Weyerhaeuser Company stock research
FY2025 Q4
Weyerhaeuser (WY) Gross Margin — Quarter Ended Dec 31, 2025
Revenue and gross profit were lower than both the prior quarter and the same quarter last year, while cost of revenue decreased from the prior quarter but was unchanged from a year ago. Gross margin weakened compared with both periods, reflecting a proportionally larger decline in revenue relative to cost of revenue.
Gross margin takeaway
Quarter ended Dec 31, 2025 · FY2025 Q4
Revenue and gross profit were lower than both the prior quarter and the same quarter last year, while cost of revenue decreased from the prior quarter but was unchanged from a year ago. Gross margin weakened compared with both periods, reflecting a proportionally larger decline in revenue relative to cost of revenue.
- The decline in revenue outpaced the reduction in cost of revenue, leading to a lower gross margin. This relationship is the most directly observable driver of the margin compression.
- Compared with the immediately preceding quarter, revenue, gross profit, and gross margin were all lower, while cost of revenue was also lower. Versus the same quarter one year earlier, revenue and gross profit were lower, cost of revenue was unchanged, and gross margin was lower.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
10.4%
Gross profit
$161.0M
Revenue
$1.5B
Cost of revenue
$1.4B
Quarter-over-quarter change
-1.4 pts
Year-over-year change
-7.4 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Mar 31, 2025 | $1.8B | $335.0M | $1.4B | 19.0% |
| Jun 30, 2025 | $1.9B | $325.0M | $1.6B | 17.3% |
| Sep 30, 2025 | $1.7B | $204.0M | $1.5B | 11.9% |
| Dec 31, 2025 | $1.5B | $161.0M | $1.4B | 10.4% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Sep 30, 2025
-1.4 pts
Year-over-year change
Dec 31, 2024
-7.4 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The decline in revenue outpaced the reduction in cost of revenue, leading to a lower gross margin. This relationship is the most directly observable driver of the margin compression.
Compared with the immediately preceding quarter, revenue, gross profit, and gross margin were all lower, while cost of revenue was also lower. Versus the same quarter one year earlier, revenue and gross profit were lower, cost of revenue was unchanged, and gross margin was lower.
Monitor the trajectory of revenue relative to cost of revenue in upcoming quarters to assess whether gross margin can stabilize.