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Sylvamo (SLVM) investor relations material
Sylvamo Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Q2 2025 earnings met expectations despite a $13M FX headwind and the largest planned maintenance outage in over five years, with 85% of planned outages now complete.
Net income for Q2 2025 was $15M ($0.37 per share), down from $83M in Q2 2024; net sales declined to $794M from $933M year-over-year.
Nearly $40M returned to shareholders via $18M in dividends and $20M in share repurchases.
Long-term strategy remains focused on uncoated freesheet paper, investing to strengthen competitive advantages and drive high returns.
CEO and CFO transitions are progressing smoothly, with leadership changes planned by year-end.
Financial highlights
Adjusted EBITDA for Q2 2025 was $82M (10% margin), down from $164M (18% margin) in Q2 2024, but in line with outlook despite FX headwinds.
Free cash flow for Q2 2025 was $(2)M, compared to $62M in Q2 2024; capital expenditures for the first half were $114M.
Adjusted operating earnings per share were $0.37; cash from operations for the first half was $87M.
Adjusted EBITDA margin for Q2 2025 was 10.3%, down from 17.6% in Q2 2024.
Quarter-end cash balance was $113M.
Outlook and guidance
Q3 2025 adjusted EBITDA expected at $145M–$165M, with price/mix unfavorable by $15M–$20M due to European market pressures.
Volume projected to improve by $15M–$20M, mainly from seasonal demand in Latin and North America; no planned maintenance outages in Q3.
2025 capital spending guidance is $220M–$230M, with $55M–$65M allocated to high-return projects.
2025 total maintenance outage costs expected at $111M, with 84% completed in 1H25.
Significant improvement in earnings anticipated for the second half of 2025.
What is driving the projected volume increase?
Assess impact of US tariff situation.
Explain Eastover mill project's IRR.
How did tariffs impact Latin American markets?
What's driving the Eastover mill debottlenecking?
What factors stabilize Europe's performance in 2026?
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Q3 20257 Nov, 2025
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Frequently asked questions
Sylvamo Corporation produces uncoated paper products used in printing and publishing applications. The company operates manufacturing facilities in North America, Latin America, and Europe, and distributes its paper to commercial printers, retailers, and consumers. The company is headquartered in Memphis, Tennessee, and its shares are listed on the NYSE.
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