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Side-by-side financial comparison of NORTHERN OIL & GAS, INC. (NOG) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
NORTHERN OIL & GAS, INC. is the larger business by last-quarter revenue ($610.2M vs $314.2M, roughly 1.9× POTLATCHDELTIC CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs -11.6%, a 19.8% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs -72.6%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $43.2M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs 4.3%).
Marathon Oil Corporation was an American company engaged in hydrocarbon exploration. In November 2024, it was acquired by ConocoPhillips and absorbed into the company.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
NOG vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $610.2M | $314.2M |
| Net Profit | $-70.7M | $25.9M |
| Gross Margin | — | 18.2% |
| Operating Margin | — | 11.2% |
| Net Margin | -11.6% | 8.2% |
| Revenue YoY | -72.6% | 23.1% |
| Net Profit YoY | -198.7% | 682.5% |
| EPS (diluted) | $-0.73 | $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 | $610.2M | — | ||
| Q4 25 | $610.2M | — | ||
| Q3 25 | $556.6M | $314.2M | ||
| Q2 25 | $706.8M | $275.0M | ||
| Q1 25 | $602.1M | $268.3M | ||
| Q4 24 | $515.0M | $258.1M | ||
| Q3 24 | $753.6M | $255.1M | ||
| Q2 24 | $560.8M | $320.7M |
| Q1 26 | $-70.7M | — | ||
| Q4 25 | $-70.7M | — | ||
| Q3 25 | $-129.1M | $25.9M | ||
| Q2 25 | $99.6M | $7.4M | ||
| Q1 25 | $139.0M | $25.8M | ||
| Q4 24 | $71.7M | $5.2M | ||
| Q3 24 | $298.4M | $3.3M | ||
| Q2 24 | $138.6M | $13.7M |
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 78.7% | 18.2% | ||
| Q2 25 | 82.8% | 13.0% | ||
| Q1 25 | 81.1% | 17.8% | ||
| Q4 24 | 77.4% | 13.4% | ||
| Q3 24 | 85.8% | 10.8% | ||
| Q2 24 | 82.0% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | — | ||
| Q3 25 | -22.6% | 11.2% | ||
| Q2 25 | 24.9% | 5.0% | ||
| Q1 25 | 38.1% | 10.3% | ||
| Q4 24 | 25.8% | 5.2% | ||
| Q3 24 | 57.6% | 2.8% | ||
| Q2 24 | 39.0% | 5.4% |
| Q1 26 | -11.6% | — | ||
| Q4 25 | -11.6% | — | ||
| Q3 25 | -23.2% | 8.2% | ||
| Q2 25 | 14.1% | 2.7% | ||
| Q1 25 | 23.1% | 9.6% | ||
| Q4 24 | 13.9% | 2.0% | ||
| Q3 24 | 39.6% | 1.3% | ||
| Q2 24 | 24.7% | 4.3% |
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.67 | — | ||
| Q3 25 | $-1.33 | $0.33 | ||
| Q2 25 | $1.00 | $0.09 | ||
| Q1 25 | $1.39 | $0.33 | ||
| Q4 24 | $0.71 | $0.07 | ||
| Q3 24 | $2.96 | $0.04 | ||
| Q2 24 | $1.36 | $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 | $14.3M | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $1.9B |
| Total Assets | $5.4B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $14.3M | — | ||
| Q4 25 | $14.3M | — | ||
| Q3 25 | $31.6M | $88.8M | ||
| Q2 25 | $25.9M | $95.3M | ||
| Q1 25 | $33.6M | $147.5M | ||
| Q4 24 | $8.9M | $151.6M | ||
| Q3 24 | $34.4M | $161.1M | ||
| Q2 24 | $7.8M | $199.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $1.0B | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.2B | $1.9B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $2.4B | $2.0B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.3B | $2.1B | ||
| Q2 24 | $2.1B | $2.1B |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.5B | $3.2B | ||
| Q2 25 | $5.7B | $3.2B | ||
| Q1 25 | $5.7B | $3.3B | ||
| Q4 24 | $5.6B | $3.3B | ||
| Q3 24 | $5.1B | $3.3B | ||
| Q2 24 | $4.7B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.02× | 0.51× | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.91× | — |
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 | $312.6M | $65.7M |
| Free Cash FlowOCF − Capex | $43.2M | $50.1M |
| FCF MarginFCF / Revenue | 7.1% | 15.9% |
| Capex IntensityCapex / Revenue | 31.5% | 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 | $312.6M | — | ||
| Q4 25 | $312.6M | — | ||
| Q3 25 | $423.1M | $65.7M | ||
| Q2 25 | $362.1M | $41.0M | ||
| Q1 25 | $407.4M | $49.1M | ||
| Q4 24 | $290.3M | $45.4M | ||
| Q3 24 | $385.8M | $26.5M | ||
| Q2 24 | $340.5M | $100.6M |
| Q1 26 | $43.2M | — | ||
| 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 | 7.1% | — | ||
| 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 | 31.5% | — | ||
| 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 | — | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | 3.64× | 5.58× | ||
| Q1 25 | 2.93× | 1.90× | ||
| Q4 24 | 4.05× | 8.74× | ||
| Q3 24 | 1.29× | 7.99× | ||
| Q2 24 | 2.46× | 7.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
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% |
