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Rayonier
Rayonier (RYN) investor relations material
Rayonier Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Completed transformative merger with PotlatchDeltic ahead of schedule, forming a premier land resources company with over 4 million acres and a diversified portfolio.
Integration efforts are underway, focusing on synergies, operational efficiencies, and disciplined capital allocation.
Full-year 2025 Adjusted EBITDA was $248 million, up 8% year-over-year and above guidance, driven by record Real Estate segment results.
Returned over $235 million to shareholders since November 2023 via special dividends and share repurchases.
Announced a new name and ticker symbol to be revealed later in Q1 2026.
Financial highlights
Q4 2025 sales were $117.5 million, operating income $27 million, and net income $25.9 million ($0.16/share); pro forma net income was $32.1 million ($0.20/share).
Q4 Adjusted EBITDA was $61.7 million, down from $95.1 million year-over-year due to timing of real estate closings.
Full-year Adjusted EBITDA reached $248 million, with real estate contributing $127.1 million.
Cash available for distribution (CAD) was $198.6 million in 2025, up from $141 million in 2024.
Paid special dividends of $1.40 and $1.80 per share and repurchased 110,000 shares for $2.9 million in Q4.
Outlook and guidance
2026 guidance reflects pro rata PotlatchDeltic contribution from Jan 31; limited segment guidance provided due to ongoing integration.
Southern Timber: 2026 harvest volumes expected at 12.1–12.6 million tons, with modestly higher pine stumpage realizations.
Pacific Northwest Timber: 2026 harvest volumes of 2–2.3 million tons; average log pricing expected to be higher than prior year.
Wood Products: 1.1 billion board feet of lumber shipments expected for 11 months in 2026, with slightly positive Q1 EBITDA.
Real Estate: Q1 2026 Adjusted EBITDA of $30–$35 million; full-year $180–$200 million.
Run rate synergies of $40 million targeted by end of year two, with $20 million expected in year one.
PNW Timber: Explain lumber price sensitivity
Drivers of 2025 Real Estate record EBITDA
Future capital allocation strategy post-merger
Real Estate: Premium vs. volume drivers
Pulpwood market: Long-term supply tightening impact?
Capital allocation: Buybacks vs. M&A/investments?
Partial view of Summaries dataset, powered by Quartr API
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Next Rayonier earnings date
Q1 202630 Apr, 2026
Rayonier
Next Rayonier earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Rayonier Inc. is a real estate investment trust (REIT) that owns and manages timberland properties. The company engages in the sale of timber, land, and real estate development rights, primarily serving the forestry and wood products industries. It is headquartered in Wildlight, Florida, and its shares are listed on the NYSE.
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