Clearwater Paper Corporation (NYSE:CLW ) Q3 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Sloan Bohlen - Investor Relations Officer Arsen Kitch - CEO, President & Director Sherri Baker - Senior VP & CFO Conference Call Participants Sean Steuart - TD Cowen, Research Division Matthew McKellar - RBC Capital Markets, Research Division Presentation Operator Thank you for standing by. At this time, I would like to welcome everyone to today's Clearwater Paper Third Quarter 2025 Earnings Conference Call.
Clearwater Paper Corporation (NYSE:CLW ) Q2 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Arsen S. Kitch - CEO, President & Director Sherri J.
We previously held a neutral rating on Clearwater Paper due to lack of catalysts, limited growth, and high maintenance CAPEX. After Q1 results and the Augusta Georgia facility acquisition, we upgraded Clearwater to Buy, seeing a constructive outlook. Q1 sales jumped 46% and adjusted EBITDA doubled to $30 million, beating Wall Street and management expectations.
| Paper & Forest Products Industry | Materials Sector | Arsen S. Kitch CEO | NYSE Exchange | 18538R103 CUSIP |
| US Country | 2,200 Employees | - Last Dividend | 29 Aug 2011 Last Split | 5 Dec 2008 IPO Date |
Clearwater Paper Corporation is an established producer and distributor of bleached paperboards and tissue products, catering to a diverse client base across the United States and internationally. With its incorporation in 2005 and headquarters in Spokane, Washington, the company has strategically segmented its operations into two primary divisions: Pulp and Paperboard, and Consumer Products. This structure enables Clearwater Paper to address specific market needs effectively, delivering high-quality paper products for commercial and consumer use. The company's commitment to sustainability and innovation is reflected in its product lines, making it a key player in the paper manufacturing industry.
This premium product is primarily used in the production of folding cartons, liquid packaging, and other commercial packaging solutions. It features Solid Bleached Sulfate (SBS) paperboard, renowned for its strength, durability, and excellent printing surface.
Clearwater Paper produces both hardwood and softwood pulps, which are essential raw materials for the paper industry. These pulps are used in a variety of paper products, emphasizing the company's versatility in manufacturing.
The company offers specialized services that cater to unique customer needs, including custom sheeting, slitting, and cutting of paper products. This flexibility ensures that clients receive precisely tailored solutions.
Clearwater Paper’s Consumer Products segment offers a comprehensive lineup of tissue products for home use, including bath tissues, paper towels, facial tissues, and napkins. These products balance quality and sustainability, catering to everyday needs of consumers.
The commitment to environmental sustainability is further exemplified in the production of recycled fiber value grade products. These offerings cater to consumers and businesses looking for eco-friendly paper solutions.
In addition to at-home products, the company provides tissues designed for commercial and institutional use, including public restrooms, hotels, and restaurants. This range ensures hygiene standards in various away-from-home settings.