US · Basic Materials · Lumber & Wood Production
EPS came in at -0.78 against a street estimate of -0.69 — a miss of 13.0%.
Analysts rate West Fraser Timber Co Ltd a buy (7 buy, 0 hold, 0 sell out of 7) with an average price target of $84.83.
CAUTIOUS Q2 showed stabilization with $50M adj. EBITDA across all segments, but underlying demand remains measured. Portfolio optimization progressing; balance sheet strengthened to $1B liquidity. Q2 2026 Wildfire monitoring in BC/Alberta ongoing; no operational impacts reported. Transportation challenges multilayered (bankruptcies, fuel, seasonality) but moderating. Analysts pressed on transportation durability, duty flow-through timing, and M&A appetite. Management signaled constraints easing seasonally, supply-demand determines pricing (not tariff changes), and M&A remains selective while operationalizing current investments. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Fidelity International Ltd | 11.15% |
| T. Rowe Price Associates, Inc. | 4.72% |
| Royal Bank of Canada | 4.41% |
| Mackenzie Investments | 2.28% |
| 1832 Asset Management L.P | 2.24% |
| Manning & Napier Advisors, LLC | 2.18% |
| Donald Smith & Co Inc | 2.08% |
| Vanguard Capital Management, LLC | 1.94% |
| Action | Detail | Date |
|---|---|---|
| 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 |
| Dividend | $0.32 / share ex-date Sep 25, 2025 · pay Oct 14, 2025 | 2025-09-25 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for West Fraser Timber Co Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.