PRNewsWire·Sep 16, 2026
West Fraser Announces Term Loan Refinancing and Declares DividendVANCOUVER, BC, Sept. 16, 2026 /PRNewswire/ -- West Fraser Timber Co. Ltd.
West Fraser is navigating a prolonged cyclical downturn in lumber markets, with revenue down 10.3% YoY in 2026Q2 and gross margins at 2.3%, indicating prices below cash costs. However, the company's fortress balance sheet (D/E of 0.07) and cumulative operating...
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Revenue contracted for the fifth consecutive quarter (-10.3% YoY in 2026Q2), with gross margin collapsing to 2.3% from 25.9% in 2026Q1, reflecting prices below cash costs.
West Fraser's financial resilience, with $1.6 billion in liquidity and a positive net cash position, provides flexibility for counter-cyclical investments.
The company's ability to maintain low operational costs enhances profitability and long-term growth potential.
West Fraser prioritizes delivering shareholder value through prudent financial management and reinvestment of profits.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | -$0.78-11.1% vs -$0.70 | $1.4B-1.4% vs $1.5B |
Q2 2026 Apr 29, 2026 | -$2.40-95.1% vs -$1.23 | $1.3B+1.4% vs $1.3B |
Q1 2026 Feb 11, 2026 | -$9.63-306.0% vs -$2.37 | $1.2B-2.3% vs $1.2B |
Q4 2025 Oct 22, 2025 | -$2.63-52.9% vs -$1.72 | $1.3B+9.8% vs $1.2B |
VANCOUVER, BC, Sept. 16, 2026 /PRNewswire/ -- West Fraser Timber Co. Ltd.
Amundi lowered its stake in shares of West Fraser Timber Co. Ltd. (NYSE: WFG) by 16.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 159,700 shares of the company's stock after selling 32,316 shares during the period. Amundi owned
Orchids Paper Products (OTCMKTS:TISUQ - Get Free Report) and West Fraser Timber (NYSE: WFG - Get Free Report) are both materials companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, risk, dividends, institutional ownership, analyst recommendations, earnings and valuation. Insider and Institutional Ownership 40.2% of
West Fraser Timber remains in deeply depressed territory, with no signs of cyclical improvement and ongoing cash burn to reach normalization. 2Q26 adjusted EBITDA was flat sequentially and halved year-over-year, with NA EWP EBITDA collapsing from $68M to $13M due to OSB weakness. WFG's balance sheet is not in immediate danger but is strained; operating cash flow is insufficient to cover CAPEX and dividends without seasonal working-capital releases.
Benchmark WFG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for West Fraser Timber Co. Ltd. (WFG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $73.07 | $5.55B | -6.06 | -10.06% | -17.15% | -14.9% | 1.78% | |
| $21.17 | $15.26B | 47.04 | -3.07% | 6.84% | 5% | — | |
| $41.73 | $3.23B | 149.04 | 3.71% | 5.76% | 3.26% | — | |
| $19.86 | $3.07B | 45.14 | -61.64% | 7.83% | 1.99% | — | |
| $68.02 | $4.75B | 32.70 | -7.92% | 2.19% | 3.11% | — | |
| $77.76 | $2.74B | 22.09 | -4.75% | 1.64% | 5.12% | — |
West Fraser Timber Co. Ltd. (WFG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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West Fraser Timber Co. Ltd. (WFG) stock FAQ — growth, dividends, profitability & financials explained
West Fraser Timber Co. Ltd. (WFG) reported $4.83B in revenue for fiscal year 2025. This represents a 303% increase from $1.20B in 1996.
West Fraser Timber Co. Ltd. (WFG) saw revenue decline by 10.1% over the past year.
West Fraser Timber Co. Ltd. (WFG) reported a net loss of $1.16B for fiscal year 2025.
Yes, West Fraser Timber Co. Ltd. (WFG) pays a dividend with a yield of 1.78%. This makes it attractive for income-focused investors.
West Fraser Timber Co. Ltd. (WFG) has a return on equity (ROE) of -14.9%. Negative ROE indicates the company is unprofitable.
West Fraser Timber Co. Ltd. (WFG) had negative free cash flow of $481.4M in fiscal year 2025, likely due to heavy capital investments.
