Potlatch/$PCH

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About Potlatch

PotlatchDeltic Corp is a REIT that owns and manages forestland in Alabama, Arkansas, Idaho, Minnesota, and Mississippi. Potlach operates in three segments. The timberlands segment covers the planting and harvesting of trees, as well as the construction and maintenance of roads. The wood products segment manufactures and distributes lumber, plywood, and other wood products. The real estate segment covers the sales generated from company-owned timberlands, as well as commercial and residential properties. The timberlands and the wood product segments combined drive the majority of the company's revenue.

Ticker

$PCH
Primary listing

Employees

1,383

Potlatch Metrics

BasicAdvanced
$3.2B
78.65
$0.53
1.11
$1.80
4.32%

Bulls say / Bears say

The company maintained strong liquidity of $395 million as of June 30, 2025, supporting financial flexibility and the ability to fund operations or pursue strategic options.
Repurchased 1.42 million shares for $55.9 million in Q2 2025 at an average price of $39 per share, demonstrating management's commitment to returning capital to shareholders and showing confidence in the company's future.
Completed the Waldo, Arkansas sawmill expansion and modernization project three months ahead of schedule, increasing production capacity and lowering unit costs in the Wood Products segment.
Adjusted EBITDDA margin decreased by 13.3 percentage points year-over-year to 18.9% in Q2 2025, indicating significant margin pressure across key business areas.
Adjusted EBITDDA for the Wood Products segment fell sharply to $1.7 million in Q2 2025 from $11.7 million in Q1 2025, impacted by weaker lumber prices and higher log costs, raising doubts about the sustainability of the company's manufacturing operations.
Total revenue dropped 14.2% year-over-year to $274.98 million in Q2 2025, reflecting reduced demand and a decline in large land sales.
Data summarised monthly by Lightyear AI. Last updated on 3 Oct 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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