SLVM
Sylvamo Corporation51.31
-0.14-0.27%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.07BP/E (TTM)
11.82Basic EPS (TTM)
4.34Dividend Yield
0.04%Recent Filings
8-K
Directors resign, ending cooperation
Sylvamo Corporation's board saw two directors, Karl Meyers and Mark Wilde, resign on November 5, 2025, as the Atlas Group ended the Cooperation Agreement from February 2023. This triggers termination of the cooperation period on November 13, 2025, after the group waived replacement rights. Board composition shifts abruptly. The move clears activist overhang, potentially streamlining governance amid market pressures.
8-K
Sylvamo amends IP supply deal
Sylvamo amended its supply agreement with International Paper, extending product deliveries from the Riverdale Mill through April 30, 2026, before termination on May 30, 2026, amid IP's planned conversion to containerboard production by Q3 2026. Pricing escalates with volume to incentivize output during the wind-down. The related Brazil Payment drops from $100 million via $15 million in annual $3 million reductions through 2030, plus a variable cut tied to incremental supply charges. This secures short-term supply while trimming future obligations.
8-K
Board member resigns for health
Sylvamo Corporation announced on August 19, 2025, that board member Stan Askren will resign effective September 1, 2025, due to health reasons, with no disagreements involved. The board thanked him for his contributions since the 2021 spinoff. This change leaves the board leaner yet focused on continuity.
8-K
Riverdale supply ends 2026
International Paper plans to convert its Riverdale Mill's No. 16 paper machine to containerboard production by Q3 2026, ending supply of 260,000 short tons of cutsize uncoated freesheet annually to Sylvamo under their 2021 agreement. Sylvamo, which has anticipated this shift since its 2021 spinoff, invested strategically in its North American footprint to maintain customer support. The agreement remains active. More transition details emerge Thursday.
8-K
Sylvamo Q2 earnings steady
Sylvamo reported Q2 2025 net income of $15 million, down from $27 million in Q1 amid the heaviest maintenance outages in years, yet adjusted EBITDA held at $82 million despite a $13 million forex hit. North America drove profits at $66 million, while Europe lost $38 million on weak demand. Q3 outlook points to $145-165 million adjusted EBITDA, boosted by no outages and seasonal volume gains. Outages crushed cash flow this quarter.
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