WY

Weyerhaeuser (WY) is expected to report Q3 2026 results on October 29 with a negative earnings outlook. While Wood Products segment may benefit from higher lumber volumes and pricing, the company faces pressure from elevated fuel, resin, and manufacturing costs.

Timberlands segment is expected to decline due to lower sales realizations and reduced Japan shipments. The consensus EPS estimate has been revised downward from 8 cents to 5 cents over the past 30 days, and analysts do not predict an earnings beat.

Louisiana-Pacific is expected to report a year-over-year earnings decline but higher revenues for Q3 2026. With a positive Earnings ESP of +20.78% and Zacks Rank #3, the stock is likely to beat consensus EPS estimates of $0.26 per share. However, past performance shows mixed results with a significant miss in the last quarter.