Subtext

Weyerhaeuser Company WY

SectorReal Estate
Transcripts71
Date range2007-10-31 – 2025-04-25
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Overall: -6.32007 Q4 · Overall: -2.52008 Q1 · Overall: -7.72008 Q2 · Overall: +2.62008 Q3 · Overall: -1.72008 Q4 · Overall: -13.12009 Q1 · Overall: -8.62009 Q2 · Overall: +0.52009 Q3 · Overall: +2.12009 Q4 · Overall: +0.02010 Q1 · Overall: +1.42010 Q2 · Overall: +1.22010 Q3 · Overall: -0.92010 Q4 · Overall: -2.22011 Q1 · Overall: -3.12011 Q2 · Overall: +1.02011 Q3 · Overall: -2.02011 Q4 · Overall: +3.92012 Q1 · Overall: -2.12012 Q2 · Overall: +1.12012 Q3 · Overall: +0.32012 Q4 · Overall: +5.72013 Q1 · Overall: +3.52013 Q2 · Overall: +4.62013 Q3 · Overall: +4.12013 Q4 · Overall: -1.92014 Q1 · Overall: +9.42014 Q2 · Overall: +7.72014 Q3 · Overall: +8.12014 Q4 · Overall: +8.92015 Q1 · Overall: +6.62015 Q2 · Overall: +5.42015 Q3 · Overall: +15.72015 Q4 · Overall: +14.72016 Q1 · Overall: +8.72016 Q2 · Overall: +6.62016 Q3 · Overall: +7.42016 Q4 · Overall: +10.12017 Q1 · Overall: +13.92017 Q2 · Overall: +8.52017 Q3 · Overall: +6.82017 Q4 · Overall: +10.42018 Q1 · Overall: +6.22018 Q2 · Overall: +9.72018 Q3 · Overall: +0.42018 Q4 · Overall: +5.82019 Q1 · Overall: +2.42019 Q2 · Overall: +1.42019 Q3 · Overall: +4.82019 Q4 · Overall: +11.02020 Q1 · Overall: -2.12020 Q2 · Overall: +10.72020 Q3 · Overall: +5.82020 Q4 · Overall: +11.62021 Q1 · Overall: +11.62021 Q2 · Overall: +6.62021 Q3 · Overall: +3.62021 Q4 · Overall: +6.62022 Q1 · Overall: +10.32022 Q2 · Overall: +4.72022 Q3 · Overall: -1.12022 Q4 · Overall: -0.62023 Q1 · Overall: +8.52023 Q2 · Overall: +5.82023 Q3 · Overall: +1.52023 Q4 · Overall: +9.22024 Q1 · Overall: -1.42024 Q2 · Overall: +3.62024 Q3 · Overall: +5.02024 Q4 · Overall: +6.62025 Q1 · Overall: +3.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-31-16+0+16+312007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · CEO: +14.22007 Q4 · CEO: +14.12008 Q1 · CEO: +1.42008 Q2 · CEO: +10.32008 Q3 · CEO: +8.82008 Q4 · CEO: -15.72009 Q1 · CEO: -6.92009 Q2 · CEO: +3.32009 Q3 · CEO: +8.22009 Q4 · CEO: +2.62010 Q1 · CEO: +14.62010 Q2 · CEO: +27.32010 Q3 · CEO: +8.12010 Q4 · CEO: +12.52011 Q1 · CEO: +2.82011 Q2 · CEO: +11.62011 Q3 · CEO: +3.22011 Q4 · CEO: +19.42012 Q1 · CEO: +4.82012 Q2 · CEO: +9.52012 Q3 · CEO: +7.12012 Q4 · CEO: +16.22013 Q1 · CEO: +8.52013 Q2 · CEO: +13.32013 Q3 · CEO: +7.92013 Q4 · CEO: +8.32014 Q1 · CEO: +13.42014 Q2 · CEO: +17.72014 Q3 · CEO: +19.72014 Q4 · CEO: +21.92015 Q1 · CEO: +10.92016 Q3 · CEO: +13.92016 Q4 · CEO: +15.32017 Q1 · CEO: +21.32017 Q2 · CEO: +14.82017 Q3 · CEO: +9.22017 Q4 · CEO: +16.82018 Q1 · CEO: +10.82018 Q2 · CEO: +15.02018 Q3 · CEO: -2.02018 Q4 · CEO: +9.72019 Q1 · CEO: +4.22019 Q2 · CEO: +4.12019 Q3 · CEO: +7.02019 Q4 · CEO: +17.52020 Q1 · CEO: +2.52020 Q2 · CEO: +10.92020 Q3 · CEO: +8.52020 Q4 · CEO: +17.22021 Q1 · CEO: +15.62021 Q2 · CEO: +9.42021 Q3 · CEO: +5.12021 Q4 · CEO: +8.22022 Q1 · CEO: +13.52022 Q2 · CEO: +9.32022 Q3 · CEO: +0.52022 Q4 · CEO: +0.62023 Q1 · CEO: +13.32023 Q2 · CEO: +9.42023 Q3 · CEO: +3.62023 Q4 · CEO: +14.42024 Q1 · CEO: -0.72024 Q2 · CEO: +7.22024 Q3 · CEO: +5.22024 Q4 · CEO: +10.92025 Q1 · CEO: +6.02007 Q3 · CFO: -5.52007 Q4 · CFO: +3.22008 Q1 · CFO: +8.62008 Q2 · CFO: +6.52008 Q3 · CFO: -25.52008 Q4 · CFO: -20.32009 Q1 · CFO: -9.42009 Q2 · CFO: +1.72009 Q3 · CFO: -5.72009 Q4 · CFO: -3.12010 Q1 · CFO: +2.42010 Q2 · CFO: -5.72010 Q3 · CFO: -4.92010 Q4 · CFO: -5.12011 Q1 · CFO: -5.42011 Q2 · CFO: -9.82011 Q3 · CFO: -0.62011 Q4 · CFO: -2.82012 Q1 · CFO: -4.52012 Q2 · CFO: -2.42012 Q3 · CFO: -1.22012 Q4 · CFO: -2.12013 Q1 · CFO: +5.52013 Q2 · CFO: -1.62013 Q3 · CFO: +3.22013 Q4 · CFO: -4.42014 Q1 · CFO: +8.82014 Q2 · CFO: +4.12014 Q3 · CFO: -0.52014 Q4 · CFO: -2.82015 Q1 · CFO: +6.02016 Q3 · CFO: +5.52016 Q4 · CFO: +2.92017 Q1 · CFO: +6.72017 Q2 · CFO: +10.02017 Q3 · CFO: +11.82017 Q4 · CFO: +7.52018 Q1 · CFO: +9.92018 Q2 · CFO: +9.22018 Q3 · CFO: +2.62018 Q4 · CFO: +7.42019 Q2 · CFO: +7.42019 Q3 · CFO: +6.52019 Q4 · CFO: +7.22020 Q1 · CFO: -3.12020 Q2 · CFO: +17.82020 Q3 · CFO: +11.22020 Q4 · CFO: +10.82021 Q1 · CFO: +12.72021 Q2 · CFO: +13.12021 Q3 · CFO: +8.92021 Q4 · CFO: +6.12022 Q1 · CFO: +9.42022 Q2 · CFO: +10.72022 Q3 · CFO: +0.72022 Q4 · CFO: +2.62023 Q1 · CFO: +10.02023 Q2 · CFO: +5.22023 Q3 · CFO: +2.12023 Q4 · CFO: +6.72024 Q1 · CFO: +22.62024 Q2 · CFO: +4.92024 Q3 · CFO: +8.72024 Q4 · CFO: +11.52025 Q1 · CFO: +7.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-15+0+15+312007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Prepared remarks: -4.02007 Q4 · Prepared remarks: +1.32008 Q1 · Prepared remarks: -11.92008 Q2 · Prepared remarks: +4.62008 Q3 · Prepared remarks: -5.12008 Q4 · Prepared remarks: -26.72009 Q1 · Prepared remarks: -18.52009 Q2 · Prepared remarks: -2.12009 Q3 · Prepared remarks: -0.32009 Q4 · Prepared remarks: -3.72010 Q1 · Prepared remarks: +5.12010 Q2 · Prepared remarks: +0.32010 Q3 · Prepared remarks: +0.52010 Q4 · Prepared remarks: -5.12011 Q1 · Prepared remarks: -2.62011 Q2 · Prepared remarks: -4.02011 Q3 · Prepared remarks: -5.32011 Q4 · Prepared remarks: +3.32012 Q1 · Prepared remarks: -3.72012 Q2 · Prepared remarks: +10.82012 Q3 · Prepared remarks: +9.62012 Q4 · Prepared remarks: +10.82013 Q1 · Prepared remarks: +11.52013 Q2 · Prepared remarks: +9.32013 Q3 · Prepared remarks: +4.42013 Q4 · Prepared remarks: +9.82014 Q1 · Prepared remarks: +9.62014 Q2 · Prepared remarks: +0.02014 Q3 · Prepared remarks: +11.62014 Q4 · Prepared remarks: +10.62015 Q1 · Prepared remarks: +3.52015 Q2 · Prepared remarks: +9.32015 Q3 · Prepared remarks: +16.92015 Q4 · Prepared remarks: +22.02016 Q1 · Prepared remarks: +11.72016 Q2 · Prepared remarks: +8.22016 Q3 · Prepared remarks: +15.72016 Q4 · Prepared remarks: +4.12017 Q1 · Prepared remarks: +19.12017 Q2 · Prepared remarks: +11.72017 Q3 · Prepared remarks: +2.92017 Q4 · Prepared remarks: +16.32018 Q1 · Prepared remarks: +9.52018 Q2 · Prepared remarks: +12.82018 Q3 · Prepared remarks: -4.92018 Q4 · Prepared remarks: +11.02019 Q1 · Prepared remarks: +4.52019 Q2 · Prepared remarks: +9.32019 Q3 · Prepared remarks: +9.52019 Q4 · Prepared remarks: +19.02020 Q1 · Prepared remarks: +2.62020 Q2 · Prepared remarks: +15.42020 Q3 · Prepared remarks: +11.32020 Q4 · Prepared remarks: +20.42021 Q1 · Prepared remarks: +18.12021 Q2 · Prepared remarks: +14.82021 Q3 · Prepared remarks: +13.02021 Q4 · Prepared remarks: +13.92022 Q1 · Prepared remarks: +13.22022 Q2 · Prepared remarks: +8.72022 Q3 · Prepared remarks: -2.42022 Q4 · Prepared remarks: +3.52023 Q1 · Prepared remarks: +12.32023 Q2 · Prepared remarks: +15.22023 Q3 · Prepared remarks: +7.12023 Q4 · Prepared remarks: +13.32024 Q1 · Prepared remarks: +13.82024 Q2 · Prepared remarks: +7.22024 Q3 · Prepared remarks: +8.62024 Q4 · Prepared remarks: +13.12025 Q1 · Prepared remarks: +6.22007 Q3 · Q&A responses: -3.92007 Q4 · Q&A responses: -3.22008 Q1 · Q&A responses: -1.02008 Q2 · Q&A responses: +6.22008 Q3 · Q&A responses: +0.52008 Q4 · Q&A responses: -2.72009 Q1 · Q&A responses: +5.72009 Q2 · Q&A responses: +8.22009 Q3 · Q&A responses: +9.72009 Q4 · Q&A responses: +5.72010 Q1 · Q&A responses: +5.82010 Q2 · Q&A responses: +10.92010 Q3 · Q&A responses: +2.42010 Q4 · Q&A responses: +1.72011 Q1 · Q&A responses: +0.22011 Q2 · Q&A responses: +9.62011 Q3 · Q&A responses: +4.32011 Q4 · Q&A responses: +9.82012 Q1 · Q&A responses: +1.02012 Q2 · Q&A responses: -0.82012 Q3 · Q&A responses: -1.12012 Q4 · Q&A responses: +5.62013 Q1 · Q&A responses: +0.42013 Q2 · Q&A responses: +4.02013 Q3 · Q&A responses: +7.32013 Q4 · Q&A responses: -4.72014 Q1 · Q&A responses: +12.02014 Q2 · Q&A responses: +18.32014 Q3 · Q&A responses: +11.82014 Q4 · Q&A responses: +14.22015 Q1 · Q&A responses: +11.12015 Q2 · Q&A responses: +6.62015 Q3 · Q&A responses: +20.72015 Q4 · Q&A responses: +18.62016 Q1 · Q&A responses: +12.62016 Q2 · Q&A responses: +11.02016 Q3 · Q&A responses: +8.42016 Q4 · Q&A responses: +17.22017 Q1 · Q&A responses: +16.42017 Q2 · Q&A responses: +14.72017 Q3 · Q&A responses: +13.42017 Q4 · Q&A responses: +12.82018 Q1 · Q&A responses: +10.62018 Q2 · Q&A responses: +13.12018 Q3 · Q&A responses: +7.12018 Q4 · Q&A responses: +3.62019 Q1 · Q&A responses: +5.12019 Q2 · Q&A responses: +1.82019 Q3 · Q&A responses: +4.32019 Q4 · Q&A responses: +7.12020 Q1 · Q&A responses: -2.42020 Q2 · Q&A responses: +9.42020 Q3 · Q&A responses: +6.22020 Q4 · Q&A responses: +9.12021 Q1 · Q&A responses: +11.02021 Q2 · Q&A responses: +6.92021 Q3 · Q&A responses: -2.02021 Q4 · Q&A responses: +1.42022 Q1 · Q&A responses: +11.32022 Q2 · Q&A responses: +10.42022 Q3 · Q&A responses: +3.62022 Q4 · Q&A responses: -1.82023 Q1 · Q&A responses: +12.02023 Q2 · Q&A responses: +3.12023 Q3 · Q&A responses: +0.02023 Q4 · Q&A responses: +11.72024 Q1 · Q&A responses: -1.82024 Q2 · Q&A responses: +6.22024 Q3 · Q&A responses: +3.82024 Q4 · Q&A responses: +7.92025 Q1 · Q&A responses: +6.1
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.19$1.55$2.912007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $1.442014 Q2: $1.552014 Q3: $1.572014 Q4: $1.642015 Q1: $1.622015 Q2: $1.402015 Q3: $1.432015 Q4: $1.482016 Q1: $1.312016 Q2: $1.082016 Q3: $1.102016 Q4: $1.132017 Q1: $1.062017 Q2: $1.162017 Q3: $1.222017 Q4: $1.292018 Q1: $1.392018 Q2: $1.512018 Q3: $1.522018 Q4: $1.162019 Q1: $0.892019 Q2: $0.802019 Q3: $0.772019 Q4: $0.772020 Q1: $0.682020 Q2: $0.382020 Q3: $0.862020 Q4: $1.072021 Q1: $1.702021 Q2: $2.722021 Q3: $2.182021 Q4: $1.872022 Q1: $2.232022 Q2: $2.482022 Q3: $1.952022 Q4: $1.222023 Q1: $0.982023 Q2: $0.992023 Q3: $1.302023 Q4: $1.172024 Q1: $1.142024 Q2: $1.152024 Q3: $0.862024 Q4: $0.86

Forward P/E

8.8836.1663.442007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 20.222014 Q2: 19.852014 Q3: 20.922014 Q4: 21.352015 Q1: 21.062015 Q2: 23.342015 Q3: 19.902015 Q4: 20.862016 Q1: 22.522016 Q2: 26.572016 Q3: 27.122016 Q4: 27.732017 Q1: 32.042017 Q2: 29.242017 Q3: 27.082017 Q4: 27.722018 Q1: 25.402018 Q2: 24.632018 Q3: 22.062018 Q4: 20.002019 Q1: 29.222019 Q2: 32.572019 Q3: 36.252019 Q4: 38.752020 Q1: 23.902020 Q2: 59.682020 Q3: 33.642020 Q4: 31.682021 Q1: 21.332021 Q2: 12.642021 Q3: 16.052021 Q4: 21.112022 Q1: 17.612022 Q2: 13.942022 Q3: 16.252022 Q4: 26.782023 Q1: 30.042023 Q2: 30.832023 Q3: 24.642023 Q4: 27.352024 Q1: 30.322024 Q2: 25.102024 Q3: 38.602024 Q4: 32.51

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q1 tone ↑ +3.8 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -5.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.2 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↑ +5.4 fwd EPS ↓ -0.36 Tone rose while the forward EPS estimate was cut.
  • 2019 Q3 tone ↑ +3.4 fwd EPS ↓ -0.03 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +12.9 fwd EPS ↓ -0.31 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -4.9 fwd EPS ↑ +0.48 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -4.9 fwd EPS ↑ +1.03 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +3.0 fwd EPS ↓ -0.31 Tone rose while the forward EPS estimate was cut.
  • 2022 Q2 tone ↓ -5.6 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +9.1 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -4.3 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +7.7 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-25+3.1——View →
2024 Q42025-01-31+6.6$0.8632.5View →
2024 Q32024-10-25+5.0$0.8638.6View →
2024 Q22024-07-26+3.6$1.1525.1View →
2024 Q12024-04-26-1.4$1.1430.3View →
2023 Q42024-01-26+9.2$1.1727.4View →
2023 Q32023-10-27+1.5$1.3024.6View →
2023 Q22023-07-28+5.8$0.9930.8View →