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Side-by-side financial comparison of Cloudflare, Inc. (NET) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
Cloudflare, Inc. is the larger business by last-quarter revenue ($614.5M vs $314.2M, roughly 2.0× POTLATCHDELTIC CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs -2.0%, a 10.2% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 23.1%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $50.1M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs 11.1%).
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
NET vs PCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $614.5M | $314.2M |
| Net Profit | $-12.1M | $25.9M |
| Gross Margin | 73.6% | 18.2% |
| Operating Margin | -8.0% | 11.2% |
| Net Margin | -2.0% | 8.2% |
| Revenue YoY | 33.6% | 23.1% |
| Net Profit YoY | 6.0% | 682.5% |
| EPS (diluted) | $-0.03 | $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 | $614.5M | — | ||
| Q3 25 | $562.0M | $314.2M | ||
| Q2 25 | $512.3M | $275.0M | ||
| Q1 25 | $479.1M | $268.3M | ||
| Q4 24 | $459.9M | $258.1M | ||
| Q3 24 | $430.1M | $255.1M | ||
| Q2 24 | $401.0M | $320.7M | ||
| Q1 24 | $378.6M | $228.1M |
| Q4 25 | $-12.1M | — | ||
| Q3 25 | $-1.3M | $25.9M | ||
| Q2 25 | $-50.4M | $7.4M | ||
| Q1 25 | $-38.5M | $25.8M | ||
| Q4 24 | $-12.8M | $5.2M | ||
| Q3 24 | $-15.3M | $3.3M | ||
| Q2 24 | $-15.1M | $13.7M | ||
| Q1 24 | $-35.5M | $-305.0K |
| Q4 25 | 73.6% | — | ||
| Q3 25 | 74.0% | 18.2% | ||
| Q2 25 | 74.9% | 13.0% | ||
| Q1 25 | 75.9% | 17.8% | ||
| Q4 24 | 76.4% | 13.4% | ||
| Q3 24 | 77.7% | 10.8% | ||
| Q2 24 | 77.8% | 11.9% | ||
| Q1 24 | 77.5% | 7.0% |
| Q4 25 | -8.0% | — | ||
| Q3 25 | -6.7% | 11.2% | ||
| Q2 25 | -13.1% | 5.0% | ||
| Q1 25 | -11.1% | 10.3% | ||
| Q4 24 | -7.5% | 5.2% | ||
| Q3 24 | -7.2% | 2.8% | ||
| Q2 24 | -8.7% | 5.4% | ||
| Q1 24 | -14.4% | -2.1% |
| Q4 25 | -2.0% | — | ||
| Q3 25 | -0.2% | 8.2% | ||
| Q2 25 | -9.8% | 2.7% | ||
| Q1 25 | -8.0% | 9.6% | ||
| Q4 24 | -2.8% | 2.0% | ||
| Q3 24 | -3.6% | 1.3% | ||
| Q2 24 | -3.8% | 4.3% | ||
| Q1 24 | -9.4% | -0.1% |
| Q4 25 | $-0.03 | — | ||
| Q3 25 | $0.00 | $0.33 | ||
| Q2 25 | $-0.15 | $0.09 | ||
| Q1 25 | $-0.11 | $0.33 | ||
| Q4 24 | $-0.05 | $0.07 | ||
| Q3 24 | $-0.04 | $0.04 | ||
| Q2 24 | $-0.04 | $0.17 | ||
| Q1 24 | $-0.10 | $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 | $943.5M | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $1.9B |
| Total Assets | $6.0B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $943.5M | — | ||
| Q3 25 | $1.1B | $88.8M | ||
| Q2 25 | $1.5B | $95.3M | ||
| Q1 25 | $204.5M | $147.5M | ||
| Q4 24 | $147.7M | $151.6M | ||
| Q3 24 | $182.9M | $161.1M | ||
| Q2 24 | $157.0M | $199.7M | ||
| Q1 24 | $254.4M | $180.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $973.1M | $2.1B | ||
| Q2 24 | $881.5M | $2.1B | ||
| Q1 24 | $797.2M | $2.2B |
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.8B | $3.2B | ||
| Q2 25 | $5.6B | $3.2B | ||
| Q1 25 | $3.7B | $3.3B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.1B | $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 | $190.4M | $65.7M |
| Free Cash FlowOCF − Capex | $105.2M | $50.1M |
| FCF MarginFCF / Revenue | 17.1% | 15.9% |
| Capex IntensityCapex / Revenue | 13.9% | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $287.5M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $190.4M | — | ||
| Q3 25 | $167.1M | $65.7M | ||
| Q2 25 | $99.8M | $41.0M | ||
| Q1 25 | $145.8M | $49.1M | ||
| Q4 24 | $127.3M | $45.4M | ||
| Q3 24 | $104.7M | $26.5M | ||
| Q2 24 | $74.8M | $100.6M | ||
| Q1 24 | $73.6M | $16.0M |
| Q4 25 | $105.2M | — | ||
| Q3 25 | $82.5M | $50.1M | ||
| Q2 25 | $39.9M | $30.6M | ||
| Q1 25 | $59.9M | $26.3M | ||
| Q4 24 | $54.2M | $25.4M | ||
| Q3 24 | $54.5M | $-8.2M | ||
| Q2 24 | $45.2M | $72.4M | ||
| Q1 24 | $41.5M | $2.0M |
| Q4 25 | 17.1% | — | ||
| Q3 25 | 14.7% | 15.9% | ||
| Q2 25 | 7.8% | 11.1% | ||
| Q1 25 | 12.5% | 9.8% | ||
| Q4 24 | 11.8% | 9.9% | ||
| Q3 24 | 12.7% | -3.2% | ||
| Q2 24 | 11.3% | 22.6% | ||
| Q1 24 | 11.0% | 0.9% |
| Q4 25 | 13.9% | — | ||
| Q3 25 | 15.1% | 4.9% | ||
| Q2 25 | 11.7% | 3.8% | ||
| Q1 25 | 17.9% | 8.5% | ||
| Q4 24 | 15.9% | 7.7% | ||
| Q3 24 | 11.7% | 13.6% | ||
| Q2 24 | 7.4% | 8.8% | ||
| Q1 24 | 8.5% | 6.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | 5.58× | ||
| Q1 25 | — | 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
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
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% |
