West Fraser Timber Co Ltd Dossier
Financial Snapshot
Revenue, profitability, returns, debt, and capital allocation
Revenue $5.5B-11.5% YoYTTM through 31 Dec 2025
Net Income -$937MTTM through 31 Dec 2025
Free Cash Flow -$315MTTM through 31 Dec 2025
Margins
| Current | |
|---|---|
| Gross Margin | 11.6% |
| Operating Margin | -15.7% |
| Net Margin | -17.2% |
Returns
-20.7%ROE
-15.2%ROA
Balance Sheet Health
Debt / Equity0.09x
Current Ratio1.80x
Net Debt$422M
Cash & Equivalents$202M
Quality Metrics
Piotroski F-Score5 / 9
FCF Margin-5.8%
Rule of 40-3.6
Earnings-Beat Rate25.0%
Dividend
$0.64Per share, FY20262.17%Yield-2.2%5-yr growth
Capital Allocation
Capex Intensity7.5%
Segment Performance
| Segment | Revenue | YoY | Outlook |
|---|---|---|---|
| Lumber | View detailsModest demand expected to persist through 2026 due to housing affordability challenges and potential trade tariffs. | ||
| North America Engineered Wood Products (NA EWP) | View detailsSomewhat softer demand expected for OSB products in 2026. | ||
| Europe Engineered Wood Products (Europe EWP) | View detailsExpect 2026 demand for MDF, particleboard, and OSB panel products to be similar or improve slightly from 2025 levels. |
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