RYN Rayonier (RYN) Q2 FY26 earnings call
Rayonier delivered a strong second quarter, demonstrating effective integration of the PotlatchDeltic merger and advancing its portfolio optimization strategy through a significant land exchange. The company capitalized on improved lumber prices and robust real estate demand, while actively returning capital to shareholders via buybacks. Management remains focused on long-term value creation despite macroeconomic uncertainties and challenges in pulpwood markets.
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RYN operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Harvest volume PotlatchDeltic | ~1M tonsTotal harvest volumes increased 76% versus the prior year quarter, primarily due to the addition of roughly 1 million tons of volume from the PotlatchDeltic timberlands.Source: earnings call transcript | ~1.5M tonsTotal harvest volumes more than doubled versus the prior year quarter, primarily due to the addition of roughly 1.5 million tons of volume from the PotlatchDeltic timberland.Source: earnings call transcript | — |
| Average lumber price realization Wood Products | $437During this period, our average lumber price realization was $437 per MBF and shipments totaled 199 million board feet.Source: earnings call transcript | $505Our average lumber price realization was $505 per MBF and shipments totaled 314 million board feet, in line with our prior guidance.Source: earnings call transcript | +15.6% |
| Lumber shipments Wood Products | 199M board feetDuring this period, our average lumber price realization was $437 per MBF and shipments totaled 199 million board feet.Source: earnings call transcript | 314M board feetOur average lumber price realization was $505 per MBF and shipments totaled 314 million board feet, in line with our prior guidance.Source: earnings call transcript | +57.8% |
| Acres sold Real Estate | ~7,700 acresIn the first quarter, real estate revenue totaled $60 million on approximately 7,700 acres sold at an average price of $7,300 per acre.Source: earnings call transcript | ~7,500 acresIn the second quarter, real estate revenue totaled $54 million on approximately 7,500 acres sold at an average price of $6,300 per acre.Source: earnings call transcript | — |
| Average price per acre Real Estate | $7,300In the first quarter, real estate revenue totaled $60 million on approximately 7,700 acres sold at an average price of $7,300 per acre.Source: earnings call transcript | $6,300In the second quarter, real estate revenue totaled $54 million on approximately 7,500 acres sold at an average price of $6,300 per acre.Source: earnings call transcript | -13.7% |
| Acres sold Rural Real Estate | ~7,650 acresFirst quarter sales totaled $49 million, consisting of roughly 7,650 acres sold at an average price of nearly $6,500 per acre.Source: earnings call transcript | <7,500 acresSecond quarter sales totaled $41 million, consisting of nearly 7,500 acres sold at an average price of roughly $5,400 per acre.Source: earnings call transcript | — |
| Average price per acre Rural Real Estate | <$6,500First quarter sales totaled $49 million, consisting of roughly 7,650 acres sold at an average price of nearly $6,500 per acre.Source: earnings call transcript | ~$5,400Second quarter sales totaled $41 million, consisting of nearly 7,500 acres sold at an average price of roughly $5,400 per acre.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.