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Side-by-side financial comparison of NEW JERSEY RESOURCES CORP (NJR) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
NEW JERSEY RESOURCES CORP is the larger business by last-quarter revenue ($939.4M vs $314.2M, roughly 3.0× POTLATCHDELTIC CORP). NEW JERSEY RESOURCES CORP runs the higher net margin — 23.3% vs 8.2%, a 15.1% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs -33.0%). Over the past eight quarters, NEW JERSEY RESOURCES CORP's revenue compounded faster (111.6% CAGR vs 11.1%).
New Jersey Resources is an energy services holding company based in Wall Township, New Jersey. It is a Fortune 1000 company, and a member of the Forbes Platinum 400. New Jersey Natural Gas is its principal subsidiary.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
NJR vs PCH — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $939.4M | $314.2M |
| Net Profit | $218.9M | $25.9M |
| Gross Margin | — | 18.2% |
| Operating Margin | 32.0% | 11.2% |
| Net Margin | 23.3% | 8.2% |
| Revenue YoY | -33.0% | 23.1% |
| Net Profit YoY | 7.2% | 682.5% |
| EPS (diluted) | $2.16 | $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.
| Q1 26 | $939.4M | — | ||
| Q4 25 | $440.9M | — | ||
| Q3 25 | $188.3M | $314.2M | ||
| Q2 25 | $234.8M | $275.0M | ||
| Q1 25 | $569.2M | $268.3M | ||
| Q4 24 | $359.0M | $258.1M | ||
| Q3 24 | $265.7M | $255.1M | ||
| Q2 24 | $209.9M | $320.7M |
| Q1 26 | $218.9M | — | ||
| Q4 25 | $122.5M | — | ||
| Q3 25 | $15.1M | $25.9M | ||
| Q2 25 | $-15.1M | $7.4M | ||
| Q1 25 | $204.3M | $25.8M | ||
| Q4 24 | $131.3M | $5.2M | ||
| Q3 24 | $91.1M | $3.3M | ||
| Q2 24 | $-11.6M | $13.7M |
| Q1 26 | — | — | ||
| 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 26 | 32.0% | — | ||
| Q4 25 | 40.6% | — | ||
| Q3 25 | 21.5% | 11.2% | ||
| Q2 25 | -0.5% | 5.0% | ||
| Q1 25 | 49.2% | 10.3% | ||
| Q4 24 | 52.8% | 5.2% | ||
| Q3 24 | 55.0% | 2.8% | ||
| Q2 24 | 2.8% | 5.4% |
| Q1 26 | 23.3% | — | ||
| Q4 25 | 27.8% | — | ||
| Q3 25 | 8.0% | 8.2% | ||
| Q2 25 | -6.4% | 2.7% | ||
| Q1 25 | 35.9% | 9.6% | ||
| Q4 24 | 36.6% | 2.0% | ||
| Q3 24 | 34.3% | 1.3% | ||
| Q2 24 | -5.5% | 4.3% |
| Q1 26 | $2.16 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $0.15 | $0.33 | ||
| Q2 25 | $-0.15 | $0.09 | ||
| Q1 25 | $2.02 | $0.33 | ||
| Q4 24 | $1.31 | $0.07 | ||
| Q3 24 | $0.91 | $0.04 | ||
| Q2 24 | $-0.12 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $1.9B |
| Total Assets | — | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.4M | — | ||
| Q3 25 | $591.0K | $88.8M | ||
| Q2 25 | $931.0K | $95.3M | ||
| Q1 25 | $83.7M | $147.5M | ||
| Q4 24 | $1.9M | $151.6M | ||
| Q3 24 | $1.0M | $161.1M | ||
| Q2 24 | $22.4M | $199.7M |
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.0B | $1.0B | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.8B | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | $1.9B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.1B | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | — | ||
| Q3 25 | $7.6B | $3.2B | ||
| Q2 25 | $7.3B | $3.2B | ||
| Q1 25 | $7.3B | $3.3B | ||
| Q4 24 | $7.2B | $3.3B | ||
| Q3 24 | $7.0B | $3.3B | ||
| Q2 24 | $6.8B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.36× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.29× | 0.51× | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.30× | — |
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 | — | $65.7M |
| Free Cash FlowOCF − Capex | — | $50.1M |
| FCF MarginFCF / Revenue | — | 15.9% |
| Capex IntensityCapex / Revenue | — | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | — | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $26.7M | — | ||
| Q3 25 | $81.2M | $65.7M | ||
| Q2 25 | $-28.9M | $41.0M | ||
| Q1 25 | $423.0M | $49.1M | ||
| Q4 24 | $-9.0M | $45.4M | ||
| Q3 24 | $64.5M | $26.5M | ||
| Q2 24 | $24.3M | $100.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $50.1M | ||
| Q2 25 | — | $30.6M | ||
| Q1 25 | — | $26.3M | ||
| Q4 24 | — | $25.4M | ||
| Q3 24 | — | $-8.2M | ||
| Q2 24 | — | $72.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | — | -3.2% | ||
| Q2 24 | — | 22.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.22× | — | ||
| Q3 25 | 5.39× | 2.54× | ||
| Q2 25 | — | 5.58× | ||
| Q1 25 | 2.07× | 1.90× | ||
| Q4 24 | -0.07× | 8.74× | ||
| Q3 24 | 0.71× | 7.99× | ||
| Q2 24 | — | 7.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NJR
| Utility | $640.9M | 68% |
| Nonutility | $298.5M | 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% |
