The earnings call presented a mix of positive and negative aspects. The company demonstrated strong operational improvements, strategic debt reduction, and promising future capital investments, contributing to a positive outlook. However, challenges such as negative free cash flow, sluggish demand in Europe, and competitive pricing pressures due to increased imports were significant concerns.

Company Guidance

During Sylvamo's second quarter 2025 earnings call, the company provided detailed guidance and metrics on its financial and operational performance. The company reported an adjusted EBITDA of $82 million with a margin of 10%, primarily impacted by $70 million in planned maintenance outages. Despite these challenges, Sylvamo returned nearly $40 million to shareholders through dividends and share repurchases. The guidance for third-quarter adjusted EBITDA is projected to be between $145 million to $165 million, with expected improvements in volume and a decrease in planned maintenance outage costs by $66 million. Additionally, the company highlighted a long-term capital allocation strategy, including a $145 million investment in strategic projects at the Eastover mill, aimed at increasing uncoated freesheet capacity and improving operational efficiencies. Sylvamo's strong balance sheet, with a net debt-to-adjusted EBITDA ratio of 1.3x, allows for potential share repurchases, supported by a $42 million authorization. The guidance underscores Sylvamo's focus on enhancing its competitive position and shareholder value amid industry challenges.

Improved Operational Performance

The company's operational performance improved, overcoming challenges from the first quarter. They completed the largest planned maintenance outage in over 5 years.

Cash Returns to Shareholders

Sylvamo returned nearly $40 million in cash to shareholders, including $18 million via dividends and $20 million in share repurchases.

Debt Reduction

Sylvamo reduced its debt by about half, including more than $150 million last year. The net debt-to-adjusted EBITDA ratio now stands at 1.3x.

Strong Future Capital Projects

The company is investing in high-return projects with returns greater than 20% and has strategic investments planned at their Eastover mill, expected to generate more than $50 million in annual EBITDA.

Positive Future Outlook

Sylvamo expects a significantly better EBITDA performance in the second half due to lower planned maintenance expenses, improving volumes, and better operations.

Sylvamo Corp (SLVM) 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 >

SLVM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.54 / -	2.44	―	―	―
Aug 08, 2025	2025 (Q2)	0.41 / 0.37	1.98	-81.31% (-1.61)
May 09, 2025	2025 (Q1)	0.69 / 0.68	1.07	-36.45% (-0.39)
Feb 12, 2025	2024 (Q4)	1.78 / 1.96	1.16	68.97% (+0.80)
Nov 12, 2024	2024 (Q3)	2.18 / 2.44	1.7	43.53% (+0.74)
Aug 09, 2024	2024 (Q2)	1.58 / 1.98	1.14	73.68% (+0.84)
May 10, 2024	2024 (Q1)	1.02 / 1.07	2.51	-57.37% (-1.44)
Feb 15, 2024	2023 (Q4)	0.84 / 1.16	1.97	-41.12% (-0.81)
Nov 09, 2023	2023 (Q3)	1.33 / 1.70	2.51	-32.27% (-0.81)
Aug 09, 2023	2023 (Q2)	1.00 / 1.14	2.02	-43.56% (-0.88)

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
Aug 08, 2025	$47.84	$40.40	-15.55%
May 09, 2025	$59.67	$52.18	-12.55%
Feb 12, 2025	$74.87	$69.37	-7.35%
Nov 12, 2024	$93.34	$86.86	-6.94%

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 Corporation (SLVM) report earnings?

Sylvamo Corporation (SLVM) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Sylvamo Corporation (SLVM) earnings time?

Sylvamo Corporation (SLVM) earnings time is at Nov 06, 2025, 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 2025 (Q3) is 1.54.

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