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Side-by-side financial comparison of POTLATCHDELTIC CORP (PCH) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $260.4M, roughly 1.2× Smith Douglas Homes Corp.). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs 1.4%, a 6.9% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs -9.4%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 11.1%).
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
PCH vs SDHC — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.2M | $260.4M |
| Net Profit | $25.9M | $3.5M |
| Gross Margin | 18.2% | 19.9% |
| Operating Margin | 11.2% | 6.5% |
| Net Margin | 8.2% | 1.4% |
| Revenue YoY | 23.1% | -9.4% |
| Net Profit YoY | 682.5% | -14.3% |
| EPS (diluted) | $0.33 | $0.39 |
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 | — | $260.4M | ||
| Q3 25 | $314.2M | $262.0M | ||
| Q2 25 | $275.0M | $223.9M | ||
| Q1 25 | $268.3M | $224.7M | ||
| Q4 24 | $258.1M | $287.5M | ||
| Q3 24 | $255.1M | $277.8M | ||
| Q2 24 | $320.7M | $220.9M | ||
| Q1 24 | $228.1M | $189.2M |
| Q4 25 | — | $3.5M | ||
| Q3 25 | $25.9M | $2.1M | ||
| Q2 25 | $7.4M | $2.4M | ||
| Q1 25 | $25.8M | $2.7M | ||
| Q4 24 | $5.2M | $4.1M | ||
| Q3 24 | $3.3M | $5.3M | ||
| Q2 24 | $13.7M | $3.6M | ||
| Q1 24 | $-305.0K | $3.0M |
| Q4 25 | — | 19.9% | ||
| Q3 25 | 18.2% | 21.0% | ||
| Q2 25 | 13.0% | 23.2% | ||
| Q1 25 | 17.8% | 23.8% | ||
| Q4 24 | 13.4% | 25.5% | ||
| Q3 24 | 10.8% | 26.5% | ||
| Q2 24 | 11.9% | 26.7% | ||
| Q1 24 | 7.0% | 26.1% |
| Q4 25 | — | 6.5% | ||
| Q3 25 | 11.2% | 6.6% | ||
| Q2 25 | 5.0% | 7.7% | ||
| Q1 25 | 10.3% | 8.7% | ||
| Q4 24 | 5.2% | 10.4% | ||
| Q3 24 | 2.8% | 14.2% | ||
| Q2 24 | 5.4% | 11.7% | ||
| Q1 24 | -2.1% | 11.3% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 8.2% | 0.8% | ||
| Q2 25 | 2.7% | 1.1% | ||
| Q1 25 | 9.6% | 1.2% | ||
| Q4 24 | 2.0% | 1.4% | ||
| Q3 24 | 1.3% | 1.9% | ||
| Q2 24 | 4.3% | 1.7% | ||
| Q1 24 | -0.1% | 1.6% |
| Q4 25 | — | $0.39 | ||
| Q3 25 | $0.33 | $0.24 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.33 | $0.30 | ||
| Q4 24 | $0.07 | $0.50 | ||
| Q3 24 | $0.04 | $0.58 | ||
| Q2 24 | $0.17 | $0.40 | ||
| Q1 24 | $0.00 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $86.7M |
| Total Assets | $3.2B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $12.7M | ||
| Q3 25 | $88.8M | $14.8M | ||
| Q2 25 | $95.3M | $16.8M | ||
| Q1 25 | $147.5M | $12.7M | ||
| Q4 24 | $151.6M | $22.4M | ||
| Q3 24 | $161.1M | $23.7M | ||
| Q2 24 | $199.7M | $17.3M | ||
| Q1 24 | $180.2M | $32.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $86.7M | ||
| Q3 25 | $1.9B | $82.2M | ||
| Q2 25 | $1.9B | $80.0M | ||
| Q1 25 | $2.0B | $76.9M | ||
| Q4 24 | $2.0B | $73.6M | ||
| Q3 24 | $2.1B | $68.4M | ||
| Q2 24 | $2.1B | $62.1M | ||
| Q1 24 | $2.2B | $59.7M |
| Q4 25 | — | $557.6M | ||
| Q3 25 | $3.2B | $571.6M | ||
| Q2 25 | $3.2B | $570.2M | ||
| Q1 25 | $3.3B | $513.9M | ||
| Q4 24 | $3.3B | $475.9M | ||
| Q3 24 | $3.3B | $460.1M | ||
| Q2 24 | $3.4B | $429.3M | ||
| Q1 24 | $3.4B | $401.3M |
| 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 | $9.8M |
| Free Cash FlowOCF − Capex | $50.1M | $8.7M |
| FCF MarginFCF / Revenue | 15.9% | 3.4% |
| Capex IntensityCapex / Revenue | 4.9% | 0.4% |
| Cash ConversionOCF / Net Profit | 2.54× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $132.4M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $9.8M | ||
| Q3 25 | $65.7M | $22.8M | ||
| Q2 25 | $41.0M | $-28.9M | ||
| Q1 25 | $49.1M | $-34.9M | ||
| Q4 24 | $45.4M | $5.5M | ||
| Q3 24 | $26.5M | $22.9M | ||
| Q2 24 | $100.6M | $39.0K | ||
| Q1 24 | $16.0M | $-9.3M |
| Q4 25 | — | $8.7M | ||
| Q3 25 | $50.1M | $21.4M | ||
| Q2 25 | $30.6M | $-31.1M | ||
| Q1 25 | $26.3M | $-35.9M | ||
| Q4 24 | $25.4M | $4.8M | ||
| Q3 24 | $-8.2M | $22.3M | ||
| Q2 24 | $72.4M | $-2.1M | ||
| Q1 24 | $2.0M | $-9.7M |
| Q4 25 | — | 3.4% | ||
| Q3 25 | 15.9% | 8.2% | ||
| Q2 25 | 11.1% | -13.9% | ||
| Q1 25 | 9.8% | -16.0% | ||
| Q4 24 | 9.9% | 1.7% | ||
| Q3 24 | -3.2% | 8.0% | ||
| Q2 24 | 22.6% | -1.0% | ||
| Q1 24 | 0.9% | -5.1% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | 4.9% | 0.5% | ||
| Q2 25 | 3.8% | 0.9% | ||
| Q1 25 | 8.5% | 0.5% | ||
| Q4 24 | 7.7% | 0.2% | ||
| Q3 24 | 13.6% | 0.2% | ||
| Q2 24 | 8.8% | 1.0% | ||
| Q1 24 | 6.1% | 0.2% |
| Q4 25 | — | 2.77× | ||
| Q3 25 | 2.54× | 10.70× | ||
| Q2 25 | 5.58× | -12.24× | ||
| Q1 25 | 1.90× | -13.01× | ||
| Q4 24 | 8.74× | 1.33× | ||
| Q3 24 | 7.99× | 4.28× | ||
| Q2 24 | 7.35× | 0.01× | ||
| Q1 24 | — | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
