PotlatchDeltic Corporation

NasdaqGS:PCH Stock Report

Market Cap: 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 Future Growth

Future criteria checks 3/6

PotlatchDeltic is forecast to grow earnings and revenue by 27.8% and 0.9% per annum respectively. EPS is expected to grow by 28% per annum. Return on equity is forecast to be 6.4% in 3 years.

Key information

27.8%

Earnings growth rate

27.98%

EPS growth rate

Specialized REITs earnings growth7.9%
Revenue growth rate0.9%
Future return on equity6.42%
Analyst coverage

Good

Last updated02 Feb 2026

Recent future growth updates

Recent updates

Narrative Update • 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.
Narrative Update • 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).
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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
User avatar
New Narrative • 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

Earnings and Revenue Growth Forecasts

NasdaqGS:PCH - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: PCH's forecast earnings growth (27.8% per year) is above the savings rate (3.3%).

Earnings vs Market: PCH's earnings (27.8% per year) are forecast to grow faster than the US market (15.6% per year).

High Growth Earnings: PCH's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: PCH's revenue (0.9% per year) is forecast to grow slower than the US market (10.1% per year).

High Growth Revenue: PCH's revenue (0.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: PCH's Return on Equity is forecast to be low in 3 years time (6.4%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/03 11:47
End of Day Share Price 2026/01/30 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PotlatchDeltic Corporation is covered by 9 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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