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.
Q2 2025 earnings summary1 Aug, 2025

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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Frequently asked questions

Canfor Pulp Products Inc. is a Canada-based manufacturer of pulp and paper products. The company produces premium quality northern bleached softwood kraft (NBSK) pulp and specialty paper products used in a variety of applications, including printing, writing, tissue, and packaging. Canfor Pulp serves global markets, focusing on high-performance and environmentally sustainable solutions derived from renewable wood fiber. The company is headquartered in Vancouver, Canada, and its shares are listed on the TSX.

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