The earnings call highlights strong performance in Timberlands and Real Estate, record lumber shipments, and strategic share repurchases, indicating positive long-term fundamentals. However, challenges in the Wood Products division, macroeconomic pressures on the housing market, and decreased EBITDDA and lumber prices present notable concerns.

Company Guidance -

Q3 2025

During PotlatchDeltic's Second Quarter 2025 Conference Call, the company provided guidance on several key metrics. Total adjusted EBITDDA for Q2 was reported at $52 million, with the Timberlands and Real Estate segments driving solid performance despite a challenging macroeconomic environment. The Wood Products division earned $2 million in adjusted EBITDDA, impacted by lower lumber prices and nonrecurring items totaling approximately $7 million. The company anticipates improved results in Q3, driven by higher duties on Canadian lumber, potential tariffs, and completed one-time disruptions. In Real Estate, the division sold 7,500 acres at an average price of $3,100 per acre, including a notable conservation sale. PotlatchDeltic also highlighted progress in natural climate solutions, with an estimated net present value of nearly $550 million for its solar option portfolio. The company executed $56 million in share repurchases, with its stock yielding over 4.5%. Looking ahead, the company expects total adjusted EBITDDA for Q3 to be significantly higher, driven by strong Real Estate performance and anticipated improvements in Wood Products.

Strong Performance in Timberlands and Real Estate Segments

Despite macroeconomic challenges, PotlatchDeltic reported solid performance driven by Timberlands and Real Estate segments. The Timberlands division exceeded planned harvest volumes due to favorable weather, and the Real Estate segment delivered strong sales with 7,500 acres sold at an average price of $3,100 per acre, including a significant conservation sale.

Record Lumber Shipments

The Wood Products division set a new quarterly record with lumber shipments increasing by 13 million board feet from 290 million in Q1 to 303 million in Q2, attributed to improved seasonal operating conditions and upgrades at the Waldo, Arkansas sawmill.

Significant Share Repurchase

PotlatchDeltic executed the largest share repurchase volume in a single quarter or year since becoming a REIT in 2006, buying back $56 million of common stock at an average price of $39 per share.

Expansion of Solar Opportunities

The company is finalizing negotiations for a new solar option, which would expand their portfolio to approximately 43,000 acres with an estimated net present value of nearly $550 million.

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

Daily Earnings Calendar >

PCH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	0.31 / -	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 (PCH) report earnings?

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

What is Potlatchdeltic (PCH) earnings time?

Potlatchdeltic (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 0.31.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing