)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next West Fraser Timber earnings date
Q3 202523 Oct, 2025
Next West Fraser Timber earnings date
Q3 202523 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage