PotlatchDeltic Corporation

Report azionario NasdaqGS:PCH

Capitalizzazione di mercato: US$3.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

PotlatchDeltic Crescita futura

Criteri Future verificati 3/6

PotlatchDeltic prevede che gli utili e i ricavi cresceranno rispettivamente di 27.8% e 0.9% all'anno. Si prevede che l'EPS crescerà di 28% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 6.4% in 3 anni.

Informazioni chiave

27.8%

Tasso di crescita degli utili

27.98%

Tasso di crescita dell'EPS

Specialized REITs crescita degli utili7.8%
Tasso di crescita dei ricavi0.9%
Rendimento futuro del capitale proprio6.42%
Copertura analitica

Good

Ultimo aggiornamento02 Feb 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Feb 02

PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside

Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.
Aggiornamento della narrazione • Jan 19

PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value

Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).
Aggiornamento della narrazione • Jan 04

PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value

Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.
Aggiornamento della narrazione • Dec 14

PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value

Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.
Aggiornamento della narrazione • Nov 28

PCH: Merger Will Deliver Value as Cost Synergies Are Realized

Analysts have slightly lowered their price target for PotlatchDeltic from $47.88 to $47.50, citing subtle improvements in revenue growth and profit margin forecasts, along with a modest adjustment to valuation multiples and discount rates. What's in the News Rayonier Inc.
Aggiornamento della narrazione • Nov 14

PCH: Merger Will Unlock Shareholder Value as Combined Entity Forms

Analysts have revised their price target for PotlatchDeltic downward from $50.63 to $47.88, citing a higher discount rate and slower projected revenue growth as key factors behind this adjustment. What's in the News Rayonier Inc.
Seeking Alpha • Nov 04

PotlatchDeltic: The Idaho Portfolio Is Catching My Eyes

Summary PotlatchDeltic owns 2.1 million acres of timberland in Idaho and in the southern United States. With seven lumber and plywood manufacturing facilities, PCH is also a top 10 lumber producer in the United States, with 1.2 billion board feet of capacity. Approximately 35% of the wood fibre costs within the manufacturing segment were purchases from internally owned timberlands, representing a healthy level of vertical integration. PotlatchDeltic's timberland portfolio is currently valued at ~$1,700 per acre, assuming an implied value of about $400 million for the manufacturing business. There seems to be a growing disconnect between the valuation of publicly-listed versus private timberlands, hence the opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Mar 09

PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point

Summary I rate PotlatchDeltic Corporation a buy due to a positive outlook for timber prices, driving asset appreciation and operating income growth. PCH's healthy balance sheet and history of rewarding shareholders with special dividends make it an attractive investment, especially with expected dividends in 2025. The Canada-US tariff war is likely to increase local timber prices, benefiting PCH's southern operations and supporting higher profitability. PCH's vertical integration and stable margins enable consistent dividends and share repurchases, aligning with a bullish market outlook and intrinsic value estimates. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01

PotlatchDeltic: Great Point To Exit This REIT

Summary PCH's cash flow remains weak despite high timber prices, with adjusted EBITDA annualized at just $180 million against a $4.5 billion enterprise value. Dividends and buybacks are not financed by cash flows, with only $6.3 million available for distribution against $142 million in dividends. We tell you the most important reason why we are downgrading this to a hold and where and when we would short the stock. Read the full article on Seeking Alpha
Seeking Alpha • Sep 06

PotlatchDeltic's Strong Roots Amidst Headwinds

Summary PotlatchDeltic, a lumber REIT, is trading at a discount due to oversupply and low construction demand. Short-term challenges are mitigated by cost reductions, modernization efforts, and strong liquidity, positioning PotlatchDeltic well for the anticipated 2025 upcycle. Real estate development and climate initiatives, including solar leasing options, provide revenue stability and offset weak lumber prices, supporting a 4.2% dividend yield. Despite high debt, PotlatchDeltic's strong liquidity and strategic share repurchases enhance shareholder value, with capex expected to normalize in 2025, freeing up capital. Read the full article on Seeking Alpha
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Nuova narrazione • Sep 04

Modernization And Critical Ventures To Propel Growth Amid Market Uncertainties

Strategic modernization and expansion at the Waldo sawmill, alongside lucrative real estate transactions, significantly bolster operational efficiency and EBITDA margins.
Seeking Alpha • Jul 07

PotlatchDeltic: Inflation Hedge Being Given Away For Cheap (Rating Upgrade)

Summary On our previous article on PotlatchDeltic we had upgraded the stock to a hold from a sell. Fundamentally, things have gotten worse and leverage ratios are beginning to look bad. We tell you why we are upgrading this to a Buy. Read the full article on Seeking Alpha
Seeking Alpha • Apr 19

PotlatchDeltic: Asset Rich, Cash Flow Poor

Summary We had a Sell rating on PotlatchDeltic Corporation in our last coverage. It has underperformed comparable REITs and the Vanguard REIT Index ETF since then. Dividends for PotlatchDeltic are not covered by cash flows and won't be covered in the next few years as per current estimates. We go over why we are still upgrading this to a hold from a sell. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:PCH - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,053117N/AN/A1
12/31/20271,1741322493204
12/31/20261,088611602257
12/31/20251,090501441897
9/30/20251,11664201201N/A
6/30/20251,05742162162N/A
3/31/20251,10248221221N/A
12/31/20241,06222188188N/A
9/30/20241,05817185185N/A
6/30/20241,06937199199N/A
3/31/202499446136136N/A
12/31/20231,02462159159N/A
9/30/20231,02366151151N/A
6/30/20231,06488190190N/A
3/31/20231,177186301301N/A
12/31/20221,331334492492N/A
9/30/20221,326369510510N/A
6/30/20221,307389542542N/A
3/31/20221,395457565565N/A
12/31/20211,337424505505N/A
9/30/20211,426485598598N/A
6/30/20211,452500589589N/A
3/31/20211,186315457457N/A
12/31/20201,041167335335N/A
9/30/202090778224224N/A
6/30/202082018159159N/A
3/31/202085432168168N/A
12/31/201982756139139N/A
9/30/201984146136136N/A
6/30/201990486N/A151N/A
3/31/2019956115N/A163N/A
12/31/2018975123N/A179N/A
9/30/2018933133N/A182N/A
6/30/2018834106N/A179N/A
3/31/201872984N/A156N/A
12/31/201767986N/A163N/A
9/30/201765989N/A157N/A
6/30/201764383N/A136N/A
3/31/201762128N/A115N/A
12/31/201659911N/A102N/A
9/30/20165810N/A93N/A
6/30/2016582-6N/A103N/A
3/31/201656926N/A78N/A
12/31/201557532N/A74N/A
9/30/201558448N/A79N/A
6/30/201558660N/A80N/A
3/31/201560175N/A116N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di PCH ( 27.8% all'anno) è superiore al tasso di risparmio ( 3.3% ).

Guadagni vs Mercato: Si prevede che gli utili di PCH ( 27.8% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di PCH cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di PCH ( 0.9% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di PCH ( 0.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di PCH sarà basso tra 3 anni ( 6.4 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/02/03 21:29
Prezzo dell'azione a fine giornata2026/01/30 00:00
Utili2025/09/30
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

PotlatchDeltic Corporation è coperta da 9 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Anthony PettinariCitigroup Inc
Kurt YingerD.A. Davidson & Co.
Po WeiJefferies LLC