The earnings call reflects mixed results with significant progress in sales volume growth and internal operations in Maine, but is overshadowed by declines in revenue, pricing, and profitability metrics. The company's financial position remains strong, but operational challenges and market conditions create a cautious outlook.

Company Guidance -

Q2 2025

During the Acadian Timber's first quarter 2025 conference call, the company provided guidance for the remainder of the year, highlighting several key metrics and operational strategies. Acadian experienced a decrease in sales to $24.8 million from $28.8 million in the prior year, primarily due to the absence of carbon credit sales, which contributed $4.9 million in Q1 2024. Timber sales and services revenue increased by $1 million year-over-year, with timber sales volume increasing by 3%, despite a 5% decrease in the weighted average selling price, excluding biomass. The company faced challenges such as unfavorable weather and limited contractor capacity in Maine, leading to a 44% decrease in timber sales volume in that region. However, new internal logging operations in Maine are expected to increase production capacity and reduce costs over 2025. Adjusted EBITDA dropped to $4.7 million from $10.6 million, with a margin decrease from 37% to 19%. Acadian maintained a net liquidity position of $17.6 million and refinanced $46 million of long-term debt at a rate of 5.25%. Looking forward, the company anticipates stable demand for softwood sawlogs and potential pricing increases for hardwood sawlogs, while near-term demand for pulpwood may remain subdued. The registration of additional carbon credits is expected to be completed in Q2, with further real estate and renewable energy investments planned throughout the year.

Increased Sales Volume

Both timber sales volumes from timberlands and timber services activity increased compared to the same period in the prior year. Timber sales and services revenue increased by $1 million year-over-year, with timber sales volume, excluding biomass, increasing 3%.

Biomass Sales Volume Surge

Biomass sales volumes doubled compared to Q1 2024.

New Brunswick Operations Growth

Sales for New Brunswick timberlands were $22.1 million compared to $19.1 million during the prior year period. Sales volume, excluding biomass, increased 15% due to strong demand for sawlogs.

Establishment of Internal Logging Operations in Maine

Acadian established internal logging operations in Maine to address limited contractor availability. This includes purchasing harvesting equipment and acquiring additional logging assets for a total cash consideration of $6.9 million.

Strong Financial Position

Acadian ended the quarter with a net liquidity position of $17.6 million, including cash balances and undrawn revolving credit facilities. Long-term debt totaling $46 million was refinanced at a rate of 5.25%.

Acadian Timber (TSE:ADN) 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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TSE:ADN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2025 (Q2)	0.25 / -	0.46	―	―	―
May 07, 2025	2025 (Q1)	0.16 / 0.21	0.35	-40.00% (-0.14)	―	―
Feb 12, 2025	2024 (Q4)	0.12 / 0.32	0.68	-52.94% (-0.36)	―	―
Oct 30, 2024	2024 (Q3)	0.14 / 0.13	0.37	-64.86% (-0.24)	―	―
Jul 31, 2024	2024 (Q2)	0.59 / 0.46	0.34	35.29% (+0.12)	―	―
May 08, 2024	2024 (Q1)	0.32 / 0.35	0.33	6.06% (+0.02)	―	―
Feb 07, 2024	2023 (Q4)	0.10 / 0.68	1.3	-47.69% (-0.62)	―	―
Nov 01, 2023	2023 (Q3)	0.19 / 0.37	0.29	27.59% (+0.08)	―	―
Jul 26, 2023	2023 (Q2)	0.09 / 0.34	0.27	25.93% (+0.07)	―	―
May 03, 2023	2023 (Q1)	0.27 / 0.33	0.25	32.00% (+0.08)	―	―

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

TSE:ADN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2025	C$17.14	C$17.20	+0.35%
Feb 12, 2025	C$16.94	C$16.60	-2.01%
Oct 30, 2024	C$17.53	C$17.52	-0.06%
Jul 31, 2024	C$16.97	C$16.94	-0.18%

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 Acadian Timber (TSE:ADN) report earnings?

Acadian Timber (TSE:ADN) is schdueled to report earning on Aug 06, 2025, After Close (Confirmed).

What is Acadian Timber (TSE:ADN) earnings time?

Acadian Timber (TSE:ADN) earnings time is at Aug 06, 2025, 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 TSE:ADN EPS forecast?

TSE:ADN EPS forecast for the fiscal quarter 2025 (Q2) is 0.25.

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