NASDAQ$PCH

PotlatchDeltic Corp · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

PCH reported Q3 2025, revenue of $314.2M, net income of $25.9M, diluted EPS of $0.33.

For Q3 2025, PCH reported revenue of $314.2M, net income of $25.9M, diluted EPS was $0.33. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $314.2M.
  • Net income $25.9M.
  • Diluted EPS $0.33.

Headline financials

Total Revenue

$314M

Previous: $255M+23.1%
EPS (adj)

$0.33

Previous: $0.04+725.0%
Average Lumber Price

$396.00

No prior period
Rural Land Acres Sold

15.6K

No prior period
Residential Lots Sold

55

No prior period
Commercial Acres Sold

13

No prior period
Cash Flow from Operations

$65.7M

No prior period
Dividends per Share

$0.45

Previous: $0.45+0.0%
Share Repurchases

$0.00

No prior period
Capital Expenditures

-$25.5M

Previous: -$32.3M+21.2%
Net Income

$25.9M

Previous: $3.31M+682.5%
Operating Income

$35.1M

Previous: $7.17M+388.8%

Revenue & EPS history

PotlatchDeltic · Revenue · Quarterly

$314M

Q3 2025+23.1%vs Q3 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

PotlatchDeltic · $275M total across 3 segments · Q4 2023

  • Wood Products
    $150M-4.3%
  • Timberlands
    $97.4M
  • Real Estate
    $27.9M+138.9%

Forward guidance

The release discusses PCH's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • PCH cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.2%

Avg return

30 days after

51%

34 / 67 earnings

Positive

+7.6%

Q3 2015

Best reaction

-10.3%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025+0.1%+6.3%-0.2%
Q2 2025+2.7%+1.7%+2.7%
Q1 2025-0.8%-0.2%+1.6%
Q4 2024-0.8%+4.5%+7.9%
Q3 2024-4.0%-1.7%+5.4%
Q2 2024+4.9%-0.1%-0.5%
Q1 2024-0.7%-3.8%-14.9%
Q4 2023+1.0%-1.1%-7.0%
Q3 2023+3.0%-0.2%+2.6%
Q2 2023-0.6%-0.2%-7.7%
Q1 2023+1.2%+1.0%-3.8%
Q4 2022-2.7%-5.5%+0.9%
Q3 2022-0.0%-1.8%+8.4%
Q2 2022+2.9%-0.0%-3.2%
Q1 2022-0.3%-2.9%+3.3%
Q4 2021-3.0%-3.7%+1.0%
Q3 2021-2.7%
Q2 2021+1.0%
Q1 2021+3.3%
Q4 2020+2.5%
Q3 2020-9.4%
Q2 2020+2.0%
Q1 2020-10.3%
Q4 2019+0.0%
Q3 2019-2.8%
Q2 2019-7.3%
Q1 2019+0.1%
Q4 2018-1.5%
Q3 2018+3.0%
Q2 2018-0.9%
Q1 2018-0.1%
Q4 2017-3.8%
Q3 2017-3.5%
Q2 2017+1.8%
Q1 2017+1.0%
Q4 2016+2.4%
Q3 2016+0.6%
Q2 2016+0.1%
Q1 2016+0.4%
Q4 2015+2.4%
Q3 2015+7.6%
Q2 2015+0.4%
Q1 2015-0.8%
Q4 2014-0.8%
Q3 2014-1.7%
Q2 2014+1.4%
Q1 2014+3.2%
Q4 2013+0.3%
Q3 2013-1.0%
Q2 2013+1.5%
Q1 2013-0.8%
Q4 2012+0.4%
Q3 2012-0.1%
Q2 2012+0.7%
Q1 2012+0.4%
Q4 2011-0.5%
Q3 2011-5.0%
Q2 2011-1.6%
Q1 2010-1.9%
Q1 2011+2.1%
Q4 2008-1.1%
Q4 2010-1.1%
Q3 2010-0.1%
Q3 2009-0.1%
Q2 2010+1.7%
Q2 2009+1.7%
Q4 2009+1.7%

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