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 (6 buy, 1 hold, 0 sell out of 7) with an average price target of $86.50.
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. | 4.80% |
| 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 |
|---|---|
| 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 |
| Quarterly results (6-K) · Q4 2025 HEADLINE NUMBERS • This Form 6-K only reports that West Fraser Timber Co. Ltd. completed its Form 40-F filing. • The filing date was February 11, 20 | 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 |
| 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.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.