Brief: PotlatchDeltic Q2 Adjusted EPS USD 0.09 Vs. IBES Estimate USD 0.12

Potlatchdeltic

28/07/2025 21:10

Overview

PotlatchDeltic Q2 revenue of $275 mln beats analyst expectations

Adjusted EPS of $0.09 misses analyst estimates, per LSEG data

Co repurchased 1.4 mln shares for $55.9 mln, reflecting capital allocation strategy

Outlook

Company confident in long-term fundamentals supporting product demand

PotlatchDeltic sees soft demand impacting Wood Products segment

Company emphasizes strong balance sheet and disciplined capital strategy

Result Drivers

TIMBERLANDS - Lower stumpage sales and increased forest management costs impacted results

WOOD PRODUCTS - Segment affected by soft lumber market demand and increased log costs

REAL ESTATE - Stable performance with land and residential lot sales contributing to revenue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$275 mln
$260.50 mln (7 Analysts)
Q2 Adjusted EPS
Miss
$0.09
$0.12 (7 Analysts)
Q2 EPS
$0.09
Q2 Adjusted Net Income
Miss
$7.40 mln
$8.50 mln (7 Analysts)
Q2 Net Income
$7.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialized reits peer group is "buy"

Wall Street's median 12-month price target for Potlatchdeltic Corp is $50.50, about 17% above its July 25 closing price of $41.94

The stock recently traded at 41 times the next 12-month earnings vs. a P/E of 49 three months ago

Press Release: ID:nBw8zFhWZa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)