West Fraser Timber Co. Ltd. (WFG) Q2 2025 Earnings Call Transcript


West Fraser Timber Co. Ltd. (NYSE:WFG) Q2 2025 Earnings Conference Call July 24, 2025 11:30 AM ET

Company Participants

Christopher A. Virostek – Senior VP of Finance & CFO
Matthew Vincent Tobin – Senior Vice President of Sales & Marketing
Sean P. McLaren – CEO, President & Director

Conference Call Participants

Benjamin Isaacson – Scotiabank Global Banking and Markets, Research Division
Hamir Patel – CIBC Capital Markets, Research Division
Ketan Mamtora – BMO Capital Markets Equity Research
Matthew McKellar – RBC Capital Markets, Research Division
Sean Steuart – TD Cowen, Research Division

Operator

Good morning, ladies and gentlemen, and welcome to West Fraser’s Second Quarter 2025 Results Conference Call. [Operator Instructions] During this conference call, West Fraser’s representatives will be making certain statements about West Fraser’s future financial and operational performance, business outlook and capital plans. These statements may constitute forward-looking information or forward-looking statements within the meaning of Canadian and United States securities laws. Such statements involve certain risks, uncertainties and assumptions, which may cause West Fraser’s actual or future results and performance to be materially different from those expressed or implied in these statements.

Additional information about these risk factors and assumptions is included both in the accompanying webcast presentation and in our 2024 annual MD&A and annual information form as updated in our quarterly MD&A, which can be accessed on West Fraser’s website or through SEDAR+ for Canadian investors and EDGAR for United States investors.

I would now like to turn the conference call over to Sean McLaren, President and Chief Executive Officer. Please go ahead.

Sean P. McLaren

Thank you, Jenny. Good morning, everyone, and thank you for joining our second quarter 2025 earnings call. I am Sean McLaren, President and CEO of West Fraser. And joining me on the call today are Chris Virostek, Senior Vice President and Chief Financial Officer; Matt Tobin, Senior Vice



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