Brief: Rayonier Q2 EPS USD 2.63

Rayonier

06/08/2025 21:12

Overview

Rayonier Q2 adjusted EBITDA grows 35% yr/yr, beating analyst expectations

Adjusted EPS for Q2 beats consensus, driven by Real Estate segment performance

Co repurchased 1.5 mln shares, enhancing shareholder value

Outlook

Rayonier expects full-year Adjusted EBITDA near lower end of prior guidance

Company anticipates Q3 net income of $29 mln to $44 mln

Rayonier sees Q3 EPS between $0.18 and $0.28

Company expects full year Real Estate segment Adjusted EBITDA at or above prior guidance

Result Drivers

REAL ESTATE GROWTH - Real Estate segment Adjusted EBITDA increased $14.1 mln due to accelerated transaction timing and higher sales volumes

PACIFIC NORTHWEST IMPROVEMENT - Higher domestic sawtimber prices and improved pulpwood dynamics boosted Pacific Northwest Timber segment

SOUTHERN TIMBER CHALLENGES - Southern Timber segment faced decreased sales and volumes due to softer mill demand and prior asset dispositions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
$106.50 mln
Q2 Adjusted EPS
Beat
$0.06
$0.04 (5 Analysts)
Q2 EPS
$2.63
Q2 Adjusted Net Income
Beat
$9.60 mln
$3.96 mln (4 Analysts)
Q2 Net Income
$408.70 mln
Q2 Adjusted EBITDA
Beat
$44.90 mln
$42.40 mln (5 Analysts)
Q2 Operating Income
$14.50 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "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 Rayonier Inc is $29.00, about 17.6% above its August 5 closing price of $23.89

The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 42 three months ago

Press Release: ID:nBw1kfjg4a

(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.)