Weyerhaeuser Co WY

Revenue Intelligence Report • 46 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Weyerhaeuser Co's latest quarterly revenue is $1.9B for the period ending 2026-06-30. The model projects $8.0B across the next four quarters (+17.2% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 0.5%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$8.03B
+17.2% YoY
R&D Elasticity
-0.22x
SG&A Elasticity
0.16x
Training Fit
8.6% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $1.86B vs the actual $1.87B — an error of 0.5%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
⚠ Model limitation: One or more estimated spending associations are negative. These observational coefficients do not establish a causal return on spending.

Revenue Forecast

WY Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30		 $1.86B $1.87B $1.49B–$2.32B -1.4% ✓ In range
Q3 FY2026
Period end 2026-09-30		 $1.88B $1.37B–$2.57B +9.5%
Q4 FY2026
Period end 2026-12-31		 $1.97B $1.34B–$2.90B +28.1%
Q1 FY2027
Period end 2027-03-31		 $2.04B $1.31B–$3.17B +18.0%
Q2 FY2027
Period end 2027-06-30		 $2.14B $1.30B–$3.52B +14.7%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Weyerhaeuser Co's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 1.0338 +3.4% +3.4% above trend 11
FQ2 (Apr–Jun) 1.0733 +7.3% +7.3% above trend 11
FQ3 (Jul–Sep) 0.9309 -6.9% -6.9% below trend 11
FQ4 (Oct–Dec) 0.9131 -8.7% -8.7% below trend 11

Spending and Revenue

WY Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 46 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: -0.8416x • R&D elasticity: -0.1128x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (log-log) with 46 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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