Every 8-K that Sylvamo Corp (SLVM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SLVM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SLVM filings page.
Sylvamo Corporation reported second quarter 2026 results for the quarter ended June 30, 2026. Net sales were $806 million, with a net loss of $11 million and adjusted EBITDA of $60 million. Cash provided by operating activities was $38 million and free cash flow was negative $23 million.
By segment, Europe posted an operating loss of $20 million, Latin America a loss of $16 million, and North America an operating profit of $50 million. Management highlighted ongoing price increases in uncoated freesheet across all regions and continued progress on high-return strategic investments at the Eastover, South Carolina, mill, including woodyard modernization, paper machine optimization expected to add 60,000 short tons of annual capacity, and a new cutsize sheeter.
The reported effective tax rate was 1200%, primarily driven by a $12 million valuation allowance on certain foreign deferred tax assets tied to a planned internal merger; the effective operational tax rate was 80%. The board declared a $0.45 per-share dividend for the third quarter, paid on July 28. Management expects stronger earnings in the second half of 2026 and sees long-term potential to generate annually more than $300 million in free cash flow and over 15% return on invested capital.
Sylvamo Corporation reported the results of its annual shareholder meeting, where all proposals received shareholder support. Stockholders elected seven directors, with support for individual nominees generally around 29–31 million votes, and John V. Sims receiving 30,802,802 votes in favor.
Shareholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 33,393,461 votes for. In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 30,295,547 votes in favor.
Sylvamo Corporation reported a Q1 2026 net loss of $3 million as sales softened. Net sales were $755 million, down from $890 million in Q4 2025, and adjusted EBITDA was $29 million, a 4% margin, versus $125 million and a 14% margin in Q4.
Losses reflected lower volumes, weaker sales mix and higher operating and input costs across all regions, along with inventory builds during North American mill transitions. Free cash flow was negative $59 million as cash used in operations and $49 million of capital spending outweighed earnings. The company maintained a $0.45 quarterly dividend and refinanced debt due in 2027 while advancing its Eastover mill investment and lean transformation initiatives.
Sylvamo reported weaker fourth-quarter and full-year 2025 results in a challenging paper market. Q4 net sales were $890 million with net income of $33 million, down from $970 million and $81 million a year earlier, and Adjusted EBITDA of $125 million (14% margin).
For 2025, net sales were $3.4 billion and net income $132 million, down from $3.8 billion and $302 million in 2024. Full-year Adjusted EBITDA was $448 million (13% margin) and free cash flow was $44 million versus $248 million in 2024, while return on invested capital reached 12%.
The company invested $224 million in its mills and Brazilian forestlands and returned $155 million to shareowners via $82 million of buybacks and $73 million of dividends. Net debt-to-Adjusted EBITDA was 1.6x, and management expects capital spending to peak in 2026 as it executes $145 million of high-return projects at its Eastover mill.
Sylvamo Corporation is providing more detail on its leadership transition as Jean‑Michel Ribiéras retires as Chief Executive Officer and Chairman and leaves the board effective December 31, 2025.
Effective January 1, 2026, John V. Sims will become Chief Executive Officer and President and join the board, which will have seven members, six of them independent. His 2026 compensation includes a $1,050,000 base salary, a target annual incentive equal to 125% of salary, and long‑term equity awards with a target value of $4,750,000 in restricted stock units. Independent director David Petratis will become Chairman of the Board and receive a prorated $130,000 chairman retainer, in addition to $250,000 in director fees and $15,000 for chairing the Nominating and Corporate Governance Committee, paid in deferred stock units that vest into common stock after ten years. Sylvamo notes there are no related‑party transactions involving Sims or Petratis.
Sylvamo (SLVM) adopted a shareholder rights plan, declaring a dividend of one preferred share purchase right for each common share outstanding on November 20, 2025 (the record date). Each right lets the holder buy one one‑thousandth of a share of Series B Preferred Stock at $215.00, subject to adjustment.
The rights attach to common shares until a Distribution Date, which occurs if a person or group acquires 15% or more of the common shares, or starts a tender/exchange offer that would reach that level. Certain Schedule 13G filers are excluded below 20%, with specified conditions. The plan expires November 9, 2026.
If triggered, the plan includes a flip‑in allowing holders (other than the acquirer) to purchase common shares valued at two times the exercise price, and the Board may elect an exchange of one common share per right. The Board can redeem all rights before a trigger for $0.001 per right. Until exercised, rights carry no voting or dividend rights.
Sylvamo Corporation filed a current report to share that it released a press release with its financial results for the fiscal quarter ended September 30, 2025. The company furnished this information under Item 2.02, which means the press release and related details are provided for investors’ information but are not treated as "filed" for liability purposes under Section 18 of the Exchange Act or automatically incorporated into other securities filings. The press release is attached as Exhibit 99.1, along with technical XBRL data for the cover page.
Sylvamo Corporation announced board changes tied to its prior Cooperation Agreement with the Atlas Group. On November 5, 2025, Atlas delivered written notices designating that Karl Meyers and Mark Wilde resign from Sylvamo’s Board of Directors and notified Sylvamo of those deliveries. Atlas also waived its right under Section 1(c)(i) of the agreement to recommend a substitute for either director.
Effective upon delivery of the notices on November 5, 2025, Mr. Meyers and Mr. Wilde resigned pursuant to clause (iv) of their irrevocable resignation letters executed at the time of their initial appointment under the agreement. Under the agreement’s terms, the Cooperation Period will terminate on the fifth business day after delivery—November 13, 2025.
Sylvamo Corporation entered into two agreements with International Paper tied to its post-spin arrangements. A letter agreement, effective October 1, 2025, updates certain terms of the Riverdale Supply and Offtake Agreement as IP plans to convert paper machine no. 16 at the Riverdale, Alabama mill by Q3 2026. The underlying supply agreement otherwise remains in full force and effect.
Sylvamo also executed a First Amendment to the Brazil Payment Agreement. That agreement provides that if certain Brazil forestlands of a Sylvamo affiliate are sold, Sylvamo’s affiliate will pay an IP affiliate $100 million, with a guarantee by Sylvamo North America. Aside from the amendment, the Brazil Payment Agreement remains in full force and effect. Copies of both agreements are filed as exhibits.
Sylvamo Corporation reports that director Stan Askren has notified the company of his intent to resign from its Board of Directors for health reasons, effective September 1, 2025. The company states that his resignation is not due to any disagreement with or concerning Sylvamo. The Board expresses its appreciation for his service and contributions since the company’s spinoff in 2021.
Sylvamo Corporation disclosed that International Paper plans to convert paper machine no. 16 at its Riverdale Mill to produce containerboard by third quarter of 2026. That machine currently supplies certain paper products that Sylvamo buys under a Supply and Offtake Agreement dated September 30, 2021. The conversion will cause the Riverdale Mill to cease supplying those Products, though the Supply Agreement has not been terminated. A press release dated August 21, 2025 is attached as Exhibit 99.1 and incorporated by reference.
Sylvamo Corporation filed a current report to furnish a press release announcing its financial results for the fiscal quarter ended June 30, 2025. The press release, dated August 8, 2025, is included as Exhibit 99.1. The information is furnished under Item 2.02 and not deemed filed for liability purposes.