-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下： WY公司第一季度营收为17.3亿美元，同比下降2.0%，环比增长12.1%，超出市场预期800万美元；每股收益为0.22美元（同比增长120%），调整后每股收益为0.11美元（超出市场预期0.06美元）。林地业务营收同比下降6.8%至4.92亿美元，而木制品业务营收下降9.6%至11.6亿美元，主要原因是结构木材价格和销量下降。我们预计今年剩余时间内不会有大规模的土地使用权交易，并认为气候解决方案业务的营业收入已在第一季度达到峰值。鉴于该业务第一季度的出色表现，管理层设定的2030年气候解决方案业务调整后EBITDA达到2.5亿美元的目标似乎可以实现。战略土地解决方案业务板块实现营业收入1.69亿美元（环比增长101%），主要得益于一笔9400万美元的保护地役权交易；同时，木材产品价格环比上涨预示着2026年下半年将强劲复苏。我们预计第二季度EBITDA将下降至2.8亿至2.9亿美元区间，主要原因是缺少一次性保护地役权交易。
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