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Jun 30, 2025
Sylvamo Q2 2025 Earnings Report
Delivered Q2 2025 results in line with outlook despite heavy maintenance outages.
Key Takeaways
Sylvamo reported Q2 2025 earnings meeting its outlook, overcoming significant planned maintenance expenses and FX headwinds. Revenue was $794M with net income of $15M and EPS of $0.37. The company is positioned for stronger performance in the second half of the year.
Revenue of $794M, down from last year due to lower volumes and planned outages.
Net income of $15M and EPS of $0.37, impacted by $39M higher planned maintenance expenses.
Adjusted EBITDA of $82M with a 10% margin.
85% of full-year planned maintenance completed, setting up for stronger H2.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sylvamo expects Q3 2025 earnings to improve significantly due to no planned maintenance outages, improved volumes, and better operational performance.
Positive Outlook
- No planned maintenance outages in Q3, reducing expenses by $66M.
- Volume expected to increase by $15M–$20M due to seasonality.
- Operational costs expected to improve by up to $5M.
- Strong seasonal demand anticipated in North and Latin America.
- Adjusted EBITDA projected at $145M–$165M.
Challenges Ahead
- Price and mix expected to decrease by $15M–$20M due to Europe market conditions.
- Sluggish European demand with pricing pressure.
- Pulp prices in Europe significantly lower, impacting margins.
- North American real demand projected to be down 3%–4% for the year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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