PCH
PotlatchDeltic Corporation40.42
-0.07-0.17%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '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
Merger completes January 30
PotlatchDeltic merged into Rayonier’s Redwood Merger Sub on January 30, 2026, per the October 13, 2025 agreement. PotlatchDeltic shareholders received 1.8185 Rayonier shares plus $0.61 cash per share. Trading halts immediately; PCH delists February 2. PotlatchDeltic now Rayonier’s wholly owned subsidiary.
8-K
Merger approval secured
PotlatchDeltic stockholders approved the merger agreement with Rayonier on January 27, 2026, clearing a key hurdle for the merger of equals. Merger Sub will survive as Rayonier's subsidiary, with PotlatchDeltic shares converting to 1.8185 Rayonier shares plus $0.61 cash; close expected January 30. Advisory comp vote failed. Integration risks loom large.
8-K
Merger proxy supplements issued
PotlatchDeltic issued supplemental disclosures to its Joint Proxy Statement/Prospectus amid three lawsuits alleging proxy deficiencies in its pending merger with Rayonier, set for stockholder votes on January 27, 2026. The updates detail financial advisors' DCF analyses, multiples, and net debt figures like PotlatchDeltic's $1,041 million. Companies deny merit in claims. Votes loom next week.
8-K
Q4 investor presentation posted
PotlatchDeltic posted its Q4 2025 investor presentation on December 5, detailing 2.1M acres of timberlands, 1.2B board feet lumber capacity, and solar options on 34K acres with ~$375M NPV. Waldo sawmill modernization promises 22% IRR and ~$25M annual EBITDDA boost midcycle. Outlook projects Q4 lumber shipments at 290-300MMBF, harvest 1.7-1.8M tons mostly southern. Risks shadow merger execution.
10-Q
Q3 FY2025 results
PotlatchDeltic posted Q3 revenues of $314.2M, up 23% y/y from $255.1M, fueled by Wood Products lumber shipments jumping 25% and Real Estate sales doubling on big rural land deals in Georgia—yet Timberlands harvest dipped 4%. Operating income soared to $35.1M from $7.2M, diluted EPS hit $0.33 (vs $0.04), reconciling cleanly to 77.9M shares. Cash fell to $88.8M after $60M buybacks and dividends, but ops cash YTD leads prior year at $155.7M; revolver fully available, covenants met. Pending Rayonier merger adds $1.9M costs. Merger faces shareholder and regulatory hurdles.
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