The earnings call reflects a company in transition, focusing on strategic acquisitions and geographic diversification to offset challenges such as facility closures and weak pulp sales. While the balance sheet remains strong, enabling growth, market uncertainties and increased duties present ongoing challenges.

Company Guidance -

Q3 2025

During the second quarter of fiscal year 2025, Canfor and Canfor Pulp provided guidance highlighting several key metrics and strategic decisions aimed at enhancing their financial performance amidst challenging market conditions. Canfor's lumber business achieved an adjusted EBITDA of $62 million, up $1 million from the previous quarter, despite restructuring charges from facility closures in South Carolina that reduced production capacity by over 2 billion board feet. Excluding these charges, EBITDA rose to $68 million, supported by strong earnings in Europe and increased capacity in the U.S. South. Canfor Pulp reported an adjusted EBITDA of $6 million, marking a $15 million decrease due to lower sales realizations and rising pulp manufacturing costs. The company emphasized its solid balance sheet, with Canfor excluding Canfor Pulp ending the quarter with approximately $87 million in net debt and $1.3 billion in available liquidity. Additionally, Canfor announced a strategic acquisition of three Swedish sawmills, aiming to diversify its geographic production with a projected lumber production mix of 35% in the U.S. South, 35% in Sweden, and 30% in Western Canada. This acquisition is expected to enhance access to global markets and reduce reliance on the U.S. market. Despite increased duty rates and ongoing trade uncertainties, Canfor remains focused on optimizing its portfolio and improving operational efficiency to navigate current market dynamics effectively.

Pending Acquisition of Sawmills in Sweden

Canfor announced the acquisition of three sawmills from Karl Hedin in Sweden, expanding operations into a new region and enhancing global market access.

Strong Balance Sheet

Canfor reported a strong balance sheet with significant liquidity, boasting $1.3 billion in available liquidity excluding Canfor Pulp and duty loan.

Lumber Business EBITDA Growth

The lumber segment generated adjusted EBITDA of $68 million in Q2, up $8 million from Q1, supported by earnings in Europe and the U.S. South.

Geographic Diversification Strategy

Post-acquisition, the lumber production platform will be 35% in the U.S. South, 35% in Sweden, and 30% in Western Canada, offering diversification.

Canfor (CFPZF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CFPZF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	-0.40 / -	-1.2	―	―	―
Jul 31, 2025	2025 (Q2)	-0.23 / -0.41	-1.032	60.56% (+0.63)
May 08, 2025	2025 (Q1)	-0.24 / -0.23	-0.32	27.27% (+0.09)
Mar 06, 2025	2024 (Q4)	-0.31 / -0.24	-0.771	68.87% (+0.53)
Oct 25, 2024	2024 (Q3)	-0.84 / -1.20	-0.116	-931.25% (-1.08)
Jul 25, 2024	2024 (Q2)	-0.42 / -1.03	-0.262	-294.44% (-0.77)
May 01, 2024	2024 (Q1)	-0.48 / -0.32	-0.872	63.33% (+0.55)
Mar 05, 2024	2023 (Q4)	-0.58 / -0.77	-0.756	-1.92% (-0.01)
Nov 02, 2023	2023 (Q3)	-0.32 / -0.12	0.582	-120.00% (-0.70)
Jul 27, 2023	2023 (Q2)	-0.37 / -0.26	2.232	-111.73% (-2.49)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CFPZF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$9.83	$9.83	0.00%
May 08, 2025	$9.81	$9.95	+1.43%
Mar 06, 2025	$10.20	$10.34	+1.37%
Oct 25, 2024	$12.89	$12.34	-4.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Canfor Corporation (CFPZF) report earnings?

Canfor Corporation (CFPZF) is schdueled to report earning on Oct 23, 2025, TBA (Confirmed).

What is Canfor Corporation (CFPZF) earnings time?

Canfor Corporation (CFPZF) earnings time is at Oct 23, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CFPZF EPS forecast?

CFPZF EPS forecast for the fiscal quarter 2025 (Q3) is -0.4.

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