WEST FRASER TIMBER CO., LTD (WFG) Form 6-K — Oct 28, 2026
West Fraser reported a Q3-26 net loss of $80 million, or $(1.03) per diluted share, on sales of $1.363 billion, with Adjusted EBITDA falling to $38 million from $59 million in Q2-26 as housing affordability continued to constrain wood products demand. The company announced indefinite curtailments of its Huguley, Alabama OSB mill and Leola, Arkansas lumber mill, and now expects 2026 SPF/SYP and North American OSB shipments at the low end of prior guidance ranges.
Key figures
- Revenue
- 1363000000
- Guidance
- 2026 SPF/SYP shipments at low end of 2.4-2.7 billion board feet; NA OSB shipments at low end of 5.9-6.3 billion sq ft; 2026 capex $300-350 million
- Total Debt
- 578000000
- Revenue Yoy
- Q3-26 sales $1,363M vs Q3-25 $1,307M
- Cash Position
- 203000000
- Shares Outstanding
- 78303822
- New term loan
- $500 million maturing September 2029
- Dividend per share
- $0.32 per share quarterly
- Available liquidity
- $1,223 million
- Adjusted ebitda q3 26
- $38 million vs $59 million in Q2-26
- Us housing starts sept 2026
- 1.22 million units annualized
- Export duties and tariffs q3 26
- -$46 million
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