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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 was $25.9 million, up from $3.3 million in Q3 2024 and $7.4 million in Q2 2025, with adjusted EBITDA/EBITDDA of $89.3 million, driven by strong real estate performance and large rural and development sales.
Revenues for Q3 2025 rose to $314.2 million, a 23% year-over-year increase, supported by higher lumber shipments, increased Northern sawlog prices, and significant rural real estate sales.
Announced a definitive merger agreement with Rayonier Inc., expected to close in late Q1 or early Q2 2026, aiming for $40 million in synergies and a combined 4.2 million acres of timberlands.
Maintained strong liquidity of $388 million as of September 30, 2025, and investment grade credit ratings.
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% dividend yield.
Financial highlights
Q3 2025 net income was $25.9 million, with diluted EPS of $0.33; adjusted net income per diluted share was $0.36.
Q3 2025 revenues: Timberlands $52.5M, Wood Products $165.9M, Real Estate $69.6M.
Total Adjusted EBITDDA margin was 28.4% in Q3 2025, up from 18.0% in Q3 2024.
Dividend per share was $0.45 in Q3 2025.
Cash from operating activities for the first nine months was $155.7 million, up $12.6 million year-over-year.
Outlook and guidance
Q4 2025 adjusted EBITDA/EBITDDA expected to decline due to lower real estate sales, reduced development activity, and seasonally lower timberland harvests.
Anticipates harvesting 1.7–1.8 million tons in Q4, with 80% from the South; Idaho sawlog prices expected to decline ~13%.
Expects to ship 290–300 million board feet of lumber in Q4 at prices similar to Q3.
Real estate sales guidance: ~5,000 rural acres at $3,200/acre and 46 residential lots at $95,000/lot in Q4.
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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