Q2 2025 Clearwater Paper Corp Earnings Call Transcript

Jul 29, 2025 / 09:00 PM GMT

Release Date Price: €24.4 (-5.43%)

Transcript 10-Q8-K

Key Points

Positve

Clearwater Paper Corp (CLW) delivered a strong second quarter with $40 million of adjusted EBITDA, aligning with their guidance range.
Net sales increased by 14% year-over-year, driven by the Augusta acquisition and increased shipments in the food service business.
The company successfully completed a major maintenance outage at the Cypress Bend mill, including the installation of a new emissions control device.
Clearwater Paper Corp (CLW) is on track to achieve a $30 to $40 million reduction in fixed costs for the year.
The company repurchased approximately $4 million of outstanding shares, totaling $18 million since the new authorization in November of last year.

Negative

Pricing was down approximately 3% compared to the prior year, reflecting broader market trends.
Industry shipments of SBS slowed in Q2, decreasing by 4.6% versus the prior year.
Industry utilization rates fell to 83.1% in the second quarter, indicating an oversupply issue.
The company anticipates significant maintenance costs in the second half of the year, impacting free cash flow.
Clearwater Paper Corp (CLW) expects adjusted EBITDA to be lower in the third quarter due to major maintenance outages and lower production volumes.

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

CLW.N - Clearwater Paper Corp
Q2 2025 Clearwater Paper Corp Earnings Call
Jul 29, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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And I will be your conference operator today.

At this time, I would like to welcome everyone to the Clearwater Paper 2nd quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, 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. You would like to withdraw your question, press one again.

Thank you. I would now like to turn the call over to Sloan Bolin, investor relations. Please go ahead.

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Unidentified_2 [2]
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