Capital investment and capacitymixed · 4 filings
“These changes were partially offset by a $51 million increase in cash paid for capital expenditures.”10-Q · Jul 31, 2026 ↗
Weyerhaeuser Company
WY
Market read
Weyerhaeuser Company's move is spreading beyond its market group.
No new filing conclusion is available. 8 of 18 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company-2.4% todayVolume comparison unavailable
Market group8 of 18 activeHousing Construction · inactive
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- At least 12 of 18 durable members become active together.
- Capital-flow agreement rises above 55%.
- FBIN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 8 of 18 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 12 of 18 durable members become active together.
- Capital-flow agreement rises above 55%.
- FBIN remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations616
Usable filing statements155
Verified relationships3
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Latest annual revenue changed -3.1% year over year.
- Demand and volume has repeated adverse evidence across 4 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Oct 1, 2026
18.596m-23.2%12m-25.0%24m-43.9%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$10.2B+35.4%$3.47+0.4%
2022-12-31$10.2B-0.2%$2.53-1.1%
2023-12-31$7.7B-24.6%$1.15-1.4%
2024-12-31$7.1B-7.2%$0.54-0.4%
2025-12-31$6.9B-3.1%$0.45-0.7%
What management says matters
Persistent and emerging business drivers
Credit and interest ratesmixed · 4 filings
“Interest expense remained consistent compared to both second quarter 2025 and year-to-date 2025, primarily due to a series of debt issuances and retirements in second half of 2025 and first half of 2026 that increased our outstanding debt, offset by a decreas…”10-Q · Jul 31, 2026 ↗
Demand and volumenegative · 4 filings
“In Japan, total housing starts decreased 2.7 percent year-to-date through May compared to the same period in 2025, while the key Post and Beam segment saw a 4.4 percent increase, partly reflecting a backlog of permit applications following more stringent buil…”10-Q · Jul 31, 2026 ↗
Legal and regulatory exposuremixed · 4 filings
“The transfer of all associated timber licenses in British Columbia was subject to regulatory approval and a portion of the total purchase price was held in escrow to be released in conjunction with the approval and transfer of these licenses.”10-Q · May 1, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
18.59-2.4% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for WY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for WY. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind WY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
BXCBlueLinx Holdings Inc.competitorFeb 24, 2026 ▾
“Three of our largest competitors are Boise Cascade Company, Weyerhaeuser Company, and Specialty Building Products.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
WY is currently a Early Follower in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.