Loading...
•
Sep 30
PotlatchDeltic Q3 2025 Earnings Report
PotlatchDeltic reported its third quarter 2025 earnings, with significant increases in net income and revenue compared to the previous year.
Key Takeaways
PotlatchDeltic Corporation delivered strong third-quarter results, with net income rising to $25.9 million on revenues of $314.2 million. The company saw robust performance across all segments, particularly in Real Estate, driven by strategic rural land sales. The Wood Products segment demonstrated disciplined cost management despite a decrease in average lumber prices.
Net income for Q3 2025 was $25.9 million, a substantial increase from $3.3 million in Q3 2024.
Total revenues reached $314.2 million, up from $255.1 million in the same quarter last year.
Adjusted net income per diluted share was $0.36, compared to $0.04 in Q3 2024.
The Real Estate segment significantly boosted performance with a $40.4 million increase in Adjusted EBITDDA compared to the previous quarter, driven by strong land sales.
PotlatchDeltic
PotlatchDeltic
PotlatchDeltic Revenue by Segment
Revenue by Segment
Timberlands Revenue
CapyFin.comWood Products Revenue
CapyFin.comReal Estate Revenue
CapyFin.com Forward Guidance
PotlatchDeltic is focused on operational and financial priorities, including the pending merger with Rayonier Inc., which is expected to close in late first quarter or early second quarter 2026. This merger aims to create a premier land resources company with a strong balance sheet, positioned for growth and long-term shareholder value.
Positive Outlook
- Anticipated completion of the merger with Rayonier Inc. in late Q1 or early Q2 2026.
- Creation of a premier land resources company with a strong pro forma balance sheet.
- Positioning for growth and delivery of long-term shareholder value post-merger.
- Continued focus on executing operational and financial priorities.
- Expectation to capitalize on improved market conditions in the Wood Products segment.
Challenges Ahead
- Changes in the U.S. housing market could impact demand.
- Fluctuations in timberland values and timber prices pose risks.
- Availability of logging contractors and shipping capacity could affect operations.
- Changes in interest rates and credit availability may impact homebuyers.
- Uncertainty regarding the timing and scope of changes in U.S. and international economies, including tariffs.