TSX:WFGForestry
Is US$409 Million Goodwill Impairment And 2026 Guidance Altering The Investment Case For West Fraser (TSX:WFG)?
West Fraser Timber Co. Ltd. has recorded a US$409 million non-cash impairment of goodwill in its Lumber segment for Q4 2025, reflecting persistently challenging economic conditions and a recalibration of long-term assumptions for its U.S. lumber operations.
The impairment, paired with new preliminary 2026 operational guidance, gives investors a clearer view of how management is reshaping expectations and investment plans amid a prolonged lumber downcycle.
Next, we’ll explore how this...