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PotlatchDeltic (PCH) investor relations material
PotlatchDeltic Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 net income rose to $25.9 million ($0.33 per diluted share), with revenues up 23% year-over-year to $314.2 million, driven by strong real estate sales and higher lumber shipments.
Total Adjusted EBITDDA reached $89.3 million (28.4% margin), up from $52 million in Q2 and $45.9 million in Q3 2024, led by robust real estate and timberland performance.
Announced a definitive merger agreement with Rayonier Inc., expected to close in late Q1 or early Q2 2026, targeting $40 million in synergies and a combined 4.2 million acres of timberlands.
Maintained strong liquidity of $388 million and investment grade credit ratings, with $100 million of debt refinanced at a 2.3% weighted average cost.
Cash Available for Distribution (CAD) was $118.5 million for the trailing twelve months, supporting a $139 million annual dividend run rate and a 4.4% yield.
Financial highlights
Q3 2025 revenues were $314.2 million, with segment contributions: Timberlands $52.5M, Wood Products $165.9M, Real Estate $69.6M.
Net income was $25.9 million, up from $7.4 million in Q2 and $3.3 million in Q3 2024; diluted EPS was $0.33.
Total Adjusted EBITDDA margin was 28.4% in Q3 2025.
Dividend per share was $0.45 in Q3 2025.
Cash from operating activities for the first nine months was $155.7 million.
Outlook and guidance
Q4 2025 Adjusted EBITDDA expected to decline due to fewer rural real estate sales, reduced development activity, and seasonally lower timberland harvests and prices.
Timberland Q4 harvest guidance: 1.7–1.8 million tons, with 80% from the South; Idaho sawlog prices expected to decline ~13%.
Wood products Q4 shipments projected at 290–300 million board feet, with average lumber prices expected to remain near Q3 levels.
Real estate Q4 guidance: 5,000 rural acres at $3,200/acre and 46 residential lots at $95,000/lot.
FY 2025 guidance: ~7.4 million tons timber harvest, ~1.2 BBF lumber shipments, rural land sales ~35,000 acres at ~$3,200/acre, development lot sales ~130 lots at ~$120,000/lot.
Merger's impact on capital allocation strategy?
Real Estate land sales pipeline outlook?
Key external drivers for Wood Products rebound?
Synergy drivers for the Rayonier merger?
Lithium development timeline and next steps?
Sustainability of Wood Products operating strategy?
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Next PotlatchDeltic earnings date
Q4 202527 Jan, 2026
Next PotlatchDeltic earnings date
Q4 202527 Jan, 2026
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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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