Ryan Forestry's stock price rose due to better-than-expected Q4 performance

LootboxPhobia · 2026-02-12T00:19:09+00:00

Ryan Forestry Company’s Q4 earnings exceeded expectations, with a net profit of $25.9 million, or $0.16 per share, and revenue of $117.5 million. The real estate division performed strongly, driving overall growth. It is expected that by 2026, timber harvesting in the Southern and Northwestern regions will increase, with the real estate division contributing an adjusted EBITDA of $180 million to $200 million.

LootboxPhobia

2026-02-12 00:19:09

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Investing.com – Rayonier Inc. (NYSE: RYN) stock rose 2.6% in after-hours trading on Wednesday after the timber real estate investment trust reported fourth-quarter earnings that exceeded analyst expectations, primarily driven by stronger-than-expected performance in the real estate segment.

The company reported a net income of $25.9 million, or $0.16 per share, surpassing the analyst estimate of $0.12 per share. Revenue was $117.5 million, above the consensus estimate of $109.75 million. Excluding $6.3 million related to its merger with PotlatchDeltic, Rayonier’s adjusted net income was $32.1 million, or $0.20 per share.

Quarterly adjusted EBITDA was $61.7 million, slightly above the upper end of the company’s previous guidance range but down 35% from $95.1 million in the same period last year, when real estate transaction activity was primarily concentrated in the fourth quarter.

“Our full-year 2025 performance highlights the resilience of our diversified portfolio and our flexible execution in the face of ongoing headwinds in the timber market,” said President and CEO Mark McHugh. “We generated $248 million in adjusted EBITDA, an 8% increase over 2024, exceeding the upper end of our previous guidance range.”

Southern timber segment harvest volume increased 10% year-over-year to 1.72 million tons, but the weighted average net stumpage price declined 9% to $17.57 per ton. In the Pacific Northwest timber segment, harvest volume decreased 26% year-over-year to 214,000 tons, mainly due to large-scale asset disposals completed at the end of 2024.

The real estate segment, which drove the quarter’s outperformance, generated $42.3 million in sales and $27.1 million in operating income. Excluding land improvement development, the weighted average price for real estate sales was $6,295 per acre.

For 2026, after the merger with PotlatchDeltic, Rayonier expects southern timber harvest volume to reach 12.1-12.6 million tons and Pacific Northwest timber harvest volume to reach 2-2.3 million tons. The company anticipates its real estate segment will contribute $180-200 million in adjusted EBITDA for the full year.

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