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Jun 30
PotlatchDeltic Q2 2025 Earnings Report
PotlatchDeltic posted lower earnings in Q2 2025 amid soft lumber demand, though Timberlands and Real Estate segments remained stable.
Key Takeaways
PotlatchDeltic reported a decline in both revenue and net income in Q2 2025 compared to the previous year, impacted by weak lumber markets, while maintaining stability in its Timberlands and Real Estate businesses.
Revenue totaled $275,000,000 in Q2 2025, down from $320,700,000 in Q2 2024.
EPS was $0.09, with net income of $7,400,000.
Wood Products segment struggled with only $1,700,000 in Adjusted EBITDDA.
Sold 7,457 rural acres and 18 residential lots in Real Estate.
PotlatchDeltic
PotlatchDeltic
PotlatchDeltic Revenue by Segment
Revenue by Segment
Timberlands Revenue
CapyFin.comWood Products Revenue
CapyFin.comReal Estate Revenue
CapyFin.com Forward Guidance
PotlatchDeltic remains focused on capital discipline and sees strength in long-term product demand, despite headwinds in lumber pricing and operational challenges.
Positive Outlook
- Strong long-term demand fundamentals for wood products.
- Stable performance from Timberlands and Real Estate segments.
- Continued shareholder return via dividends and buybacks.
- Maintained liquidity of $395 million.
- Cedar log prices supported sawlog value.
Challenges Ahead
- Soft lumber demand pressures Wood Products margins.
- Increased forest management and manufacturing costs.
- Decreased harvest volumes in the South.
- Lumber inventory charge of $3M impacted Q2 results.
- St. Maries and Waldo operations faced temporary disruptions.