West Fraser Timber Still Shows No Sign Of Turning Around, And The Cycle Is Worsening

West Fraser Timber remains in deeply depressed territory, with no signs of cyclical improvement and ongoing cash burn to reach normalization. 2Q26 adjusted EBITDA was flat sequentially and halved year-over-year, with NA EWP EBITDA collapsing from $68M to $13M due to OSB weakness. WFG's balance sheet is not in immediate danger but is strained; operating cash flow is insufficient to cover CAPEX and dividends without seasonal working-capital releases.

Seeking Alpha • Aug 11, 2026

West Fraser Timber Q2 Earnings Call Highlights

West Fraser Timber NYSE: WFG reported second-quarter 2026 sales of approximately $1.4 billion and adjusted EBITDA of $59 million, supported by improved lumber and European pricing, higher shipment volumes and positive contributions from its core operating segments.

MarketBeat • Aug 1, 2026

West Fraser Timber Co. Ltd. (WFG:CA) Q2 2026 Earnings Call Transcript

West Fraser Timber Co. Ltd. (WFG:CA) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 1, 2026

West Fraser Announces Second Quarter 2026 Results

VANCOUVER, BC, July 29, 2026 /PRNewswire/ -- West Fraser Timber Co. Ltd. ("West Fraser" or the "Company") (TSX and NYSE: WFG) reported today the second quarter results of 2026 ("Q2-26").

PRNewsWire • Jul 29, 2026

Notice of Second Quarter Results Conference Call

VANCOUVER, BC, July 7, 2026 /PRNewswire/ - West Fraser Timber Co. Ltd. ("West Fraser" or the "Company") (TSX and NYSE: WFG) will hold an analysts' conference call to discuss second quarter 2026 financial and operating results on Thursday, July 30, 2026 at 8:00 a.m.

PRNewsWire • Jul 7, 2026

West Fraser Declares Dividend

VANCOUVER, BC, June 10, 2026 /PRNewswire/ - West Fraser Timber Co. Ltd. ("West Fraser" or the "Company") (TSX and NYSE: WFG) has declared a quarterly dividend of US$0.32 per share on the Common shares and Class B Common shares in the capital of the Company, payable on July 13, 2026 to shareholders of record on June 25, 2026.

PRNewsWire • Jun 10, 2026

West Fraser Releases 2025 Sustainability Report

VANCOUVER, BC, June 3, 2026 /PRNewswire/ - Today, West Fraser Timber Co. Ltd. ("West Fraser" or the "Company") (TSX and NYSE: WFG) released its 2025 Sustainability Report.

PRNewsWire • Jun 3, 2026

West Fraser Timber Co. (WFG) Opens the Market

Toronto, Ontario--(Newsfile Corp. - May 21, 2026) - Chris Virostek, Executive Vice-President and Chief Financial Officer, West Fraser Timber Co. ("West Fraser", or the "Company") (TSX: WFG) and their executive team, joined Omar Khafagy, Head, Client Success, Toronto Stock Exchange ("TSX"), to open the market to celebrate the Company's 40th anniversary of being listed on TSX. Cannot view this video?

Newsfile Corp • May 21, 2026

West Fraser Timber: Buying A Best-In-Class Producer At The Cyclical Trough

West Fraser Timber is rated a 'buy' as a compelling risk/reward play at the trough of the lumber cycle, trading near book value. WFG's Q1'26 headline loss is distorted by a $114M non-cash duty adjustment; underlying EBITDA improved sequentially across all segments. The fortress balance sheet, $900M liquidity, and disciplined cost reductions position WFG to weather prolonged housing weakness and capitalize on eventual recovery.

Seeking Alpha • May 11, 2026

West Fraser Timber Co. Ltd. (WFG:CA) Q1 2026 Earnings Call Transcript

West Fraser Timber Co. Ltd. (WFG:CA) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026