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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.Q2 2025 earnings summary24 Jul, 2025
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.
Explain the drivers behind reduced 2025 lumber shipment targets.
Assess the potential financial impact of U.S. tariffs on pulp.
Elaborate on mitigating actions for lumber duties/tariffs.
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Next West Fraser Timber earnings date
Q3 202523 Oct, 2025
Next West Fraser Timber earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
West Fraser Timber Co. Ltd., operates as a diversified manufacturer and marketer of lumber, engineered wood products, pulp, newsprint, and other residuals and renewable energy. The company's products include lumber such as SPF, laminated veneer lumber, pre-fabricated modular buildings and components, and engineered wood products such as I-joists; pulp produced via the kraft process; newsprint; engineered wood building systems; logs harvested from private forests in British Columbia for sale to the company's sawmills under long-term timber supply agreements; and processed stumpage from private forests that it purchases for resale to the sawmill operations in Canada. West Fraser Timber Co. Ltd. was founded in 1955 and is based in Vancouver, Canada.
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