Rayonier Performance degli utili passati
Criteri Il passato verificati 1/6
Rayonier ha registrato una crescita degli utili a un tasso medio annuo di 19.4%, mentre il settore Specialized REITs ha registrato utili in crescita a un tasso medio annuo di 8.3%. I ricavi sono stati in diminuzione a un tasso medio annuo di 4.6%. Il ritorno sul capitale proprio di Rayonier è 1.3% e ha margini netti di 9.1%.
Informazioni chiave
19.38%
Tasso di crescita degli utili
17.34%
Tasso di crescita dell'EPS
| Specialized REITs Crescita del settore | 18.00% |
| Tasso di crescita dei ricavi | -4.64% |
| Rendimento del capitale proprio | 1.25% |
| Margine netto | 9.07% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Rayonier guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 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 |
| 30 Jun 15 | 553 | 57 | 44 | 0 |
Guadagni di qualità: RYN ha un grande una tantum perdita di $85.5M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di RYN (9.1%) sono inferiori rispetto allo scorso anno (34.5%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di RYN sono cresciuti del 19.4% all'anno negli ultimi 5 anni.
Accelerare la crescita: RYN ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: RYN ha avuto una crescita negativa degli utili ( -81.4% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Specialized REITs ( 9% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 1.3% ) di RYN è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 06:43 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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
Rayonier Inc. è coperta da 14 analisti. 6 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.
| Analista | Istituzione |
|---|---|
| Peter Ruschmeier | Barclays |
| Ketan Mamtora | BMO Capital Markets Equity Research |
| John Babcock | BofA Global Research |