The earnings call reflects a mix of strategic growth initiatives and significant operational challenges. While Canfor is making progress in geographic diversification and maintaining a strong balance sheet, it faces ongoing challenges from facility closures, weak market conditions, and trade uncertainties. The sentiment is balanced with both positive and negative aspects present.

Company Guidance -

Q3 2025

During the Canfor and Canfor Pulp's Second Quarter 2025 Analyst Call, the guidance provided highlighted several key metrics and strategic actions. Canfor Corporation announced the closure of facilities in South Carolina, reducing production capacity by over 2 billion board feet to align with market demand. Despite challenging market conditions, the company is leveraging its geographically diversified lumber platform to enhance competitiveness and generate stable cash flow. Canfor is set to acquire three sawmills in Sweden, expanding its operational reach and reducing reliance on the U.S. market, bringing its lumber production distribution to approximately 35% in the U.S. South, 35% in Sweden, and 30% in Western Canada. Financially, Canfor's lumber business generated an adjusted EBITDA of $62 million in Q2, with expectations of improved profitability due to geographic diversification and low operating costs. Canfor Pulp's adjusted EBITDA was $6 million, impacted by lower sales realizations and increased costs. The company maintains a strong balance sheet with a consolidated net debt of approximately $87 million and plans capital expenditures of $240 million in the lumber business and $45 million in Canfor Pulp for 2025.

Pending Acquisition in Sweden

Canfor announced the pending acquisition of three sawmills from Karl Hedin in Sweden, enhancing its ability to access global markets and diversify its lumber platform.

Strong Balance Sheet

Canfor reported a solid balance sheet with available liquidity of $1.3 billion, supporting strategic growth initiatives.

Lumber Business EBITDA Growth

Adjusted EBITDA for the lumber business increased to $68 million in Q2, up approximately $8 million from Q1, supported by strong earnings in Europe and the U.S. South.

Geographic Diversification

Following the acquisition, Canfor's lumber production will be diversified with 35% in the U.S. South, 35% in Sweden, and 30% in Western Canada.

Canfor Pulp Products (TSE:CFX) 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 >

TSE:CFX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	-0.11 / -	-0.03	―	―	―
Jul 31, 2025	2025 (Q2)	-0.06 / -0.10	-0.1	0.00% (0.00)	―	―
May 08, 2025	2025 (Q1)	0.10 / 0.09	-0.04	325.00% (+0.13)	―	―
Mar 06, 2025	2024 (Q4)	-0.10 / 0.04	-0.2	120.00% (+0.24)	―	―
Oct 25, 2024	2024 (Q3)	-0.09 / -0.03	-0.55	94.55% (+0.52)	―	―
Jul 27, 2024	2024 (Q2)	-0.12 / -0.10	-0.44	77.27% (+0.34)	―	―
May 01, 2024	2024 (Q1)	-0.14 / -0.04	-0.29	86.21% (+0.25)	―	―
Mar 05, 2024	2023 (Q4)	-0.42 / -0.20	-0.52	61.54% (+0.32)	―	―
Nov 02, 2023	2023 (Q3)	-0.57 / -0.55	0.25	-320.00% (-0.80)	―	―
Jul 27, 2023	2023 (Q2)	-0.38 / -0.44	-0.09	-388.89% (-0.35)	―	―

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:CFX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	C$0.66	C$0.64	-3.03%
May 08, 2025	C$0.72	C$0.76	+5.56%
Mar 06, 2025	C$0.70	C$0.73	+4.29%
Oct 25, 2024	C$0.96	C$1.00	+4.17%

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 Pulp Products (TSE:CFX) report earnings?

Canfor Pulp Products (TSE:CFX) is schdueled to report earning on Oct 23, 2025, TBA (Confirmed).

What is Canfor Pulp Products (TSE:CFX) earnings time?

Canfor Pulp Products (TSE:CFX) earnings time is at Oct 23, 2025, TBA (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:CFX EPS forecast?

TSE:CFX EPS forecast for the fiscal quarter 2025 (Q3) is -0.11.

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