David Wold

Senior Vice President and Chief Financial Officer, Weyerhaeuser

Search every verified David Wold interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Wold, Senior Vice President and Chief Financial Officer at Weyerhaeuser, participated in the company’s Q2 2025 earnings conference call on July 25, 2025. During the call, he discussed the Timberland’s market, describing it as "solid" and noting that annual activity typically ranges from $2 to $3 billion, though it is likely to trend toward the lower end of that range this year. He mentioned that a handful of larger, high-quality packages have recently come to market and that significant capital has been raised over the past couple of years with a mandate to pursue such transactions. Wold also addressed lumber and OSB pricing pressures, attributing them to concerns among home builders about margins and the need to keep prices in check. He noted that a recovery in single-family housing activity and RNR activity could serve as catalysts for price improvement, and he mentioned ongoing efforts to convert customers from open web back to engineered wood products (EWP), a shift that has been challenging due to lower lumber prices. He expressed confidence that housing activity will eventually return to a better place, citing strong fundamental drivers, and suggested that the industry would not continue to operate below cash flow break-even over time, implying potential upward movement in lumber pricing.