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Side-by-side financial comparison of IHS Holding Ltd (IHS) 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 $254.0M, roughly 1.2× IHS Holding Ltd). On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 0.1%). IHS Holding Ltd produced more free cash flow last quarter ($178.6M vs $50.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs -22.0%).
IHS Towers is one of the largest independent owners, operators and developers of shared communications infrastructure in the world, with operations across Africa and Latin America. It is the fifth-largest independent multinational tower company in the world.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
IHS vs PCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $254.0M | $314.2M |
| Net Profit | — | $25.9M |
| Gross Margin | 83.6% | 18.2% |
| Operating Margin | — | 11.2% |
| Net Margin | — | 8.2% |
| Revenue YoY | 0.1% | 23.1% |
| Net Profit YoY | — | 682.5% |
| EPS (diluted) | — | $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 | $254.0M | — | ||
| Q3 25 | $455.1M | $314.2M | ||
| Q2 25 | $433.3M | $275.0M | ||
| Q1 25 | $439.6M | $268.3M | ||
| Q4 24 | $253.8M | $258.1M | ||
| Q3 24 | $420.3M | $255.1M | ||
| Q2 24 | $435.4M | $320.7M | ||
| Q1 24 | $417.7M | $228.1M |
| Q4 25 | — | — | ||
| Q3 25 | $147.4M | $25.9M | ||
| Q2 25 | $32.3M | $7.4M | ||
| Q1 25 | $30.7M | $25.8M | ||
| Q4 24 | — | $5.2M | ||
| Q3 24 | $-205.7M | $3.3M | ||
| Q2 24 | $-124.3M | $13.7M | ||
| Q1 24 | $-1.6B | $-305.0K |
| Q4 25 | 83.6% | — | ||
| Q3 25 | 47.5% | 18.2% | ||
| Q2 25 | 51.3% | 13.0% | ||
| Q1 25 | 51.4% | 17.8% | ||
| Q4 24 | 72.1% | 13.4% | ||
| Q3 24 | 52.0% | 10.8% | ||
| Q2 24 | 52.5% | 11.9% | ||
| Q1 24 | 39.1% | 7.0% |
| Q4 25 | — | — | ||
| Q3 25 | 35.1% | 11.2% | ||
| Q2 25 | 33.8% | 5.0% | ||
| Q1 25 | 37.1% | 10.3% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | 29.9% | 2.8% | ||
| Q2 24 | 34.0% | 5.4% | ||
| Q1 24 | -1.7% | -2.1% |
| Q4 25 | — | — | ||
| Q3 25 | 32.4% | 8.2% | ||
| Q2 25 | 7.5% | 2.7% | ||
| Q1 25 | 7.0% | 9.6% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | -48.9% | 1.3% | ||
| Q2 24 | -28.5% | 4.3% | ||
| Q1 24 | -372.8% | -0.1% |
| Q4 25 | — | — | ||
| Q3 25 | $0.44 | $0.33 | ||
| Q2 25 | $0.10 | $0.09 | ||
| Q1 25 | $0.10 | $0.33 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | $-0.61 | $0.04 | ||
| Q2 24 | $-0.36 | $0.17 | ||
| Q1 24 | $-4.67 | $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 | $825.7M | $88.8M |
| Total DebtLower is stronger | $3.1B | — |
| Stockholders' EquityBook value | $-89.8M | $1.9B |
| Total Assets | $4.5B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $825.7M | — | ||
| Q3 25 | $647.6M | $88.8M | ||
| Q2 25 | $531.8M | $95.3M | ||
| Q1 25 | $629.0M | $147.5M | ||
| Q4 24 | $578.0M | $151.6M | ||
| Q3 24 | $397.5M | $161.1M | ||
| Q2 24 | $445.7M | $199.7M | ||
| Q1 24 | $333.2M | $180.2M |
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.3B | $1.0B | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.5B | — |
| Q4 25 | $-89.8M | — | ||
| Q3 25 | $38.1M | $1.9B | ||
| Q2 25 | $-98.4M | $1.9B | ||
| Q1 25 | $-184.4M | $2.0B | ||
| Q4 24 | $-314.4M | $2.0B | ||
| Q3 24 | $-284.7M | $2.1B | ||
| Q2 24 | $-308.3M | $2.1B | ||
| Q1 24 | $-163.2M | $2.2B |
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.7B | $3.2B | ||
| Q2 25 | $4.5B | $3.2B | ||
| Q1 25 | $4.4B | $3.3B | ||
| Q4 24 | $4.2B | $3.3B | ||
| Q3 24 | $4.6B | $3.3B | ||
| Q2 24 | $4.5B | $3.4B | ||
| Q1 24 | $4.6B | $3.4B |
| Q4 25 | — | — | ||
| Q3 25 | 85.85× | — | ||
| 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 | $246.9M | $65.7M |
| Free Cash FlowOCF − Capex | $178.6M | $50.1M |
| FCF MarginFCF / Revenue | 70.3% | 15.9% |
| Capex IntensityCapex / Revenue | 26.9% | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $718.7M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $246.9M | — | ||
| Q3 25 | $251.3M | $65.7M | ||
| Q2 25 | $237.7M | $41.0M | ||
| Q1 25 | $200.3M | $49.1M | ||
| Q4 24 | $344.4M | $45.4M | ||
| Q3 24 | $174.5M | $26.5M | ||
| Q2 24 | $134.7M | $100.6M | ||
| Q1 24 | $75.8M | $16.0M |
| Q4 25 | $178.6M | — | ||
| Q3 25 | $189.2M | $50.1M | ||
| Q2 25 | $197.7M | $30.6M | ||
| Q1 25 | $153.2M | $26.3M | ||
| Q4 24 | $282.9M | $25.4M | ||
| Q3 24 | $122.3M | $-8.2M | ||
| Q2 24 | $74.2M | $72.4M | ||
| Q1 24 | $14.8M | $2.0M |
| Q4 25 | 70.3% | — | ||
| Q3 25 | 41.6% | 15.9% | ||
| Q2 25 | 45.6% | 11.1% | ||
| Q1 25 | 34.8% | 9.8% | ||
| Q4 24 | 111.5% | 9.9% | ||
| Q3 24 | 29.1% | -3.2% | ||
| Q2 24 | 17.0% | 22.6% | ||
| Q1 24 | 3.5% | 0.9% |
| Q4 25 | 26.9% | — | ||
| Q3 25 | 13.6% | 4.9% | ||
| Q2 25 | 9.2% | 3.8% | ||
| Q1 25 | 10.7% | 8.5% | ||
| Q4 24 | 24.2% | 7.7% | ||
| Q3 24 | 12.4% | 13.6% | ||
| Q2 24 | 13.9% | 8.8% | ||
| Q1 24 | 14.6% | 6.1% |
| Q4 25 | — | — | ||
| Q3 25 | 1.70× | 2.54× | ||
| Q2 25 | 7.36× | 5.58× | ||
| Q1 25 | 6.52× | 1.90× | ||
| Q4 24 | — | 8.74× | ||
| Q3 24 | — | 7.99× | ||
| Q2 24 | — | 7.35× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IHS
Segment breakdown not available.
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% |