August Equities: NMI/PMI Birdseye - Deep Dive Sector/Company Analysis


one of world’s largest owners of timberlands, owning/controlling over 25 million acres of timberland in US/Canada, they also manufacture wood products (3 subsects of their business)

Q2 Highlights

Net earnings increased 18% compared with Q1. Earnings before special items increased 21% compared with Q1 and 57% compared with one year ago. “ We delivered Weyerhaeuser's highest EBITDA since 2006, when the company's operations were nearly three times larger than they are today.”

Wood Products (+$216 million net sales)

Timberlands (+$66 million net sales)

Real Estate, Energy & Natural Resources (+$7 million net sales)

So all in all Q2 looks great for them but they are forecasting a slight decline in Q3…

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