The earnings call reflected a mixed sentiment with solid performance in Timberlands and Real Estate, and significant progress in natural climate solutions. However, the Wood Products division faced notable challenges, and the decline in adjusted EBITDDA highlighted economic and market uncertainties.

Company Guidance

During the PotlatchDeltic Second Quarter 2025 Conference Call, several key financial metrics and operational updates were discussed. The company reported a total adjusted EBITDDA of $52 million for the quarter, a decrease from $63 million in the first quarter. This decline was attributed to seasonally lower harvest volumes and higher forest management costs in the Timberlands segment, as well as an inventory impairment charge and onetime costs in the Wood Products division. Despite these challenges, the company highlighted a strong performance in the Real Estate segment, with the sale of 7,500 acres at an average price of $3,100 per acre. The Wood Products division faced headwinds due to lower lumber prices and increased freight costs, which were expected to be temporary. Looking ahead, PotlatchDeltic anticipated improved results in the third quarter, driven by improved performance in both the Real Estate and Wood Products divisions. The company also emphasized a strong capital allocation strategy, with significant share repurchases totaling $56 million at an average price of $39 per share during the quarter.

Strong Performance in Timberlands and Real Estate

The Timberlands and Real Estate segments drove solid performance with favorable weather conditions in Idaho enabling surpassing planned harvest volumes. Real Estate sold 7,500 acres at an average price of $3,100 per acre, including a large conservation sale to the Nature Conservancy.

Natural Climate Solutions Opportunities

Progress in solar and lithium initiatives with 43,000 acres under solar option and significant interest from lithium developers. The net present value of the solar option portfolio is nearly $550 million.

Largest Share Repurchase

The company repurchased $56 million of common stock, marking the largest share repurchase volume within a single quarter since becoming a REIT in 2006.

Improved Liquidity and Capital Allocation Strategy

PotlatchDeltic ended the quarter with $395 million in liquidity. They maintained a solid financial position and flexibility for capital deployment.

PotlatchDeltic (PCH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PCH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	0.30 / -	0.04	―	―	―
Jul 28, 2025	2025 (Q2)	0.10 / 0.09	0.17	-47.06% (-0.08)
Apr 28, 2025	2025 (Q1)	0.18 / 0.33	0	―
Jan 27, 2025	2024 (Q4)	>-0.01 / 0.07	0	―
Oct 28, 2024	2024 (Q3)	-0.06 / 0.04	0.14	-71.43% (-0.10)
Jul 29, 2024	2024 (Q2)	0.07 / 0.17	0.06	183.33% (+0.11)
Apr 29, 2024	2024 (Q1)	-0.03 / 0.00	0.23	―
Jan 29, 2024	2023 (Q4)	>-0.01 / 0.00	0.12	―
Oct 30, 2023	2023 (Q3)	0.18 / 0.14	0.74	-81.08% (-0.60)
Jul 31, 2023	2023 (Q2)	0.07 / 0.06	1.61	-96.27% (-1.55)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PCH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$40.56	$41.65	+2.69%
Apr 28, 2025	$38.98	$38.26	-1.85%
Jan 27, 2025	$41.95	$41.61	-0.81%
Oct 28, 2024	$40.97	$39.24	-4.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does PotlatchDeltic Corporation (PCH) report earnings?

PotlatchDeltic Corporation (PCH) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).

What is PotlatchDeltic Corporation (PCH) earnings time?

PotlatchDeltic Corporation (PCH) earnings time is at Oct 27, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PCH EPS forecast?

PCH EPS forecast for the fiscal quarter 2025 (Q3) is 0.3.

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