-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： WY公司第一季營收為17.3億美元，年減2.0%，季增12.1%，超出市場預期800萬美元；每股收益為0.22美元（年增120%），調整後每股收益為0.11美元（超出市場預期0.06美元）。林地業務營收年減6.8%至4.92億美元，而木製品業務營收下降9.6%至11.6億美元，主因是結構木材價格和銷售下降。我們預計今年剩餘時間內不會有大規模的土地使用權交易，並認為氣候解決方案業務的營業收入已在第一季達到高峰。鑑於該業務第一季的出色表現，管理層設定的2030年氣候解決方案業務調整後EBITDA達到2.5億美元的目標似乎可以實現。戰略土地解決方案業務部門實現營業收入1.69億美元（季增101%），主要得益於一筆9,400萬美元的保護地役權交易；同時，木材產品價格較上季上漲預示著2026年下半年將強勁復甦。我們預期第二季EBITDA將下降至2.8億至2.9億美元區間，主要原因是缺乏一次性保護地役權交易。
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