Earnings summaries and quarterly performance for Sylvamo.
Executive leadership at Sylvamo.
Jean-Michel Ribiéras
Detailed
Chairman and Chief Executive Officer
CEO
DD
Don Devlin
Detailed
Senior Vice President and Chief Financial Officer
JS
John Sims
Detailed
Senior Vice President and Chief Operating Officer
MV
Marcia Vargas
Detailed
Senior Vice President and Chief People Officer
MB
Matthew Barron
Detailed
Senior Vice President, Chief Administrative and Legal Officer, and Corporate Secretary
OT
Oliver Taudien
Detailed
Senior Vice President and General Manager, Europe
PW
Patrick Wilczynski
Detailed
Senior Vice President, Operational Excellence
RD
Rodrigo Davoli
Detailed
Senior Vice President and General Manager, North America
TK
Tatiana Kalman
Detailed
Senior Vice President and General Manager, Latin America
Board of directors at Sylvamo.
Research analysts who have asked questions during Sylvamo earnings calls.
Daniel Harriman
Sidoti & Company, LLC
7 questions for SLVM
Also covers: BCPC, GEF, HFFG +5 more
GS
George Staphos
Bank of America
7 questions for SLVM
Also covers: AMBP, AMCR, ATR +18 more
Matthew McKellar
RBC Capital Markets
6 questions for SLVM
Also covers: CLW, IP, JHX +8 more
Matt McKellar
RBC Capital Markets
1 question for SLVM
Also covers: CLW, IP, PCH +2 more
Recent press releases and 8-K filings for SLVM.
Sylvamo Reports Q4 and Full Year 2025 Results, Outlines 2026 Transition, and Updates Guidance Policy
SLVM
Earnings
Guidance Update
New Projects/Investments
- Sylvamo reported Q4 2025 Adjusted EBITDA of $125 million with a 14% margin, and full-year 2025 Adjusted EBITDA of $448 million with a 13% margin.
- For full-year 2025, the company generated $44 million in free cash flow and returned $155 million in cash to shareholders.
- The company expects 2026 capital spending to be $245 million, primarily for the $145 million Eastover Mill investment which aims to add 60,000 tons of uncoated freesheet and improve efficiency.
- Sylvamo anticipates a negative $95 million Adjusted EBITDA impact in 2026 for North America, comprising $65 million from transition costs and a $10 million charge from International Paper, alongside a $20 million impact in Europe due to U.S. tariffs and freight.
- The company has discontinued providing quarterly Adjusted EBITDA outlook, aligning with its focus on long-term value creation.
Feb 12, 2026, 3:00 PM
Sylvamo Reports Q4 and Full Year 2025 Results, Outlines 2026 Capital Spending and Transition Costs
SLVM
Earnings
Guidance Update
New Projects/Investments
- Sylvamo reported Q4 2025 Adjusted EBITDA of $125 million with a 14% margin and $1.08 per share in adjusted operating earnings. For the full year 2025, Adjusted EBITDA was $448 million and adjusted operating earnings were $3.54 per share, achieving a 12% return on invested capital.
- The company plans $245 million in capital spending for 2026, with $145 million allocated to Eastover Mill investments designed to add 60,000 tons of uncoated freesheet and reduce costs.
- North America is projected to incur $85 million in one-time transition costs in 2026, plus an additional $10 million charge in Q1 2026 from International Paper for Riverdale mill energy costs.
- Sylvamo has discontinued providing quarterly Adjusted EBITDA outlook, having previously stopped full-year guidance in 2024, to emphasize long-term value creation. The company projects potential annual free cash flow greater than $300 million and return on invested capital greater than 15% in the future.
Feb 12, 2026, 3:00 PM
Sylvamo Reports Q4 and Full-Year 2025 Results, Discontinues Quarterly Guidance, and Outlines 2026 Transition
SLVM
Earnings
Guidance Update
New Projects/Investments
- Sylvamo reported Q4 2025 Adjusted EBITDA of $125 million with a 14% margin and $38 million in free cash flow, contributing to a full-year 2025 Adjusted EBITDA of $448 million and $44 million in free cash flow.
- The company has discontinued providing quarterly Adjusted EBITDA outlook, emphasizing a focus on long-term value creation and disciplined capital allocation over short-term earnings targets.
- 2026 is anticipated to be a transition year for North America, with an expected $85 million in one-time costs related to the Riverdale supply agreement exit and Eastover investments, plus an additional $10 million charge from International Paper.
- Significant investments at the Eastover Mill, totaling $145 million, are underway to add 60,000 tons of uncoated freesheet and reduce costs, with major work planned for Q4 2026.
- Sylvamo projects the potential to generate annually greater than $300 million of free cash flow and greater than 15% return on invested capital as industry conditions improve and investments materialize.
Feb 12, 2026, 3:00 PM
Sylvamo Announces Q4 and Full Year 2025 Results
SLVM
Earnings
Guidance Update
New Projects/Investments
- For the full year 2025, Sylvamo generated $448 million in Adjusted EBITDA (13% Margin) and $44 million in Free Cash Flow, achieving a 12% Return on Invested Capital. The company maintained a strong financial position with a net debt-to-adjusted EBITDA of 1.6x as of December 31, 2025.
- In Q4 2025, Sylvamo reported Adjusted EBITDA of $125 million (14% Margin), Free Cash Flow of $38 million, and Adjusted Operating Earnings per Share of $1.08.
- The company's 2026 capital spending is projected to peak, including ~$224 million for high-return Eastover Mill projects expected to add >$50 million in annual Adjusted EBITDA. Sylvamo anticipates 2026 to be a transition year for North America sales volume, with an estimated ($20) million adjusted EBITDA impact due to capacity constraints.
- Since its spin-off (4Q21 through 4Q25), Sylvamo has returned $502 million in cash to shareowners, representing 52% of the $964 million in Free Cash Flow generated during this period.
Feb 12, 2026, 3:00 PM
Sylvamo Reports Q4 and Full-Year 2025 Financial Results
SLVM
Earnings
Guidance Update
New Projects/Investments
- Sylvamo reported net income of $33 million and adjusted EBITDA of $125 million for Q4 2025, with full-year 2025 figures at $132 million net income and $448 million adjusted EBITDA.
- In 2025, the company returned $155 million to shareowners through $82 million in share repurchases and $73 million in dividends, while maintaining a net debt-to-adjusted EBITDA of 1.6x.
- Capital spending is projected to peak in 2026 due to $145 million in strategic investments at the Eastover mill, leading to 2025 and 2026 being low points for free cash flow.
- Despite near-term challenges, Sylvamo anticipates generating annually over $300 million in free cash flow and over 15% return on invested capital once investments deliver and market conditions normalize.
Feb 12, 2026, 12:19 PM
Sylvamo Releases Fourth Quarter and Full Year 2025 Earnings
SLVM
Earnings
Guidance Update
New Projects/Investments
- Sylvamo reported full year 2025 net income of $132 million and adjusted EBITDA of $448 million on $3.4 billion in net sales.
- For the full year 2025, the company generated $44 million in free cash flow and achieved a 12% return on invested capital, maintaining a net debt-to-adjusted EBITDA of 1.6x.
- The company returned $155 million to shareowners in 2025, comprising $82 million in share repurchases and $73 million in dividends, and declared a $0.45 dividend for Q1.
- Capital spending is expected to peak in 2026 with $145 million in strategic investments, and 2025 and 2026 are projected as low points for free cash flow before potentially generating over $300 million annually and achieving over 15% return on invested capital.
- Regional conditions show North America and Brazil as positive, while Europe and other Latin American countries are challenged, with Q1 2026 expected to be impacted by lower volumes and higher energy costs.
Feb 12, 2026, 12:00 PM
Sylvamo Adopts Limited-Duration Shareowner Rights Plan
SLVM
Takeover Bid
Convertible Preferred Issuance
Board Change
- Sylvamo's board unanimously adopted a limited-duration shareowner rights plan, effective November 10, 2025, to protect shareowner interests and maximize value.
- This action was taken in response to Atlas Holdings' termination of a 2023 cooperation agreement and the resignation of its affiliated directors. Atlas Holdings has economic exposure to approximately 21.5% of Sylvamo's outstanding common stock.
- The plan issues one right for each share of common stock outstanding as of November 20, 2025, and is triggered if any person or group acquires 15% or more of Sylvamo's outstanding common stock (or 20% for certain passive investors), an increase from the previous 10% trigger.
- If the rights become exercisable, all owners (other than any triggering person or group) will be entitled to acquire shares of common stock at a 50% discount, or Sylvamo may exchange each right for one share of common stock.
- The rights plan has a one-year term, expiring November 9, 2026.
Nov 10, 2025, 9:25 PM
Sylvamo Board Adopts Shareowner Rights Plan
SLVM
Takeover Bid
- Sylvamo’s board of directors unanimously adopted a limited-duration shareowner rights plan, effective immediately, to protect shareowner interests and maximize value.
- This action was taken after Atlas Holdings directed its two affiliated directors to resign, triggering the termination of a 2023 cooperation agreement, which means Atlas will no longer be subject to standstill restrictions after November 13.
- Atlas Holdings has economic exposure to approximately 21.5% of Sylvamo’s outstanding common stock.
- The rights plan is triggered if any person or group acquires beneficial ownership of 15% (or 20% for certain passive investors) or more of Sylvamo’s outstanding common stock.
- The plan has a one-year term, expiring on November 9, 2026.
Nov 10, 2025, 9:15 PM
Sylvamo Reports Q3 2025 Results, Provides Q4 Guidance, and Announces Leadership Transition
SLVM
Earnings
Share Buyback
CEO Change
- Sylvamo reported Q3 2025 adjusted EBITDA of $151 million with an 18% margin, $33 million in free cash flow, and $1.44 adjusted operating earnings per share.
- The company returned $60 million to shareholders in Q3 2025 through $18 million in dividends and $42 million in share repurchases, and approved a new $150 million share repurchase authorization.
- For Q4 2025, Sylvamo expects adjusted EBITDA to be between $115 million and $130 million.
- Sylvamo announced a leadership transition, with John Sims becoming CEO on January 1, 2026, following Jean-Michel Ribiéras's retirement. Additionally, Carl Myers and Mark Wilde resigned from the board effective November 5th.
- The company plans to build approximately 60,000 tons of inventory to bridge the supply gap until the 60,000 tons of incremental capacity from Eastover investments ramp up in Q4 2026, with the estimated impact of the Riverdale supply agreement ending on 2026 EBITDA remaining at about $30 million.
Nov 7, 2025, 3:00 PM
Sylvamo Announces Q3 2025 Results and 4Q25 Outlook
SLVM
Earnings
Guidance Update
Board Change
- Sylvamo reported Q3 2025 Adjusted EBITDA of $151 million with an 18% margin, Free Cash Flow of $33 million, and Adjusted Operating Earnings per Share of $1.44.
- The company provided a 4Q25 Adjusted EBITDA outlook of $115 - $130 million and returned $60 million to shareowners during Q3 2025.
- Karl Meyers and Mark Wilde resigned from the Board on November 5, at the direction of Atlas Holdings, which will terminate the restrictions of a Cooperation Agreement.
- The Riverdale mill supply agreement has been extended until May 2026, with an expected supply of ~260,000 tons in 2025 and ~100,000 tons in 2026.
Nov 7, 2025, 3:00 PM
Quarterly earnings call transcripts for Sylvamo.
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