secwatch.observer — SEC 8-K summary
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Issuer:     Rayonier, L.P. (—)
CIK:        0001806931
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0000052827-26-000072
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Rayonier posts Q1 net loss of $12.4M, pro forma net income $17.4M; Adj EBITDA $94.1M post-merger
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- Q1 net loss ($12.4M) or ($0.05)/diluted share; pro forma net income $17.4M ($0.07/share).
- Adj EBITDA $94.1M vs $27.1M prior year; Real Estate segment Adj EBITDA $46.2M including $22.5M solar land sale.
- Completed merger with PotlatchDeltic on Jan 30, 2026; repurchased $31.1M shares at $20.98 avg price.
- Guidance: Real Estate Adj EBITDA $180-200M full year; Q2 Adj EBITDA $25-35M.
- Wood Products lumber shipments ~1.1 BBF for 11 months; Q2 shipments 310-320 MMBF.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1806931/000005282726000072/0000052827-26-000072-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/52827/000005282726000072/ryn-20260506.htm
  HTML page:      https://secwatch.observer/filing/0000052827-26-000072

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer