Boise Cascad LlcImpact on stocks 3
Boise Cascad Llc
Louisiana-Pacific Corporation
Weyerhaeuser CompanyQ2 earnings beat estimates on lumber rebound

Weyerhaeuser Company reported second-quarter 2026 adjusted earnings of 13 cents per share, beating the Zacks Consensus Estimate of six cents by 116.7%. Net sales slipped 0.9% to $1.87 billion but exceeded the consensus of $1.80 billion. Wood Products adjusted EBITDA jumped to $129 million from $71 million sequentially, driven by a lumber recovery where adjusted EBITDA rose to $73 million from $27 million. However, oriented strand board swung to a $6 million loss from a $3 million profit, and total adjusted EBITDA declined to $310 million from $336 million a year earlier. Management expects third-quarter Timberlands EBITDA slightly higher, but Strategic Land Solutions EBITDA to fall about $45 million and Wood Products EBITDA slightly lower before changes in lumber and OSB realizations.
Boise Cascad Llc
Louisiana-Pacific Corporation
Weyerhaeuser CompanyQ2 earnings beat estimates on lumber rebound