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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) 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 $172.5M, roughly 1.8× Donnelley Financial Solutions, Inc.). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs 3.6%, a 4.6% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 10.4%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $47.9M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs -7.9%).
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
DFIN vs PCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $314.2M |
| Net Profit | $6.2M | $25.9M |
| Gross Margin | — | 18.2% |
| Operating Margin | 8.3% | 11.2% |
| Net Margin | 3.6% | 8.2% |
| Revenue YoY | 10.4% | 23.1% |
| Net Profit YoY | -1.6% | 682.5% |
| EPS (diluted) | $0.31 | $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 | $172.5M | — | ||
| Q3 25 | $175.3M | $314.2M | ||
| Q2 25 | $218.1M | $275.0M | ||
| Q1 25 | $201.1M | $268.3M | ||
| Q4 24 | $156.3M | $258.1M | ||
| Q3 24 | $179.5M | $255.1M | ||
| Q2 24 | $242.7M | $320.7M | ||
| Q1 24 | $203.4M | $228.1M |
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-40.9M | $25.9M | ||
| Q2 25 | $36.1M | $7.4M | ||
| Q1 25 | $31.0M | $25.8M | ||
| Q4 24 | $6.3M | $5.2M | ||
| Q3 24 | $8.7M | $3.3M | ||
| Q2 24 | $44.1M | $13.7M | ||
| Q1 24 | $33.3M | $-305.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 17.8% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 7.0% |
| Q4 25 | 8.3% | — | ||
| Q3 25 | 16.1% | 11.2% | ||
| Q2 25 | 24.2% | 5.0% | ||
| Q1 25 | 22.8% | 10.3% | ||
| Q4 24 | 6.0% | 5.2% | ||
| Q3 24 | 10.1% | 2.8% | ||
| Q2 24 | 26.6% | 5.4% | ||
| Q1 24 | 21.9% | -2.1% |
| Q4 25 | 3.6% | — | ||
| Q3 25 | -23.3% | 8.2% | ||
| Q2 25 | 16.6% | 2.7% | ||
| Q1 25 | 15.4% | 9.6% | ||
| Q4 24 | 4.0% | 2.0% | ||
| Q3 24 | 4.8% | 1.3% | ||
| Q2 24 | 18.2% | 4.3% | ||
| Q1 24 | 16.4% | -0.1% |
| Q4 25 | $0.31 | — | ||
| Q3 25 | $-1.49 | $0.33 | ||
| Q2 25 | $1.28 | $0.09 | ||
| Q1 25 | $1.05 | $0.33 | ||
| Q4 24 | $0.21 | $0.07 | ||
| Q3 24 | $0.29 | $0.04 | ||
| Q2 24 | $1.47 | $0.17 | ||
| Q1 24 | $1.09 | $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 | $24.5M | $88.8M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $1.9B |
| Total Assets | $800.4M | $3.2B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | — | ||
| Q3 25 | $22.7M | $88.8M | ||
| Q2 25 | $33.8M | $95.3M | ||
| Q1 25 | $16.2M | $147.5M | ||
| Q4 24 | $57.3M | $151.6M | ||
| Q3 24 | $33.6M | $161.1M | ||
| Q2 24 | $35.0M | $199.7M | ||
| Q1 24 | $43.7M | $180.2M |
| Q4 25 | $171.3M | — | ||
| Q3 25 | $154.7M | — | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $379.2M | — | ||
| Q3 25 | $423.1M | $1.9B | ||
| Q2 25 | $432.1M | $1.9B | ||
| Q1 25 | $419.9M | $2.0B | ||
| Q4 24 | $436.1M | $2.0B | ||
| Q3 24 | $444.5M | $2.1B | ||
| Q2 24 | $441.5M | $2.1B | ||
| Q1 24 | $408.9M | $2.2B |
| Q4 25 | $800.4M | — | ||
| Q3 25 | $816.3M | $3.2B | ||
| Q2 25 | $874.7M | $3.2B | ||
| Q1 25 | $852.8M | $3.3B | ||
| Q4 24 | $841.6M | $3.3B | ||
| Q3 24 | $843.6M | $3.3B | ||
| Q2 24 | $882.9M | $3.4B | ||
| Q1 24 | $867.8M | $3.4B |
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | 0.51× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $59.8M | $65.7M |
| Free Cash FlowOCF − Capex | $47.9M | $50.1M |
| FCF MarginFCF / Revenue | 27.8% | 15.9% |
| Capex IntensityCapex / Revenue | 6.9% | 4.9% |
| Cash ConversionOCF / Net Profit | 9.65× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | — | ||
| Q3 25 | $74.4M | $65.7M | ||
| Q2 25 | $68.4M | $41.0M | ||
| Q1 25 | $-37.7M | $49.1M | ||
| Q4 24 | $56.4M | $45.4M | ||
| Q3 24 | $86.4M | $26.5M | ||
| Q2 24 | $56.2M | $100.6M | ||
| Q1 24 | $-27.9M | $16.0M |
| Q4 25 | $47.9M | — | ||
| Q3 25 | $59.2M | $50.1M | ||
| Q2 25 | $51.7M | $30.6M | ||
| Q1 25 | $-51.0M | $26.3M | ||
| Q4 24 | $41.3M | $25.4M | ||
| Q3 24 | $67.3M | $-8.2M | ||
| Q2 24 | $36.8M | $72.4M | ||
| Q1 24 | $-40.2M | $2.0M |
| Q4 25 | 27.8% | — | ||
| Q3 25 | 33.8% | 15.9% | ||
| Q2 25 | 23.7% | 11.1% | ||
| Q1 25 | -25.4% | 9.8% | ||
| Q4 24 | 26.4% | 9.9% | ||
| Q3 24 | 37.5% | -3.2% | ||
| Q2 24 | 15.2% | 22.6% | ||
| Q1 24 | -19.8% | 0.9% |
| Q4 25 | 6.9% | — | ||
| Q3 25 | 8.7% | 4.9% | ||
| Q2 25 | 7.7% | 3.8% | ||
| Q1 25 | 6.6% | 8.5% | ||
| Q4 24 | 9.7% | 7.7% | ||
| Q3 24 | 10.6% | 13.6% | ||
| Q2 24 | 8.0% | 8.8% | ||
| Q1 24 | 6.0% | 6.1% |
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | 1.89× | 5.58× | ||
| Q1 25 | -1.22× | 1.90× | ||
| Q4 24 | 8.95× | 8.74× | ||
| Q3 24 | 9.93× | 7.99× | ||
| Q2 24 | 1.27× | 7.35× | ||
| Q1 24 | -0.84× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
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% |
