Weyerhaeuser Company reported Adjusted EBITDA of $140 million for the quarter ended December 31, 2025, a 52% decrease from $294 million in the same period last year, due to extremely challenging market conditions.
Net sales for the Q4 2025 were $1.5 billion, compared to $1.7 billion a year earlier. Excluding an after-tax benefit of $141 million for special items, primarily a non-cash pension settlement charge, the company reported a net loss of $67 million.
For the full year 2025, the company reported net earnings of $324 million on net sales of $6.9 billion. Full year Adjusted EBITDA was $1.0 billion, compared with $1.3 billion for full year 2024. Excluding special items, full year net earnings were $143 million.
The company highlighted strong performance from its Climate Solutions business in 2025, which generated Adjusted EBITDA of $119 million, a 42% increase compared to 2024. This exceeded the company's target to reach $100 million of Climate Solutions Adjusted EBITDA by year-end 2025. The company set a new target to reach $250 million of Adjusted EBITDA for this segment by 2030.
In the Q4 2025, Weyerhaeuser completed the sale of approximately 86,000 acres in Georgia and Alabama for $216 million. The company also entered into an agreement to divest approximately 108,000 acres in Virginia for $193 million, with that transaction expected to close in the Q1 2026. The company also transferred approximately $455 million of its U.S. pension liabilities to an insurance carrier.
Weyerhaeuser stated it maintains a favorable longer-term outlook for the demand fundamentals that support its businesses and is well positioned to capitalize as market conditions improve. The Virginia timberlands divestiture is expected to close in the Q1 2026.
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada.