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Side-by-side financial comparison of POTLATCHDELTIC CORP (PCH) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $314.2M, roughly 1.8× POTLATCHDELTIC CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs -33.1%, a 41.3% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $50.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs -1.8%).
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
PCH vs WSC — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.2M | $566.0M |
| Net Profit | $25.9M | $-187.3M |
| Gross Margin | 18.2% | 50.4% |
| Operating Margin | 11.2% | -32.5% |
| Net Margin | 8.2% | -33.1% |
| Revenue YoY | 23.1% | -6.1% |
| Net Profit YoY | 682.5% | -310.0% |
| EPS (diluted) | $0.33 | $-1.02 |
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 | — | $566.0M | ||
| Q3 25 | $314.2M | $566.8M | ||
| Q2 25 | $275.0M | $589.1M | ||
| Q1 25 | $268.3M | $559.6M | ||
| Q4 24 | $258.1M | $602.5M | ||
| Q3 24 | $255.1M | $601.4M | ||
| Q2 24 | $320.7M | $604.6M | ||
| Q1 24 | $228.1M | $587.2M |
| Q4 25 | — | $-187.3M | ||
| Q3 25 | $25.9M | $43.3M | ||
| Q2 25 | $7.4M | $47.9M | ||
| Q1 25 | $25.8M | $43.1M | ||
| Q4 24 | $5.2M | $89.2M | ||
| Q3 24 | $3.3M | $-70.5M | ||
| Q2 24 | $13.7M | $-46.9M | ||
| Q1 24 | $-305.0K | $56.2M |
| Q4 25 | — | 50.4% | ||
| Q3 25 | 18.2% | 49.7% | ||
| Q2 25 | 13.0% | 50.3% | ||
| Q1 25 | 17.8% | 53.7% | ||
| Q4 24 | 13.4% | 55.8% | ||
| Q3 24 | 10.8% | 53.5% | ||
| Q2 24 | 11.9% | 54.1% | ||
| Q1 24 | 7.0% | 54.0% |
| Q4 25 | — | -32.5% | ||
| Q3 25 | 11.2% | 21.0% | ||
| Q2 25 | 5.0% | 21.5% | ||
| Q1 25 | 10.3% | 21.3% | ||
| Q4 24 | 5.2% | 28.9% | ||
| Q3 24 | 2.8% | -5.9% | ||
| Q2 24 | 5.4% | -0.9% | ||
| Q1 24 | -2.1% | 22.1% |
| Q4 25 | — | -33.1% | ||
| Q3 25 | 8.2% | 7.6% | ||
| Q2 25 | 2.7% | 8.1% | ||
| Q1 25 | 9.6% | 7.7% | ||
| Q4 24 | 2.0% | 14.8% | ||
| Q3 24 | 1.3% | -11.7% | ||
| Q2 24 | 4.3% | -7.7% | ||
| Q1 24 | -0.1% | 9.6% |
| Q4 25 | — | $-1.02 | ||
| Q3 25 | $0.33 | $0.24 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.33 | $0.23 | ||
| Q4 24 | $0.07 | $0.48 | ||
| Q3 24 | $0.04 | $-0.37 | ||
| Q2 24 | $0.17 | $-0.25 | ||
| Q1 24 | $0.00 | $0.29 |
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 | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $1.9B | $856.3M |
| Total Assets | $3.2B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $14.6M | ||
| Q3 25 | $88.8M | $14.8M | ||
| Q2 25 | $95.3M | $12.8M | ||
| Q1 25 | $147.5M | $10.7M | ||
| Q4 24 | $151.6M | $9.0M | ||
| Q3 24 | $161.1M | $11.0M | ||
| Q2 24 | $199.7M | $5.9M | ||
| Q1 24 | $180.2M | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | $1.0B | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | — | $856.3M | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.9B | $1.0B | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.2B | ||
| Q1 24 | $2.2B | $1.3B |
| Q4 25 | — | $5.8B | ||
| Q3 25 | $3.2B | $6.1B | ||
| Q2 25 | $3.2B | $6.1B | ||
| Q1 25 | $3.3B | $6.0B | ||
| Q4 24 | $3.3B | $6.0B | ||
| Q3 24 | $3.3B | $6.0B | ||
| Q2 24 | $3.4B | $6.0B | ||
| Q1 24 | $3.4B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | 0.51× | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $50.1M | $149.7M |
| FCF MarginFCF / Revenue | 15.9% | 26.5% |
| Capex IntensityCapex / Revenue | 4.9% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.54× | — |
| TTM Free Cash FlowTrailing 4 quarters | $132.4M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $158.9M | ||
| Q3 25 | $65.7M | $191.2M | ||
| Q2 25 | $41.0M | $205.3M | ||
| Q1 25 | $49.1M | $206.6M | ||
| Q4 24 | $45.4M | $178.9M | ||
| Q3 24 | $26.5M | $-1.6M | ||
| Q2 24 | $100.6M | $175.6M | ||
| Q1 24 | $16.0M | $208.7M |
| Q4 25 | — | $149.7M | ||
| Q3 25 | $50.1M | $186.9M | ||
| Q2 25 | $30.6M | $199.0M | ||
| Q1 25 | $26.3M | $202.0M | ||
| Q4 24 | $25.4M | $176.6M | ||
| Q3 24 | $-8.2M | $-4.9M | ||
| Q2 24 | $72.4M | $169.4M | ||
| Q1 24 | $2.0M | $202.1M |
| Q4 25 | — | 26.5% | ||
| Q3 25 | 15.9% | 33.0% | ||
| Q2 25 | 11.1% | 33.8% | ||
| Q1 25 | 9.8% | 36.1% | ||
| Q4 24 | 9.9% | 29.3% | ||
| Q3 24 | -3.2% | -0.8% | ||
| Q2 24 | 22.6% | 28.0% | ||
| Q1 24 | 0.9% | 34.4% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 4.9% | 0.7% | ||
| Q2 25 | 3.8% | 1.1% | ||
| Q1 25 | 8.5% | 0.8% | ||
| Q4 24 | 7.7% | 0.4% | ||
| Q3 24 | 13.6% | 0.6% | ||
| Q2 24 | 8.8% | 1.0% | ||
| Q1 24 | 6.1% | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 2.54× | 4.41× | ||
| Q2 25 | 5.58× | 4.28× | ||
| Q1 25 | 1.90× | 4.80× | ||
| Q4 24 | 8.74× | 2.01× | ||
| Q3 24 | 7.99× | — | ||
| Q2 24 | 7.35× | — | ||
| Q1 24 | — | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
