-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。WYの第1四半期の売上高は17億3000万ドルで、前年同期比2.0%減、前期比12.1%増となり、市場予想を800万ドル上回りました。1株当たり利益（EPS）は0.22ドル（前年同期比120%増）、調整後EPSは0.11ドル（市場予想を0.06ドル上回る）でした。森林事業の売上高は前年同期比6.8%減の4億9200万ドル、木材製品事業は構造用木材の価格と販売量の減少により9.6%減の11億6000万ドルとなりました。当社は、今年後半に大規模な地役権取引は予想しておらず、クライメート・ソリューションズの営業利益は第1四半期にピークを迎えたと考えています。経営陣が掲げるクライメート・ソリューションズの2030年調整後EBITDA目標2億5000万ドルは、同事業の第1四半期の優れた業績を考慮すると達成可能であると思われます。戦略的土地ソリューション部門は、9,400万ドルの保全地役権取引に支えられ、1億6,900万ドルの営業利益（前四半期比+101%）を計上しました。一方、木材製品部門の前四半期比価格改善は、2026年下半期の力強い回復を示唆しています。第2四半期のEBITDAは、主に一時的な保全地役権取引の不在により、2億8,000万ドル～2億9,000万ドルの範囲に減少すると予想されます。
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