Revenue distribution by sectors:

• Forestry and wood products: approx. 70%
• Real estate: approx. 20%
• Pulp and paper: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 85%
• Canada: approx. 10%
• Asia: approx. 5%

PotlatchDeltic Corporation generates the majority of its revenue from forestry and wood product manufacturing. The real estate sector also contributes significantly to revenue, especially through land development and sales. The pulp and paper sector represents a smaller but still important part of the business.

Geographically, the U.S. market is the dominant revenue driver, attributed to the strong presence and demand in the USA. Canada and Asia follow with significantly lower shares, with the Asian market offering potential for future growth.

Production sites of PotlatchDeltic Corporation:

PotlatchDeltic Corporation mainly produces in the United States. The main production sites are located in:

• Idaho
• Arkansas
• Minnesota
• Mississippi

The company is active in forestry and operates sawmills and wood processing plants in these states. These sites are strategically chosen to optimize access to the large forest areas owned and managed by PotlatchDeltic.

Strategic Growth Areas:

1. Sustainable Forestry
2. Expansion of the Real Estate Business
3. Investments in Timber Processing Capacities

PotlatchDeltic Corporation pursues a strategy focused on sustainable forestry and maximizing the value of its land resources. The company plans to secure long-term returns through responsible forest management while adhering to ecological standards.

Another strategic focus is on expanding the real estate business. PotlatchDeltic leverages its extensive land holdings to initiate development projects encompassing both residential and commercial properties.

Additionally, the company is investing in modernizing and expanding its timber processing capacities. These investments aim to increase efficiency and production capacity to meet the growing demand for timber products.

Main raw materials: Wood, wood products
Import countries: Canada, Sweden, Germany (estimated 2026)

PotlatchDeltic Corporation is a company specializing in the management of forest lands and the production of wood products. The main raw material is wood, which is sourced from both its own forest holdings and through imports.

Canada is a significant trading partner for wood products due to its geographical proximity and extensive forest resources. Sweden and Germany are also important suppliers of wood and wood products, especially when it comes to specific wood species or processed products that are not sufficiently available in the USA.

These import relationships enable PotlatchDeltic to ensure a consistent supply of high-quality raw materials necessary for the production of lumber, plywood, and other wood products.

Competitive Advantage: Moderate to strong (Estimated 2026)

PotlatchDeltic Corporation is a leading company in forestry and real estate development. The company's competitive advantage arises from several factors:

1. Land Ownership: PotlatchDeltic owns large tracts of forest land, giving them access to valuable natural resources. This provides a significant advantage over competitors who own less land or rely on purchasing timber.

2. Diversification: The company is involved not only in forestry but also in real estate development. This diversification allows them to benefit from different market conditions and spread risks.

3. Sustainability Practices: PotlatchDeltic is committed to sustainable forestry practices, giving them an advantage in a market that increasingly values environmental responsibility. This can also lead to stronger customer loyalty and a better brand image.

4. Market Position: As one of the larger players in the industry, PotlatchDeltic benefits from economies of scale, allowing them to operate more efficiently and reduce costs.

Overall, PotlatchDeltic Corporation's competitive advantage through their strategic land ownership, diversification, and sustainable practices is moderate to strong, positioning them well for future growth.

Institutional Investor Share: approximately 80% (estimated, based on historical data)

Insider Purchases/Sales: No specific current data available (as of 2026)

The institutional investor share at PotlatchDeltic Corporation has traditionally been at a high level, often around 80%. This demonstrates the confidence institutional investors have in the company and its market position.

Current data on insider purchases or sales is not available, but such activities are regularly disclosed in quarterly reports and with the SEC. It is advisable to consult the latest SEC filings or company reports to obtain up-to-date information.

Market share of PotlatchDeltic Corporation: Estimate: 5% (2026)

Top competitors and their market shares:

1. Weyerhaeuser Company: 15%
2. Rayonier Inc.: 10%
3. West Fraser Timber Co. Ltd.: 8%
4. Canfor Corporation: 7%
5. Resolute Forest Products: 6%
6. PotlatchDeltic Corporation: 5%
7. Interfor Corporation: 4%
8. Boise Cascade Company: 3%
9. Sierra Pacific Industries: 2%
10. Georgia-Pacific LLC: 2%

PotlatchDeltic Corporation is a significant player in the forestry and wood processing sector. The 5% market share indicates that the company holds a solid position, but lags behind the largest competitors.

PotlatchDeltic's "moat" lies in its vertical integration and the geographic diversification of its forest lands. This allows for some cost efficiency and production flexibility. However, companies like Weyerhaeuser and Rayonier potentially have stronger moats due to their larger market shares and extensive resources. These companies benefit from economies of scale and a broader geographic presence.

Overall, PotlatchDeltic has a moderate moat, but this is somewhat mitigated by the stronger positions of the larger competitors. To strengthen its moat, PotlatchDeltic could invest in technological innovations or additional market segments.

Revenue Growth: 10% (estimated for 2026 based on the latest available data) Profit Growth: 8% (estimated for 2026)

PotlatchDeltic Corporation has shown solid financial performance in recent years, particularly through its strategic focus on sustainable forestry and real estate development. The company benefits from stable demand for wood products and has efficiently utilized its production capacities.

Diversification in wood products and real estate development provides PotlatchDeltic with some resilience to economic fluctuations. Additionally, the company has invested in technology and sustainability initiatives in recent years, which could enhance its competitiveness.

Analysts see potential for further growth, particularly through tapping into new markets and optimizing the supply chain. The long-term outlook is positive, especially if global demand for sustainable construction and wood products continues to rise.

Dividend Yield: 3.8% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

PotlatchDeltic Corporation has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 3.8% in 2026 suggests that the company continues to strive to provide its shareholders with an attractive return.

The continuity of dividend payments over the past five years indicates that PotlatchDeltic has a stable financial foundation that allows it to pay dividends even in economically challenging times. This speaks to the reliability of the payouts and the company's confidence in its future earnings power.