West Fraser Timber Co Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
6analysts covering
FY Revenue (est.)
$5.6Bnext fiscal year
FY EPS (est.)
-$3.88next fiscal year
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA Quarterly-66MTarget: Positive underlying profitability excluding prior-period duty adjustments
Capital Expenditures Quarterly94MTarget: $300 - $350 million (2026 guidance)
Available Liquidity Quarterly900MTarget: Maintain robust liquidity buffer (>1 billion)
Watch Items
- Softwood Lumber Duties and TariffsTrigger: Preliminary AR7 duty rates or CVD/ADD adjustmentsAction: Monitor trade dispute developments and adjust cash deposit expectations; preliminary AR7 rates are poised to decline roughly 6%.
- U.S. Housing Starts and Mortgage RatesTrigger: 30-year mortgage rates exceeding 6%Action: Proactively align production supply with customer demand, including mill curtailments or footprint optimization.
- Input Cost Inflation (Resin and Diesel)Trigger: Rising resin and Western Canada diesel costsAction: Assess impact on Q2 and Q3 operating margins, particularly in the OSB and Western Canadian operations.
Research as of 19 Jun 2026