4 2025.
On January 21, 2026, Weyerhaeuser's Compensation Committee approved new forms of terms and conditions for future performance share unit and restricted stock unit awards to executive officers under its 2022 Long-Term Incentive Plan. The forms are filed as Exhibits 10.1 and 10.2, so shareholders can review how future executive equity awards will be structured.
Approval date: January 21, 2026, by the Compensation Committee of the Board
Covers future performance share unit awards and restricted stock unit awards for executive officers
Awards fall under the Weyerhaeuser Company 2022 Long-Term Incentive Plan
Forms of award terms filed as Exhibit 10.1 (performance share units) and Exhibit 10.2 (restricted stock units)
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Weyerhaeuser filing is on SEC EDGAR ↗. 8-K briefs of other companies →