PotlatchDeltic

PotlatchDeltic Corp. operates as a real estate investment trust. The firm engages in the ownership and management of acres of timberlands. It operates through the following segments: Timberlands, Wood Products and Real Estate. The Timberland segment sells delivered logs, pulpwood, sawlogs, and stumpage. The Wood Products segment produces and trades lumber, plywood and residuals. The Real Estate segment markets and sells land holdings. The company was founded in 1903 and is headquartered in Spokane, WA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

PotlatchDeltic reports strong Q4 earnings, eyes growth amid challenges

PotlatchDeltic's Q4 2022 earnings call showcased a robust financial performance, strategic M&A activities, and a focus on ESG initiatives.
While facing challenges in operational segments and market vulnerabilities, the company is poised to capitalize on opportunities in housing, sustainability, and operational efficiency.
Analyst inquiries reflected a keen interest in key operational metrics, pricing trends, and future capital allocation strategies.
Overall, PotlatchDeltic's performance, strengths, challenges, and opportunities paint a comprehensive picture of a company navigating market dynamics with a strategic outlook.

PotlatchDeltic reports solid Q1 earnings, eyes growth in housing and ESG initiatives

PotlatchDeltic's Q1 performance showcased strength in Timberlands and Real Estate segments, with a positive outlook for housing construction. Challenges include stagnant lumber prices and limited share repurchases. Opportunities exist in steady demand for repair/remodel business and exploring high-value carbon projects.

PotlatchDeltic reports solid Q2 performance and eyes growth opportunities

PotlatchDeltic's Q2 performance reflects resilience and strategic initiatives amidst market challenges and operational disruptions.
The company's strong financial position, focus on efficiency, and exploration of new revenue streams position it well for future growth.
Anticipated improvements in Q3 across various segments indicate a positive outlook for PotlatchDeltic's financial performance and strategic direction.

PotlatchDeltic reports solid Q3 earnings amidst housing market challenges

PotlatchDeltic's Q3 performance reflects strength across segments, with a focus on sustainability and shareholder value. Challenges from market uncertainties and lower prices are being navigated strategically. Opportunities in housing fundamentals, solar deals, and capital allocation present avenues for growth.

PotlatchDeltic reports robust 2023 earnings, eyes growth in sustainability

PotlatchDeltic delivered strong financial performance in 2023, driven by record EBITDA in Timberlands and Real Estate segments. The company maintained a robust balance sheet, returned cash to shareholders, and pursued strategic acquisitions. Challenges in market dynamics and pulpwood pricing require attention, while opportunities in solar, carbon credits, and biomass products offer avenues for growth.
Overall, PotlatchDeltic's focus on sustainability, strong market fundamentals, and strategic initiatives position it well for future success. The company's cautious approach in addressing challenges and seizing opportunities demonstrates a balanced growth strategy.

PotlatchDeltic reports solid Q1 earnings, eyes growth in solar contracts

PotlatchDeltic's Q1 performance showcased strength in Timberlands and Real Estate segments, while Wood Products segment nears completion of a major modernization project. Challenges include moderation in Repair and Remodel segment demand and potential pricing challenges in carbon credit discussions. Opportunities exist in rural land sales, solar contracts, and environmental initiatives.

PotlatchDeltic reports robust Q2 earnings, eyes growth in climate solutions

PotlatchDeltic's Q2 performance was driven by strong real estate results, despite challenges in the Wood Products segment. The company is focusing on capital allocation, debt refinancing, and pursuing opportunities in natural climate solutions to drive future growth.

PotlatchDeltic reports solid Q3 earnings, eyes growth in real estate

PotlatchDeltic delivered a resilient performance in Q3 amidst challenging market conditions, driven by Real Estate segment's strength
Company faces challenges in Wood Products segment but is capitalizing on opportunities in natural climate solutions and capital allocation
Positive outlook for U.S. housing market and strategic focus on enhancing shareholder value through investments and returns

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

PotlatchDeltic Corp. operates as a real estate investment trust, which engages in the ownership and management of acres of timberlands. It operates through the following segments: Timberlands, Wood Products, and Real Estate. The Timberland segment includes delivering logs, pulpwood, sawlogs, and stumpage. The Wood Products segment produces and trades lumber, plywood and residuals. The Real Estate segment is involved in marketing and selling land holdings. The company was founded in 1903 and is headquartered in Spokane, WA.

AECOM

Boise Cascade

Louisiana-Pacific

Willdan Group

WLDN, PCH, LPX, BCC and ACM from the Zacks Construction sector are set to beat analysts' Q2 expectations on the back of higher infrastructural demand and sequentially improving the residential market amid rate-hike woes and higher expenses.

5 Construction Stocks Set to Carve a Beat This Earnings Season

Alexandria Real Estate Equities

JPMorgan BetaBuilders MSCI US REIT ETF

Principal Real Estate Active Opportunities ETF

Dimensional US Real Estate ETF

Diversified Healthcare Trust

Extra Space Storage

Farmland Partners

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Global Net Lease

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Host Hotels & Resorts

iShares Cohen & Steers REIT ETF

Industrial Logistics Properties

Pacer Benchmark Industrial Real Estate SCTR ETF

iShares U.S. Real Estate ETF

Janus Henderson U.S. Real Estate ETF

Invesco KBW Premium Yield Equity REIT ETF

Gladstone Land

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

Office Properties Income Trust

US Diversified Real Estate ETF

After 4 straight months in the red, the REIT sector surged back into the black year to date with a stellar +7.41% total return in June. Small cap REITs (+8.59%) outperformed again in June. Large caps (+5.51%) again underperformed their smaller REIT peers in June. A remarkable 87.34% of REIT securities had a positive total return in June with 49.69% in the black year to date.

The State Of REITs: July 2023 Edition

Potlatch (PCH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Potlatch (PCH) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Nuveen Real Estate Income Fund

Neuberger Berman Real Estate Securities Income Fund Inc

Invesco Active US Real Estate

ALPS Active REIT ETF

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Seven Hills Realty Trust

ProShares UltraShort Real Estate

Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sector ETF

One of the hottest "inflation hedges" during the pandemic, land REITs have fallen out-of-favor as rising rates and normalizing supply chains have created disinflationary - and even deflationary - headwinds for commodities. While services sector inflation remains sticky, goods-related inflation has fallen dramatically over the past nine months, with some inflation reports now showing goods deflation levels typically seen only in recessions.

Land REITs: Disinflation Headwinds

PotlatchDeltic Corporation has seen declining revenues and FFO as Lumber prices have continued lower. The REIT trades at 70X FFO for 2023 and over 30X FFO for 2024. We go over one metric which still shows it as cheap and tell you why that likely won't save it from downside risks.

PotlatchDeltic: Cash Flow Dries Up As Lumber Prices Tank

Rayonier

Weyerhaeuser

The housing market is a big driver of lumber prices, making timberland REITs another way to invest in the housing sector. One of the biggest demand drivers for the timber sector is a growing population, which makes sense because housing is the leading purchaser of lumber. When the blue lights start flashing, I may become a buyer of the Timber REITs.

Money Doesn't Grow On Trees, Unless It's A Timber REIT

SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) will release second quarter earnings on Monday, July 31, after the market closes. The company will hold a live conference call and webcast on Tuesday, August 1 at 9:00 a.m. Pacific Time (12:00 p.m. Eastern Time) to discuss the results. Investors may access the webcast at www.potlatchdeltic.com by clicking on the Investors link or by conference call at 1-888-510-2008 for U.S./Canada and 1-646-960-0306 for international cal.

PotlatchDeltic Scheduled to Release Second Quarter 2023 Earnings on July 31, 2023

SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) today released its 2022 Environmental, Social, and Governance (ESG) Report. The Report highlights PotlatchDeltic's ESG strategy and 2022 ESG accomplishments, linking them with the United Nations Sustainable Development Goals. “We are committed to social and environmental responsibility and strong governance practices, and we are proud of the initiatives we have under way,” said Eric Cremers, President and Chief Executive.

PotlatchDeltic Releases 2022 Environmental, Social, and Governance Report

PotlatchDeltic Corporation (PCH) Q1 2023 Earnings Call Transcript.

PotlatchDeltic Corporation (PCH) Q1 2023 Earnings Call Transcript

Potlatch (PCH) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $2.50 per share a year ago.

Potlatch (PCH) Tops Q1 Earnings and Revenue Estimates

SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) today reported net income of $16.3 million, or $0.20 per diluted share, on revenues of $258.0 million for the quarter ended March 31, 2023. Excluding CatchMark merger-related expenses, adjusted net income was $18.5 million, or $0.23 per diluted share for the first quarter of 2023. Net income was $163.9 million, or $2.35 per diluted share, on revenues of $411.4 million for the quarter ended March 31, 2022. Excluding after.

PotlatchDeltic Corporation Reports First Quarter 2023 Results

SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) today announced that Jerry Richards will relocate to accept an opportunity with another company. Mr. Richards has resigned as the Company's Vice President and Chief Financial Officer, effective April 19, 2023 and he will be focused on ensuring a smooth transition through his final day on May 12, 2023. Mr. Richards joined the Company in 2013.

PotlatchDeltic Announces Chief Financial Officer Transition

Ashford Hospitality Trust

Invesco S&P 500 Equal Weight Real Estate ETF

Franklin Street Properties Corp.

Strategic Residential & Apartment Real Estate ETF

iShares Residential Real Estate ETF

Hoya Capital High Dividend Yield ETF

ETFB Green SRI REITs ETF

IQ US Real Estate Small Cap ETF

iStar Inc

SL Green Realty

Global X SuperDividend REIT ETF

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Virtus Real Asset Income ETF

WisdomTree New Economy Real Es

Real Estate Select Sector SPDR Fund

The REIT sector fell again in March with a -6.11% total return. Large cap (-1.99%) and mid cap (-4.56%) REITs saw modestly negative total returns in March, while small caps (-6.76%) and micro caps (-15.50%) were deeper in the red.

The State Of REITs: April 2023 Edition

PotlatchDeltic is a bona fide FROG that is outperforming its Timber REIT peers. Timber REITs are riding significant tailwinds, but face falling lumber prices.

PotlatchDeltic: Hold For Short Run, Buy For Long Term

The PotlatchDeltic Corporation is a REIT operating in around seven states. The REIT industry is very cyclical, and in this article, I will evaluate this cycle and why I believe PCH is a good investment at the current cycle stage.

PotlatchDeltic: Tracking The Investment Cycle, Invest Now

American Homes 4 Rent

Camden Property

CubeSmart

EastGroup Properties

Essential Properties Realty Trust Inc

First Industrial Realty Trust

Innovative Industrial Properties

Invitation Homes

Independence Realty Trust

Mid-America Apartment Communities

Prologis

Public Storage

Rexford Industrial Realty

Terreno Realty

Vici Properties

A FROG is a REIT that shows a Fast Rate of Growth and a strong balance sheet. This article discusses how to identify a FROG, and lists all the FROGs as we head deeper into 2023.

17 Fast-Growing REITs With 17 Strong Balance Sheets

SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) will release first quarter earnings on Monday, April 24, after the market closes. The company will hold a live conference call and webcast on Tuesday, April 25 at 9:00 a.m. Pacific Time (12:00 p.m. Eastern Time) to discuss the results. Investors may access the webcast at www.potlatchdeltic.com by clicking on the Investors link or by conference call at 1-888-510-2008 for U.S.

PotlatchDeltic Scheduled to Release First Quarter 2023 Earnings on April 24, 2023

AFC Gamma

Apartment Income REIT Corp

Ladder Capital

Piedmont Office Realty Trust

Alpine Income Property Trust

Starwood Property

With market uncertainty weighing on investor sentiment, market participants may want to concentrate on high-potential real estate investment trusts or REITs to buy. Primarily, this financial vehicle attracts buyers due to their typically strong yields.

7 REITs to Buy for March 2023

PotlatchDeltic Corporation (NASDAQ:PCH ) Q4 2022 Earnings Conference Call January 31, 2023 12:00 PM ET Company Participants Jerry Richards - Vice President & Chief Financial Officer Eric Cremers - President & Chief Executive Officer Conference Call Participants Mark Weintraub - Seaport Global Paul Quinn - RBC Capital Markets George Staphos - Bank of America Mike Roxland - Truist Securities Operator Good morning. My name is Devon, and I will be your conference operator today.

PotlatchDeltic Corporation (PCH) Q4 2022 Earnings Call Transcript

News for PotlatchDeltic Stock (PCH)