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Rayonier Inc. REIT (RYN)
NYSE:RYN
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -4.82%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a challenging first quarter with significant headwinds in the Southern Timber segment and overall financial performance. However, the strategic sale of the New Zealand business and focused capital returns signal a positive long-term outlook. Despite current challenges, there is optimism for improvement in the second half of the year.Company Guidance
During Rayonier's First Quarter 2025 Conference Call, the company provided guidance on several financial metrics and strategic actions. The sale of their New Zealand joint venture for $710 million is expected to close by the end of 2025, with at least 50% of the proceeds intended to reduce leverage and return capital to shareholders through share repurchases and a special dividend of $1 to $1.4 per share. Despite a challenging start to the year, Rayonier maintains a full-year adjusted EBITDA guidance of $215 million to $235 million, excluding New Zealand operations. In the first quarter, Rayonier reported an adjusted EBITDA of $27 million, with a pro forma net loss of $3 million or $0.02 per share. The Southern Timber segment faced a 39% decline in adjusted EBITDA due to a 21% drop in harvest volumes and a 19% decrease in stumpage realizations, while the Pacific Northwest segment saw a rise in adjusted EBITDA to $6 million. The Real Estate segment generated $2 million in adjusted EBITDA, with future activity expected to be concentrated in the latter half of the year. Rayonier's net debt to enterprise value stood at 16%, and they had $216 million in cash at the quarter's end. The company is optimistic about improving conditions in the second half of the year, driven by expected increases in timber prices and real estate activities.Pending Sale of New Zealand Business
Rayonier announced an agreement to sell its New Zealand joint venture interest to the Rohatyn Group for $710 million. This move aligns with the company's strategy to focus on core U.S. operations and is expected to close in 2025.
Shareholder Returns Strategy
Rayonier plans to use at least 50% of the New Zealand sale proceeds to reduce leverage and return capital to shareholders through share repurchases and a special dividend of $1 to $1.4 per share, similar to their 2024 dividend.
Pacific Northwest Timber Performance
The Pacific Northwest Timber segment reported an adjusted EBITDA increase to $6 million, despite an 18% decrease in harvest volumes, due to higher net stumpage realizations and lower costs.
Real Estate Segment Prospects
Despite a slow start, the Real Estate segment is expected to have an active second half of 2025 with strong buyer interest and a robust transaction pipeline.
RYN Earnings History
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
RYN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $24.46 | $23.59 | -3.56% |
Feb 05, 2025 | $25.48 | $26.09 | +2.39% |
Nov 06, 2024 | $29.06 | $29.22 | +0.55% |
Aug 07, 2024 | $28.00 | $26.86 | -4.07% |
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 Rayonier Inc. REIT (RYN) report earnings?
Rayonier Inc. REIT (RYN) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Rayonier Inc. REIT (RYN) earnings time?
Rayonier Inc. REIT (RYN) earnings time is at Jul 30, 2025, TBA Not 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 RYN EPS forecast?
RYN EPS forecast for the fiscal quarter 2025 (Q2) is 0.06.