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as of 11-13-2026 3:35pm EST

$38.64
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Sylvamo Corp is an uncoated papers company with a broad portfolio of top-tier brands and low-cost, large-scale paper mills. It produces uncoated freesheet (UFS) for paper products such as cut size and offset paper, as well as market pulp. The company offers Copy and Printer papers, Commercial Printing papers, Converting papers, and Specialty papers. It operates in three geographical segments: Europe, Latin America, and North America. Key revenue is generated from North America.

Founded: 1898 Country:
United States
United States
Employees: N/A City: MEMPHIS
Market Cap: 1.3B IPO Year: 2021
Target Price: $46.00 AVG Volume (30 days): 338.4K
Analyst Decision: Buy Number of Analysts: 3
Dividend Yield:
4.67%
Dividend Payout Frequency: quarterly
EPS: -5.33 EPS Growth: -54.87
52 Week Low/High: $30.40 - $56.80 Next Earning Date: 11-06-2026
Revenue: $3,351,000,000 Revenue Growth: -11.18%
Revenue Growth (this year): -23.42% Revenue Growth (next year): -1.21%
P/E Ratio: -7.25 Index:
Free Cash Flow: 119.0M FCF Growth: N/A

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q3

Q3 2026 Earnings

8-K BUY

Nov 6, 2026 · 100% conf.

AI Prediction BUY

1D

+4.32%

$35.05

Act: -4.55%

5D

+6.58%

$35.81

20D

+8.61%

$36.49

Price: $33.60 Prob +5D: 100% AUC: 1.000
0001856485-26-000041

EX-99.1

2 sylvamoex9912026thirdquart.htm

EX-99.1

Document

Exhibit 99.1

NEWS RELEASE

Sylvamo Releases Third Quarter Earnings

MEMPHIS, Tenn. – Nov. 6, 2026 – Sylvamo (NYSE: SLVM), the world’s paper company, is releasing third quarter earnings. The company will host an audio webcast at 10 a.m. EST at investors.sylvamo.com.

Management Summary from Chief Executive Officer John Sims

As we announced earlier this morning, we entered into a put option agreement with Midas Atlantic Partners, in partnership with The Najafi Companies, for a binding offer to acquire our Europe business, including our uncoated freesheet paper mills in Saillat, France, and Nymolla, Sweden, as well as our forestry and supporting business operations.

We believe this potential transaction represents an important strategic step for our Europe business and Sylvamo. In Europe, it would create the opportunity to move forward with an owner experienced in corporate carve-outs and positioning businesses for long-term success. After the proposed transaction, Sylvamo would be a more focused company, with greater ability to invest in our business, strengthen our performance and pursue world-class excellence. We believe that focus will make us a stronger company and better position us to create sustainable value for our employees, customers and investors.

Our long-term strategy and investment thesis is unchanged: we are focusing on uncoated freesheet, investing to strengthen our competitive advantages and leveraging our strengths to generate high returns on invested capital.

Our Europe business is now reported as discontinued operations. Unless otherwise noted, all results and comparisons are for continuing operations excluding Europe. Prior periods have been recast.

-Financial Highlights – Third Quarter

•Net sales from continuing operations were $645 million. Net sales of our European operations, which are reported in discontinued operations, were $178 million in the third quarter of 2026.

•Net income from continuing operations of $85 million ($2.13 per diluted share), a 13% margin, while our discontinued operations reported a $284 million loss, primarily driven by a noncash impairment charge

•Adjusted operating earnings* of $53 million ($1.33 per diluted share) from continuing operations

•Adjusted EBITDA* of $128 million, a 20% margin, from continuing operations

•Cash provided by operating activities from continuing operations of $70 million and free cash flow* of $16 million

•Continuing operations include approximately $6 million to $7 million per quarter of corporate costs previously allocated to our European operations

•We declared a dividend of $0.45 per share, which we paid Oct. 16

-Commercial and Operational Highlights from Continuing Operations – Third Quarter vs. Second Quarter

•Price and mix improved by $25 million, primarily from previously communicated paper price increases

•Volume was relatively flat

•Operations and other costs were favorable by $6 million from improved operational performance

•Planned maintenance outage costs were $38 million lower, as expected

•Input and transportation costs were unfavorable by $6 million, primarily due to higher transportation costs

*See “Non-GAAP Financial Measures” for definitions of non-GAAP financial measures. Reconciliations are included in the financial schedules below.

1

-Eastover Strategic Investments

Our teams continue to make good progress on our high-return strategic investments at our Eastover mill.

•The paper machine optimization project is underway. The project, which remains on schedule and within budget, will add an additional 60,000 short tons of uncoated freesheet capacity annually.

•We made a strategic decision to keep our three existing cutsize sheeters operational and add a new state-of-the-art sheeter rather than replacing one. The new sheeter will add approximately 200,000 short tons of cutsize converting capacity, with startup expected early in the third quarter of 2027.

•In addition, the woodyard softwood line and the warehouse expansion at our sheeting plant remain on track to start up in the first quarter of 2027

-Regional Business Conditions

•In Latin America, demand is seasonally stronger in the second half of the year. In September, Colombia canceled its antidumping duties on uncoated freesheet imports from Brazil, which restores access to a market we previously served.

•In North America, the industry supply and demand balance remains healthy and our paper price increases are mostly implemented with our customers

•Imports in both regions continue to increase year over year

•Supply chain pressures are driving higher input and transportation costs. Lower supply availability and higher fuel costs affected ocean transportation, while elevated diesel prices and reduced driver availability increased trucking costs in the U.S. Input costs, including chemicals, energy and fiber, continue to be impacted by persistently high oil prices.

-Looking

2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 7, 2026 · 100% conf.

AI Prediction BUY

1D

+4.32%

$42.84

Act: -1.87%

5D

+6.59%

$43.78

Act: -6.53%

20D

+8.61%

$44.61

Price: $41.07 Prob +5D: 100% AUC: 1.000
0001856485-26-000031

EX-99.1

2 sylvamoex9912026secondquar.htm

EX-99.1

Document

Exhibit 99.1

NEWS RELEASE

Sylvamo Releases Second Quarter Earnings

MEMPHIS, Tenn. – Aug. 7, 2026 – Sylvamo (NYSE: SLVM), the world’s paper company, is releasing second quarter earnings. The company will host an audio webcast at 10 a.m. EDT at investors.sylvamo.com.

Management Summary from Chief Executive Officer John Sims

Our second quarter highlights include implementing uncoated freesheet price increases with our customers across all regions. We’re advancing our lean transformation journey to embed continuous improvement into how we run the business, so performance improvement becomes employee-driven, systematic and self-sustaining. Our teams also continue to make good progress on our high-return strategic investments at our Eastover, South Carolina, mill.

2026 is a transition year as we adjust our North America footprint while working through the termination of the Riverdale supply agreement with International Paper (NYSE: IP), changing tariffs and the extended outage to complete our strategic investments at our Eastover mill. Our commercial and supply chain teams have done an outstanding job to ensure our customers are well served.

Our strategic investments at Eastover continue to progress:

•The woodyard modernization project is going well, with the hardwood line yielding improved reliability and chip quality since its startup in May. The softwood operation remains on schedule for the first quarter of 2027.

•The paper machine optimization project remains on schedule, on budget and is expected to be completed during a planned maintenance outage in the fourth quarter, which will add an additional 60,000 short tons of uncoated freesheet capacity annually.

•The new cutsize sheeter passed equipment acceptance testing in June, arrived in the U.S. a few weeks ago and teams are preparing for installation.

•We are expanding warehouse capacity at our existing sheeting plant through a sale-leaseback transaction with a third party. The project will reduce supply chain costs, improve service to our customers and provide additional flexibility. We expect this project to be completed in the first quarter of 2027.

In the second quarter, Sylvamo generated a net loss of $11 million and adjusted EBITDA* of $60 million. Cash from continuing operations was $38 million, and free cash flow* was negative $23 million. In the last few years, we generated most of our free cash flow in the second half, and we expect to do so again this year.

Overall, we expect a much better earnings performance for the last six months of the year as price and mix, volume and operations should be better compared to the first half.

Our board of directors declared a $0.45 dividend for the third quarter, which we paid July 28.

-Regional Business Conditions

•In Europe, pulp prices improved throughout the first half of the year and seem stable. We continue to realize previously communicated price increases and announced another price increase effective in mid-June, which we expect to realize through the third quarter.

*See “Non-GAAP Financial Measures” for definitions of non-GAAP financial measures. Reconciliations are included in the financial schedules below.

1

Exhibit 99.1

•In Latin America, we expect seasonally higher demand through the second half of the year, positively impacting volume and geographic mix. We continue to realize previously communicated price increases to export customers across other Latin American countries as well as customers in the Middle East and Africa. Realization of these increases should continue through the third quarter.

•In North America, industry supply and demand dynamics improved as roughly 7% of the annual uncoated freesheet industry supply was removed with the Riverdale paper machine conversion. In the second quarter, we saw imports into North America increase compared to the previous quarter, a reaction to the 10% global tariff window. We also continue to realize previously communicated paper price increases and expect to see additional realization through the third quarter.

We expect the Middle East conflict to continue pressuring energy, chemical and transportation costs across our regions as we go through the year.

-Looking Ahead

We continue to execute in the six areas I outlined in my letter to shareowners earlier this year that define how Sylvamo will be legendary for the way we relentlessly pursue and achieve world-class excellence. These areas are safety and well-being, employee engagement, customer centricity, operational excellence, cost leadership and sustainability, all of which support our long-term value creation strategy for shareowners.

We will make disciplined, data-driven decisions that position us for sustainable success and strengthen Sylvamo for decades to come. As industry conditions turn, our capital spending normalizes and the benefits from our investments begin to materialize, we have the potential to gene

2026
Q1

Q1 2026 Earnings

8-K SELL

May 8, 2026 · 100% conf.

AI Prediction SELL

1D

-3.06%

$39.72

Act: +0.49%

5D

-4.58%

$39.09

Act: -8.20%

20D

-5.70%

$38.63

Price: $40.97 Prob +5D: 0% AUC: 1.000
0001856485-26-000014

EX-99.1

2 sylvamoex9912026firstquart.htm

EX-99.1

Document

Exhibit 99.1

NEWS RELEASE

Sylvamo Releases First Quarter Earnings

MEMPHIS, Tenn. – May 8, 2026 – Sylvamo (NYSE: SLVM), the world’s paper company, is releasing first quarter earnings. The company will host an audio webcast at 10 a.m. EDT at investors.sylvamo.com.

Management Summary from Chief Executive Officer John Sims

2026 continues to be a transition year as we work through some short-term capacity constraints due to the termination of the Riverdale supply agreement at the end of April and an upcoming extended outage at our Eastover, South Carolina, mill as we execute our strategic investments.

Our high-return strategic investments at Eastover are on track. The paper machine optimization project is scheduled for completion during a planned maintenance outage in the fourth quarter. The new cutsize sheeter is also on schedule and will be installed in the third quarter, ramping up in the fourth quarter. The hardwood line of the woodyard modernization project is running and already showing improved chip quality, and we expect to see improved yield moving forward. The softwood operation is expected to start up in the first quarter of 2027.

To serve our most valuable customers in the U.S. during this transition, we started importing from our mills in Europe, converting product using third-party vendors and building inventory. This resulted in lower sales volume and incremental costs in the first quarter. Changes in U.S. global tariff rates in late February prompted us to revise our plans and begin bringing product in from our operations in Brazil while ramping down imports from our Europe operations. We expect this to benefit Sylvamo by reducing the 2026 North America footprint transition costs by approximately $20 million at current tariff rates.

The first quarter played out largely as we anticipated with the exception of some reliability issues in Europe and Latin America. The root causes have mostly been corrected or will be during the upcoming annual outages. In the first quarter, we began implementing previously communicated uncoated freesheet paper price increases to customers across all our regions. We started to see the benefits of these increases in the first quarter in North America and Latin America and will continue to see realization of these increases across all regions into the second quarter.

Sylvamo generated a net loss of $3 million and adjusted EBITDA* of $29 million, representing a 4% margin. Cash used for operating activities was $10 million, and free cash flow* was negative $59 million.

As anticipated, free cash flow was lower than the fourth quarter, due to lower earnings, unfavorable impacts of our inventory build, the timing of payments and the payment of annual incentive compensation in the first quarter. These were partially offset by favorable cash collections related to Latin America’s seasonally higher fourth quarter sales.

Our free cash flow is heavily weighted to the second half of the year. In the last few years, we generated the vast majority of our free cash flow in the second half, and we expect to do so again this year.

-Capital Allocation

Our board of directors declared a $0.45 dividend for the second quarter, which we paid April 28.

We refinanced debt due in 2027 to extend our maturity profile, which allows us to navigate the current uncertain environment without changing our long-term approach to capital allocation.

Our capital allocation philosophy has not changed. We will deploy every dollar with the goal of improving our competitive position and delivering the best possible shareowner returns over time. We plan to maintain a strong financial position, reinvest in our business and return cash to shareowners.

*See “Non-GAAP Financial Measures” for definitions of non-GAAP financial measures. Reconciliations are included in the financial schedules below.

1

Exhibit 99.1

-Regional Business Conditions

•In Europe, industry supply and demand remain challenging. Pulp prices improved throughout the first quarter, and we are realizing previously communicated paper price increases in April. We have communicated a second paper price increase effective in May and expect the realization to occur through the second and third quarters.

•In Latin America, we moved from the seasonally strongest demand in the fourth quarter to the seasonally weakest in the first quarter, but now expect demand to increase each quarter this year. We are realizing the previously communicated paper price increases to our customers in Brazil, export customers across other Latin American countries as well as customers in the Middle East and Africa. We have communicated a second paper price increase effective in April to our customers across other Latin American countries as well as customers in the Middle East and Africa. We should continue to see additional realization in these regions through the second quarter.

•In North America

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