West Fraser Timber Reports Q3 2026 Results and Announces Indefinite Mill Curtailments

10/29/2026
Impact: -65
Basic Materials

West Fraser Timber reported Q3 2026 revenue of $1.36 billion, below the $1.42 billion FactSet consensus, and a net loss of $80 million, or $1.03 per share. Citing housing affordability challenges and weak wood-products demand, it announced indefinite curtailments of its Huguley OSB mill in Alabama and Leola lumber mill in Arkansas, effective in Q4 after orderly wind-downs. The company expects to record a fourth-quarter asset impairment loss of $200 million to $220 million.

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