Sylvamo Corporation (SLVM) Q3 2025 Earnings Call Transcript
Sylvamo Corporation ( SLVM ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Hans Bjorkman - Vice President of Investor Relations Jean-Michel Ribiéras - Chairman & CEO Donald Devlin - Chief Financial Officer John Sims - Senior VP & COO Conference Call Participants Daniel Harriman - Sidoti & Company, LLC Matthew McKellar - RBC Capital Markets, Research Division Presentation Operator Good morning. Thank you for standing by.
Sylvamo Corporation (SLVM) Q2 2025 Earnings Call Transcript
Sylvamo Corporation (NYSE:SLVM ) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Donald Paul Devlin - Chief Financial Officer Hans Bjorkman - Vice President of Investor Relations Jean-Michel Ribiéras - Chairman & CEO John Van Sims - Senior VP & COO Conference Call Participants Daniel Scott Harriman - Sidoti & Company, LLC George Leon Staphos - BofA Securities, Research Division Matthew McKellar - RBC Capital Markets, Research Division Operator Good morning, and thank you for standing by. Welcome to Sylvamo's Second Quarter 2025 Earnings Call.
Sylvamo Corporation: Optimism In The Company's Performance Despite Free Cash Flow Decline In 2025
Sylvamo Corporation shares rose 20.36% YoY after Q4 and FY 2024 results, but operational concerns for 2025 lead me to rate it as a hold. Despite outperforming the S&P 500 and offering a higher dividend yield, SLVM's reduced EBITDA guidance and pricing issues in Europe and Brazil pose risks. SLVM's forward PE ratio suggests undervaluation compared to peers, with potential for a 12.05% price increase if high-end EPS forecasts are met.
Sylvamo: Setting Up For The Long Game
Sylvamo had declining EBITDA and free cash flow in 2024 relative to 2023, and the start to 2025 is expected to be seasonally weak. The share price has retreated recently, and valuation on earnings and cash flow basis are fair for the sector. The capital allocation has paid past investors a growing dividend, while managing to trim debt and repurchase shares.
Sylvamo Corporation (SLVM) Q4 2024 Earnings Call Transcript
Sylvamo Corporation (NYSE:SLVM ) Q4 2024 Earnings Conference Call February 12, 2025 10:00 AM ET Company Participants Hans Bjorkman - Vice President, Investor Relations Jean-Michel Ribieras - Chairman and Chief Executive Officer John Sims - Senior Vice President and Chief Financial Officer Conference Call Participants George Staphos - Bank of America Matthew McKellar - RBC Capital Markets Daniel Harriman - Sidoti & Company Operator Good morning. Thank you for standing by.
Sylvamo: Asymmetrical Risk/Reward Setup For Long-Term Upside
Sylvamo continues to compound on the background of strong earnings growth and efficient capital deployment. Q3 earnings showed a 750bps YoY sales increase, with $119mm in free cash flow and a 20% adjusted operating margin. SLVM's strategy as a low-cost producer results in high operating efficiencies, yielding substantial returns on capital, which is valued highly in the market.
Sylvamo Corporation (SLVM) Q3 2024 Earnings Call Transcript
Sylvamo Corporation (NYSE:SLVM ) Q3 2024 Results Conference Call November 12, 2024 10:00 AM ET Company Participants Hans Bjorkman - Vice President, Investor Relations Jean-Michel Ribiéras - Chairman and Chief Executive Officer John Sims - Senior Vice President and Chief Financial Officer Conference Call Participants Daniel Harriman - Sidoti & Company George Staphos - Bank of America Matthew McKellar - RBC Capital Markets Operator Good morning. Thank you for standing by.
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Sylvamo: Buy Thesis Remains Intact With Valuation Upsides + High Returns On Capital
Sylvamo produces strong capital allocation into high-return projects, suggesting it will carry higher prices into the future. Management's shareholder-oriented approach includes a 50% dividend increase and $30 million in stock repurchases this year. Q2 FY'24 earnings showed growth in Europe and North America, with favorable short-term pricing tailwinds.
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