West Fraser expects 2026 lumber, North American OSB shipments at lower end of guidance
Bitget2026/11/02 15:46- West Fraser expects 2026 SPF and SYP lumber shipments at the lower end of guidance of 2,400–2,700 million board feet each.
- North American OSB shipments are also expected near the bottom of the unchanged 5,900–6,300 million square feet guidance range.
- Capital spending guidance remains USD 300 million–350 million, down from USD 411 million in 2025 as major projects conclude.
- Third-quarter adjusted EBITDA fell to USD 38 million from USD 59 million in the second quarter, primarily reflecting lower realized prices.
- Demand remains challenged, with U.S. housing starts at 1,220,000 and mortgage rates above 7%.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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