Q3 2025 Sylvamo Corp Earnings Call Transcript
Key Points
- Sylvamo Corp (SLVM) increased its uncoated freesheet volume by 7% quarter over quarter.
- The company returned $60 million in cash to shareholders through dividends and share repurchases.
- Adjusted EBITDA for the third quarter was $151 million with a margin of 18%.
- Sylvamo Corp (SLVM) has a new $150 million share repurchase authorization approved by the board.
- The company is investing in operational excellence and strategic initiatives to improve margins and reduce costs across all regions.
- Price and mix were unfavorable by $14 million, primarily due to paper and pulp prices in Europe.
- Market conditions in Europe remain challenging with continued pressure on pulp and uncoated freesheet prices.
- Demand in Latin America is mixed, with some countries experiencing economic challenges leading to pricing pressure.
- Planned maintenance outages are expected to be unfavorable by $18 million in the fourth quarter.
- The end of the supply agreement with Riverdale Mill is expected to impact 2026 EBITDA by approximately $30 million.
Good morning. Thank you for standing by. Welcome to Sylvamo's third quarter 2025 earnings call.
(Operator Instructions)
I'd now like to turn the call over to Hans Bjorkman, Vice President, Investor relations. Sir, the floor is yours.
Thanks, Tina. Good morning and thank you for joining our third quarter 2025 earnings call. Our speakers this morning are Jean-Michel Ribieras, Chairman and Chief Executive Officer, John Sims, senior Vice President and Chief Operating Officer, and Don Devlin, senior Vice President, Chief Financial Officer.
Slides two and three contain important information including certain legal disclaimers. For example, during this call we will make forward-looking statements that are subject to risks and uncertainties.
We will also present certain non-US GAAP financial information.
Reconciliations of those figures to US GAAP financial measures are available in the appendix.
Our website also contains copies of the earnings
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