The earnings call presented a balanced view with strong financial performance and strategic initiatives on the positive side, while facing industry shipment challenges, pricing pressures, and significant maintenance costs on the downside.

Company Guidance

During Clearwater Paper's second quarter 2025 earnings call, the company provided guidance indicating a robust performance with $40 million in adjusted EBITDA, which aligned perfectly with their forecast range of $35 million to $45 million. Net sales reached $392 million, marking a 14% increase from the previous year, largely due to the Augusta acquisition, although tempered by lower market-driven pricing. Clearwater Paper also highlighted a significant reduction in SG&A expenses, which decreased by nearly 14% compared to the previous year, aligning within their target of 6% to 7% of net sales. The company is on track to achieve $30 million to $40 million in fixed cost reductions for the year compared to 2024. Looking ahead, Clearwater Paper anticipates adjusted EBITDA for the third quarter to range between $10 million and $20 million, factoring in a $23 million to $25 million impact from major maintenance at their Lewiston mill. The company maintains its revenue outlook for the full year at $1.5 billion to $1.6 billion and expects continued benefits from cost reduction initiatives, despite ongoing industry challenges such as lower utilization rates and demand fluctuations.

Strong Second Quarter Performance

Clearwater Paper delivered $40 million in adjusted EBITDA, which was in the middle of their guidance range of $35 million to $45 million. Net sales were $392 million, up 14% year-over-year, driven primarily by the Augusta acquisition.

Cost Reduction Achievements

SG&A expenses were reduced by nearly 14% compared to the previous year, aligning with the company's cost reduction initiatives and the completion of the Augusta integration.

Share Repurchase Program

The company repurchased approximately $4 million of outstanding shares in the second quarter, totaling $15 million for the year and $18 million since the new authorization in November of last year.

Strategic Initiatives and Future Plans

The company is focusing on expanding its product offering and considering entry into CUK and CRB markets, with potential investments and acquisitions to broaden their product portfolio.

Clearwater Paper (CLW) 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 >

CLW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 17, 2026	2025 (Q4)	- / -	12.095	―	―	―
Jul 29, 2025	2025 (Q2)	0.70 / 0.17	-1.094	115.54% (+1.26)
Apr 29, 2025	2025 (Q1)	-0.04 / -0.36	1.43	-125.17% (-1.79)
Feb 13, 2025	2024 (Q4)	-0.33 / 12.10	1.35	795.93% (+10.75)
Nov 04, 2024	2024 (Q3)	0.29 / -0.64	2.19	-129.22% (-2.83)
Aug 06, 2024	2024 (Q2)	0.30 / -1.09	1.74	-162.87% (-2.83)
Apr 29, 2024	2024 (Q1)	1.11 / 1.43	1.47	-2.72% (-0.04)
Feb 20, 2024	2023 (Q4)	1.42 / 1.35	-0.3	550.00% (+1.65)
Oct 30, 2023	2023 (Q3)	1.82 / 2.19	1.83	19.67% (+0.36)
Aug 01, 2023	2023 (Q2)	1.18 / 1.74	1.11	56.76% (+0.63)

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

CLW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$29.44	$24.05	-18.31%
Apr 29, 2025	$25.01	$26.86	+7.40%
Feb 13, 2025	$29.08	$26.65	-8.36%
Nov 04, 2024	$25.22	$28.02	+11.10%

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 Clearwater Paper Corp. (CLW) report earnings?

Clearwater Paper Corp. (CLW) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).

What is Clearwater Paper Corp. (CLW) earnings time?

Clearwater Paper Corp. (CLW) earnings time is at Feb 17, 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 CLW EPS forecast?

Currently, no data Available

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing