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Side-by-side financial comparison of POTLATCHDELTIC CORP (PCH) and ROGERS CORP (ROG). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $200.5M, roughly 1.6× ROGERS CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs 2.2%, a 6.0% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 5.2%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $1.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs -3.3%).
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PCH vs ROG — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $314.2M | $200.5M |
| Net Profit | $25.9M | $4.5M |
| Gross Margin | 18.2% | 32.2% |
| Operating Margin | 11.2% | — |
| Net Margin | 8.2% | 2.2% |
| Revenue YoY | 23.1% | 5.2% |
| Net Profit YoY | 682.5% | 421.4% |
| 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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $314.2M | $216.0M | ||
| Q2 25 | $275.0M | $202.8M | ||
| Q1 25 | $268.3M | $190.5M | ||
| Q4 24 | $258.1M | $192.2M | ||
| Q3 24 | $255.1M | $210.3M | ||
| Q2 24 | $320.7M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $25.9M | $8.6M | ||
| Q2 25 | $7.4M | $-73.6M | ||
| Q1 25 | $25.8M | $-1.4M | ||
| Q4 24 | $5.2M | $-500.0K | ||
| Q3 24 | $3.3M | $10.7M | ||
| Q2 24 | $13.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | 18.2% | 33.5% | ||
| Q2 25 | 13.0% | 31.6% | ||
| Q1 25 | 17.8% | 29.9% | ||
| Q4 24 | 13.4% | 32.1% | ||
| Q3 24 | 10.8% | 35.2% | ||
| Q2 24 | 11.9% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 11.2% | 7.3% | ||
| Q2 25 | 5.0% | -33.3% | ||
| Q1 25 | 10.3% | -0.2% | ||
| Q4 24 | 5.2% | -6.6% | ||
| Q3 24 | 2.8% | 6.9% | ||
| Q2 24 | 5.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 8.2% | 4.0% | ||
| Q2 25 | 2.7% | -36.3% | ||
| Q1 25 | 9.6% | -0.7% | ||
| Q4 24 | 2.0% | -0.3% | ||
| Q3 24 | 1.3% | 5.1% | ||
| Q2 24 | 4.3% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.33 | $0.48 | ||
| Q2 25 | $0.09 | $-4.00 | ||
| Q1 25 | $0.33 | $-0.08 | ||
| Q4 24 | $0.07 | $-0.04 | ||
| Q3 24 | $0.04 | $0.58 | ||
| Q2 24 | $0.17 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.2B |
| Total Assets | $3.2B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | $88.8M | $167.8M | ||
| Q2 25 | $95.3M | $157.2M | ||
| Q1 25 | $147.5M | $175.6M | ||
| Q4 24 | $151.6M | $159.8M | ||
| Q3 24 | $161.1M | $146.4M | ||
| Q2 24 | $199.7M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.3B | $1.5B | ||
| Q4 24 | $3.3B | $1.5B | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $3.4B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $5.8M |
| Free Cash FlowOCF − Capex | $50.1M | $1.1M |
| FCF MarginFCF / Revenue | 15.9% | 0.5% |
| Capex IntensityCapex / Revenue | 4.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.54× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $132.4M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $65.7M | $28.9M | ||
| Q2 25 | $41.0M | $13.7M | ||
| Q1 25 | $49.1M | $11.7M | ||
| Q4 24 | $45.4M | $33.7M | ||
| Q3 24 | $26.5M | $42.4M | ||
| Q2 24 | $100.6M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $50.1M | $21.2M | ||
| Q2 25 | $30.6M | $5.6M | ||
| Q1 25 | $26.3M | $2.1M | ||
| Q4 24 | $25.4M | $18.3M | ||
| Q3 24 | $-8.2M | $25.2M | ||
| Q2 24 | $72.4M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | 15.9% | 9.8% | ||
| Q2 25 | 11.1% | 2.8% | ||
| Q1 25 | 9.8% | 1.1% | ||
| Q4 24 | 9.9% | 9.5% | ||
| Q3 24 | -3.2% | 12.0% | ||
| Q2 24 | 22.6% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 4.9% | 3.6% | ||
| Q2 25 | 3.8% | 4.0% | ||
| Q1 25 | 8.5% | 5.0% | ||
| Q4 24 | 7.7% | 8.0% | ||
| Q3 24 | 13.6% | 8.2% | ||
| Q2 24 | 8.8% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 2.54× | 3.36× | ||
| Q2 25 | 5.58× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 8.74× | — | ||
| Q3 24 | 7.99× | 3.96× | ||
| Q2 24 | 7.35× | 2.83× |
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% |
ROG
Segment breakdown not available.
