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Weyerhaeuser Outlines Strategy to Accelerate Growth and Drive Significant Value Creation at Investor Day
SEATTLE (News release) -- Weyerhaeuser Company (NYSE: WY), a global leader in sustainable forestry, land management and wood products manufacturing, is hosting its 2025 Investor Day Dec. 11, beginning at 9 a.m. Eastern, to outline the company's strategic growth plan and financial targets through 2030. "Weyerhaeuser stands alone in the timberlands, wood products and land solutions space as the only large cap, integrated investment opportunity poised for accelerated growth," says Devin W. Stockfish, president and chief executive officer. "Today's event will showcase the company's unrivaled strengths, competitive advantages and strong track record of setting and achieving ambitious targets -- all of which provide the foundation for our next chapter. Over the next five years, we intend to catalyze growth initiatives across the entirety of our integrated portfolio to significantly grow the value and cash generation capabilities of our company and further strengthen our competitive position. These actions will enhance our ability to maximize cash flow per share while maintaining a stable foundation through market cycles and ultimately position Weyerhaeuser to deliver industry-leading total shareholder return. I'm confident in our ability to achieve our 2030 growth plan and incredibly excited to embark on this transformational journey with our employees." 2030 Growth Targets At today's event, Weyerhaeuser's management team will discuss the company's detailed plans to catalyze growth through initiatives across its integrated portfolio, many of which are already underway. The growth plan is expected to deliver $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline, and includes $1 billion of Adjusted EBITDA uplift from identified growth initiatives. The remaining $500 million of uplift reflects a modest improvement in product pricing during the period, which the company views as a conservative estimate. Identified growth initiatives span the entirety of Weyerhaeuser's portfolio and include the following expected contributions above the 2024 baseline:
Unmatched Foundation and Competitive Advantages Enable Compelling Growth Strategy Underpinning Weyerhaeuser's strategy to unleash its next phase of growth is a world-class foundation and distinct competitive advantages, including the company's:
Durable Capital Allocation Framework Supports Shareholder Returns and Accelerated Growth Weyerhaeuser has a strong track record of disciplined capital allocation and remains committed to returning a significant amount of cash back to shareholders, investing in its businesses and maintaining an appropriate capital structure. At today's event, the company will showcase the power of its flexible capital allocation framework to drive accelerated growth through disciplined investments with strong returns. In addition, the company is maintaining its commitment to return 75 to 80 percent of its Adjusted Funds Available for Distribution (Adjusted FAD) to shareholders annually through its sustainable base dividend, as well as share repurchases and/or supplemental dividends. The remaining 20 to 25 percent of Adjusted FAD will support the company's growth initiatives and be available for additional share repurchase and debt paydown. 1. Additional details regarding the company's new biocarbon business can be found in a separate press release issued today. Webcast and Presentation Materials Information
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