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PotlatchDeltic (PCH) investor relations material
PotlatchDeltic M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary14 Oct, 2025
Deal rationale and strategic fit
Merger creates a premier land resources REIT with nearly 4.2 million acres of timberlands across 11 states, enhancing scale, diversification, and sustainability focus.
Combined entity will be the second-largest publicly traded timber and wood products company in North America, positioned for growth in timber, real estate, and natural climate solutions.
Enhanced platform for real estate development, HBU opportunities, and land-based solutions, especially in high-potential U.S. South regions.
Well-aligned corporate cultures and values, with a shared commitment to sustainability and stewardship.
Both companies aim to unlock value through land-based and natural climate solutions, including solar development and carbon capture.
Financial terms and conditions
All-stock merger of equals: PotlatchDeltic shareholders receive 1.7339 Rayonier shares per PotlatchDeltic share, representing an 8.25% premium.
Pro forma ownership: 54% Rayonier shareholders, 46% PotlatchDeltic shareholders.
Combined market capitalization of $7.1 billion and enterprise value of $8.2 billion, including $1.1 billion net debt.
Special $1.40/share dividend to Rayonier shareholders, with PotlatchDeltic shareholders receiving equivalent value at closing.
Synergies and expected cost savings
Estimated $40 million in annual run-rate synergies, primarily from corporate and operational cost savings.
Half of the synergies expected by end of year one, remainder by end of year two.
Additional synergy opportunities anticipated through best practice sharing and operational optimization.
Detail the final adjusted exchange ratio
Wood products investment plans post-merger
Specific natural climate solutions growth plans
Wood products volatility: impact on dividend?
Identify additional synergy opportunities.
Capital allocation priorities post-merger?
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Next PotlatchDeltic earnings date
Q3 20254 Nov, 2025
Next PotlatchDeltic earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
PotlatchDeltic Corporation, a leading Real Estate Investment Trust (REIT), owns 1.8 million acres of timberlands in Alabama, Arkansas, Idaho, Louisana, Minnesota and Mississippi. Through its taxable REIT subsidiary, the company also operates six sawmills, an industrial-grade plywood mill, a residential and commercial real estate development business and a rural timberland sales program. PotlatchDeltic is committed to sustainability and to responsible governance.
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