West Fraser Timb Stock Price, News & Analysis

West Fraser (TSX/NYSE: WFG) reported Q3 2025 results: sales of $1.307B, net loss of $(204)M or $(2.63) per diluted share, and Adjusted EBITDA of $(144)M (‑11% of sales).

The Lumber segment showed Adjusted EBITDA of $(123)M, which included $67M of export duty expense related to finalization of AR6. Cash and short-term investments were $546M at September 26, 2025; capital expenditures in Q3 were $90M. The company repurchased 553,467 shares for $40M and paid a Q3 dividend of $0.32 per share, declaring a $0.32 Q4 dividend.

Management cited elevated mortgage rates, new Section 232 tariffs (10% effective Oct 14, 2025), and revised 2025 lumber shipment ranges for SPF and SYP.

West Fraser Timber (TSX and NYSE: WFG) will hold an analysts' conference call to discuss third quarter 2025 financial and operating results on Thursday, October 23, 2025 at 8:30 a.m. PT / 11:30 a.m. ET.

Management, chaired by Sean McLaren, President and CEO, will present results released the prior day, Wednesday, October 22, 2025, followed by a live Q&A with analysts. Participants can join via toll-free dial-in 1-888-510-2154, toll number (437) 900-0527, or the webcast. The call will be recorded and archived at www.westfraser.com.

West Fraser Timber (NYSE: WFG) has announced a quarterly dividend of US$0.32 per share on both Common shares and Class B Common shares. The dividend will be paid on October 14, 2025 to shareholders of record as of September 25, 2025.

The dividends are designated as eligible dividends under Canadian tax law and will be paid in U.S. dollars, though shareholders have the option to elect to receive their dividends in Canadian dollars.

West Fraser (NYSE: WFG) and Lake Babine Nation Forestry Limited Partnership (LBN Forestry) have announced a significant partnership following the British Columbia government's approval of a new First Nations Woodland Licence in the Smithers area. The licence combines timber tenures from both West Fraser and LBN Forestry, and will be held by LBN Forestry.

The partnership builds upon previous agreements including a Joint Development Agreement from April 2024 and a Log Supply and Forest Management Agreement from January 2025. West Fraser will provide forest stewardship services to LBN Forestry to manage the area-based licence, ensuring alignment with the Nation's stewardship values and territorial vision.

The collaboration aims to strengthen B.C.'s forest sector by combining Indigenous knowledge with modern forestry practices, while supporting long-term fibre security and economic development in the region.

West Fraser (NYSE:WFG) reported Q2 2025 financial results with sales of $1.532 billion and a net loss of $24 million, or $(0.38) per diluted share. The company's Adjusted EBITDA was $84 million, representing 6% of sales.

Key segment performance included Lumber Adjusted EBITDA of $15 million, North America EWP of $68 million, Pulp & Paper of $(1) million, and Europe EWP of $2 million. The company has revised down its 2025 shipment targets for lumber and North American OSB due to slower demand and housing affordability challenges. West Fraser maintains strong liquidity with $646 million in cash and short-term investments, while continuing its shareholder returns through dividends and share repurchases.

West Fraser Timber (NYSE:WFG) has announced its upcoming second quarter 2025 financial results conference call, scheduled for Thursday, July 24, 2025, at 11:30 a.m. Eastern Time. The call will be led by President and CEO Sean McLaren, featuring a management discussion followed by an analyst Q&A session.

The company will release its Q2 2025 financial and operating results on Wednesday, July 23, 2025. Investors can access the call via toll-free number (1-888-510-2154) or toll number (437-900-0527). A webcast recording will be available on the company's website at www.westfraser.com.

West Fraser Timber (NYSE: WFG) has announced a quarterly dividend of US$0.32 per share on both Common shares and Class B Common shares. The dividend will be paid on July 14, 2025, to shareholders of record as of June 26, 2025. The dividends are designated as eligible dividends under Canadian tax law. While dividends are declared and paid in U.S. dollars, shareholders have the option to receive their payments in Canadian dollars by following the election procedure available on the company's website.

West Fraser Timber (NYSE: WFG) has strengthened its financial position by renewing and expanding its credit facilities. The company renewed its $1 billion credit facility, extending its maturity from July 2028 to May 2030 under similar terms. Additionally, West Fraser increased its term loan from $200 million to $300 million and extended its maturity from July 2025 to May 2028. CEO Sean McLaren highlighted that the company ended Q1 2025 with over $1.4 billion in available liquidity, and these renewed facilities further enhance their near-term liquidity and financial flexibility.

West Fraser (NYSE: WFG) has released its 2024 Sustainability Report, showcasing significant progress in environmental and social initiatives. The company achieved a 22% reduction in scope 1 and 2 emissions compared to 2019 baseline, and a 13% reduction in Scope 3 emissions from 2020 levels. Key highlights include: powering operations with 75% renewable energy, implementing new contractor safety practices, and investing $4.3 million through 800 community partnerships. The company signed a notable agreement with Lake Babine Nation's forestry company for long-term fiber supply. West Fraser also introduced a Sustainable Forest and Wood Procurement Policy in 2024, demonstrating its commitment to responsible resource management and sourcing practices.