PotlatchDeltic

PCH

Market cap $3.11B

The futures are trading flat to modestly lower as shell-shocked traders return to start the new trading week.

PotlatchDeltic Corporation ( PCH ) Q3 2025 Earnings Call November 4, 2025 12:00 PM EST Company Participants Wayne Wasechek - VP & CFO Eric Cremers - President, CEO & Director Conference Call Participants Ketan Mamtora - BMO Capital Markets Equity Research George Staphos - BofA Securities, Research Division Mark Weintraub - Seaport Research Partners Michael Roxland - Truist Securities, Inc., Research Division Presentation Operator Good morning. My name is Rob, and I will be your conference operator today.

PotlatchDeltic owns 2.1 million acres of timberland in Idaho and in the southern United States. With seven lumber and plywood manufacturing facilities, PCH is also a top 10 lumber producer in the United States, with 1.2 billion board feet of capacity. Approximately 35% of the wood fibre costs within the manufacturing segment were purchases from internally owned timberlands, representing a healthy level of vertical integration.

Potlatch (PCH) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.04 per share a year ago.

SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) today reported net income of $25.9 million, or $0.33 per diluted share, on revenues of $314.2 million for the quarter ended September 30, 2025. Excluding after-tax special items, including merger-related expenses, adjusted net income was $27.8 million, or $0.36 per diluted share for the third quarter of 2025. Net income was $3.3 million, or $0.04 per diluted share, on revenues of $255.1 million for the quarter ended Septe.

Our investments are grounded in real assets and brands producing growing free cash flow per share. We believe the Fund's FCF today can go to a mid-teens FCF multiple on growing FCF per share. We believe Mattel is in its strongest position in over 10 years.

Potlatch (PCH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Bio-Rad Laboratories was a positive contributor after the company reported steadier earnings than the market expected. PVH also remains our largest share repurchaser for the year after buying a teens percentage of shares outstanding at great prices. Rayonier was an immediate contributor.

U.S. equity markets rebounded this past week as the White House resumed negotiations with China following a major tariff threat, while investors focused on bank earnings that raised some eyebrows. Consistent with the "risk-off" theme that has prevailed amid the ongoing federal government shutdown with no resolution in sight, short-term Treasury yields receded to the lowest levels in three years. Buoyed by a dip in benchmark rates, real estate equities led the rebound this week after REIT earnings season began on a positive note with surprisingly strong industrial REIT results.

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of PotlatchDeltic Corporation (NasdaqGS: PCH) to Rayonier Inc. (NYSE: RYN). Under the terms of the proposed transaction, shareholders of PotlatchDeltic will receive 1.7339 common shares of Rayonier for each share of PotlatchDeltic that they own. KSF is seeking to determine whether this consideration an.