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Side-by-side financial comparison of INSTEEL INDUSTRIES INC (IIIN) 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 $159.9M, roughly 2.0× INSTEEL INDUSTRIES INC). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs 4.7%, a 3.5% gap on every dollar of revenue. On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs 23.1%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $-2.2M). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% CAGR vs 11.1%).
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
IIIN vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $159.9M | $314.2M |
| Net Profit | $7.6M | $25.9M |
| Gross Margin | 11.3% | 18.2% |
| Operating Margin | 6.0% | 11.2% |
| Net Margin | 4.7% | 8.2% |
| Revenue YoY | 23.3% | 23.1% |
| Net Profit YoY | 602.4% | 682.5% |
| EPS (diluted) | $0.39 | $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 | $159.9M | — | ||
| Q3 25 | $177.4M | $314.2M | ||
| Q2 25 | $179.9M | $275.0M | ||
| Q1 25 | $160.7M | $268.3M | ||
| Q4 24 | $129.7M | $258.1M | ||
| Q3 24 | $134.3M | $255.1M | ||
| Q2 24 | $145.8M | $320.7M | ||
| Q1 24 | $127.4M | $228.1M |
| Q4 25 | $7.6M | — | ||
| Q3 25 | $14.6M | $25.9M | ||
| Q2 25 | $15.2M | $7.4M | ||
| Q1 25 | $10.2M | $25.8M | ||
| Q4 24 | $1.1M | $5.2M | ||
| Q3 24 | $4.7M | $3.3M | ||
| Q2 24 | $6.6M | $13.7M | ||
| Q1 24 | $6.9M | $-305.0K |
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.1% | 18.2% | ||
| Q2 25 | 17.1% | 13.0% | ||
| Q1 25 | 15.3% | 17.8% | ||
| Q4 24 | 7.3% | 13.4% | ||
| Q3 24 | 9.1% | 10.8% | ||
| Q2 24 | 10.6% | 11.9% | ||
| Q1 24 | 12.3% | 7.0% |
| Q4 25 | 6.0% | — | ||
| Q3 25 | 10.8% | 11.2% | ||
| Q2 25 | 11.0% | 5.0% | ||
| Q1 25 | 8.3% | 10.3% | ||
| Q4 24 | 1.1% | 5.2% | ||
| Q3 24 | 4.5% | 2.8% | ||
| Q2 24 | 6.0% | 5.4% | ||
| Q1 24 | 7.0% | -2.1% |
| Q4 25 | 4.7% | — | ||
| Q3 25 | 8.2% | 8.2% | ||
| Q2 25 | 8.4% | 2.7% | ||
| Q1 25 | 6.4% | 9.6% | ||
| Q4 24 | 0.8% | 2.0% | ||
| Q3 24 | 3.5% | 1.3% | ||
| Q2 24 | 4.5% | 4.3% | ||
| Q1 24 | 5.4% | -0.1% |
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.74 | $0.33 | ||
| Q2 25 | $0.78 | $0.09 | ||
| Q1 25 | $0.52 | $0.33 | ||
| Q4 24 | $0.06 | $0.07 | ||
| Q3 24 | $0.24 | $0.04 | ||
| Q2 24 | $0.34 | $0.17 | ||
| Q1 24 | $0.35 | $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 | $15.6M | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $358.8M | $1.9B |
| Total Assets | $456.1M | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $15.6M | — | ||
| Q3 25 | $38.6M | $88.8M | ||
| Q2 25 | $53.7M | $95.3M | ||
| Q1 25 | $28.4M | $147.5M | ||
| Q4 24 | $36.0M | $151.6M | ||
| Q3 24 | $111.5M | $161.1M | ||
| Q2 24 | $97.7M | $199.7M | ||
| Q1 24 | $83.9M | $180.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $358.8M | — | ||
| Q3 25 | $371.5M | $1.9B | ||
| Q2 25 | $356.2M | $1.9B | ||
| Q1 25 | $341.4M | $2.0B | ||
| Q4 24 | $331.6M | $2.0B | ||
| Q3 24 | $350.9M | $2.1B | ||
| Q2 24 | $346.0M | $2.1B | ||
| Q1 24 | $340.6M | $2.2B |
| Q4 25 | $456.1M | — | ||
| Q3 25 | $462.6M | $3.2B | ||
| Q2 25 | $471.9M | $3.2B | ||
| Q1 25 | $421.9M | $3.3B | ||
| Q4 24 | $404.7M | $3.3B | ||
| Q3 24 | $422.6M | $3.3B | ||
| Q2 24 | $414.6M | $3.4B | ||
| Q1 24 | $397.2M | $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 | $-701.0K | $65.7M |
| Free Cash FlowOCF − Capex | $-2.2M | $50.1M |
| FCF MarginFCF / Revenue | -1.4% | 15.9% |
| Capex IntensityCapex / Revenue | 0.9% | 4.9% |
| Cash ConversionOCF / Net Profit | -0.09× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $439.0K | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-701.0K | — | ||
| Q3 25 | $-17.0M | $65.7M | ||
| Q2 25 | $28.5M | $41.0M | ||
| Q1 25 | $-3.3M | $49.1M | ||
| Q4 24 | $19.0M | $45.4M | ||
| Q3 24 | $16.2M | $26.5M | ||
| Q2 24 | $18.8M | $100.6M | ||
| Q1 24 | $1.4M | $16.0M |
| Q4 25 | $-2.2M | — | ||
| Q3 25 | $-18.7M | $50.1M | ||
| Q2 25 | $26.9M | $30.6M | ||
| Q1 25 | $-5.5M | $26.3M | ||
| Q4 24 | $16.3M | $25.4M | ||
| Q3 24 | $14.5M | $-8.2M | ||
| Q2 24 | $15.5M | $72.4M | ||
| Q1 24 | $-580.0K | $2.0M |
| Q4 25 | -1.4% | — | ||
| Q3 25 | -10.6% | 15.9% | ||
| Q2 25 | 15.0% | 11.1% | ||
| Q1 25 | -3.5% | 9.8% | ||
| Q4 24 | 12.6% | 9.9% | ||
| Q3 24 | 10.8% | -3.2% | ||
| Q2 24 | 10.7% | 22.6% | ||
| Q1 24 | -0.5% | 0.9% |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.0% | 4.9% | ||
| Q2 25 | 0.9% | 3.8% | ||
| Q1 25 | 1.4% | 8.5% | ||
| Q4 24 | 2.1% | 7.7% | ||
| Q3 24 | 1.3% | 13.6% | ||
| Q2 24 | 2.2% | 8.8% | ||
| Q1 24 | 1.5% | 6.1% |
| Q4 25 | -0.09× | — | ||
| Q3 25 | -1.17× | 2.54× | ||
| Q2 25 | 1.88× | 5.58× | ||
| Q1 25 | -0.32× | 1.90× | ||
| Q4 24 | 17.56× | 8.74× | ||
| Q3 24 | 3.48× | 7.99× | ||
| Q2 24 | 2.86× | 7.35× | ||
| Q1 24 | 0.20× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
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% |
