Mixed Earnings Results for Weyerhaeuser, Eagle Materials

Weyerhaeuser Company reported fourth quarter 2025 net earnings of $74 million and net sales of $1.5 billion. This compares with net earnings of $81 million on net sales of $1.7 billion for the same period last year (and net earnings of $80 million for third quarter 2025.)

For full year 2025, Weyerhaeuser reported net earnings of $324 million on net sales of $6.9 billion, compared to net earnings of $396 million on net sales of $7.1 billion for full year 2024

The company has been active as of late. Weyerhaeuser completed the divestiture of 28,000 acres of timberlands in Oregon for $190 million in October. In addition, the company says it "made progress" on two additional divestiture transactions in the fourth quarter. In December, Weyerhaeuser completed the sale of approximately 86,000 acres in Georgia and Alabama for $216 million and entered into an agreement to divest approximately 108,000 acres in Virginia for $193 million. The Virginia transaction is expected to close in first quarter 2026 and is subject to customary closing conditions.

“Our performance in 2025 reflects solid execution across all businesses, notwithstanding extremely challenging market conditions,” said Devin W. Stockfish, president and chief executive officer. “Notably, we delivered on the multi-year targets we established in 2021 and launched a new, transformative companywide strategy to accelerate growth and drive significant value creation through 2030. Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements."

Stockfish added: 

"Entering 2026, we maintain a favorable longerterm outlook for the demand fundamentals that support our businesses and are well positioned to capitalize as market conditions improve.”

The company says it anticipates first quarter 2026 earnings will be "comparable" to the fourth quarter. View Weyerhaeuser's full report here.

Dallas-based Eagle Materials also reported its latest earnings this week, along with its full 2025 financials. The company hauled in revenue of $556 million and net earnings of $102.9 million. 

Michael Haack, President and CEO, said, “Despite a mixed construction environment, Eagle’s portfolio of businesses continued to perform well during the quarter, generating revenue of $556 million. While the residential construction market was challenged, federal, state, and local spending on public infrastructure projects and private non-residential construction remained elevated, supporting strong demand for our Heavy construction products. Our Cement sales volume was up 9% and our organic Aggregates sales volume increased 34%.” 

However, Eagle's revenue in its Light Materials sector (which includes gypsum wallboard and recycled paperboard) decreased 16% to $203.5 million, "reflecting lower wallboard and paperboard sales volume and prices."

Looking ahead, Haack said: 

“Our low-cost operations continue to generate strong cashflow that we are investing to advance our operational efficiency and our low-cost position. We continued to make good progress this quarter on our projects to modernize our Laramie, Wyoming, cement plant and our Duke, Oklahoma, gypsum wallboard plant. These growth investments will lower each plant’s cost structure, improve their reliability, and expand their production capabilities. We are highly confident that our strong market position, advantaged capital structure, and rigorous operating discipline position us for continued success over the long term.”

Get Eagle Materials' latest earnings here.