vs
Side-by-side financial comparison of GRACO INC (GGG) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $314.2M, roughly 1.9× POTLATCHDELTIC CORP). GRACO INC runs the higher net margin — 22.3% vs 8.2%, a 14.1% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 8.1%). GRACO INC produced more free cash flow last quarter ($184.3M vs $50.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs 9.8%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
GGG vs PCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $314.2M |
| Net Profit | $132.5M | $25.9M |
| Gross Margin | 51.7% | 18.2% |
| Operating Margin | 26.7% | 11.2% |
| Net Margin | 22.3% | 8.2% |
| Revenue YoY | 8.1% | 23.1% |
| Net Profit YoY | 21.9% | 682.5% |
| EPS (diluted) | $0.78 | $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 | $593.2M | — | ||
| Q3 25 | $543.4M | $314.2M | ||
| Q2 25 | $571.8M | $275.0M | ||
| Q1 25 | $528.3M | $268.3M | ||
| Q4 24 | $548.7M | $258.1M | ||
| Q3 24 | $519.2M | $255.1M | ||
| Q2 24 | $553.2M | $320.7M | ||
| Q1 24 | $492.2M | $228.1M |
| Q4 25 | $132.5M | — | ||
| Q3 25 | $137.6M | $25.9M | ||
| Q2 25 | $127.6M | $7.4M | ||
| Q1 25 | $124.1M | $25.8M | ||
| Q4 24 | $108.7M | $5.2M | ||
| Q3 24 | $122.2M | $3.3M | ||
| Q2 24 | $133.0M | $13.7M | ||
| Q1 24 | $122.2M | $-305.0K |
| Q4 25 | 51.7% | — | ||
| Q3 25 | 53.2% | 18.2% | ||
| Q2 25 | 52.4% | 13.0% | ||
| Q1 25 | 52.6% | 17.8% | ||
| Q4 24 | 50.9% | 13.4% | ||
| Q3 24 | 53.2% | 10.8% | ||
| Q2 24 | 54.4% | 11.9% | ||
| Q1 24 | 54.1% | 7.0% |
| Q4 25 | 26.7% | — | ||
| Q3 25 | 30.3% | 11.2% | ||
| Q2 25 | 27.5% | 5.0% | ||
| Q1 25 | 27.3% | 10.3% | ||
| Q4 24 | 23.7% | 5.2% | ||
| Q3 24 | 28.1% | 2.8% | ||
| Q2 24 | 29.2% | 5.4% | ||
| Q1 24 | 27.0% | -2.1% |
| Q4 25 | 22.3% | — | ||
| Q3 25 | 25.3% | 8.2% | ||
| Q2 25 | 22.3% | 2.7% | ||
| Q1 25 | 23.5% | 9.6% | ||
| Q4 24 | 19.8% | 2.0% | ||
| Q3 24 | 23.5% | 1.3% | ||
| Q2 24 | 24.0% | 4.3% | ||
| Q1 24 | 24.8% | -0.1% |
| Q4 25 | $0.78 | — | ||
| Q3 25 | $0.82 | $0.33 | ||
| Q2 25 | $0.76 | $0.09 | ||
| Q1 25 | $0.72 | $0.33 | ||
| Q4 24 | $0.63 | $0.07 | ||
| Q3 24 | $0.71 | $0.04 | ||
| Q2 24 | $0.77 | $0.17 | ||
| Q1 24 | $0.71 | $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 | $624.1M | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $1.9B |
| Total Assets | $3.3B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | — | ||
| Q3 25 | $618.7M | $88.8M | ||
| Q2 25 | $534.9M | $95.3M | ||
| Q1 25 | $536.1M | $147.5M | ||
| Q4 24 | $675.3M | $151.6M | ||
| Q3 24 | $764.5M | $161.1M | ||
| Q2 24 | $666.0M | $199.7M | ||
| Q1 24 | $622.7M | $180.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.6B | $1.9B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.4B | $2.1B | ||
| Q1 24 | $2.3B | $2.2B |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.0B | $3.2B | ||
| Q1 25 | $3.0B | $3.3B | ||
| Q4 24 | $3.1B | $3.3B | ||
| Q3 24 | $3.0B | $3.3B | ||
| Q2 24 | $2.9B | $3.4B | ||
| Q1 24 | $2.8B | $3.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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 | $196.3M | $65.7M |
| Free Cash FlowOCF − Capex | $184.3M | $50.1M |
| FCF MarginFCF / Revenue | 31.1% | 15.9% |
| Capex IntensityCapex / Revenue | 2.0% | 4.9% |
| Cash ConversionOCF / Net Profit | 1.48× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | — | ||
| Q3 25 | $179.2M | $65.7M | ||
| Q2 25 | $182.7M | $41.0M | ||
| Q1 25 | $125.4M | $49.1M | ||
| Q4 24 | $185.2M | $45.4M | ||
| Q3 24 | $178.6M | $26.5M | ||
| Q2 24 | $139.0M | $100.6M | ||
| Q1 24 | $118.9M | $16.0M |
| Q4 25 | $184.3M | — | ||
| Q3 25 | $175.7M | $50.1M | ||
| Q2 25 | $163.1M | $30.6M | ||
| Q1 25 | $114.8M | $26.3M | ||
| Q4 24 | $171.3M | $25.4M | ||
| Q3 24 | $159.2M | $-8.2M | ||
| Q2 24 | $102.7M | $72.4M | ||
| Q1 24 | $81.7M | $2.0M |
| Q4 25 | 31.1% | — | ||
| Q3 25 | 32.3% | 15.9% | ||
| Q2 25 | 28.5% | 11.1% | ||
| Q1 25 | 21.7% | 9.8% | ||
| Q4 24 | 31.2% | 9.9% | ||
| Q3 24 | 30.7% | -3.2% | ||
| Q2 24 | 18.6% | 22.6% | ||
| Q1 24 | 16.6% | 0.9% |
| Q4 25 | 2.0% | — | ||
| Q3 25 | 0.6% | 4.9% | ||
| Q2 25 | 3.4% | 3.8% | ||
| Q1 25 | 2.0% | 8.5% | ||
| Q4 24 | 2.5% | 7.7% | ||
| Q3 24 | 3.7% | 13.6% | ||
| Q2 24 | 6.6% | 8.8% | ||
| Q1 24 | 7.6% | 6.1% |
| Q4 25 | 1.48× | — | ||
| Q3 25 | 1.30× | 2.54× | ||
| Q2 25 | 1.43× | 5.58× | ||
| Q1 25 | 1.01× | 1.90× | ||
| Q4 24 | 1.70× | 8.74× | ||
| Q3 24 | 1.46× | 7.99× | ||
| Q2 24 | 1.05× | 7.35× | ||
| Q1 24 | 0.97× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
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% |
