Rayonier Inc. (NYSE:RYN ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants April J. Tice - Senior VP & CFO Collin Philip Mings - Vice President of Capital Markets & Strategic Planning Douglas M.
Rayonier (RYN) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.02 per share a year ago.
Rayonier is a pure-play timber REIT that's currently rebalancing, selling New Zealand assets to focus on U.S. growth and unlock shareholder value. The company will have ~$1 billion in cash after the NZ transaction, enabling debt reduction, buybacks, and another special dividend, potentially yielding ~10% including the special payout this year. Strategic moves into real estate, solar, and carbon capture offer significant long-term growth, diversifying away from timber price volatility.
![]() RYN In 1 month Announced | Other | $0.27 Per Share |
![]() RYN 1 month ago Paid | Quarterly | $0.27 Per Share |
![]() RYN 4 months ago Paid | Quarterly | $0.27 Per Share |
![]() RYN 7 months ago Paid | Quarterly | $0.28 Per Share |
![]() RYN 7 months ago Paid | Other | $1.8 Per Share |
5 Nov 2025 (In 2 months) Date | | 0.19 Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | 0.17 Cons. EPS | - EPS |
6 Aug 2025 Date | | 0.04 Cons. EPS | 2.63 EPS |
5 Aug 2025 Date | | - Cons. EPS | - EPS |
29 Apr 2025 Date | | - Cons. EPS | - EPS |
![]() RYN In 1 month Announced | Other | $0.27 Per Share |
![]() RYN 1 month ago Paid | Quarterly | $0.27 Per Share |
![]() RYN 4 months ago Paid | Quarterly | $0.27 Per Share |
![]() RYN 7 months ago Paid | Quarterly | $0.28 Per Share |
![]() RYN 7 months ago Paid | Other | $1.8 Per Share |
5 Nov 2025 (In 2 months) Date | | 0.19 Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | 0.17 Cons. EPS | - EPS |
6 Aug 2025 Date | | 0.04 Cons. EPS | 2.63 EPS |
5 Aug 2025 Date | | - Cons. EPS | - EPS |
29 Apr 2025 Date | | - Cons. EPS | - EPS |
REIT - Specialty Industry | Real Estate Sector | Mark D. McHugh CEO | NYSE Exchange | 754907103 Cusip |
US Country | 424 Employees | 16 Sep 2025 Last Dividend | 30 Jun 2014 Last Split | 17 Feb 1994 IPO Date |
Rayonier is a premier timberland real estate investment trust known for its strategic presence in leading softwood timber growing regions in the United States and New Zealand. With an operational history characterized by sustainable forest management and environmental stewardship, Rayonier oversees a substantial portfolio of timberlands. As of December 31, 2023, the company's assets include approximately 2.7 million acres spread across the U.S. South (1.85 million acres), U.S. Pacific Northwest (418,000 acres), and New Zealand (421,000 acres). This expansive acreage positions Rayonier as a significant player in the timberland sector, leveraging the geographical diversity and productivity of its estates to cater to a global clientele.
Rayonier specializes in the sustainable management and harvesting of timber, utilizing innovative practices to ensure forest health and productivity over the long term. This includes selective logging to promote growth, planting of high-yield tree species, and adherence to environmental regulations to protect biodiversity. The harvested timber is supplied to various industries, including construction, paper, and furniture manufacturing, contributing significantly to the company's revenue.
In addition to timberland management, Rayonier engages in the development and sale of real estate. This facet of the business capitalizes on strategically located timberlands that possess higher value as either residential or commercial development projects rather than for timber production. By repurposing select parcels of land, Rayonier generates additional income, diversifying its portfolio and adding value for shareholders.
Committed to conservation and sustainable land management, Rayonier often enters into agreements and partnerships with environmental organizations and government agencies. These collaborations aim to preserve critical habitats, protect watersheds, and enhance biodiversity within its timberlands. The company's commitment to environmental stewardship not only ensures the sustainability of its forest assets but also positions Rayonier as a responsible and environmentally conscious business leader.