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Sep 30, 2025
Sylvamo Q3 2025 Earnings Report
Sylvamo's third quarter 2025 earnings report showed increased sales volume and improved operational performance, with significant cash returns to shareholders.
Key Takeaways
Sylvamo reported a net income of $57 million and adjusted operating earnings of $58 million for the third quarter of 2025. The company achieved 7% sales volume growth quarter-over-quarter and returned $60 million to shareholders through share repurchases and dividends. Despite challenging industry conditions in Europe and parts of Latin America, North America showed stable demand.
Net income for Q3 2025 was $57 million, with diluted EPS of $1.41.
Adjusted EBITDA reached $151 million, representing an 18% margin.
The company returned $60 million to shareholders in Q3 through $42 million in share repurchases and $18 million in dividends.
Sales volume increased by 7% quarter-over-quarter, driven by growth in Latin America and North America.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the fourth quarter of 2025, Sylvamo anticipates Adjusted EBITDA to be between $115 million and $130 million. Price and mix are expected to decrease, primarily due to paper prices in Europe and mix across regions, while volume is projected to improve in Latin America and North America. Operations and other costs are expected to increase due to seasonality, and planned maintenance outage expenses will rise.
Positive Outlook
- Volume is projected to improve by $15 million to $20 million, primarily in Latin America and North America.
- Input and transportation costs are projected to be stable.
- The company is focused on strategic commercial initiatives to improve volume and margin.
- Investments in the Eastover, South Carolina mill are expected to lower costs, enhance efficiency, and increase capacity by 60,000 short tons.
- The new $150 million share repurchase program underscores commitment to disciplined capital allocation and long-term value creation.
Challenges Ahead
- Price and mix are expected to decrease by $20 million to $25 million, primarily due to paper prices in Europe and mix across regions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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