Sylvamo Q4 revenue beats on higher LatAm volumes

Sylvamo

12/02/2026 12:10

Overview

Paper company's Q4 revenue beat analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Sylvamo expects paper price increases in North America to begin realization in Q2

Company anticipates lower volumes and higher energy costs in Q1

Sylvamo plans $145 mln strategic investments at Eastover mill in 2026

Result Drivers

EUROPEAN CHALLENGES - Sylvamo faced higher losses in Europe due to lower prices and higher operating costs, despite increased volumes

LATIN AMERICA VOLUMES - Higher volumes in Latin America offset lower prices and higher costs in export regions

NORTH AMERICA MAINTENANCE - Planned maintenance and lower mix impacted North American earnings despite higher volumes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$890 mln
$858.76 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$1.08
$1.07 (3 Analysts)
Q4 EPS
$0.83
Q4 Net Income
$33 mln
Q4 Adjusted EBITDA
Beat
$125 mln
$121.09 mln (3 Analysts)
Q4 Free Cash Flow
$38 mln
Q4 Segment Operating Profit
$79 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "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 $57.00, about 9.5% above its February 11 closing price of $52.06

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nBw9VRmyVa

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(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.)