Canada's Canfor Pulp Products Q4 revenue misses estimates

Canfor Pulp Products

05/03/2026 23:11

Overview

Canada pulp supplier's Q4 revenue missed analyst expectations

Operating loss of C$85.6 mln due to weak pulp markets and fibre access issues

Outlook

Global softwood kraft pulp market conditions expected to remain weak into 2026

Maintenance outage at Intercontinental NBSK pulp mill in Q2 2026 to reduce production by 20,000 tonnes

Result Drivers

WEAK PULP MARKETS - Ongoing global economic uncertainty and high inventory levels led to flat softwood pulp markets, impacting results

PRODUCTION DECLINE - Scheduled maintenance and operational delays at Northwood mill reduced pulp production by 4%

ASSET WRITE-DOWN - Co recognized a C$106.5 mln asset write-down and impairment charge due to market conditions and fibre access issues

Company press release: ID:nGNX7cXwxS

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
C$140.2 mln
C$150.40 mln (3 Analysts)
Q4 Net Income
-C$133.6 mln
Q4 Basic EPS
-C$2.05
Q4 Operating Income
-C$85.6 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "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 Canfor Pulp Products Inc is C$0.58, about 6.5% above its March 5 closing price of C$0.54

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)