US · Basic Materials · Lumber & Wood Production
EPS came in at -1.03 against a street estimate of -0.52 — a miss of 98.1%.
Analysts rate West Fraser Timber Co Ltd a buy (6 buy, 1 hold, 0 sell out of 7) with an average price target of $82.50.
CAUTIOUS West Fraser posted weak Q3 profitability amid softer OSB and SYP pricing, while closures, cost controls and lower duties strengthen its position for a housing recovery. Q3 FY26 U.S. South faced weak SYP pricing, higher diesel and harvesting constraints; Canadian SPF pricing and lower lumber duties helped; Europe saw mixed demand but structural OSB and timber-frame tailwinds. Analysts pressed management on increased borrowing, mill closures, demand, freight capacity and future capital spending. Management emphasized flexibility, concentrating production in stronger assets and significantly lower future CapEx. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Fidelity International Ltd | 11.15% |
| T. Rowe Price Associates, Inc. | 4.80% |
| Royal Bank of Canada | 4.46% |
| Mackenzie Investments | 2.40% |
| 1832 Asset Management L.P | 2.29% |
| Donald Smith & Co Inc | 2.08% |
| Vanguard Capital Management, LLC | 1.91% |
| Letko, Brosseau & Associates Inc. | 1.81% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Q3 2026 sales were $1,363 million, up from $1,307 million in Q3 2025 but down from $1,434 million in Q2 2026. • Q3 2026 net loss | 2026-10-29 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • West Fraser Timber Co. Ltd. filed a Form 6-K for October 2026. • The filing contains one exhibit: an October 8, 2026 news release | 2026-10-08 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • West Fraser Timber Co. Ltd. filed a Form 6-K for September 2026 on September 16, 2026. • The filing’s main announcement covers te | 2026-09-16 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2-26 sales were $1,434 million, down from $1,532 million in Q2-25 but up from $1,334 million in Q1-26. • Q2-26 net loss was $61 | 2026-07-29 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • West Fraser Timber Co. Ltd. filed a Form 6-K with the U.S. Securities and Exchange Commission for July 2026. • The filing con | 2026-07-07 |
| Current report (6-K) · Q2 2026 HEADLINE NUMBERS • West Fraser Timber Co. Ltd. declared a dividend on June 10, 2026. • The filing does not state the dividend amount, record date, p | 2026-06-10 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • Q1-26 sales were $1,334 million, down from $1,459 million in Q1-25 but up from $1,165 million in Q4-25. • Net loss was $188 milli | 2026-04-29 |
| Annual report FY2025 (40-F) HEADLINE NUMBERS • 2025 sales were $5,462 million, down from $6,174 million in 2024 and $6,454 million in 2023. • The company reported a loss of $93 | 2026-02-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.32 / share ex-date Sep 29, 2026 · pay Oct 19, 2026 | 2026-09-29 |
| Dividend | $0.32 / share ex-date Jun 25, 2026 · pay Jul 13, 2026 | 2026-06-25 |
| Dividend | $0.32 / share ex-date Mar 13, 2026 · pay Apr 2, 2026 | 2026-03-13 |
| Dividend | $0.32 / share ex-date Dec 29, 2025 · pay Jan 14, 2026 | 2025-12-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for West Fraser Timber Co Ltd — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.