West Fraser Timber Co. Ltd
WFG
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- West Fraser Timber Co. Ltd. operates in the lumber and wood production industry, which is essential for construction and home building, indicating potential growth as housing demand increases.
- Revenue increased by 7% compared to the prior quarter, reaching $1.4 billion.
- Gross margin improved to 26.6%, up from 25.9% in the previous quarter.
- The company has a high debt-to-equity ratio of 7.025, indicating significant leverage that could pose risks in a downturn.
- West Fraser reported a net income loss of $61 million in Q2 2026, continuing a trend of negative profitability.
- The current score indicates a 'Strong Sell' with a score of -16.00, reflecting bearish market sentiment.
Fundamentals
| Market cap | $5.03B | Enterprise value | $5.34B | Trailing P/E | — | Forward P/E | 26.34 |
| PEG | — | Price / book | 0.89 | Beta | 1.14 | Dividend yield | 1.99% |
| Revenue growth | -6.4% | Earnings growth | — | Gross margin | 21.8% | Operating margin | -5.6% |
| Profit margin | -23.0% | ROE | -19.3% | ROA | -6.1% | Debt / equity | 0.07 |
| Current ratio | 2.06 | Free cash flow | -$423.50M | Analyst recommendation | buy | Mean target | $86.50 |
| 52w high | $76.99 | 52w low | $57.34 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $1.4B | $1.3B | $1.2B | $1.3B | $1.5B | — |
| Op margin | -5.5% | -15.7% | -18.7% | -21.0% | -2.9% | — |
| Net income | -$61.0M | -$188M | -$751M | -$204M | -$24.0M | — |
| Gross margin | 26.6% | 25.9% | 18.5% | 15.5% | 25.0% | — |
| Gross profit | $381M | $345M | $215M | $203M | $383M | — |
| Operating income | -$79.0M | -$210M | -$218M | -$275M | -$44.0M | — |
- Revenue +7% vs prior quarter ($1.4B vs $1.3B).
- Gross margin 26.6% (was 25.9% prior quarter).
- Operating margin expanded to -5.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $5.5B | $6.2B | $6.5B | $9.7B | — |
| Op margin | -8.7% | 1.8% | -0.1% | 27.0% | — |
| Net income | -$937M | -$5.0M | -$167M | $2.0B | — |
| Gross margin | 23.4% | 29.8% | 27.4% | 47.0% | — |
| Gross profit | $1.3B | $1.8B | $1.8B | $4.6B | — |
| Operating income | -$475M | $109M | -$6.0M | $2.6B | — |
Headlines — positive tone
• [OK · fundamentals] West Fraser Timber Shares Rise After Raymond James Upgrade
News
2026-10-08 · Notice of Third Quarter Results Conference Call
2026-10-08 · Notice of Third Quarter Results Conference Call
2026-09-22 · West Fraser Timber (TSX:WFG) After Refinancing And Dividend Reset Is The Stock Fully Valued
2026-09-16 · West Fraser Timber Enters New $500 Million Term Loan; Declares Quarterly Dividend
2026-09-16 · West Fraser Announces Term Loan Refinancing and Declares Dividend
2026-09-16 · West Fraser Announces Term Loan Refinancing and Declares Dividend
2026-09-16 · West Fraser Announces Term Loan Refinancing and Declares Dividend
2026-09-15 · West Fraser Timber Shares Rise After Raymond James Upgrade
2026-09-15 · Raymond James Upgrades West Fraser Timber to Outperform From Market Perform, Adjusts PT to CA$118.30 From CA$104.96
2026-08-28 · 3 Stocks Facing New Pressure From Section 338 Tariffs on Canadian Goods
2026-08-01 · West Fraser Timber Q2 Earnings Call Highlights
2026-07-30 · West Fraser Timber Co.Ltd (WFG) (Q2 2026) Earnings Call Highlights: Positive EBITDA and Debt ...
Price (daily)
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