Rayonier Resultados de beneficios anteriores
Pasado controles de criterios 1/6
Rayonier ha aumentado sus beneficios a una tasa media anual de 11.7%, mientras que los beneficios de la industria de Specialized REITs han experimentado un crecimiento de 9.7% anual. Los ingresos han ido disminuyendo a una tasa media de 5% al año. La rentabilidad financiera de Rayonier es de 1.5%, y sus márgenes netos son de 7.8%.
Información clave
11.66%
Tasa de crecimiento de los beneficios
9.00%
Tasa de crecimiento del BPA
| Crecimiento de la industria Specialized REITs | 18.00% |
| Tasa de crecimiento de los ingresos | -4.96% |
| Rentabilidad financiera | 1.46% |
| Margen neto | 7.83% |
| Última actualización de beneficios | 30 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • 14h
Rayonier: The Market Is Punishing The Share Price Too Much
Summary Rayonier is now a significantly larger, more diversified timberland and wood products REIT following its merger with PotlatchDeltic. Despite increased leverage post-merger, RYN’s robust margins, stable real estate segment, and 5.16% dividend yield support a Buy rating with a $22.5–$23 target. RYN’s real estate segment remains the most profitable, effectively covering dividends with a 1.47x distribution coverage after merger adjustments. Tariff-driven market dynamics and expanded sawmill operations position RYN for continued margin resilience and potential market share gains. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 05
RYN: Completed Buybacks And Stable Margins Will Support Future Upside
Rayonier’s analyst price target has shifted modestly higher to $26.00 from $24.83 as analysts factor in updated assumptions on discount rate, long term revenue growth, profit margin, and a slightly higher future P/E that align with recent Street research moves to $23 and $24. Analyst Commentary Recent Street research on Rayonier shows a mixed but generally steady stance around valuation.Actualización de narrativa • Aug 22
RYN: Timberland Discount And Buybacks Will Support Future Upside
Analysts have adjusted the Rayonier price target range to about $24.83, reflecting updated assumptions on long term revenue growth, profit margins, and future P/E multiples, alongside recent target moves to $23 and $24 from Street research. Analyst Commentary Recent research on Rayonier highlights a mix of optimism and caution around the stock, with price targets clustered in the low to mid 20s and ratings that signal a wait and see approach on execution and growth.
Actualización de narrativa • Aug 08
RYN: Buybacks And Timber Pricing Risks Will Shape Future Return Potential
Rayonier's fair value estimate has been revised from $22 to $23 as analysts adjust price targets slightly lower in the $24 to $25 range, reflecting updated assumptions for timber pricing, input costs, and near term earnings power. Analyst Commentary Recent Street research on Rayonier points to a more cautious tone around the stock, with price targets adjusted slightly lower and expectations tempered around near term earnings and timber market trends.Actualización de narrativa • Jul 07
RYN: Timberland Discount And Share Repurchases Will Support Future Upside
Rayonier’s analyst price target has been trimmed by about $1 to $25, as analysts point to limited near term catalysts for southern timber pricing and flat to lower timber EBITDA, even while the stock continues to trade at a discount to underlying private market timberland values. Analyst Commentary Recent research on Rayonier highlights a mixed setup for investors, with analysts weighing the stock’s discount to private market timberland values against softer expectations for timber EBITDA and limited near term pricing catalysts in the U.S. South.
Actualización de narrativa • Jun 23
RYN: Discounted Southern Timberlands And Buybacks Will Support Future Returns
Analysts have lowered their price targets on Rayonier to around $25, citing the stock's continued discount to U.S. South timberland values and limited near term catalysts as key reasons for the change. Analyst Commentary Recent research on Rayonier highlights a mixed setup.Artículo de análisis • Jun 20
Rayonier (RYN) Stock Could Be 21.8% Undervalued As Institutions Add Shares
Recent filings show major institutions like Cohen & Steers Capital Management and BlackRock increasing their Rayonier (RYN) holdings, drawing attention to the stock’s valuation score of 8.90 and current P/E ratio of 6.90 within its REIT peer group. See our latest analysis for Rayonier. Rayonier’s share price has moved to $20.98, with a 1-day share price return of 1.21% and a 90-day share price return of 7.59%. The year-to-date share price return is down 2.92% and the 1-year total shareholder...Actualización de narrativa • Jun 08
RYN: Merger Synergies And Capital Returns Will Offset Timber Pricing Headwinds
Analysts have lowered their fair value estimate for Rayonier from $24.00 to $22.00 after reducing price targets and adjusting assumptions for slower revenue growth and slightly weaker profit margins. They point to flat to declining timber EBITDA and a lack of clear near term pricing catalysts as key factors.Actualización de narrativa • May 25
RYN: Discounted Southern Timberlands And Buybacks Will Support Future Upside Potential
Narrative Update on Rayonier Analysts have trimmed Rayonier’s aggregated price target by $1 to $25, citing a lack of clear near term catalysts for southern timber pricing and expectations for flat to lower timber EBITDA, even as the stock continues to trade at a discount to underlying private market timberland values. Analyst Commentary Bullish analysts acknowledge the trimmed price targets but still highlight that Rayonier trades at a clear discount to underlying private market timberland values, especially in the U.S. South.Actualización de narrativa • May 07
RYN: Synergies And Share Repurchases Will Support Future Timber Earnings Shift
Analysts have adjusted their Rayonier price target to $26. This reflects updated views on fair value, revenue growth, profit margin and a higher future P/E multiple, supported by recent research citing the company's solid balance sheet, potential synergies and flexible capital allocation, including the opportunity for share repurchases.Actualización de narrativa • Apr 23
RYN: Synergy Execution And Capital Returns Will Shape Future Upside Potential
Rayonier's updated analyst price target has shifted from $27.00 to $24.00, as analysts weigh higher assumed discount rates against expectations for stronger revenue growth, moderating profit margins, a lower future P/E, and recent Street research that highlights the company's balance sheet, potential synergies, and flexible capital allocation. Analyst Commentary Recent Street research on Rayonier reflects a mix of viewpoints, and the latest price target revision to $24.00 signals a more cautious stance from some on the Street.Actualización de narrativa • Apr 06
RYN: Merger Synergies And Buybacks Will Support Timber Focused Earnings Shift
Analysts have nudged Rayonier's fair value estimate higher by about $0.47 to $32.99, tying the shift to updated views on post merger revenue growth, profit margins, and a lower assumed future P/E, along with comfort around the company's balance sheet, potential cost synergies, and flexible capital allocation that could include share repurchases. Analyst Commentary Recent Street research around Rayonier has centered on how the pending merger and capital allocation choices could influence the stock's risk and reward profile.Actualización de narrativa • Mar 23
RYN: Merger Synergies And Share Repurchases Will Drive Future Upside
Analysts have raised Rayonier's price target to $26, up from the prior $25 level, citing confidence in the company's solid balance sheet, expected cost synergies from the pending merger, and a flexible capital allocation approach that could support meaningful share repurchases over time. Analyst Commentary Recent research coverage around Rayonier and its pending merger points to a mixed but constructive setup, with analysts weighing balance sheet strength and potential cost savings against pockets of end market softness.Actualización de narrativa • Mar 09
RYN: Post Merger Synergies And Capital Returns Will Drive Future Upside
Narrative Update on Rayonier The updated analyst price target for Rayonier moves slightly higher to $26 from a prior blend around $25 to $27. Analysts point to the company’s solid balance sheet, expected merger synergies, flexible capital allocation and the potential for share repurchases as key supports for this change.Actualización de narrativa • Feb 22
RYN: Post Merger Synergies And Capital Returns Will Support Future Upside
The updated analyst price target for Rayonier edges down by about $0.67 per share, as analysts weigh a stronger profit margin outlook and more moderate revenue expectations against recent target tweaks related to the pending PotlatchDeltic merger, balance sheet strength, and capital allocation flexibility. Analyst Commentary Recent research on Rayonier reflects a mixed read, with some analysts focusing on balance sheet strength and merger synergies, while others highlight product mix shifts and softer end markets as key watch items for execution and valuation.Actualización de narrativa • Feb 08
RYN: Merger Will Shift Earnings Toward Timber Resilience Despite Pulpwood Headwinds
Analysts have trimmed their price target on Rayonier to $26 from $28, reflecting slightly softer margin and growth expectations, along with commentary about modestly challenged near term packaging volumes and ongoing pressure in U.S. South pulpwood markets. Analyst Commentary Recent Street research around Rayonier has centered on the pending merger with PotlatchDeltic and how that combined company might be positioned across timber, lumber and pulpwood markets.Actualización de narrativa • Jan 24
RYN: Merger Will Rebalance Cash Flows Toward Packaging Fiber Resilience
Analysts have trimmed their price expectations for Rayonier to $26 from $28, citing slightly higher assumed discount rates, modestly weaker revenue and margin inputs, and ongoing pressure in U.S. South pulpwood and related packaging markets. Analyst Commentary Recent research on Rayonier and its pending merger partner points to a mixed backdrop, but there are some clear positives emerging in the story that matter if you are focused on long term value and execution.Actualización de narrativa • Jan 08
RYN: Merger Will Shift Earnings Toward Resilient Packaging Fiber Demand
Narrative Update Analysts have trimmed their Rayonier fair value estimate from about US$37.67 to roughly US$32.52, reflecting updated assumptions on discount rates, profitability and future P/E multiples, along with more cautious views on lumber exposure and near term pulpwood and packaging demand. Analyst Commentary Street research around Rayonier right now is mixed, with some caution on near term pulpwood and packaging demand but also a clear focus on how the business mix could look after the PotlatchDeltic merger and how packaging trends might support earnings power over time.Actualización de narrativa • Dec 25
RYN: Special Dividend And Buybacks Will Drive Attractive Future Upside Potential
Analysts have slightly reduced their price target on Rayonier to approximately 27.83 dollars from about 28.17 dollars, citing marginally lower long term growth expectations, partly offset by modest improvements in projected profitability and valuation multiples. What's in the News Rayonier declared a one time special dividend of 1.40 dollars per share, payable on December 12, 2025 to shareholders of record on October 24, 2025, in connection with a merger agreement with PotlatchDeltic Corporation (Key Developments).Actualización de narrativa • Dec 11
RYN: Share Buybacks And Special Dividend Will Drive Stronger Upside Ahead
Analysts have nudged their price target on Rayonier slightly lower, trimming fair value by about $0.67 per share to roughly $28.17. They cited modestly softer profit margin expectations and a marginally higher discount rate, which only partially offset slightly improved revenue growth projections.Actualización de narrativa • Nov 27
RYN: Share Repurchase And Special Dividend Will Drive Bullish Momentum Into 2025
Analysts have slightly reduced their price target for Rayonier from $29.33 to $28.83 per share. This adjustment reflects improved profit margin forecasts, while accounting for lower projected revenue and substantial changes in future valuation multiples.Actualización de narrativa • Nov 12
RYN: Higher Log Prices Will Drive Upbeat Outlook Into 2025
Analysts have revised Rayonier’s price target upward from $26 to $27, citing higher log price estimates and an improved outlook for 2025. However, they emphasize that the current valuation appears fair.Seeking Alpha • Mar 03
Rayonier Vs. Barrick: Paper Covers Pet Rock
Summary Inflation hedges are an important part of an overall portfolio construction. Unfortunately most investors chase assets without understanding the value they offer. We go over two popular inflation hedges and tell you why we bought one. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Rayonier: Earnings Fall Short, But Divestments Impress
Summary I maintain my Buy rating for Rayonier; my focus is on the company's good progress relating to its asset divestment plan, rather than its Q3 2024 results miss. RYN's Q3 2024 top line and bottom line came in -7.7% and -7.0% below the consensus financial forecasts, respectively, due to the underperformance of the New Zealand Timber segment. But Rayonier has already achieved 73.7% of its $1 billion asset divestment target, which implies that it could potentially exceed its asset sales goal by the middle of next year. Read the full article on Seeking Alpha
Nueva narrativa • Sep 02
Soaring Costs And Soft Markets Threaten Timber Giant's Margins And Profitability
Deferred harvest activities and softer market conditions in the Timber segments could negatively impact near-term revenue and adjusted EBITDA.Seeking Alpha • Aug 13
Rayonier: Look Past Q2 Results Miss
Summary RYN's Q2 2024 results fell short of the analysts' consensus estimates, but investors should look past this below-expectations second quarter performance. Rayonier still sees its 2024 EBITDA falling within its previous guidance, as the company has intentionally pushed back certain harvests in 1H, which points to a recovery for 2H. RYN is a Buy considering its re-rating potential, as privately held timber assets are commanding a much higher EV/EBITDA multiple as compared to what the stock is trading at now. Read the full article on Seeking AlphaSeeking Alpha • May 22
Rayonier: Staying Bullish On Asset Monetization Plan And Financial Outlook
Summary Rayonier Inc. is making good progress with its plan to sell $1 billion worth of assets, as the company is considering a number of potential transactions. Rayonier's unchanged FY 2024 guidance implies a return to positive EBITDA growth this year. A favorable FY 2024 outlook and positive disclosures pertaining to asset divestment support the case of a Buy rating for Rayonier. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Rayonier. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 968 | 76 | 86 | 0 |
| 31 Mar 26 | 678 | 62 | 72 | 0 |
| 31 Dec 25 | 484 | 68 | 67 | 0 |
| 30 Sep 25 | 1,017 | 363 | 73 | 0 |
| 30 Jun 25 | 964 | 340 | 74 | 0 |
| 31 Mar 25 | 957 | 331 | 78 | 0 |
| 31 Dec 24 | 988 | 331 | 80 | 0 |
| 30 Sep 24 | 805 | 137 | 80 | 0 |
| 30 Jun 24 | 882 | 136 | 81 | 0 |
| 31 Mar 24 | 992 | 160 | 79 | 0 |
| 31 Dec 23 | 788 | 154 | 77 | 0 |
| 30 Sep 23 | 835 | 80 | 70 | 0 |
| 30 Jun 23 | 829 | 81 | 68 | 0 |
| 31 Mar 23 | 866 | 86 | 66 | 0 |
| 31 Dec 22 | 925 | 107 | 64 | 0 |
| 30 Sep 22 | 926 | 83 | 65 | 0 |
| 30 Jun 22 | 1,095 | 138 | 61 | 0 |
| 31 Mar 22 | 1,140 | 171 | 58 | 0 |
| 31 Dec 21 | 1,110 | 153 | 57 | 0 |
| 30 Sep 21 | 1,053 | 154 | 55 | 0 |
| 30 Jun 21 | 887 | 78 | 57 | 0 |
| 31 Mar 21 | 791 | 22 | 55 | 0 |
| 31 Dec 20 | 859 | 37 | 51 | 0 |
| 30 Sep 20 | 832 | 43 | 48 | 0 |
| 30 Jun 20 | 790 | 43 | 44 | 0 |
| 31 Mar 20 | 779 | 60 | 42 | 0 |
| 31 Dec 19 | 712 | 59 | 42 | 0 |
| 30 Sep 19 | 699 | 51 | 42 | 0 |
| 30 Jun 19 | 743 | 75 | 42 | 0 |
| 31 Mar 19 | 804 | 92 | 43 | 0 |
| 31 Dec 18 | 816 | 102 | 42 | 0 |
| 30 Sep 18 | 890 | 164 | 42 | 0 |
| 30 Jun 18 | 873 | 166 | 41 | 0 |
| 31 Mar 18 | 828 | 156 | 40 | 0 |
| 31 Dec 17 | 820 | 152 | 40 | 0 |
| 30 Sep 17 | 828 | 133 | 41 | 0 |
| 30 Jun 17 | 815 | 148 | 42 | 0 |
| 31 Mar 17 | 876 | 231 | 43 | 0 |
| 31 Dec 16 | 816 | 212 | 45 | 0 |
| 30 Sep 16 | 705 | 174 | 43 | 0 |
| 30 Jun 16 | 685 | 154 | 43 | 0 |
| 31 Mar 16 | 539 | 43 | 45 | 0 |
| 31 Dec 15 | 569 | 46 | 46 | 0 |
| 30 Sep 15 | 555 | 44 | 46 | 0 |
Ingresos de calidad: RYN tiene una única gran pérdida de $97.4M que afecta a sus resultados financieros de los últimos 12 meses de 30th June, 2026.
Margen de beneficios creciente: Los actuales márgenes de beneficio(7.8%) de RYN son inferiores a los del año pasado (35.3%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de RYN han crecido un 11.7% al año en los últimos 5 años.
Acelerando crecimiento: RYN ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: RYN tuvo un crecimiento negativo de los beneficios (-77.7%) durante el año pasado, lo que dificulta la comparación con la media de la industria Specialized REITs (13.8%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de RYN (1.5%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/20 23:17 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Rayonier Inc. está cubierta por 14 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Ruschmeier | Barclays |
| Ketan Mamtora | BMO Capital Markets Equity Research |
| John Babcock | BofA Global Research |