PCH
PotlatchDeltic Corporation40.42
-0.07-0.17%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
3.12BP/E (TTM)
49.29Basic EPS (TTM)
0.82Dividend Yield
0.04%Recent Filings
8-K
8-K
8-K
Merger creates timber giant
PotlatchDeltic agreed to merge with Rayonier in an all-stock deal on October 13, 2025, creating a REIT with 4.2 million acres of timberland and 1.2 billion board feet lumber capacity. PotlatchDeltic shareholders get 1.7339 Rayonier shares per share, adjusted for Rayonier's $1.40 special dividend payable December 12, 2025. The combo eyes $40 million annual synergies within 24 months, yet integration risks loom amid regulatory hurdles. Deal closes early 2026.
8-K
PotlatchDeltic refinances $100M term loan
PotlatchDeltic secured a $127.5M unsecured Term Loan X on August 27, 2025, with $100M funded immediately as a Daily Simple SOFR Loan at SOFR plus 2.30%, maturing August 27, 2035, to refinance $100M of existing Term Loan J debt. The remaining $27.5M commitment steps up on February 2, 2026, offering flexible fixed, SOFR, or combined rate options. This extends maturities and bolsters liquidity, yet ties the company deeper to farm credit lenders.
8-K
Q3 2025 investor update released
PotlatchDeltic released its Q3 2025 investor presentation on August 18, highlighting a strategically managed 2.1 million-acre timberland portfolio with strong leverage to lumber prices amid favorable housing and repair/remodel trends. The company outlines 2025 guidance projecting 1.9-2.0 million tons of timber harvest, ~7.4 million tons of lumber shipments, and $60-65 million in capital expenditures, while advancing natural climate solutions like 34,000 acres under solar options with ~$400 million NPV. Waldo sawmill modernization promises 22% IRR and ~$25 million annual EBITDDA boost. Risks include lumber price volatility and execution challenges.
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