Sylvamo Corporation (SLVM)
Summary
Sylvamo Corporation: Near-Cycle-Low FCF Creates An Attractive Recovery Opportunity
Sylvamo is facing temporary headwinds from European weakness, lost capacity, operational issues, and elevated capex, pushing earnings and FCF near cyclical lows. North American supply cuts and tariffs could strengthen pricing, while Eastover's upgrade and operational improvements should support higher margins and EBITDA. A cyclical recovery in Europe and Latin America, combined with normalized capex, could eventually restore SLVM to more than $300 million of annual FCF.
Sylvamo Q2 Earnings Call Highlights
Sylvamo NYSE: SLVM reported second-quarter adjusted EBITDA of $60 million, more than double the $29 million recorded in the first quarter, as the company implemented uncoated freesheet paper price increases across its regions. Adjusted operating earnings were $0.03 per share, while free cash flow was negative $23 million, an improvement of $36 million sequentially.
Sylvamo Corporation (SLVM) Q2 2026 Earnings Call Transcript
Sylvamo Corporation (SLVM) Q2 2026 Earnings Call Transcript
Sylvamo Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 34 | $1,637.05 | $1,338.92 | -$298.13 | -18.21% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,722 | $291,910 | $317,142.54 | $25,232.54 | 8.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 661 | $29,800.86 | $26,274.75 | -$3,526.11 | -11.83% |
| NA Nizar Araji National Bank Of Canada /FI/ | 47,518 | $1.33M | $1.95M | $625,812.11 | 47.22% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 12,822 | $773,118.99 | $526,599.54 | -$246,519.45 | -31.89% |
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Sylvamo Corporation Profile
| Paper & Forest Products Industry | Materials Sector | John Van Sims CEO | NYSE Exchange | 871332102 CUSIP |
| US Country | 6,500 Employees | 7 Jul 2026 Last Dividend | - Last Split | 1 Oct 2021 IPO Date |
Overview
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.
Products and Services
- Uncoated Freesheet
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.
- Pulp, Aseptic, and Liquid Packaging Board
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.
- Hardwood Pulp
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.
- Bleached Softwood Kraft
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.
- Bleached Chemi-Thermomechanical Pulp
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.
