Sylvamo Corporation (SLVM)

NYSE:SLVM

SLVM

Sylvamo Corp

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Sylvamo Corp (SLVM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 07, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.45

Last Year’s EPS

0.37

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 08, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a balanced picture: near-term performance was negatively affected by operational reliability issues, a large sequential drop in adjusted EBITDA (from $125M to $29M), inventory builds and rising input/transportation costs, and tariff/geopolitical uncertainties that create Q2 headwinds (~$15M). Offsetting these near-term challenges are executed strategic actions — company-wide price increases, a completed debt refinancing that extends maturities, the launch of a multi-year lean transformation, and on-track high-return investments at Eastover that support management's long-term target of >$300M annual free cash flow and >15% ROIC. Management expects improvements in pricing, mix and margins in the second half, but 2026 remains a transition year with most free cash flow weighted to H2.

Company Guidance

The company reiterated 2026 is a transition year and provided numeric guidance and expectations: Q1 adjusted EBITDA was $29 million (4% margin) and adjusted operating earnings were negative $0.53 per share (versus $125 million adjusted EBITDA in Q4); free cash flow is expected to be heavily weighted to the second half as the business weathers near‑term headwinds but targets greater than $300 million of annual free cash flow and >15% ROIC over the next 3–5 years. Management now estimates the full‑year North America footprint transition will be about $65 million negative (improved from ~$85 million) and said most of that impact will hit in the second half; they expect previously announced price increases to realize more in Q2 (North America ~5–8%; Brazil cut‑size 5% with ~2/3 realized in Q1; other LatAm 7% with ~1/3 realized and a second 7% in Q2; MEA 4% with a second increase in Q2; Europe 4% with ~50% realized and an additional 8% effective in May). Operational reliability issues cost nearly $9 million vs Q4 and operations & other costs were $29 million unfavorable (price & mix unfavorable $13M, mix alone $17M; volume down $36M); input/transportation costs were $18 million unfavorable (including a one‑time ~$10M Riverdale gas charge), and management expects a Q2 war‑related input/transportation headwind of roughly $15 million (~$5M per region). Newmala’s debarker adds about $1–2M of incremental cost per quarter until repaired in Q4 (Sept), planned outage costs rise ~$20M in Q2 versus Q1 with >50% of total outage cost now in Q4 for Eastover, and Eastover investments (paper machine adding 60k tons, new sheeter in Q3 with ramp in Q4) remain on schedule and are expected to contribute up to ~$50M of value with material benefits as the asset ramps into 2027; balance‑sheet flexibility was increased via refinancing (term loan extended to 2032, A/R facility to 2029).

Price Increases Implemented Across Regions

Implemented uncoated freesheet price increases across all regions: North America 5%–8% (realization beginning in March, bulk in Q2), Brazil ~5% on cut size (about two-thirds realized in Q1), other LatAm ~7% (one-third realized in Q1, additional 7% announced for Q2), Middle East & Africa 4% in Q1 with a second increase for Q2, Europe announced 4% in Q1 (about half realized) and a further 8% effective May.

Refinancing Strengthens Balance Sheet and Liquidity

Refinanced 2027 term loan (Term Loan F → Term Loan F3 maturing 2032) and extended accounts receivable securitization facility to 2029, improving maturity profile and preserving financial flexibility.

Lean Transformation Launched

Launched multi-year lean continuous-improvement program starting in Latin America (Moju Wasu) with rollouts planned in North America, corporate, Ticonderoga and later Europe — management expects systematic efficiency, reliability and margin gains over the next 3 years.

Eastover (East River) Strategic Investments On Track

High-return projects progressing: paper-machine optimization adding 60k tons of uncoated freesheet, new sheeter installation (Q3 installation, Q4 ramp), woodyard modernization (hardwood line operating May 1), and a $50M annual benefit target remains intact with ramp into 2027.

Adjusted EBITDA and Margin (Q1)

Generated adjusted EBITDA of $29 million with an adjusted EBITDA margin of 4% in Q1, providing a baseline while the company executes transition plans.

Improved Tariff Impact Estimate

Estimated full-year negative impact from North American footprint transition/tariffs improved from approximately $85 million to ~$65 million (a $20 million improvement) due to mix benefits from redirecting Brazil exports to the U.S.

Long-Term Value Targets

Management reiterated long-term potential to generate greater than $300 million of annual free cash flow and greater than 15% return on invested capital as markets normalize and investments ramp (time horizon of ~3–5 years).

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

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SLVM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2026	2026 (Q2)	0.45 / -	0.37	―	―	―
May 08, 2026	2026 (Q1)	-0.33 / -0.53	0.68	-177.94% (-1.21)
Feb 12, 2026	2025 (Q4)	1.06 / 1.08	1.96	-44.90% (-0.88)
Nov 07, 2025	2025 (Q3)	1.47 / 1.44	2.44	-40.98% (-1.00)
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)

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
May 08, 2026	$43.70	$41.10	-5.95%
Feb 12, 2026	$51.50	$54.15	+5.15%
Nov 07, 2025	$42.22	$42.21	-0.02%
Aug 08, 2025	$46.41	$39.19	-15.55%

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 Aug 07, 2026, Before Open (Confirmed).

What is Sylvamo Corporation (SLVM) earnings time?

Sylvamo Corporation (SLVM) earnings time is at Aug 07, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is SLVM EPS forecast?

SLVM EPS forecast for the fiscal quarter 2026 (Q2) is 0.45.