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Side-by-side financial comparison of POTLATCHDELTIC CORP (PCH) and PROCORE TECHNOLOGIES, INC. (PCOR). Click either name above to swap in a different company.
PROCORE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($349.1M vs $314.2M, roughly 1.1× POTLATCHDELTIC CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs -10.8%, a 19.0% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 15.6%). PROCORE TECHNOLOGIES, INC. produced more free cash flow last quarter ($109.2M vs $50.1M). Over the past eight quarters, PROCORE TECHNOLOGIES, INC.'s revenue compounded faster (13.8% CAGR vs 11.1%).
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
Procore Technologies is an American construction management software as a service company founded in 2002, with headquarters in Carpinteria, California. Procore hosts a platform to connect those involved in the construction industry on a global platform. The software allows for the creation of simplified workflows and displays a consolidated view of construction products that includes the tracking of tasks, management of project workflows, and scheduling.
PCH vs PCOR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.2M | $349.1M |
| Net Profit | $25.9M | $-37.6M |
| Gross Margin | 18.2% | 80.1% |
| Operating Margin | 11.2% | -12.3% |
| Net Margin | 8.2% | -10.8% |
| Revenue YoY | 23.1% | 15.6% |
| Net Profit YoY | 682.5% | 39.6% |
| EPS (diluted) | $0.33 | $-0.25 |
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 | — | $349.1M | ||
| Q3 25 | $314.2M | $338.9M | ||
| Q2 25 | $275.0M | $323.9M | ||
| Q1 25 | $268.3M | $310.6M | ||
| Q4 24 | $258.1M | $302.0M | ||
| Q3 24 | $255.1M | $295.9M | ||
| Q2 24 | $320.7M | $284.3M | ||
| Q1 24 | $228.1M | $269.4M |
| Q4 25 | — | $-37.6M | ||
| Q3 25 | $25.9M | $-9.1M | ||
| Q2 25 | $7.4M | $-21.1M | ||
| Q1 25 | $25.8M | $-33.0M | ||
| Q4 24 | $5.2M | $-62.3M | ||
| Q3 24 | $3.3M | $-26.4M | ||
| Q2 24 | $13.7M | $-6.3M | ||
| Q1 24 | $-305.0K | $-11.0M |
| Q4 25 | — | 80.1% | ||
| Q3 25 | 18.2% | 79.7% | ||
| Q2 25 | 13.0% | 79.1% | ||
| Q1 25 | 17.8% | 79.1% | ||
| Q4 24 | 13.4% | 81.2% | ||
| Q3 24 | 10.8% | 81.4% | ||
| Q2 24 | 11.9% | 83.1% | ||
| Q1 24 | 7.0% | 83.0% |
| Q4 25 | — | -12.3% | ||
| Q3 25 | 11.2% | -4.4% | ||
| Q2 25 | 5.0% | -9.3% | ||
| Q1 25 | 10.3% | -11.7% | ||
| Q4 24 | 5.2% | -21.9% | ||
| Q3 24 | 2.8% | -12.3% | ||
| Q2 24 | 5.4% | -5.2% | ||
| Q1 24 | -2.1% | -7.0% |
| Q4 25 | — | -10.8% | ||
| Q3 25 | 8.2% | -2.7% | ||
| Q2 25 | 2.7% | -6.5% | ||
| Q1 25 | 9.6% | -10.6% | ||
| Q4 24 | 2.0% | -20.6% | ||
| Q3 24 | 1.3% | -8.9% | ||
| Q2 24 | 4.3% | -2.2% | ||
| Q1 24 | -0.1% | -4.1% |
| Q4 25 | — | $-0.25 | ||
| Q3 25 | $0.33 | $-0.06 | ||
| Q2 25 | $0.09 | $-0.14 | ||
| Q1 25 | $0.33 | $-0.22 | ||
| Q4 24 | $0.07 | $-0.42 | ||
| Q3 24 | $0.04 | $-0.18 | ||
| Q2 24 | $0.17 | $-0.04 | ||
| Q1 24 | $0.00 | $-0.08 |
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 | $768.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.3B |
| Total Assets | $3.2B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $768.5M | ||
| Q3 25 | $88.8M | $684.0M | ||
| Q2 25 | $95.3M | $620.9M | ||
| Q1 25 | $147.5M | $566.7M | ||
| Q4 24 | $151.6M | $775.4M | ||
| Q3 24 | $161.1M | $756.9M | ||
| Q2 24 | $199.7M | $735.4M | ||
| Q1 24 | $180.2M | $744.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B | ||
| Q1 24 | $2.2B | $1.2B |
| Q4 25 | — | $2.2B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.4B | $1.9B |
| 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 | $65.7M | $114.9M |
| Free Cash FlowOCF − Capex | $50.1M | $109.2M |
| FCF MarginFCF / Revenue | 15.9% | 31.3% |
| Capex IntensityCapex / Revenue | 4.9% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.54× | — |
| TTM Free Cash FlowTrailing 4 quarters | $132.4M | $282.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $114.9M | ||
| Q3 25 | $65.7M | $88.5M | ||
| Q2 25 | $41.0M | $30.8M | ||
| Q1 25 | $49.1M | $66.0M | ||
| Q4 24 | $45.4M | $29.1M | ||
| Q3 24 | $26.5M | $39.3M | ||
| Q2 24 | $100.6M | $58.7M | ||
| Q1 24 | $16.0M | $69.1M |
| Q4 25 | — | $109.2M | ||
| Q3 25 | $50.1M | $83.1M | ||
| Q2 25 | $30.6M | $27.9M | ||
| Q1 25 | $26.3M | $62.0M | ||
| Q4 24 | $25.4M | $17.4M | ||
| Q3 24 | $-8.2M | $35.7M | ||
| Q2 24 | $72.4M | $56.8M | ||
| Q1 24 | $2.0M | $67.1M |
| Q4 25 | — | 31.3% | ||
| Q3 25 | 15.9% | 24.5% | ||
| Q2 25 | 11.1% | 8.6% | ||
| Q1 25 | 9.8% | 20.0% | ||
| Q4 24 | 9.9% | 5.8% | ||
| Q3 24 | -3.2% | 12.1% | ||
| Q2 24 | 22.6% | 20.0% | ||
| Q1 24 | 0.9% | 24.9% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 4.9% | 1.6% | ||
| Q2 25 | 3.8% | 0.9% | ||
| Q1 25 | 8.5% | 1.3% | ||
| Q4 24 | 7.7% | 3.9% | ||
| Q3 24 | 13.6% | 1.2% | ||
| Q2 24 | 8.8% | 0.7% | ||
| Q1 24 | 6.1% | 0.8% |
| 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
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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
