vs
Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $233.0M, roughly 1.3× CSW INDUSTRIALS, INC.). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs 4.4%, a 3.8% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 20.3%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $22.7M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs 5.1%).
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
CSW vs PCH — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $314.2M |
| Net Profit | $10.3M | $25.9M |
| Gross Margin | 39.7% | 18.2% |
| Operating Margin | 7.4% | 11.2% |
| Net Margin | 4.4% | 8.2% |
| Revenue YoY | 20.3% | 23.1% |
| Net Profit YoY | -61.9% | 682.5% |
| EPS (diluted) | $0.62 | $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.
| Q4 25 | $233.0M | — | ||
| Q3 25 | $277.0M | $314.2M | ||
| Q2 25 | $263.6M | $275.0M | ||
| Q1 25 | $230.5M | $268.3M | ||
| Q4 24 | $193.6M | $258.1M | ||
| Q3 24 | $227.9M | $255.1M | ||
| Q2 24 | $226.2M | $320.7M | ||
| Q1 24 | $210.9M | $228.1M |
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $25.9M | ||
| Q2 25 | $40.9M | $7.4M | ||
| Q1 25 | $35.1M | $25.8M | ||
| Q4 24 | $26.9M | $5.2M | ||
| Q3 24 | $36.1M | $3.3M | ||
| Q2 24 | $38.6M | $13.7M | ||
| Q1 24 | $31.8M | $-305.0K |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | 18.2% | ||
| Q2 25 | 43.8% | 13.0% | ||
| Q1 25 | 44.2% | 17.8% | ||
| Q4 24 | 41.4% | 13.4% | ||
| Q3 24 | 45.6% | 10.8% | ||
| Q2 24 | 47.5% | 11.9% | ||
| Q1 24 | 44.4% | 7.0% |
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | 11.2% | ||
| Q2 25 | 20.8% | 5.0% | ||
| Q1 25 | 19.5% | 10.3% | ||
| Q4 24 | 15.3% | 5.2% | ||
| Q3 24 | 22.6% | 2.8% | ||
| Q2 24 | 24.3% | 5.4% | ||
| Q1 24 | 21.0% | -2.1% |
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | 8.2% | ||
| Q2 25 | 15.5% | 2.7% | ||
| Q1 25 | 15.2% | 9.6% | ||
| Q4 24 | 13.9% | 2.0% | ||
| Q3 24 | 15.8% | 1.3% | ||
| Q2 24 | 17.1% | 4.3% | ||
| Q1 24 | 15.1% | -0.1% |
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | $0.33 | ||
| Q2 25 | $2.43 | $0.09 | ||
| Q1 25 | $2.05 | $0.33 | ||
| Q4 24 | $1.60 | $0.07 | ||
| Q3 24 | $2.26 | $0.04 | ||
| Q2 24 | $2.47 | $0.17 | ||
| Q1 24 | $2.03 | $0.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.9B |
| Total Assets | $2.3B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | $88.8M | ||
| Q2 25 | $38.0M | $95.3M | ||
| Q1 25 | $225.8M | $147.5M | ||
| Q4 24 | $213.8M | $151.6M | ||
| Q3 24 | $273.2M | $161.1M | ||
| Q2 24 | $18.9M | $199.7M | ||
| Q1 24 | $22.2M | $180.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $650.2M | $2.1B | ||
| Q1 24 | $615.7M | $2.2B |
| Q4 25 | $2.3B | — | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.3B | ||
| Q4 24 | $1.4B | $3.3B | ||
| Q3 24 | $1.4B | $3.3B | ||
| Q2 24 | $1.1B | $3.4B | ||
| Q1 24 | $1.0B | $3.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $65.7M |
| Free Cash FlowOCF − Capex | $22.7M | $50.1M |
| FCF MarginFCF / Revenue | 9.8% | 15.9% |
| Capex IntensityCapex / Revenue | 2.6% | 4.9% |
| Cash ConversionOCF / Net Profit | 2.81× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | — | ||
| Q3 25 | $61.8M | $65.7M | ||
| Q2 25 | $60.6M | $41.0M | ||
| Q1 25 | $27.3M | $49.1M | ||
| Q4 24 | $11.6M | $45.4M | ||
| Q3 24 | $66.8M | $26.5M | ||
| Q2 24 | $62.7M | $100.6M | ||
| Q1 24 | $22.4M | $16.0M |
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $50.1M | ||
| Q2 25 | $57.7M | $30.6M | ||
| Q1 25 | $22.8M | $26.3M | ||
| Q4 24 | $8.5M | $25.4M | ||
| Q3 24 | $61.3M | $-8.2M | ||
| Q2 24 | $59.6M | $72.4M | ||
| Q1 24 | $17.5M | $2.0M |
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | 15.9% | ||
| Q2 25 | 21.9% | 11.1% | ||
| Q1 25 | 9.9% | 9.8% | ||
| Q4 24 | 4.4% | 9.9% | ||
| Q3 24 | 26.9% | -3.2% | ||
| Q2 24 | 26.3% | 22.6% | ||
| Q1 24 | 8.3% | 0.9% |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 4.9% | ||
| Q2 25 | 1.1% | 3.8% | ||
| Q1 25 | 2.0% | 8.5% | ||
| Q4 24 | 1.6% | 7.7% | ||
| Q3 24 | 2.4% | 13.6% | ||
| Q2 24 | 1.4% | 8.8% | ||
| Q1 24 | 2.3% | 6.1% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | 2.54× | ||
| Q2 25 | 1.48× | 5.58× | ||
| Q1 25 | 0.78× | 1.90× | ||
| Q4 24 | 0.43× | 8.74× | ||
| Q3 24 | 1.85× | 7.99× | ||
| Q2 24 | 1.62× | 7.35× | ||
| Q1 24 | 0.71× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
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% |
