SLVM Earnings Prediction
The chart below shows how SLVM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SLVM sees a -1.82% change in stock price 10 days leading up to the earnings, and a +3.48% change 10 days following the report. On the earnings day itself, the stock moves by +2.27%. This data can give you a slight idea of what to expect for the next quarter's release.
SLVM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
965.00M
7.58%
3.43%
Gross Margin
23.42%
5.54%
3.08%
Operating Margin
15.44%
4.89%
18.04%
Net Margin
9.84%
52.09%
10.56%
EPS
2.27
65.69%
14.65%
No Data Available
SLVM Earnings Analysis
Sylvamo Corporation Corporation (SLVM.N) Earnings Conference Call
Positive
Strong Third Quarter Performance: We had a really strong third quarter.
Strong Operational Performance: Our teams executed very well, delivering strong commercial and operational performance.
Adjusted EBITDA Performance: We earned adjusted EBITDA of $193 million with a margin of 20%.
Free Cash Flow and Earnings: Free cash flow generation was $119 million, and we generated adjusted operating earnings of $2.44 per share.
Savings Goal Exceedance: We are on target to exceed our $110 million year-end run rate savings goal by up to $10 million.
Negative
EBITDA Decline Analysis: Operating Highlights: The company reported a decline in adjusted EBITDA to $193 million, down from the previous quarter's outlook of $170 million to $185 million, indicating a significant drop in profitability.
Price and Mix Impact: Operating Data: The company faced an unfavorable price and mix impact of $4 million driven by North America, which negatively affected revenue.
European Demand Decline: Customer Growth: The company anticipates a decline in European demand by 2% next year, which could impact overall sales performance.
Cost Increase Analysis: Cost Management: Input and transportation costs increased by $4 million due to negative fiber costs in Latin America, which were not offset by positive energy and transportation in North America.
Increased Operating Expenses: Negative Corporate Actions: The planned maintenance outages cost decreased by $28 million, but the company still faced increased operating expenses due to colder temperatures in the northern hemisphere.
SLVM FAQs
How does SLVM typically perform around its earnings report dates?
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SLVM Earning Call Sentiment
Sylvamo Corporation (SLVM) Q3 2024 Earnings Call Transcript
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SLVM.N
-1.85%Positive
The earnings call summary presents a mixed outlook. While the company reported strong financial performance with increased EBITDA and free cash flow, there are significant concerns including the negative impact from the Georgetown mill closure and unfavorable price and mix effects. The Q&A section did not alleviate these concerns, as management was vague about future pricing impacts. Although a 40% cash flow return to shareholders and a dividend increase are positive, the market cap suggests a moderate reaction to these factors, resulting in a neutral prediction.
