WY — what changed in the latest 10-Q
A section-by-section comparison of WY's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-30 vs the prior 10-Q · 2026-07-31
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +60 | −50 | ~33 | 61 |
| Market risk (Item 3) | Text added/removed | +5 | −4 | 0 | 4 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-30
In U.S. wood product markets, the Random Lengths Framing Lumber Composite price averaged $512/MBF and the OSB Composite averaged $250/MSF during third quarter 2026, with composite pricing for lumber decreasing from $513/MBF to $491/MBF and composite pricing for OSB increasing from $243/MSF to $281/M…
In Western log markets, Douglas-fir sawlog prices decreased 0.2 percent in third quarter 2026 compared with second quarter 2026, as reported by Fastmarkets RISI Log Lines based on Weyerhaeuser’s sales mix. Log prices in the domestic market began the quarter on a positive trajectory in response to a …
0.2 percent from third quarter 2025, as reported by TimberMart-South. Delivered pine pulpwood prices increased 1.2 percent in third quarter 2026 compared to second quarter 2026 and declined 2.0 percent from third quarter 2025 as reported by TimberMart-South. In general, Southern log markets were rel…
The condition of the labor market affects all of our businesses as it relates to our ability to attract and retain employees and contractors. The unemployment rate remained flat from second quarter 2026 at 4.2 percent in third quarter 2026.
Net sales increased $145 million – 8 percent – primarily due to a $157 million increase in Wood Products net sales attributable to increased sales realizations for structural lumber and sales volumes for complementary building products. This increase was partially offset by an $8 million decrease in…
Text removed vs the prior filing · source: 10-Q · 2026-07-31
In U.S. wood product markets, the Random Lengths Framing Lumber Composite price averaged $490/MBF and the OSB Composite averaged $250/MSF during second quarter 2026, while composite prices for lumber increased from $470/MBF to $513/MBF and composite prices for OSB decreased from $265/MSF to $243/MSF…
In Western log markets, Douglas-fir sawlog prices increased 4.4 percent in second quarter 2026 compared with first quarter 2026, as reported by Fastmarkets RISI Log Lines based on Weyerhaeuser’s sales mix. Log prices in the domestic market rose as lumber prices strengthened and mills increased inven…
second quarter 2026 compared to first quarter 2026 and declined 3.5 percent from second quarter 2025 as reported by TimberMart-South. In general, Southern log supply remains ample and wood product and fiber mills continue to align production with end-market demand. Pulpwood prices have been more cha…
The condition of the labor market affects all of our businesses as it relates to our ability to attract and retain employees and contractors. The unemployment rate decreased from 4.3 percent in first quarter 2026 to 4.2 percent in second quarter 2026. In May 2026, Weyerhaeuser finalized a new collec…
Net sales decreased $17 million – 1 percent – primarily due to a $14 million decrease in Strategic Land Solutions net sales attributable to decreases in acres sold and average price per acre sold for our Climate Solutions business, as well as a $6 million decrease in Timberlands net sales to unaffil…
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-10-30
Summary of Long-Term Debt Obligations as of September 30, 2026
Excludes $31 million of unamortized discounts and capitalized debt expense.
As of September 30, 2026, the weighted average interest rate for our variable-rate debt was 5.23 percent, excluding estimated patronage refunds and the impact of interest rate swaps.
Excludes outstanding commercial paper of $300 million as of September 30, 2026. The timing of the repayment of the current outstanding balance is uncertain due to our intent and ability to refinance these borrowings on a long-term basis. See Note 8: Long-Term Debt, Line of Credit and Commercial Pape…
During third quarter 2025, we entered into interest rate swaps with the risk management objective of managing exposure to interest rate volatility by converting variable rate debt obligations associated with our $800 million term loan due in 2028 into fixed rate payments. The interest rate swaps pro…
Text removed vs the prior filing · source: 10-Q · 2026-07-31
Excludes $32 million of unamortized discounts and capitalized debt expense.
As of June 30, 2026, the weighted average interest rate for our variable-rate debt was 4.97 percent, excluding estimated patronage refunds and the impact of interest rate swaps.
Excludes outstanding commercial paper of $250 million as of June 30, 2026. The timing of the repayment of the current outstanding balance is uncertain due to our intent and ability to refinance these borrowings on a long-term basis. See Note 8: Long-Term Debt, Line of Credit and Commercial Paper Pro…
During third quarter 2025, we entered into interest rate swaps with the risk management objective of managing exposure to interest rate volatility by converting variable rate debt obligations associated with our $800 million term loan due in 2028 into fixed rate payments. The interest rate swaps pro…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice