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 (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 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.
| Paper & Forest Products Industry | Materials Sector | Jean-Michel Ribiéras CEO | XMUN Exchange | US8713321029 ISIN |
| US Country | 6,500 Employees | 3 Oct 2025 Last Dividend | - Last Split | 1 Oct 2021 IPO Date |
Sylvamo Corporation is a prominent paper production and supply company that caters to a diverse clientele across Latin America, Europe, and North America. With a rich history dating back to 1898, the company has established itself as a leading figure in the paper industry. Sylvamo Corporation is committed to delivering high-quality paper products, including uncoated freesheet and specialized pulps, to various sectors. Headquartered in Memphis, Tennessee, the company leverages a broad distribution network comprising merchants, distributors, office product suppliers, e-commerce platforms, retailers, and direct sales to converters, ensuring its products are widely accessible to customers around the globe.
Sylvamo Corporation offers uncoated freesheet paper, primarily utilized for producing high-quality paper products like cutsize and offset paper. This range caters to the needs of businesses requiring top-grade paper for their printing and writing needs.
The company also markets a variety of pulp products, including aseptic and liquid packaging board, alongside coated unbleached kraft papers. These specialized products are essential in packaging industries, providing sustainable and durable packaging solutions.
Sylvamo produces two main types of hardwood pulp: bleached hardwood kraft and bleached eucalyptus kraft. These pulps are key raw materials for paper production, offering superior strength and brightness qualities essential for high-quality paper products.
This product is a vital component for producing a wide range of paper goods. Bleached softwood kraft from Sylvamo is noted for its strength and versatility, serving as a foundational material in many paper manufacturing processes.
The company's bleached chemi-thermomechanical pulp is designed for manufacturers seeking to enhance the quality and performance of their paper products. This pulp variant provides improved brightness and bulk, contributing to the durability and aesthetics of the final paper product.