Sylvamo Q2 sales miss on maintenance outages in Latin America, Europe

Sylvamo

07/08/2026 12:13

Overview
Global paper maker's Q2 sales declined and missed analyst expectations
Adjusted EBITDA for Q2 missed analyst expectations
Company cited planned maintenance outages and higher input costs as factors impacting results

Outlook
Sylvamo expects stronger earnings performance in the second half of the yr
Company expects seasonally higher demand in Latin America through the second half
Sylvamo expects continued realization of price increases through the third qtr

Result Drivers
PRICE INCREASES - Co said realization of uncoated freesheet price increases across all regions contributed to improved sales price and mix
MAINTENANCE OUTAGES - Planned maintenance outages negatively impacted operating profits, especially in Latin America and Europe
INPUT COSTS - Higher input costs offset some gains from price increases, particularly in Latin America

Company press release: ID:nBw3bkblDa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$806 mln
$814.26 mln (4 Analysts)
Q2 Net Loss
 
$11 mln
 
Q2 Adjusted EBITDA
Miss
$60 mln
$73.82 mln (4 Analysts)
Q2 Free Cash Flow
 
-$23 mln
 
Q2 Segment Operating Profit
 
$14 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 Sylvamo Corp is $50.00, about 32.3% above its August 6 closing price of $37.78
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 11 three months ago

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Aug 6 - Finland's Metsa Board Q2 revenue falls

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.)