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Sylvamo Corp (SLVM)
NYSE:SLVM
Earnings Data
Report Date
May 08, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.25Last Year’s EPS
0.68Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: the company has a strong balance sheet, clear strategic investments (notably Eastover) and demonstrated operational execution and historical cash-generation track record, which are positive for long-term value creation. However, near-term headwinds are significant—European pricing and wood-cost pressures, a meaningful North America transition with roughly $85–95 million of largely one-time 2026 EBITDA and cash impacts, elevated 2026 capex, and modest 2025 free cash flow—creating short-term earnings and cash volatility. Management frames 2026 as a transition year with substantial one-time costs and expects improvements as projects ramp and markets recover.Company Guidance
Full-Year Financial Strength and Returns
Fiscal 2025 adjusted EBITDA of $448,000,000 (13% margin); free cash flow of $44,000,000; adjusted operating earnings of $3.54 per share; 12% return on capital; net debt to adjusted EBITDA of 1.6x. Returned $155,000,000 in cash to shareholders and reinvested $224,000,000 into manufacturing and Brazil forest lands.
Fourth Quarter Operating and Commercial Momentum
Q4 adjusted EBITDA of $125,000,000 (14% margin), free cash flow of $38,000,000, and adjusted operating earnings of $1.08 per share. Uncoated freesheet sales volume increased 9% quarter-over-quarter and paper machine productivity continued to improve.
Substantial High-Return Investment Program
2026 capital spending outlook of $245,000,000 with ~$145,000,000 at the Eastover mill to fund projects that are expected to add 60,000 tons of uncoated freesheet, reduce costs and improve mix/efficiency. Management expects 2027 capex to decline and projects long-term potential of >$300,000,000 annual free cash flow and >15% returns on invested capital once benefits materialize.
Operational Execution on Strategic Projects
Eastover paper machine optimization, new sheeter installation, and woodyard modernization are on schedule; Säffle mill investment has shifted mix toward roll business and order books are reported full. Management is prioritizing projects with fastest payback to improve cost and cash conversion.
Track Record Since Independence
Since becoming independent ~4 years ago the company reports $2,500,000,000 in adjusted EBITDA earned, >$800,000,000 invested to strengthen the business, >$960,000,000 in free cash flow generated, >$675,000,000 of debt reduction, and >$500,000,000 returned to shareowners.
SLVM 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
SLVM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $52.06 | $54.74 | +5.15% |
Nov 07, 2025 | $42.67 | $42.66 | -0.02% |
Aug 08, 2025 | $46.91 | $39.62 | -15.55% |
May 09, 2025 | $58.52 | $51.17 | -12.56% |
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 Sylvamo Corp (SLVM) report earnings?
Sylvamo Corp (SLVM) is schdueled to report earning on May 08, 2026, Before Open (Confirmed).
What is Sylvamo Corp (SLVM) earnings time?
Sylvamo Corp (SLVM) earnings time is at May 08, 2026, Before Open (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 SLVM EPS forecast?
SLVM EPS forecast for the fiscal quarter 2026 (Q1) is -0.25.