The earnings call showcased strong financial performance, debt reduction, and successful cost reduction initiatives. However, there were challenges related to unfavorable price and mix trends, volume issues, and increased costs, which balanced the overall positive achievements.
Company Guidance
During Sylvamo's Fourth Quarter 2024 Earnings Call, Jean-Michel Ribiéras, Chairman and CEO, highlighted the company's strong performance metrics for the year. Sylvamo achieved a 23% return on invested capital, repaid $154 million in debt, and attained a net debt-to-adjusted EBITDA ratio of 0.9x. The company reported $632 million in adjusted EBITDA with a 17% margin, generated $248 million in free cash flow, and returned $130 million to shareholders. Additionally, Sylvamo reinvested $221 million to bolster its manufacturing capabilities and forestland in Brazil. The company exceeded its Project Horizon cost reduction goals by $34 million, achieving a year-end savings run rate of $144 million. Looking ahead to Q1 2025, Sylvamo projects adjusted EBITDA between $85 million and $105 million, with anticipated challenges in price and volume due to market conditions in Europe and Latin America. Despite these challenges, Sylvamo remains optimistic about delivering increased shareholder value through strategic reinvestments and maintaining a strong cash flow.
Strong Financial Performance and Debt Reduction
Sylvamo generated a 23% return on invested capital, repaid $154 million in debt, achieving a net debt-to-adjusted EBITDA of 0.9x, and returned $130 million in cash to shareholders.
Exceeding Cost Reduction Goals
The Project Horizon cost reduction program exceeded its $110 million year-end run rate saving goals by $34 million.
High-Return Investments in Latin America
Investments in the Luiz Antonio mill in Latin America show promising returns, with a $7 million investment yielding 25% IRR and a $1 million investment yielding 40% IRR.
Resilient Safety Culture
Strong emphasis on safety culture with proactive risk elimination and commitment to a safer environment.
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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
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
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SLVM Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2025
$76.12
$70.53
-7.34%
Nov 12, 2024
$94.90
$88.31
-6.94%
Aug 09, 2024
$66.83
$74.94
+12.14%
May 10, 2024
$65.08
$63.27
-2.78%
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.
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FAQ
When does Sylvamo Corp (SLVM) report earnings?
Sylvamo Corp (SLVM) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Sylvamo Corp (SLVM) earnings time?
Sylvamo Corp (SLVM) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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