WEYERHAEUSER CO
For the period ended Sep 30, 2026. Filed Oct 30, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Oct 30, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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REVENUE RECOGNITION
NOTE 3: REVENUE RECOGNITION
A reconciliation of revenue recognized by our major products:
| QUARTER ENDED | YEAR-TO-DATE ENDED | |||
|---|---|---|---|---|
| DOLLAR AMOUNTS IN MILLIONS | SEPTEMBER 2026 | SEPTEMBER 2025 | SEPTEMBER 2026 | SEPTEMBER 2025 |
| Net sales to unaffiliated customers: | ||||
| Timberlands segment | ||||
| Delivered logs: | ||||
| West | ||||
| Domestic sales | $98 | $100 | $281 | $300 |
| Export grade sales | 62 | 69 | 194 | 207 |
| Subtotal West | 160 | 169 | 475 | 507 |
| South | 163 | 154 | 456 | 460 |
| North | 13 | 13 | 36 | 35 |
| Subtotal delivered logs sales | 336 | 336 | 967 | 1,002 |
| Stumpage and pay-as-cut timber | 15 | 22 | 36 | 45 |
| Recreational and other lease revenue | 21 | 21 | 61 | 59 |
| Other(1) | 6 | 7 | 37 | 35 |
| Net sales attributable to Timberlands segment | 378 | 386 | 1,101 | 1,141 |
| Strategic Land Solutions segment | ||||
| Real estate | 51 | 62 | 211 | 196 |
| Natural resources | 27 | 30 | 88 | 75 |
| Climate solutions | 21 | 11 | 147 | 80 |
| Net sales attributable to Strategic Land Solutions segment | 99 | 103 | 446 | 351 |
| Wood Products segment | ||||
| Structural lumber | 629 | 509 | 1,698 | 1,617 |
| Oriented strand board | 172 | 167 | 519 | 600 |
| Engineered solid section | 171 | 162 | 507 | 492 |
| Engineered I-joists | 91 | 85 | 252 | 268 |
| Softwood plywood | 51 | 38 | 136 | 119 |
| Medium density fiberboard | 37 | 39 | 99 | 107 |
| Complementary building products | 170 | 149 | 492 | 429 |
| Other(2) | 64 | 79 | 206 | 240 |
| Net sales attributable to Wood Products segment | 1,385 | 1,228 | 3,909 | 3,872 |
| Total net sales | $1,862 | $1,717 | $5,456 | $5,364 |
(1)
Other Timberlands sales include sales of seeds and seedlings from our nursery operations as well as wood chips.
(2)
Other Wood Products sales include wood chips, other byproducts and third-party residual log sales from our Canadian Forestlands operations.
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.