Sylvamo Reports Q4 Revenue of $890M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
0mins
Should l Buy SLVM?
Reports Q4 revenue $890M, consensus $858.76M. The company said, "As Sylvamo's CEO, my vision is that Sylvamo will be legendary for the way we relentlessly pursue and achieve world-class excellence in all that we do. This will create substantial and lasting value for our employees, customers and shareowners and will enable us to be the employer, supplier and investment of choice. I am committed to allocating capital wisely to create long-term value, communicating transparently, upholding our values and driving smart, data-driven decisions while operating safely with a focus on our customers and cost. We seek high-quality, long-term shareowners who share our vision of disciplined capital allocation and sustainable value-creation. In 2025, we operated in a challenging environment, but our strategy did not change. We continued to deploy capital with discipline and take actions to strengthen Sylvamo's competitive position as we invest in our lowest-cost, most advantaged assets. At the same time, we maintained a strong balance sheet and returned cash to shareowners."
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Analyst Views on SLVM
Wall Street analysts forecast SLVM stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 43.540
Low
53.00
Averages
61.67
High
75.00
Current: 43.540
Low
53.00
Averages
61.67
High
75.00
About SLVM
Sylvamo Corporation is a paper company, which produces uncoated freesheet (UFS) for paper products such as cutsize and offset paper, as well as market pulp. The Company's segments include Europe, Latin America and North America. Europe segment produces a broad portfolio of uncoated freesheet papers for numerous uses and applications, and market pulp. The Company operates two integrated mills in the region, one in Saillat, France and one in Nymolla, Sweden. Its Saillat mill produces both paper and market pulp. Latin America segment is focused on uncoated freesheet paper and market pulp, supported by the management of approximately 250,000 acres of certified eucalyptus forestlands in Brazil. North America segment’s paper business manufactures uncoated freesheet papers at its mills in Eastover, South Carolina and Ticonderoga, New York. North America segment’s papers business comprises three product lines: Imaging Papers, Commercial Printing Papers and Converting Papers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sylvamo Declares $0.45 Quarterly Dividend, Consistent with Previous Payouts
- Dividend Declaration: Sylvamo has declared a quarterly dividend of $0.45 per share, consistent with previous payouts, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of this dividend stands at 3.7%, providing a relatively attractive return for investors, potentially drawing more attention from those seeking stable income.
- Payment Schedule: The dividend is payable on April 28, with a record date of April 7 and an ex-dividend date also on April 7, ensuring shareholders receive their earnings promptly, which may strengthen their holding intentions.
- Cash Flow Potential: Sylvamo outlines a potential for over $300 million in free cash flow by 2026, driven by investments in Eastover, which will support future dividend payments and company growth prospects.
See More
Sylvamo Corporation Q4 2025 Earnings Call Insights
- Financial Performance Overview: Sylvamo reported adjusted EBITDA of $125 million in Q4 2025, down from $151 million in the previous quarter, primarily due to an unfavorable price and mix impact of $21 million, indicating increasing market pressures.
- Strategic Transformation Plans: CEO John Sims emphasized that the company will discontinue quarterly adjusted EBITDA guidance to attract long-term investors and focus on long-term value creation, reflecting the company's confidence and commitment to future growth.
- Capital Expenditure Outlook: Capital spending for 2026 is projected at $245 million, mainly for the Eastover mill investment, with management anticipating $85 million in one-time costs in 2026, indicating financial pressures during the transition period.
- Market Challenges and Responses: Management noted ongoing margin compression and high wood costs in the European market, although a decline in wood costs is expected; however, the company must still navigate a $95 million negative EBITDA impact in North America during the transition.
See More
Sylvamo (SLVM) Q4 2025 Earnings Call Transcript
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Sylvamo Q4 Earnings Exceed Expectations
- Earnings Beat: Sylvamo reported a Q4 non-GAAP EPS of $1.08, exceeding expectations by $0.02, indicating stable profitability and enhanced market confidence.
- Revenue Performance: Despite an 8.2% year-over-year decline in revenue to $890 million, the figure surpassed analyst expectations by $31.24 million, demonstrating the company's resilience in challenging market conditions.
- Net Income and EBITDA: The company generated a net income of $33 million in Q4, with adjusted EBITDA reaching $125 million, reflecting a 14% margin, showcasing successful cost control and operational efficiency.
- Cash Flow Position: Operating cash flow was $94 million, with free cash flow at $38 million, indicating robust cash management that supports future investments and shareholder returns.
See More
Sylvamo to Announce Q4 Earnings on February 12
- Earnings Announcement: Sylvamo (SLVM) is set to announce its Q4 earnings on February 12 before market open, with a consensus EPS estimate of $1.06, reflecting a significant year-over-year decline of 45.9%, indicating substantial pressure on profitability.
- Revenue Decline: The expected revenue for Q4 is $858.76 million, down 11.5% year-over-year, which highlights weak market demand and industry challenges that could pose risks to the company's future growth.
- Historical Performance: Over the past two years, Sylvamo has beaten EPS estimates 63% of the time and revenue estimates 75% of the time, although recent downward revisions of 3 for both EPS and revenue suggest a weakening market confidence.
- Leadership Changes: The newly appointed CEO of Sylvamo has been added to the board, indicating a strategic shift in leadership aimed at addressing current market challenges and driving future business development.
See More
Packaging & Containers Sector Declines 1.5% on Friday
- Market Weakness: The packaging and containers sector experienced a decline of approximately 1.5% on Friday, indicating a weak trend that may affect investor confidence in the industry.
- Stock Underperformance: Eightco Holdings fell by about 2.6%, while Ranpak Holdings dropped approximately 2.3%, making them the primary contributors to the sector's decline, reflecting market concerns about their future performance.
- Uncertain Industry Outlook: Given the overall market sentiment, investors may reassess their investment strategies in the packaging and containers sector, potentially impacting future capital inflows.
- Investor Vigilance: As market volatility increases, investors should closely monitor fundamental changes within the industry to timely adjust their portfolios and mitigate potential risks.
See More
Sylvamo Declares $0.45 Quarterly Dividend, Consistent with Previous Payouts
- Dividend Declaration: Sylvamo has declared a quarterly dividend of $0.45 per share, consistent with previous payouts, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of this dividend stands at 3.7%, providing a relatively attractive return for investors, potentially drawing more attention from those seeking stable income.
- Payment Schedule: The dividend is payable on April 28, with a record date of April 7 and an ex-dividend date also on April 7, ensuring shareholders receive their earnings promptly, which may strengthen their holding intentions.
- Cash Flow Potential: Sylvamo outlines a potential for over $300 million in free cash flow by 2026, driven by investments in Eastover, which will support future dividend payments and company growth prospects.
See More
Sylvamo Corporation Q4 2025 Earnings Call Insights
- Financial Performance Overview: Sylvamo reported adjusted EBITDA of $125 million in Q4 2025, down from $151 million in the previous quarter, primarily due to an unfavorable price and mix impact of $21 million, indicating increasing market pressures.
- Strategic Transformation Plans: CEO John Sims emphasized that the company will discontinue quarterly adjusted EBITDA guidance to attract long-term investors and focus on long-term value creation, reflecting the company's confidence and commitment to future growth.
- Capital Expenditure Outlook: Capital spending for 2026 is projected at $245 million, mainly for the Eastover mill investment, with management anticipating $85 million in one-time costs in 2026, indicating financial pressures during the transition period.
- Market Challenges and Responses: Management noted ongoing margin compression and high wood costs in the European market, although a decline in wood costs is expected; however, the company must still navigate a $95 million negative EBITDA impact in North America during the transition.
See More
Sylvamo (SLVM) Q4 2025 Earnings Call Transcript
See More
Sylvamo Q4 Earnings Exceed Expectations
- Earnings Beat: Sylvamo reported a Q4 non-GAAP EPS of $1.08, exceeding expectations by $0.02, indicating stable profitability and enhanced market confidence.
- Revenue Performance: Despite an 8.2% year-over-year decline in revenue to $890 million, the figure surpassed analyst expectations by $31.24 million, demonstrating the company's resilience in challenging market conditions.
- Net Income and EBITDA: The company generated a net income of $33 million in Q4, with adjusted EBITDA reaching $125 million, reflecting a 14% margin, showcasing successful cost control and operational efficiency.
- Cash Flow Position: Operating cash flow was $94 million, with free cash flow at $38 million, indicating robust cash management that supports future investments and shareholder returns.
See More
Sylvamo to Announce Q4 Earnings on February 12
- Earnings Announcement: Sylvamo (SLVM) is set to announce its Q4 earnings on February 12 before market open, with a consensus EPS estimate of $1.06, reflecting a significant year-over-year decline of 45.9%, indicating substantial pressure on profitability.
- Revenue Decline: The expected revenue for Q4 is $858.76 million, down 11.5% year-over-year, which highlights weak market demand and industry challenges that could pose risks to the company's future growth.
- Historical Performance: Over the past two years, Sylvamo has beaten EPS estimates 63% of the time and revenue estimates 75% of the time, although recent downward revisions of 3 for both EPS and revenue suggest a weakening market confidence.
- Leadership Changes: The newly appointed CEO of Sylvamo has been added to the board, indicating a strategic shift in leadership aimed at addressing current market challenges and driving future business development.
See More
Packaging & Containers Sector Declines 1.5% on Friday
- Market Weakness: The packaging and containers sector experienced a decline of approximately 1.5% on Friday, indicating a weak trend that may affect investor confidence in the industry.
- Stock Underperformance: Eightco Holdings fell by about 2.6%, while Ranpak Holdings dropped approximately 2.3%, making them the primary contributors to the sector's decline, reflecting market concerns about their future performance.
- Uncertain Industry Outlook: Given the overall market sentiment, investors may reassess their investment strategies in the packaging and containers sector, potentially impacting future capital inflows.
- Investor Vigilance: As market volatility increases, investors should closely monitor fundamental changes within the industry to timely adjust their portfolios and mitigate potential risks.
See More
