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Side-by-side financial comparison of CLARIVATE PLC (CLVT) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
CLARIVATE PLC is the larger business by last-quarter revenue ($585.5M vs $314.2M, roughly 1.9× POTLATCHDELTIC CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs -6.9%, a 15.1% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs -1.4%). CLARIVATE PLC produced more free cash flow last quarter ($78.9M vs $50.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs -5.1%).
Clarivate Plc is a British-American publicly traded analytics company that operates a collection of subscription-based services, in the areas of bibliometrics and scientometrics; business and market intelligence, and competitive profiling for pharmacy and biotech, patents, and regulatory compliance; trademark protection, and domain and brand protection. Clarivate calculates the impact factor of scientific journals, using data from its Web of Science product family, that also includes services...
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
CLVT vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $585.5M | $314.2M |
| Net Profit | $-40.2M | $25.9M |
| Gross Margin | 67.2% | 18.2% |
| Operating Margin | 5.2% | 11.2% |
| Net Margin | -6.9% | 8.2% |
| Revenue YoY | -1.4% | 23.1% |
| Net Profit YoY | 61.3% | 682.5% |
| EPS (diluted) | $-0.06 | $0.33 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | — | ||
| Q3 25 | $623.1M | $314.2M | ||
| Q2 25 | $621.4M | $275.0M | ||
| Q1 25 | $593.7M | $268.3M | ||
| Q4 24 | $663.0M | $258.1M | ||
| Q3 24 | $622.2M | $255.1M | ||
| Q2 24 | $650.3M | $320.7M |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | — | ||
| Q3 25 | $-28.3M | $25.9M | ||
| Q2 25 | $-72.0M | $7.4M | ||
| Q1 25 | $-103.9M | $25.8M | ||
| Q4 24 | $-191.8M | $5.2M | ||
| Q3 24 | $-65.6M | $3.3M | ||
| Q2 24 | $-304.3M | $13.7M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | 18.2% | ||
| Q2 25 | 67.2% | 13.0% | ||
| Q1 25 | 65.1% | 17.8% | ||
| Q4 24 | 65.7% | 13.4% | ||
| Q3 24 | 66.2% | 10.8% | ||
| Q2 24 | 67.2% | 11.9% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 7.1% | 11.2% | ||
| Q2 25 | 1.1% | 5.0% | ||
| Q1 25 | -3.5% | 10.3% | ||
| Q4 24 | -9.4% | 5.2% | ||
| Q3 24 | 3.5% | 2.8% | ||
| Q2 24 | -36.9% | 5.4% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | -4.5% | 8.2% | ||
| Q2 25 | -11.6% | 2.7% | ||
| Q1 25 | -17.5% | 9.6% | ||
| Q4 24 | -28.9% | 2.0% | ||
| Q3 24 | -10.5% | 1.3% | ||
| Q2 24 | -46.8% | 4.3% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | — | ||
| Q3 25 | $-0.04 | $0.33 | ||
| Q2 25 | $-0.11 | $0.09 | ||
| Q1 25 | $-0.15 | $0.33 | ||
| Q4 24 | $-0.27 | $0.07 | ||
| Q3 24 | $-0.09 | $0.04 | ||
| Q2 24 | $-0.46 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $88.8M |
| Total DebtLower is stronger | $4.3B | — |
| Stockholders' EquityBook value | $4.8B | $1.9B |
| Total Assets | $10.9B | $3.2B |
| Debt / EquityLower = less leverage | 0.89× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | — | ||
| Q3 25 | $318.7M | $88.8M | ||
| Q2 25 | $362.6M | $95.3M | ||
| Q1 25 | $354.0M | $147.5M | ||
| Q4 24 | $295.2M | $151.6M | ||
| Q3 24 | $388.5M | $161.1M | ||
| Q2 24 | $376.4M | $199.7M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | $1.0B | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.9B | $1.9B | ||
| Q2 25 | $5.0B | $1.9B | ||
| Q1 25 | $5.0B | $2.0B | ||
| Q4 24 | $5.1B | $2.0B | ||
| Q3 24 | $5.5B | $2.1B | ||
| Q2 24 | $5.6B | $2.1B |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | — | ||
| Q3 25 | $11.2B | $3.2B | ||
| Q2 25 | $11.4B | $3.2B | ||
| Q1 25 | $11.5B | $3.3B | ||
| Q4 24 | $11.5B | $3.3B | ||
| Q3 24 | $12.0B | $3.3B | ||
| Q2 24 | $12.1B | $3.4B |
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | 0.51× | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $134.7M | $65.7M |
| Free Cash FlowOCF − Capex | $78.9M | $50.1M |
| FCF MarginFCF / Revenue | 13.5% | 15.9% |
| Capex IntensityCapex / Revenue | 9.5% | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $333.9M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | — | ||
| Q3 25 | $181.1M | $65.7M | ||
| Q2 25 | $116.3M | $41.0M | ||
| Q1 25 | $171.2M | $49.1M | ||
| Q4 24 | $141.3M | $45.4M | ||
| Q3 24 | $202.9M | $26.5M | ||
| Q2 24 | $126.2M | $100.6M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | — | ||
| Q3 25 | $115.5M | $50.1M | ||
| Q2 25 | $50.3M | $30.6M | ||
| Q1 25 | $110.3M | $26.3M | ||
| Q4 24 | $59.1M | $25.4M | ||
| Q3 24 | $126.3M | $-8.2M | ||
| Q2 24 | $60.3M | $72.4M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | 18.5% | 15.9% | ||
| Q2 25 | 8.1% | 11.1% | ||
| Q1 25 | 18.6% | 9.8% | ||
| Q4 24 | 8.9% | 9.9% | ||
| Q3 24 | 20.3% | -3.2% | ||
| Q2 24 | 9.3% | 22.6% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 10.5% | 4.9% | ||
| Q2 25 | 10.6% | 3.8% | ||
| Q1 25 | 10.3% | 8.5% | ||
| Q4 24 | 12.4% | 7.7% | ||
| Q3 24 | 12.3% | 13.6% | ||
| Q2 24 | 10.1% | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | 5.58× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 8.74× | ||
| Q3 24 | — | 7.99× | ||
| Q2 24 | — | 7.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
