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 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) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.14 per share. This compares to earnings of $0.37 per share a year ago.
Sylvamo (SLVM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors need to pay close attention to SLVM stock based on the movements in the options market lately.
Sylvamo NYSE: SLVM reported first-quarter 2026 results that management described as largely in line with expectations, excluding operational reliability issues in Europe and Brazil that weighed on earnings and are expected to create some additional costs in the second quarter.
Sylvamo Corporation (SLVM) Q1 2026 Earnings Call Transcript
Sylvamo Corporation (SLVM) came out with a quarterly loss of $0.53 per share versus the Zacks Consensus Estimate of a loss of $0.25. This compares to earnings of $0.68 per share a year ago.
Sylvamo (SLVM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
State of Alaska Department of Revenue lessened its stake in shares of Sylvamo Corporation (NYSE: SLVM) by 84.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,772 shares of the company's stock after selling 102,334 shares during the quarter. State of
Sylvamo Corporation is rated Buy with a $50.70/share price target, reflecting a turnaround strategy for eFY27 after a transitional, capital-intensive period. SLVM faces a challenging eFY26 due to shifting production, importing European paper to service the North American market, and expecting to face higher tariff and freight costs. Significant capital projects, including $145mm in South Carolina, aim to add $50mm annual adjusted EBITDA by eFY27, while share repurchases are paused for financial flexibility.