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West Fraser expects 2026 lumber, North American OSB shipments at lower end of guidance

PUBT·11/02/2026 15:46:11
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West Fraser expects 2026 lumber, North American OSB shipments at lower end of guidance
  • 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: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. West Fraser Timber Co. Ltd. published the original content used to generate this news brief on October 30, 2026, and is solely responsible for the information contained therein.