Lumber segment faces $215 million hit from European log supply pressures while pulp and paper takes $106 million charge.
Finanzas
Company records $238.7 million in non-cash charges including $203.5 million impairment at Peace River mill amid hardwood pulp down-cycle.
Siding revenue rises 6% on 8% price increase, partially offsetting broader market headwinds.
The industry cites U.S. import tariffs as a factor behind weaker U.S. exports and higher import pressure in Germany.
Weak lumber markets and higher U.S. trade costs pressure results, and the company expects early 2026 prices to fluctuate with winter weather and industry-wide lumber production curtailments.
Weaker demand, adverse currency moves and higher raw material costs outweigh record pulp output and cost reductions.
Company says stronger Real Estate results offset weak timber markets, with Southern pulpwood pricing down and Pacific Northwest harvest volumes lower year over year.
West Fraser says lumber duties, OSB and southern yellow pine oversupply, and housing affordability constraints keep wood building products markets pressured. It expects another year of modest demand in 2026 and reiterates lumber and OSB shipment targets.
Spruce shortages and higher pine output reshape supply, while expected rate cuts could lift 2026 building demand.
Company expects 2026 recovery driven by cost savings and lower wood prices.
Pulp deliveries rise 4% while paper deliveries decline and electricity output edges lower.
Graphic Packaging's adjusted EBITDA falls 23% on consumer affordability and competitive pressure
Company forecasts double-digit adjusted EPS growth for 2026, driven by equity income and a stable tax rate.
Lower electricity prices in northern Sweden and reduced demand for wood products weigh on results while Board and Paper maintains strong margins.
Climate solutions segment grows 42% year-over-year, but overall results pressured by market headwinds.
Homebuilder reports 5% revenue decline and narrower margins as affordability improves but confidence lags.
Paper sector profits declined 13.6% and timber processing dropped 38.3%, while overall manufacturing rose 5%.
A new analysis shows losses from EU Emissions Trading System changes and higher rail and shipping charges, threatening jobs and exports.
Semi-custom sales fall 15% and stock sales drop 14.5% year-over-year, with year-to-date market reaching an estimated $20.7 billion.
Savings program now expected to reduce annual costs by SEK 45 million ($4.9 million) as company cites lower pulp prices in USD and weaker Swedish krona.