Investor Relations - Timber and Real Estate Performance slide image

Investor Relations - Timber and Real Estate Performance

Reconciliation of Pro Forma Sales and Operating Income (Loss) to Adjusted EBITDA by Segment ($ in millions) 2014 Pacific Southern Timber Northwest New Zealand Timber Timber Real Estate Trading Corporate and Other Total Sales $141.8 $102.2 $182.4 $77.3 $103.7 ($3.9) $603.5 Large Dispositions (1) (22.0) (22.0) Pro Forma Sales (1) $141.8 $102.2 $182.4 $55.3 $103.7 ($3.9) $581.5 Operating Income $45.7 $29.5 $9.5 $47.5 $1.7 ($35.6) $98.3 Depreciation, depletion & amortization 52.2 21.3 32.2 13.4 0.9 120.0 Non-cash cost of land and real estate sold 4.3 8.9 13.2 Large Dispositions (1) (21.4) (21.4) (1) Internal review and restatement costs 3.4 3.4 Adjusted EBITDA (1) $97.9 $50.8 $46.0 $48.4 $1.7 ($31.3) $213.5 EBITDA Margin (2) 69% 50% 25% 88% 2% 37% 2013 Sales $123.8 $110.5 $147.7 $149.0 $131.7 ($3.0) $659.7 Large Dispositions (1) (80.0) (80.0) Pro Forma Sales (1) $123.8 $110.5 $147.7 $69.0 $131.7 ($3.0) $579.7 Operating Income $37.8 $32.7 $10.6 $55.9 $1.8 ($30.1) $108.7 Depreciation, depletion & amortization 49.4 21.4 27.7 17.4 1.0 116.9 Non-cash cost of land and real estate sold 10.2 10.2 (1) Large Dispositions (25.7) (25.7) Gain on Consolidation of New Zealand JV (1) (16.2) (16.2) Adjusted EBITDA (1) $87.2 $54.1 $38.3 $57.8 $1.8 ($45.3) $193.9 EBITDA Margin (2) 70% 49% 26% 84% 1% 33% (1) Non-GAAP measure or pro forma item (see Appendix for definitions and reconciliations). (2) EBITDA Margin is calculated as Adjusted EBITDA divided by Pro Forma Sales. Rayonier Investor Relations | May 2017 54
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