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Feb 2, 2026·SEC
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PotlatchDeltic Corporation(PCH)Earnings, Financials & Key Ratios
PCH•NASDAQ•REIT / Real Estate
$41.73
149.0× P/E·Price updated Jun 20, 2026
AboutPotlatchDeltic (NASDAQ:PCH) is a leading Real Estate Investment Trust (REIT) that owns 1.8 million acres of timberlands in Alabama, Arkansas, Idaho, Louisiana, Minnesota and Mississippi. Through its taxable REIT subsidiary, the company also operates six sawmills, an industrial-grade plywood mill, a residential and commercial real estate development business and a rural timberland sales program. PotlatchDeltic, a leader in sustainable forest management, is committed to environmental and social responsibility and to responsible governance.Show more
- Revenue$1.06B+3.7%
- FFO$18M-90.2%
- FFO/Share0.23-90.1%
- FFO Payout792.68%+911.6%
- FFO per Share0.23-90.1%
- NOI Margin10.96%-9.8%
- FFO Margin1.69%-90.6%
- ROE1.04%-62.9%
- ROA0.65%-63.5%
PCH Price & Volume
PotlatchDeltic Corporation (PCH) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Masks Structural Margin Risks
Investment Thesis • Updated 2025Q3
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical housing demand sensitivity
Key Thesis Takeaways
- PotlatchDeltic faces significant operational headwinds as its financial performance remains tethered to volatile spot lumber pricing, resulting in erratic FFO per share swings between $0.38 and $0.69 over the last ten quarters.
- While the company maintains a disciplined balance sheet with a stable debt-to-equity ratio near 0.54, the high capital intensity required to sustain timberland assets often leads to negative AFFO, complicating long-term dividend sustainability.
- Investors should monitor the company's ability to manage maintenance capital expenditures, which peaked at $67.8 million in 2023Q4, against the backdrop of declining cash reserves that fell from $331.2 million to $88.8 million over the observed period.
Verdict Logic
the company's dividend sustainability remains questionable given the extreme volatility in AFFO, which saw a payout ratio spike to 118% in 2024Q3, and the ongoing decline in cash reserves to $88.8 million as of 2025Q3.
PCH Growth Metrics
PotlatchDeltic Corporation (PCH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.75%
5 Years5.13%
3 Years-7.4%
TTM5.4%
Profit CAGR
10 Years-13.18%
5 Years-17.04%
3 Years-62.77%
TTM288.38%
EPS CAGR
10 Years-18.63%
5 Years-19.34%
3 Years-64.5%
TTM297.82%
Return on Capital
10 Years9.92%
5 Years11.14%
3 Years6.37%
Last Year1.06%
PCH Recent Earnings
PotlatchDeltic Corporation (PCH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 7/12 qtrs (58%)
Q4 2025Latest
Nov 3, 2025Metric
Actual
Est
EPS
$0.36+140.0%
$0.15
Rev
$314M+33.2%
$236M
Q3 2025
Jul 28, 2025Metric
Actual
Est
EPS
$0.09+28.6%
$0.07
Rev
$275M+0.1%
$275M
Q2 2025
Apr 28, 2025Metric
Actual
Est
EPS
$0.33+65.0%
$0.20
Rev
$268M-1.0%
$271M
Q1 2025
Jan 27, 2025Metric
Actual
Est
EPS
$0.07+333.3%
$0.03
Rev
$258M+7.4%
$240M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q4 2025Latest | Nov 3, 2025 | $0.36vs $0.15+140.0% | $314Mvs $236M+33.2% |
| Q3 2025 | Jul 28, 2025 | $0.09vs $0.07+28.6% | $275Mvs $275M+0.1% |
| Q2 2025 | Apr 28, 2025 | $0.33vs $0.20+65.0% | $268Mvs $271M-1.0% |
| Q1 2025 | Jan 27, 2025 | $0.07vs $0.03+333.3% | $258Mvs $240M+7.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for PotlatchDeltic Corporation (PCH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.73 | $3.23B | 149.04 | 3.71% | 2.06% | 1.04% | 4.3% | |
| $21.60 | $3.34B | 49.09 | -61.64% | 68.61% | 15.13% | — | |
| $23.40 | $16.87B | 52.00 | -3.07% | 5.74% | 4.2% | — | |
| $77.61 | $5.42B | 37.31 | -7.92% | 3.2% | 4.72% | — | |
| $67.64 | $5.14B | -5.81 | 23.51% | -25.15% | -19.85% | — | |
| $87.29 | $4.96B | 17.46 | -4.99% | 4.27% | 8.41% | — |
Compare PCH vs Peers
PotlatchDeltic Corporation (PCH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PCH SEC Filings & Documents
PotlatchDeltic Corporation (PCH) SEC filings — annual & quarterly reports (10-K, 10-Q)
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PCH Frequently Asked Questions
PotlatchDeltic Corporation (PCH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is PotlatchDeltic Corporation's revenue?
PotlatchDeltic Corporation (PCH) reported $1.12B in revenue for fiscal year 2024. This represents a 31% decrease from $1.61B in 1995.
How fast is PotlatchDeltic Corporation growing?
PotlatchDeltic Corporation (PCH) grew revenue by 3.7% over the past year. Growth has been modest.
Is PCH profitable?
Yes, PotlatchDeltic Corporation (PCH) is profitable, generating $64.2M in net income for fiscal year 2024 (2.1% net margin).
Dividend & Returns
Does PCH pay dividends?
Yes, PotlatchDeltic Corporation (PCH) pays a dividend with a yield of 4.30%. This makes it attractive for income-focused investors.
What is PCH's return on equity?
PotlatchDeltic Corporation (PCH) has a return on equity (ROE) of 1.0%. This is below average, suggesting room for improvement.
Industry Metrics
What is PotlatchDeltic Corporation's FFO?
PotlatchDeltic Corporation (PCH) generated Funds From Operations (FFO) of $169.5M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Is PCH a good dividend stock?
PotlatchDeltic Corporation (PCH) offers a 4.30% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.