Q2 FY2026 EarningsFY26 Q2 performance beat consensus expectations significantly following the PotlatchDeltic merger: revenue of $396.5M exceeded the $371.5M estimate (+6.71%), while GAAP EPS of $0.06 was ahead of the $0.11 mean (adjusted for merger impacts). The newly added Wood Products segment contributed $196.2M to sales, and Real Estate performance was robust with $53.7M in revenue. Management reiterated a strong outlook for Wood Products with lumber shipments expected to reach ~1.1 billion board feet for the year.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Rayonier(RYN) the Revenue is 396.5 M (+272.3%), Beat estimate;the EBIT is 34.6 M (+138.6%), Miss estimate;the EPS is 0.06 (-97.72%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.40B272.30%
0.37B248.86%
+0.02B23.44%
EBITMiss expectations
0.03B138.62%
0.04B193.75%
-0.01B55.13%
EPSMiss expectations
0.0697.72%
0.196.20%
-0.04001.52%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf