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West Fraser Timber (WFG) investor relations material
West Fraser Timber Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 2025 sales reached $1.532B, with adjusted EBITDA of $84M (6% margin), reflecting weaker demand and pricing, especially in North America.
Net loss of $24M (EPS $(0.38)), compared to net income of $42M in Q1 2025.
Liquidity remained strong, with nearly $1.7B available, a net cash balance of $310M, and a renewed $1B credit facility plus $300M term loan.
Management focused on cost control, operational flexibility, and mill portfolio optimization.
Declared $0.32 per share dividend and repurchased 0.45M shares under NCIB.
Financial highlights
Q2 2025 sales were $1,532M, up from $1,459M in Q1 2025.
Adjusted EBITDA fell to $84M from $195M sequentially, with margin dropping to 6% from 13%.
Operating loss of $45M and net loss of $24M, compared to Q1 2025 operating earnings of $64M and net income of $42M.
Cash flow from operations rebounded to $285M from $(75)M, aided by seasonal working capital release.
$78M in capital expenditures and nearly $60M returned to shareholders in Q2.
Outlook and guidance
2025 shipment guidance for SPF, SYP, and NA OSB revised downward due to soft demand; Europe EWP OSB guidance reiterated.
2025 capital expenditures expected at $400–$450M, down from $487M in 2024.
Near-term outlook remains uncertain due to mortgage rates, tariffs, and macro risks, but long-term fundamentals are positive.
Labour constraints expected to improve, with resin and chemical costs stable.
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