The earnings call reflected a challenging market environment with strategic moves to improve long-term positioning. While Canfor's strategic acquisitions and strong balance sheet are positives, closures of facilities and weak market conditions in the pulp segment present significant challenges.
Company Guidance -
Q3 2025
During the second quarter of fiscal year 2025, Canfor and Canfor Pulp provided guidance indicating they are navigating challenging market conditions through strategic decisions and geographic diversification. Canfor announced the closure of facilities in South Carolina, aligning production capacity with market demand and removing over 2 billion board feet. Despite these challenges, the company is focused on generating stable cash flow and enhancing competitiveness, supported by a strong balance sheet and recent capital investments. The pending acquisition of three sawmills in Sweden is expected to diversify production, with 35% of lumber production based in the U.S. South, 35% in Sweden, and 30% in Western Canada. Canfor's lumber business generated an adjusted EBITDA of $62 million for the quarter, with a projection of $240 million in capital expenditures for the year. In contrast, Canfor Pulp reported an adjusted EBITDA of $6 million, facing lower sales realizations and elevated manufacturing costs. Despite weak market fundamentals, Canfor Pulp remains focused on productivity improvements and cost management.
Pending Acquisition of Sawmills in Sweden
Canfor announced the pending acquisition of 3 sawmills from Karl Hedin in Sweden. This acquisition will enhance Canfor's ability to access global markets, reduce reliance on the U.S. market, and provide geographical diversification.
Strong Balance Sheet and Liquidity
Canfor ended the second quarter with net debt of approximately $87 million and available liquidity of $1.3 billion, allowing the company to pursue strategic growth opportunities.
Improved Lumber Segment EBITDA
The lumber business generated adjusted EBITDA of $68 million in Q2 2025, up approximately $8 million from Q1, supported by solid earnings in Europe and low-cost capacity in the U.S. South.
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
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.