Earnings summaries and quarterly performance for Sylvamo.
Executive leadership at Sylvamo.
Jean-Michel Ribiéras
Detailed
Chairman and Chief Executive Officer
CEO
Don Devlin
Detailed
Senior Vice President and Chief Financial Officer
John Sims
Detailed
Senior Vice President and Chief Operating Officer
Marcia Vargas
Detailed
Senior Vice President and Chief People Officer
Matthew Barron
Detailed
Senior Vice President, Chief Administrative and Legal Officer, and Corporate Secretary
Oliver Taudien
Detailed
Senior Vice President and General Manager, Europe
Patrick Wilczynski
Detailed
Senior Vice President, Operational Excellence
Rodrigo Davoli
Detailed
Senior Vice President and General Manager, North America
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
5 questions for SLVM
Also covers: BCPC, GEF, HFFG +5 more
George Staphos
Bank of America
5 questions for SLVM
Also covers: AMBP, AMCR, ATR +18 more
Matthew McKellar
RBC Capital Markets
4 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 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
Sylvamo Reports Q3 2025 Earnings and Provides Q4 Outlook
SLVM
Earnings
Guidance Update
Share Buyback
Dividends
- Sylvamo reported net income of $57 million ($1.41 per diluted share) and adjusted operating earnings of $58 million ($1.44 per diluted share) for the third quarter of 2025.
- The company achieved 7% sales volume growth quarter-over-quarter and generated $33 million in free cash flow during Q3 2025.
- Sylvamo returned $60 million to shareowners in Q3 2025, consisting of $42 million in share repurchases and $18 million in dividends, and authorized a new $150 million share repurchase program in September.
- For the fourth quarter of 2025, the company anticipates Adjusted EBITDA to be between $115 million and $130 million.
Nov 7, 2025, 12:21 PM
Sylvamo Announces Dividend and New Share Repurchase Program
SLVM
Dividends
Share Buyback
- Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of October 1, 2025, to December 31, 2025, payable on October 17, 2025.
- The board authorized a new $150 million share repurchase program, marking the third such program approved since 2022.
- The company recently exhausted its prior $150 million share repurchase program, having repurchased $82 million in shares so far this year.
Sep 15, 2025, 12:00 PM
Quarterly earnings call transcripts for Sylvamo.
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