Zacks Highlights Three Wood Stocks Poised to Thrive Despite Industry Headwinds

Industry
โดย Zacks·Read original
Summary · why it matters

Zacks Investment Research identifies Weyerhaeuser, Trex, and Worthington Enterprises as wood stocks positioned to navigate ongoing industry challenges. The Zacks Building Products – Wood industry faces pressure from elevated construction costs, affordability issues, and tariff uncertainty, including President Trump's January 2026 decision to delay higher tariffs on furniture, kitchen cabinets and vanities until January 1, 2027, which offers only limited relief. Although the White House imposed a 25% tariff on these products in October 2025, steeper increases to 30% for furniture and 50% for cabinets and vanities were postponed for one year, keeping the tariff at 25% through at least 2027 and doing little to ease cost pressures for domestic wood producers. The industry carries a Zacks Industry Rank of 206, placing it in the bottom 17% of over 250 Zacks industries, with aggregate 2026 earnings estimates declining to $1.99 per share from $2.03 since March 2026. Despite this, Weyerhaeuser has seen its 2026 earnings estimate revised upward to 32 cents from 26 cents per share over the past 60 days, implying 60% year-over-year growth, while Trex's 2026 estimate rose to $1.68 from $1.63, and Worthington's fiscal 2026 and 2027 EPS are expected to grow 11.1% and 14.8%, respectively.

Impact on stocks 3

Industrials▲ · 1 stocks
Trex Company Inc
TREX
▲ PositiveCapitalrelevance

Trex's 2026 earnings estimate revised upward to $1.68 from $1.63, indicating positive analyst sentiment.

Materials▲ · 1 stocks
Worthington Industries Inc
WOR
▲ PositiveCapitalrelevance

Worthington's fiscal 2026 and 2027 EPS expected to grow 11.1% and 14.8% respectively, with upward estimate revisions.

Real Estate▲ · 1 stocks
Weyerhaeuser Company
WY
▲ PositiveCapitalrelevance

Weyerhaeuser's 2026 earnings estimate revised upward to 32 cents from 26 cents, implying 60% year-over-year growth.

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