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Canfor Pulp Products (CFX) investor relations material
Canfor Pulp Products Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Announced closures of facilities in South Carolina and British Columbia, removing over 2 billion board feet to align production with demand and improve resilience against market headwinds.
Pending acquisition of three high-quality sawmills in central Sweden to enhance global market access and reduce reliance on the US.
Q2 2025 saw a reported shareholder net loss of $202.8 million ($1.71/share), significantly higher than Q1 2025's $31.0 million loss, driven by non-operating items and asset impairments.
Adjusted net loss for Q2 2025 was $67.0 million ($0.56/share), reflecting exclusion of significant non-operating items.
Balance sheet remains strong, supporting strategic growth and ongoing capital investments.
Financial highlights
Lumber business generated adjusted EBITDA of $62M in Q2, $1M higher than prior quarter; excluding restructuring charges, EBITDA was $68M, up $8M from Q1.
Sales decreased to $1,379.4 million in Q2 2025 from $1,417.5 million in Q1 2025.
Pulp business generated adjusted EBITDA of $6M in Q2, down $15M from prior quarter due to lower sales realizations and higher manufacturing costs.
Consolidated capital expenditures were $51M in Q2, with $5M for Canfor Pulp.
Amortization expense was $102.4 million, slightly up from $101.1 million in Q1 2025.
Outlook and guidance
Anticipates weak market fundamentals for pulp to persist through Q3, with full impact of price declines in China expected in next quarter.
Projected significantly lower capital spending starting this year, with $240M in lumber business and $45M in Canfor Pulp for 2025.
Scheduled maintenance outage in Q3 2025 at Intercontinental NBSK pulp mill and paper machine to reduce production by 2,000 tonnes each.
Mitigation strategies in place for potential tariffs on US shipments.
Forward-looking statements highlight significant risks and uncertainties, with actual results potentially differing materially from projections.
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