Sylvamo Corp Stock Price, News & Analysis

Sylvamo (NYSE: SLVM) reported third quarter 2025 results and hosted an audio webcast on Nov. 7, 2025. Key third-quarter metrics include net income $57M ($1.41/share), adjusted operating earnings $58M ($1.44/share), adjusted EBITDA $151M (18% margin), cash from operations $87M and free cash flow $33M. The company returned $60M in the quarter via $42M share repurchases and $18M dividends, and year-to-date returned $155M.

Board authorized a new $150M repurchase program. Q4 outlook: adjusted EBITDA $115M–$130M with expected price/mix and operations headwinds partially offset by higher volume.

Sylvamo (NYSE: SLVM) will release third-quarter earnings before market open on Friday, Nov. 7, 2025. The company will host an audio webcast at 10:00 a.m. EDT accessible at investors.sylvamo.com. Telephone participants may use the U.S. number 800-715-9871 or international +1-646-307-1963 with access code 4562356. Replays will be available on the investor site for one year and by phone for one week. To listen by phone for replay, call 800-770-2030 (U.S.) or +1-609-800-9909 (international) and use access code 4562356.

Sylvamo (NYSE: SLVM) announced two significant shareholder-friendly initiatives. The company declared a quarterly dividend of $0.45 per share, payable on October 17, 2025, to shareholders of record as of October 3, 2025.

Additionally, the board authorized a new $150 million share repurchase program, marking the company's third buyback program since 2022. Notably, Sylvamo has already completed its previous $150 million repurchase program from September 2023, with $82 million in shares repurchased this year to date.

Sylvamo (NYSE: SLVM) announced that its supply agreement with International Paper (NYSE: IP) will be impacted by IP's planned conversion of the No. 16 paper machine at its Riverdale mill in Selma, Alabama. The machine, which currently provides Sylvamo with 260,000 short tons of cutsize uncoated freesheet annually, will be converted to produce containerboard by Q3 2026.

CEO Jean-Michel Ribiéras stated that the Riverdale supply agreement was not part of Sylvamo's long-term strategy, noting that the company has been preparing for this transition since its 2021 spinoff through strategic investments in North America.

Sylvamo (NYSE: SLVM) reported Q2 2025 results aligned with expectations, despite facing significant challenges. The company posted net income of $15 million ($0.37 per diluted share), down from Q1's $27 million, with Adjusted EBITDA of $82 million (10% margin).

Key highlights include a $13 million unfavorable foreign exchange impact and the heaviest planned maintenance outage quarter in five years. The company projects stronger H2 2025 performance with Q3 Adjusted EBITDA guidance of $145-165 million, supported by improved volumes and operational efficiency.

Sylvamo is investing $145 million in strategic projects at Eastover mill, expected to generate over $50 million in annual adjusted EBITDA. The company returned $38 million to shareholders through dividends and share repurchases, with $42 million remaining in the repurchase authorization.

Sylvamo (NYSE: SLVM), the world's paper company, has scheduled its second quarter earnings release for Friday, August 8, 2025, before market opening. The company will host an audio webcast at 10 a.m. EDT accessible through investors.sylvamo.com.

Participants can join via phone by calling 800-715-9871 (U.S.) or +1-646-307-1963 (international) using access code 6289099. The webcast replay will be available on the company's investor website for one year, while phone replay access will be available for one week using the same access code.

Sylvamo (NYSE: SLVM) has announced its quarterly dividend declaration. The company's board of directors has approved a dividend of $0.45 per share for the period from July 1, 2025, to September 30, 2025. Shareholders who are recorded as holders by the close of business on July 8, 2025, will receive the dividend payment on July 29, 2025.

Sylvamo (NYSE: SLVM) reported Q1 2025 results with net income of $27 million ($0.65 per share), down from Q4 2024's $81 million ($1.94 per share). Adjusted EBITDA was $90 million (11% margin), compared to $157 million (16% margin) in Q4. The company faced challenges including unfavorable price/mix (-$10M), decreased volume (-$30M), and increased operational costs. For Q2 2025, Sylvamo projects Adjusted EBITDA of $75-95M. The company maintained shareholder returns, distributing $18M in dividends and repurchasing $20M in shares. CEO Jean-Michel Ribiéras announced his retirement, with John Sims set to become CEO in January 2026. The company maintains a strong financial position with a 1.1x leverage ratio and expects significant earnings improvement in H2 2025.

Sylvamo (NYSE: SLVM) announced key leadership transitions, with current Chairman and CEO Jean-Michel Ribiéras set to retire on December 31. John Sims, currently Senior Vice President and CFO, will serve as Chief Operating Officer effective May 1, overseeing commercial and operational functions before assuming the CEO role on January 1, 2026.

Don Devlin, formerly Vice President of transformation and strategy deployment at International Paper, will succeed Sims as CFO starting May 1. Lead Independent Director David Petratis expressed confidence in the transition, highlighting the company's strong performance under Ribiéras' leadership and positive outlook for future success under Sims' direction.