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Jun 28
Glatfelter Q3 2025 Earnings Report
Magnera reported its third quarter results for fiscal year 2025, with net sales of $839 million and operating income of $13 million, while confirming its post-merger adjusted free cash flow and Adjusted EBITDA range.
Key Takeaways
Magnera delivered a strong third quarter, with significant growth in net sales and Adjusted EBITDA, largely driven by the Glatfelter merger. Despite challenging market conditions and organic volume declines in certain regions, the company confirmed its original free cash flow guidance and adjusted EBITDA range, demonstrating resilience and strategic execution.
Net sales increased by 51% to $839 million, primarily due to the Glatfelter merger, which contributed $320 million in revenue.
Operating income for the quarter was $13 million, a decrease from $17 million in the prior year.
Adjusted EBITDA rose by 23% to $91 million, with $23 million attributed to the Glatfelter merger.
The company confirmed its original free cash flow guidance and adjusted EBITDA range, indicating confidence in its financial outlook despite market softness.
Glatfelter
Glatfelter
Glatfelter Revenue by Segment
Revenue by Segment
Americas Revenue
CapyFin.comRest of World Revenue
CapyFin.com Forward Guidance
Magnera is confident in its ability to drive long-term sustainable growth by accelerating revenue through sales and innovation, executing Project CORE, and delivering on synergy commitments. The company also confirmed its original free cash flow guidance and adjusted EBITDA range.
Positive Outlook
- Accelerating revenue through sales and innovation pipelines.
- Executing the Capacity Optimization and Resource Efficiency program (Project CORE).
- Delivering on synergy commitments from the Glatfelter merger.
- Confidence in driving long-term sustainable growth.
- Commitment to strengthening credit metrics by paying down debt.
Challenges Ahead
- General market softness in Europe.
- Competitive pressures from imports in South America.
- Unfavorable impacts from volume decline on Adjusted EBITDA.
- Unfavorable impacts from price/cost spread on Adjusted EBITDA.
- High variability, complexity, and low visibility for certain forward-looking items.