Rayonier Inc.

NYSE:RYN Rapport sur les actions

Capitalisation boursière : US$6.2b

Rayonier Résultats passés

Passé contrôle des critères 1/6

Rayonier a connu une croissance annuelle moyenne de ses bénéfices de 19.4%, tandis que le secteur Specialized REITs a vu ses bénéfices augmenter de en hausse à 8.3% par an. Les revenus ont augmenté de en baisse à un taux moyen de 4.6% par an. Le rendement des capitaux propres de Rayonier est 1.3% et ses marges nettes sont de 9.1%.

Informations clés

19.38%

Taux de croissance des bénéfices

17.34%

Taux de croissance du BPA

Specialized REITs Croissance de l'industrie18.00%
Taux de croissance des recettes-4.64%
Rendement des fonds propres1.25%
Marge nette9.07%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Seeking Alpha • Feb 17

Rayonier - I Want A Better Price In 2026E

Summary Rayonier (RYN) is rated 'Hold' due to weak AFFO growth, cyclical risks, and an unattractive valuation premium post-merger. The PotlatchDeltic merger brings scale and synergy potential, but introduces higher leverage and integration risks without materially improving growth prospects. RYN's full exposure to North American timber markets, following the New Zealand JV divestment, heightens vulnerability to regional demand and quality headwinds. Despite a 4.2% yield and BBB rating, I see fair value at $17/share, reflecting negative AFFO growth and sector volatility. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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 Alpha
Seeking 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
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Nouveau récit • 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Mar 08

Rayonier: Favorable Takeaways From Latest Investor Events

Summary RYN's land-based solutions and real estate development businesses are expected to be the key growth drivers for the company in the medium to long term. Rayonier's $1 billion asset disposal target will provide opportunities for the company to improve the quality of its timberland asset portfolio. RYN is still rated as a Buy, as I view the takeaways from the company's recent investor events in a favorable light. Read the full article on Seeking Alpha
Seeking Alpha • Dec 13

Rayonier: Positive On Recent Corporate Actions (Rating Upgrade)

Summary Rayonier has put in place in a new 18-month $1 billion asset divestment plan, which will free up more excess capital for deleveraging, dividends, and buybacks. The current CFO, Mark McHugh, will be appointed as the new CEO in April 2024, and I expect him to place a stronger emphasis on value-accretive capital allocation initiatives. I revise my rating for RYN from a Hold to a Buy following an assessment of its latest corporate actions. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment Rayonier gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NYSE:RYN Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 2667862720
31 Dec 2548468670
30 Sep 251,017363730
30 Jun 25964340740
31 Mar 25957331780
31 Dec 24988331800
30 Sep 24805137800
30 Jun 24882136810
31 Mar 24992160790
31 Dec 23788154770
30 Sep 2383580700
30 Jun 2382981680
31 Mar 2386686660
31 Dec 22925107640
30 Sep 2292683650
30 Jun 221,095138610
31 Mar 221,140171580
31 Dec 211,110153570
30 Sep 211,053154550
30 Jun 2188778570
31 Mar 2179122550
31 Dec 2085937510
30 Sep 2083243480
30 Jun 2079043440
31 Mar 2077960420
31 Dec 1971259420
30 Sep 1969951420
30 Jun 1974375420
31 Mar 1980492430
31 Dec 18816102420
30 Sep 18890164420
30 Jun 18873166410
31 Mar 18828156400
31 Dec 17820152400
30 Sep 17828133410
30 Jun 17815148420
31 Mar 17876231430
31 Dec 16816212450
30 Sep 16705174430
30 Jun 16685154430
31 Mar 1653943450
31 Dec 1556946460
30 Sep 1555544460
30 Jun 1555357440

Des revenus de qualité: RYN a un important ponctuel perte de $85.5M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de RYN sont inférieures à celles de l'année dernière RYN. (9.1%) sont inférieures à celles de l'année dernière (34.5%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de RYN ont augmenté de 19.4% par an au cours des 5 dernières années.

Accélération de la croissance: RYN a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: RYN a enregistré une croissance négative de ses bénéfices ( -81.4% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Specialized REITs ( 9% ).

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de RYN ( 1.3% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 23:36
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Rayonier Inc. est couverte par 14 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter RuschmeierBarclays
Ketan MamtoraBMO Capital Markets Equity Research
John BabcockBofA Global Research