Sylvamo Q2 revenue misses estimates, forecasts stronger H2

Sylvamo

08/08/2025 12:10

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Overview

Sylvamo Q2 revenue falls 15% yr/yr to $794 mln, missing analysts' expectations

Adjusted EBITDA of $82 mln missed analyst estimates

Company expects stronger performance in H2 due to reduced maintenance outages

Outlook

Sylvamo expects Q3 adjusted EBITDA of $145 mln to $165 mln

Company projects Q3 volume to improve by $15 mln to $20 mln

Price and mix expected to decrease by $15 mln to $20 mln in Q3

Planned maintenance expenses to decrease by $66 mln in Q3

Result Drivers

MAINTENANCE OUTAGES - Q2 faced the heaviest maintenance outages in over five years, increasing expenses by $39 mln

FOREIGN EXCHANGE IMPACT - Unfavorable foreign exchange impact of $13 mln affected results

PRICE AND MIX - Favorable price and mix contributed $12 mln, driven by North America and Latin America

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$794 mln
$828.10 mln (3 Analysts)
Q2 EPS
$0.37
Q2 Net Income
$15 mln
Q2 Adjusted EBITDA
Miss
$82 mln
$87.70 mln (3 Analysts)
Q2 Free Cash Flow
-$2 mln
Q2 Segment Operating Profit
$30 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 1 "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 $64.00, about 25.2% above its August 7 closing price of $47.84

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nBw4ZQqLJa

(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.)