Rayonier's earnings call reflected a generally positive outlook with successful asset dispositions, improved financial metrics, and strong real estate performance. However, challenges in the Southern Timber segment and market uncertainties were notable concerns.

Company Guidance

During Rayonier's second quarter 2025 conference call, the company provided comprehensive guidance on several financial metrics and strategic actions. Rayonier's sale of its New Zealand joint venture for $710 million marked a key milestone, contributing to total asset dispositions of $1.45 billion, surpassing the initial $1 billion target. This transaction is expected to enhance leverage management, with at least 50% of proceeds aimed at reducing leverage and returning capital to shareholders via share repurchases and a special dividend. Rayonier generated adjusted EBITDA of $45 million and pro forma net income of $10 million, or $0.06 per share, excluding New Zealand contributions. The company's Southern Timber segment saw a 14% decline in weighted average net stumpage realizations, but improvements are anticipated in the latter half of 2025. The Pacific Northwest Timber segment experienced a 17% increase in adjusted EBITDA, while the Real Estate segment's adjusted EBITDA soared to $19 million, driven by accelerated transaction timings. Looking forward, Rayonier remains on track to meet its full-year adjusted EBITDA guidance of $215 million to $235 million, with expectations of stronger contributions from the Southern Timber and Real Estate segments in the second half of the year.

Successful Sale of New Zealand Business

Rayonier completed the sale of its New Zealand joint venture interest for $710 million, exceeding the original $1 billion target for asset dispositions and achieving new leverage targets.

Improved Adjusted EBITDA

Adjusted EBITDA increased by 35% versus the prior year quarter, driven by improvements in the Pacific Northwest Timber and Real Estate segments.

Positive Real Estate Segment Performance

Real Estate segment adjusted EBITDA of $19 million was significantly above expectations, with strong demand and accelerated timing of transactions contributing to the results.

Share Repurchase Program

Rayonier repurchased 1.5 million shares at an average price of $23.71 per share, totaling $35 million, and has $262 million remaining on its share repurchase authorization.

Credit Rating Upgrade

Rayonier's credit rating from S&P was upgraded from BBB- to BBB following the New Zealand transaction.

Rayonier (RYN) 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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RYN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.22 / -	0.12	―	―	―
Aug 06, 2025	2025 (Q2)	0.04 / 0.06	0.02	200.00% (+0.04)
Apr 30, 2025	2025 (Q1)	0.08 / -0.02	0.05	-140.00% (-0.07)
Feb 05, 2025	2024 (Q4)	0.20 / 0.27	0.17	58.82% (+0.10)
Nov 06, 2024	2024 (Q3)	0.12 / 0.12	0.13	-7.69% (-0.01)
Aug 07, 2024	2024 (Q2)	0.14 / 0.02	0.05	-60.00% (-0.03)
May 01, 2024	2024 (Q1)	0.04 / 0.05	0.01	400.00% (+0.04)
Jan 31, 2024	2023 (Q4)	0.15 / 0.17	0.11	54.55% (+0.06)
Nov 01, 2023	2023 (Q3)	0.12 / 0.13	0.15	-13.33% (-0.02)
Aug 02, 2023	2023 (Q2)	0.08 / 0.05	0.16	-68.75% (-0.11)

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
Aug 06, 2025	$23.59	$25.54	+8.27%
Apr 30, 2025	$23.92	$23.07	-3.55%
Feb 05, 2025	$24.92	$25.52	+2.41%
Nov 06, 2024	$28.42	$28.58	+0.56%

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 Oct 29, 2025, After Close (Confirmed).

What is Rayonier Inc. REIT (RYN) earnings time?

Rayonier Inc. REIT (RYN) earnings time is at Oct 29, 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 RYN EPS forecast?

RYN EPS forecast for the fiscal quarter 2025 (Q3) is 0.22.

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