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Mercer International Inc (MERC)
NASDAQ:MERC
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.55Last Year’s EPS
-0.33Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call balanced significant operational and strategic progress (liquidity improvement, One Goal 100 cost savings, pulp sales volume growth, carbon capture pilot, and rapidly growing mass timber backlog) against large, immediate financial headwinds (substantial non-cash impairments totaling $216M, a $23M inventory write-down, and a consolidated Q4 net loss of $309M). Additionally, market pressures — lower pulp and lumber prices in key regions, expected higher fiber costs, working capital outflows, and trade/tariff uncertainty — present meaningful near-term challenges. While management has credible strategic initiatives and improving operational metrics, the scale of the impairments and earnings loss dominate the quarter’s narrative and suggest significant near-term risk.Company Guidance
Improved Operating EBITDA Quarter-over-Quarter
Operating EBITDA was negative $20,000,000 in Q4, an improvement of $8,000,000 versus Q3, driven by stable mill production and One Goal 100 cost savings.
Liquidity Strengthened
Aggregate liquidity improved by over $54,000,000 to $430,000,000 at quarter end, composed of approximately $187,000,000 cash and $243,000,000 of undrawn revolvers.
One Goal 100 Program Progress
One Goal 100 (target: $100,000,000 improvement by 2026 vs 2024 baseline) realized about $30,000,000 of cost savings and improvements in 2025 (~30% of target).
Pulp Volumes and Production Stability
Pulp sales volumes increased by 20,000 tonnes to 472,000 tonnes (+~4.4% QoQ). Reported pulp production was ~460,000 tonnes (flat vs Q3), but adjusted for planned downtime production improved by ~20,000 tonnes.
Mass Timber Business Momentum and Backlog Growth
Mass timber order book roughly doubled to about $163,000,000 from ~$80,000,000 at the end of Q3 (+~103%). Revenues were modestly higher in Q4 (+~6% vs Q3) and management expects ~ $120,000,000 of mass timber revenue in 2026 (more than double 2025).
Carbon Capture Pilot Operating at Peace River
The carbon capture demonstration unit at the Peace River mill is operating; initial six-month pilot results are encouraging on capture efficiency and CO2 purity and will inform next phases of the program.
Stability in Some Regional Prices and Electricity Sales
European NBSK list price remained stable at ~$1,498/ton. Electricity sales in Q4 totaled 202 GWh at roughly $105/MWh (broadly unchanged QoQ).
MERC Earnings History
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
MERC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $1.70 | $1.78 | +4.71% |
Nov 06, 2025 | $1.88 | $1.84 | -2.13% |
Jul 31, 2025 | $3.71 | $3.02 | -18.60% |
May 01, 2025 | $4.12 | $3.82 | -7.28% |
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 Mercer International Inc (MERC) report earnings?
Mercer International Inc (MERC) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Mercer International Inc (MERC) earnings time?
Mercer International Inc (MERC) earnings time is at Apr 30, 2026, After Close (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 MERC EPS forecast?
MERC EPS forecast for the fiscal quarter 2026 (Q1) is -0.55.