The presentation includes forward-looking statements and non-GAAP financial measures outlining strategic goals and targets.
Expectations for growth in wood fiber demand, U.S. housing market, mass timber, carbon markets, and renewable energy sources.
Details on capital structure, cash dividend framework, and average annual capital expenditures through 2030.
Strategic Goals
Goal to add $1.5 billion of incremental Adjusted EBITDA by 2024 and achieve industry-leading total shareholder return by 2030.
Market Growth
Anticipated demand growth in wood fiber, expansions in export markets, and development of new market for metallurgical biocarbon.
Dividend Framework
Discussion on sustainability of base dividend, return to shareholders of Adjusted Funds Available for Distribution (Adjusted FAD), and capital allocation strategies.
- The presentation outlines key initiatives to drive growth and enhance shareholder value in the coming years.
- Expectations for market trends, demand drivers, and funding sources highlight a positive outlook for the company's future growth prospects.
Overall, the Investor Day presentation sets a clear roadmap for Weyerhaeuser's accelerated growth and commitment to excellence in the coming years.