WY 最新10-Q变化
将 WY 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-10-30 与上一份 10-Q · 2026-07-31
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +60 | −50 | ~33 | 61 |
| 市场风险(第3项) | 文字有新增/删除 | +5 | −4 | 0 | 4 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
未列出(无法可靠提取或缺失):法律诉讼
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源: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…
相对上期删除的文字 · 来源: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…
市场风险(第3项)
相对上期新增的文字 · 来源: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…
相对上期删除的文字 · 来源: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…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议