West Fraser Timber's latest earnings report reveals significant challenges as the company faces a notable earnings miss.
Recent earnings trend
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West Fraser Timber Co Ltd
WFG.TO
WFG.TO
West Fraser Timber Co Ltd
WealthAwesomeMarket cap
$7.91B
Div. yield
1.28%
Div. / share
$1.28
52W high
$105.00
52W low
$79.62
1W change
+4.75%
Beta
1.12
Analyst Price Targets
Based on analyst covering WFG · as of Sep 23, 2026
Wall Street analysts forecast WFG stock price to rise 2.1% over the next 12 months.
Consensus
NeutralBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$106.64
+2.1% Upside
Previously C$106.18 on Sep 21, 2026
Current Price
C$104.45
Last close
Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on WFG's historical volatility
30-Day Vol
31.3%
Annualized
90-Day Vol
35.6%
Annualized
Trend (90d)
+21.7%
Annualized drift
90d Mean
C$112.88
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$107.19 | C$96.21 – C$119.43 |
| 60 trading days | C$110.00 | C$94.40 – C$128.17 |
| 90 trading days | C$112.88 | C$93.61 – C$136.13 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
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Analyst coverage: 2 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 1 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-28 | — | -0.7500 | — |
| 2026-06-30 | 2026-07-29 | -0.8200 | -0.6900 | -18.8% |
| 2026-03-31 | 2026-04-22 | -2.4000 | -1.3600 | -76.5% |
| 2025-12-31 | 2026-02-11 | -2.1500 | -2.4100 | +10.8% |
| 2025-09-30 | 2025-10-22 | -2.5900 | -1.5200 | -70.4% |
| 2025-06-30 | 2025-07-23 | -0.3800 | 0.1700 | -323.5% |
West Fraser Timber Co Ltd (WFG.TO) reported its second quarter results for 2026, showing a loss of $0.82 per share, which was worse than the expected loss of $0.69. This 18.84% miss raises concerns among investors and highlights ongoing struggles with fluctuating demand and rising costs.
Investor takeaway: Investors should note West Fraser's ongoing challenges, including pressure from high mortgage rates and transportation issues. While the company has made progress in improving production and reducing debt, the uncertain market conditions continue to impact its future performance.
Earnings Miss by 18.8% with Loss of $0.82 per Share
West Fraser's reported loss of $0.82 per share contrasts sharply with the consensus estimate of a loss of $0.69, reflecting ongoing operational challenges and market pressures.
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Bull case
West Fraser's new Henderson mill has shown promising results, with production doubling from the previous quarter. The company has also significantly reduced its net debt, improving its liquidity and financial flexibility. Positive EBITDA across core segments suggests there’s potential for recovery as market conditions improve.
Bear case
Despite some positive signs, demand remains weak, with high mortgage rates affecting what consumers can afford. Transportation issues and rising input costs continue to challenge profitability. The recent earnings miss indicates that the company may have a tough time navigating these challenges in the near term.
Earnings Overview
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Key Financial Metrics
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Market Conditions and Future Outlook
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