The earnings call presented a mixed outlook with significant operational improvements and strategic acquisitions, but ongoing challenges in global lumber and pulp markets. Financial performance was negatively impacted by weak demand, high duties, and increased costs, while liquidity remains strong.
Company Guidance
During Canfor and Canfor Pulp's third quarter analyst call for fiscal year 2025, the company provided guidance highlighting several key metrics and strategic actions. Canfor reported an adjusted EBITDA loss of $2 million in the lumber business, which was $70 million lower than the previous quarter, while Canfor Pulp also faced an adjusted EBITDA loss of $2 million, $9 million lower than the prior quarter. The company has over $1.2 billion of available liquidity, allowing for financial flexibility amidst challenging global market conditions. Canfor's strategic actions included the permanent closure of the Estill and Darlington sawmills in South Carolina and the acquisition of three additional sawmills in Sweden, with a total consideration of $171 million. The company's capital expenditures for the third quarter were approximately $40 million, with anticipated spending of $240 million in the lumber sector and $45 million in the pulp sector for the full year 2025. Looking ahead to 2026, Canfor plans capital expenditures of approximately $175 million in its lumber business and $35 million for Canfor Pulp. Despite the economic uncertainty and challenging market conditions, Canfor is focused on maintaining a strong balance sheet and strategically aligning its production capacity with market demand.
Successful Modernization and Strategic Acquisitions
Canfor completed modernization of their fleet in the U.S. South and expanded their presence in Sweden by acquiring three additional sawmills from Karl Hedin.
Strong Financial Position
Canfor has over $1.2 billion of available liquidity, providing financial flexibility for strategic investments.
Operational Improvements in Canfor Pulp
Canfor Pulp has made progress on several operating initiatives, including sourcing additional fiber supply and improving cost structure.
Canfor (TSE:CFP) 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
TSE:CFP Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
C$12.17
C$12.30
+1.07%
Jul 31, 2025
C$13.58
C$13.49
-0.66%
May 08, 2025
C$13.50
C$13.96
+3.41%
Mar 06, 2025
C$14.60
C$14.97
+2.53%
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 Canfor Corporation (TSE:CFP) report earnings?
Canfor Corporation (TSE:CFP) is schdueled to report earning on Feb 19, 2026, TBA (Confirmed).
What is Canfor Corporation (TSE:CFP) earnings time?
Canfor Corporation (TSE:CFP) earnings time is at Feb 19, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.