Overview
Paper company's Q4 revenue beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Adjusted EBITDA for Q4 beat analyst expectations
Outlook
Sylvamo expects paper price increases in North America to begin realization in Q2
Company anticipates lower volumes and higher energy costs in Q1
Sylvamo plans $145 mln strategic investments at Eastover mill in 2026
Result Drivers
EUROPEAN CHALLENGES - Sylvamo faced higher losses in Europe due to lower prices and higher operating costs, despite increased volumes
LATIN AMERICA VOLUMES - Higher volumes in Latin America offset lower prices and higher costs in export regions
NORTH AMERICA MAINTENANCE - Planned maintenance and lower mix impacted North American earnings despite higher volumes
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $890 mln | $858.76 mln (3 Analysts) |
Q4 Adjusted EPS | Beat | $1.08 | $1.07 (3 Analysts) |
Q4 EPS | $0.83 | ||
Q4 Net Income | $33 mln | ||
Q4 Adjusted EBITDA | Beat | $125 mln | $121.09 mln (3 Analysts) |
Q4 Free Cash Flow | $38 mln | ||
Q4 Segment Operating Profit | $79 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the paper products peer group is "buy"
Wall Street's median 12-month price target for Sylvamo Corp is $57.00, about 9.5% above its February 11 closing price of $52.06
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 7 three months ago
Press Release: ID:nBw9VRmyVa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)