West Fraser Timber Q2 Earnings Call Highlights

Impact · against what's priced in

West Fraser shows a positive shift in momentum with a return to profitability and operational gains at the Henderson mill. The catalyst is a combination of improving North American and European pricing and an expected decline in duty rates later this year.

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In context

The return to positive adjusted EBITDA ($59 million vs. a $66 million loss in Q1) and the ramp-up of the Henderson mill, which is now exceeding previous production levels, indicate strengthening fundamentals.

Read from the article alone

• earnings▲7%
• WFG
• canada
• duty adjustments
• engineered wood
• europe
• lumber
• resin costs
• softwood
• tariffs