-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
WY reported Q1 revenue of $1.73B, down 2.0% Y/Y but up 12.1% Q/Q, beating consensus by $8M, with EPS of $0.22 (up 120% Y/Y) and adjusted EPS of $0.11 ($0.06 above consensus). Timberlands revenue declined 6.8% Y/Y to $492M while Wood Products fell 9.6% to $1.16B due to lower pricing and volumes in structural lumber. We don't anticipate large easement transactions for the rest of the year and believe Climate Solutions operating income peaked in Q1. Management's 2030 target of $250M in adjusted EBITDA for Climate Solutions appears achievable given the segment's exceptional Q1 performance. The Strategic Land Solutions segment generated $169M in operating income (+101% Q/Q), boosted by a $94M conservation easement transaction, while Q/Q pricing improvements in Wood Products signal a strong 2H 2026 recovery. We expect Q2 EBITDA to decline to the $280M-$290M range, primarily impacted by the absence of one-time conservation easement transactions.