Q1 2025 Clearwater Paper Corp Earnings Call Transcript

Apr 29, 2025 / 09:00 PM GMT

Release Date Price: €20.4

Transcript 10-Q8-K

Key Points

Positve

Clearwater Paper Corp (CLW) delivered $30 million of adjusted EBITDA in Q1 2025, at the high end of their guidance range.
Net sales increased by 46% to $378 million, largely driven by the successful integration of the Augusta acquisition.
The company is on track to deliver $30 to $40 million in cost savings in 2025, with a targeted annual run rate of $40 to $50 million.
Clearwater Paper Corp (CLW) repurchased approximately $11 million of shares in Q1 2025, contributing to shareholder value.
The company is investing in product development, including compostable food service products and lightweight folding carton products, to broaden its portfolio.

Negative

Clearwater Paper Corp (CLW) reported a consolidated net loss of approximately $6 million from continuing operations in Q1 2025.
Input cost inflation, driven by higher fiber and chemical prices, negatively impacted financial performance by approximately $3 million.
Paperboard pricing headwinds resulted in a $9 million year-over-year impact, despite stable prices quarter over quarter.
The company faces potential cost impacts from tariffs, with a hypothetical 25% tariff on imports potentially costing around $25 million annually.
Industry utilization rates remain below the cross-cycle average, with new capacity expected to further challenge market conditions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CLW.N - Clearwater Paper Corp
Q1 2025 Clearwater Paper Corp Earnings Call
Apr 29, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. My name is Carmen, and I will be your conference operator today. At this time, I would like to welcome everyone to the Clearwater paper first quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise.

After the speaker's remark, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, press one again.

Thank you. I would now like to turn the call over to Sloan Bowen, Investor relations. Go ahead, sir.

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