Sylvamo (SLVM) Faces A Valuation Test On Its Swing To A Quarterly Loss
Sylvamo (SLVM) recently reported a swing to a US$11 million net loss in Q2 2026, despite sales of US$806 million. This earnings setback has led to a 19.65% year-to-date share price decline, raising questions about its current valuation. While a popular narrative suggests the stock is 25.8% undervalued with a fair value of $51.75 per share, its P/E ratio is higher than industry peers, indicating a valuation test for investors.
Renaissance Technologies LLC Sells 37,400 Shares of Sylvamo Corporation $SLVM
Renaissance Technologies LLC has significantly reduced its stake in Sylvamo Corporation (NYSE:SLVM) by selling 37,400 shares, decreasing its position by 58.7%. Despite beating EPS estimates, Sylvamo's revenue slightly missed expectations, and analyst sentiment remains cautious with an average "Reduce" rating. Other institutional investors have adjusted their holdings, while insider trading saw a director sell over 1,200 shares.
Sylvamo (SLVM) Q2 2026 Earnings Call Transcript
Sylvamo (SLVM) reported its Q2 2026 earnings, highlighting a transitional period with net sales of $806 million and adjusted EBITDA of $60 million. The company is focusing on strategic investments at its Eastover mill, a lean transformation program, and the realization of paper price increases to drive future earnings and achieve long-term free cash flow targets of over $300 million annually. Challenges include "unacceptable" European margins and pressures on energy and transportation costs due to the Middle East conflict.
Sylvamo Corporation Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Sylvamo Corporation reported a surprise loss of US$0.28 per share for its second quarter, despite analyst expectations for a profit. Following these results, analysts maintained their revenue forecasts but significantly cut their earnings per share estimates for 2026, leading to a 6.8% reduction in the consensus price target to US$51.25. The company's projected revenue growth of 0.7% annually through 2026 is also expected to significantly lag behind the wider industry's forecast growth of 5.4% per year.
Analysts Offer Insights on Materials Companies: TRONOX (TROX) and Sylvamo Corp (SLVM)
Truist Financial analysts have provided updated ratings for two materials companies. Pete Osterland maintained a Hold rating on TRONOX (TROX) with a $7.00 price target, while Michael Roxland reiterated a Buy rating on Sylvamo Corp (SLVM) with a $49.00 price target. The article details the analysts' performance metrics and the consensus ratings for both stocks.
Analysts Offer Insights on Materials Companies: TRONOX (TROX) and Sylvamo Corp (SLVM)
Truist Financial analysts have provided insights on two materials companies. Pete Osterland maintained a Hold rating on TRONOX (TROX) with a $7.00 price target, while Michael Roxland reiterated a Buy rating on Sylvamo Corp (SLVM) with a $49.00 price target. The article details analyst consensus and individual analyst performance for both companies.
Sylvamo Corporation Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Sylvamo Corporation reported a surprise statutory loss of US$0.28 per share on revenues of US$806m for its second quarter, despite analysts expecting a profit. This led analysts to downgrade their earnings per share estimates for 2026, though revenue forecasts remained stable. The consensus price target for Sylvamo also fell by 6.8% to US$51.25.
Did Sylvamo’s (SLVM) Quarterly Loss Subtly Reshape Its Long-Term Earnings Story?
Sylvamo Corporation reported a Q2 2026 net loss of US$11 million and a first-half loss of US$14 million, reversing its net income from the previous year, despite slightly higher sales. This raises questions about margin recovery and free cash flow, especially given significant capital needs for mill upgrades and maintained dividends. Investors need to reassess the company's long-term earnings outlook, which analysts previously projected at $302 million by 2029 on $3.4 billion revenue.
Sylvamo (SLVM) Stock Rebound Runs Into A Sharp Margin Squeeze
Sylvamo (SLVM) saw an 8.7% jump in stock price after Q2 2026 earnings, despite reporting a net loss and a sharp decline in trailing net profit margin to 2.3%. While bulls point to operational upgrades and expected price increases to improve profitability in the second half of the year, bears are concerned about the shrinking paper market and persistent margin pressure. The company considers 2026 a transition year, suggesting key improvements are still future-oriented.
Sylvamo Q2 Earnings Call Highlights
Sylvamo reported significant improvement in its Q2 adjusted EBITDA, reaching $60 million, driven by price increases in uncoated freesheet paper across regions. The company anticipates most of its annual free cash flow in the second half of 2026, benefiting from pricing and mix improvements, especially in North America and Europe. Strategic investments at its Eastover mill are on track to boost capacity and efficiency, contributing to long-term financial targets despite regional challenges and supply adjustments.
Sylvamo (SLVM) Stock Rebound Runs Into A Sharp Margin Squeeze
Sylvamo (SLVM) saw its stock jump 8.7% after earnings, but the company faces significant margin pressure despite a modest revenue increase. Q2 2026 results showed a net loss and a trailing net margin of 2.3%, down from the prior year. While management targets future operational and pricing benefits, the company acknowledges 2026 as a transition year, with key milestones still ahead, leading to concerns about profitability and a rich P/E for long-term investors.
Did Sylvamo’s (SLVM) Quarterly Loss Subtly Reshape Its Long-Term Earnings Story?
Sylvamo Corporation reported a Q2 2026 net loss of US$11 million, reversing profits from the previous year, with sales of US$806 million. This shift to a net loss, despite slightly higher sales, raises questions about profitability recovery and the company's long-term earnings outlook. While management maintains a quarterly dividend, signaling confidence, significant capital expenditure for mill upgrades poses a risk to free cash flow.
Earnings call transcript: Sylvamo Q2 2026 misses profit view, shares rise
Sylvamo (SLVM) reported Q2 2026 adjusted earnings of $0.03 per share on revenue of $806 million, missing analyst expectations. Despite the miss, shares rose over 9% in premarket trading as investors focused on a stronger second-half outlook, driven by improving pricing, North American margins, and a sharp sequential gain in adjusted EBITDA. The company stated 2026 is a transition year, expecting most free cash flow generation in the latter half, with key investments at its Eastover mill projected to yield significant future benefits.
Sylvamo Corp 2Q 2026: Revenue $806M, Net income ($11M), EPS ($0.28) — 10-Q Summary
Sylvamo Corp reported its second-quarter 2026 results, showing a slight revenue increase to $806M from $794M year-over-year. However, the company experienced a net loss of ($11M) compared to a net income of $15M in the prior year, resulting in a diluted EPS of ($0.28) against $0.37 previously. This performance was impacted by lower volumes in North America, higher input costs, and extended mill outages.
Sylvamo Corp (SLVM) (Q2 2026) Earnings Call Highlights: EBITDA More Than Doubles Sequentially ...
Sylvamo Corp (SLVM) reported a significant improvement in Q2 2026, with adjusted EBITDA more than doubling sequentially to $60 million and a 7% margin, driven by favorable price and mix across all regions. Despite negative free cash flow of $23 million due to planned maintenance outages, the company expects substantial benefits from strategic investments and ongoing cost leadership initiatives in the second half of 2026. Management also addressed challenges including declining North American volumes due to tariff changes and an extended Eastover outage, and a strategic review for its European operations.
Sylvamo Corporation (SLVM) stock price, news, quote and history
This article provides a comprehensive overview of Sylvamo Corporation (SLVM), including its current stock price, recent news, historical data, and financial performance. It details the company's business operations in paper and paper products across various brands and regions, alongside key financial metrics, analyst ratings, and comparative performance against competitors and benchmarks.
Sylvamo Releases Second Quarter 2026 Earnings
Sylvamo (NYSE: SLVM) reported its second-quarter 2026 earnings, highlighting uncoated freesheet price increases across all regions despite facing a "transition year" due to adjustments in its North America footprint and ongoing strategic investments. The company recorded a net loss of $11 million and adjusted EBITDA of $60 million, but anticipates stronger earnings in the second half of the year as price, volume, and operational improvements materialize. Strategic investments at its Eastover, South Carolina mill, including woodyard modernization and paper machine optimization, are progressing to enhance capacity and efficiency.
Sylvamo Releases Q2 2026 Financial Results
Sylvamo Corporation (SLVM) reported its Q2 2026 financial results, missing Wall Street expectations with adjusted operating earnings per share of $0.03 against estimates of $0.28. Despite the earnings miss, the company achieved modest revenue growth of 1.5% to $806.0M and analyst sentiment remains positive with a consensus of buy and hold ratings. Sylvamo maintained its market position by generating revenue growth while the broader industry experienced capacity reductions.
Sylvamo Posts $11 Million Q2 Loss as Net Sales Reach $806 Million
Sylvamo (SLVM) reported a net loss of $11 million for Q2 2026, with net sales reaching $806 million. The company announced a $0.45 dividend and continued strategic investment at its Eastover mill. Insider trading activity showed four sales by executives, while institutional investors had mixed activity, with some adding and others decreasing their positions.
Earnings Preview: Sylvamo to Report Financial Results Pre-market on August 07
Sylvamo (NYSE: SLVM) is scheduled to announce its financial results pre-market on August 7. Analysts expect the company to report earnings of $1.52 per share on revenue of $930.34 million. This earnings preview highlights the upcoming financial report and the market's expectations for the company's performance.
Sylvamo Corporation $SLVM Shares Acquired by Dimensional Fund Advisors LP
Dimensional Fund Advisors LP increased its stake in Sylvamo Corporation (NYSE:SLVM) by 5.6%, acquiring an additional 72,177 shares and bringing its total holdings to 1.36 million shares valued at $57.5 million. Despite this, Sylvamo reported a quarterly loss of $0.53 per share, missing analyst estimates, with revenue declining 8% year-over-year. The company maintains a quarterly dividend of $0.45 per share, but analyst sentiment remains cautious with a consensus "Reduce" rating and an average price target of $47.33.
Sylvamo Corporation Revenue Breakdown – NYSE:SLVM
Sylvamo Corporation (NYSE: SLVM) reported its revenue breakdown, showing total revenue of $3.35 billion USD last year. The North America segment was the top performer, contributing $1.75 billion USD, primarily from the United States. This represents a decrease compared to the previous year's figures for both the segment and the country.
Sylvamo Corp (SLVM) Institutional Confidence
Sylvamo Corp (SLVM) has an institutional shareholding score of 10.00, ranking 1st in the Paper & Forest Products industry, with institutional ownership at 108.20%, up 4.66% quarter-over-quarter. Chuck Royce is the largest institutional shareholder, holding 1.20% of outstanding shares. Various institutional investors show both increases and decreases in their holdings.
Sylvamo (SLVM) Expected to Release Earnings on Friday
Sylvamo (NYSE:SLVM) is scheduled to release its Q2 2026 earnings before the market opens on Friday, August 7th, with analysts anticipating earnings of $0.20 per share on revenue of approximately $811.3 million. The company's previous quarter missed EPS estimates but exceeded revenue forecasts, though revenue declined 8% year over year. Investor sentiment remains cautious, with a "Reduce" consensus rating and an average price target of $47.33, despite the company paying a quarterly dividend of $0.45 per share.
Earnings Preview: Sylvamo Corporation (SLVM) Q2 Earnings Expected to Decline
Sylvamo Corporation (SLVM) is projected to report a year-over-year decline in Q2 earnings, with an expected loss of $0.14 per share, despite a projected 0.8% increase in revenues to $800 million. The Zacks Consensus Estimate has been revised slightly lower, and with a Zacks Rank of #5 and an Earnings ESP of 0%, the model suggests it's difficult to confidently predict an earnings beat. Investors are advised to consider other factors beyond the earnings report for this stock.
Earnings Preview: Sylvamo Corporation (SLVM) Q2 Earnings Expected to Decline
Sylvamo Corporation (SLVM) is projected to report a year-over-year decline in earnings but higher revenues for the quarter ended June 2026, with an expected loss of $0.14 per share on revenues of $800 million. The Zacks Earnings ESP is 0%, and the stock holds a Zacks Rank #5, making it difficult to predict an earnings beat for the upcoming report on August 7. Historically, the company has beaten consensus EPS estimates only once in the last four quarters.
Sylvamo Corp (SLVM) director granted new dividend-equivalent units
Sylvamo Corp director James P. Zallie was granted 44.8150 dividend equivalent units (DEUs) on July 28, 2026, accrued on previously awarded restricted stock units (RSUs) and/or deferred stock units (DSUs) in connection with a common stock dividend. After this transaction, Zallie holds a total of 326.9219 DEUs, each representing the right to receive one share of Sylvamo common stock upon vesting. This Form 4 filing indicates a neutral impact and sentiment regarding the insider transaction.
Sylvamo Corp (NYSE: SLVM) director awarded 463 deferred stock units
Sylvamo Corp. director David D. Petratis was awarded 463.5865 deferred stock units as dividend equivalent units on July 28, 2026. These units, valued at $38.92 each, correspond to dividends paid on previously granted restricted stock and deferred stock units, increasing his direct holdings to 2,868.6667 units. The award was processed automatically under the company's non-employee director plan and will vest under the same terms as the original awards.
Sylvamo Corp (NYSE: SLVM) CEO receives 575.9 dividend equivalent units
Sylvamo Corp's CEO, John V. Sims, acquired 575.9090 Dividend Equivalent Units (DEUs) on July 28, 2026, which are tied to previously granted restricted stock units (RSUs). After this transaction, Sims now holds a total of 3,780.3992 DEUs. Each DEU represents the right to receive one share of Sylvamo common stock, subject to the vesting conditions of the original RSUs.
Sylvamo Corp (NYSE: SLVM) grants 175.9218 dividend units to Latin America SVP
Sylvamo Corp (NYSE: SLVM) reported that its SVP & GM, Latin America, Tatiana Kalman Hirschfeld, received a grant of 175.9218 Dividend Equivalent Units (DEUs). These DEUs accrued on previously granted restricted stock units (RSUs) and will vest and settle under the same terms. Following this transaction, the executive now holds a total of 1,255.9987 DEUs, with each unit representing the right to receive one share of Sylvamo common stock upon vesting.
Sylvamo Corp (NYSE: SLVM) grants dividend units to finance chief
Sylvamo Corp's VP, Controller, and Chief Accounting Officer, Kevin W. Ferguson, received a grant of 69.7119 Dividend Equivalent Units (DEUs) on July 28, 2026. These DEUs are linked to previously awarded Restricted Stock Units (RSUs) and will vest and settle under the same conditions, representing the right to receive one share of common stock per DEU. Following this transaction, Ferguson's total DEU holdings increased to 691.0877 units.
Sylvamo Corp (NYSE: SLVM) director receives new deferred and dividend stock units
Sylvamo Corp director Joia M Johnson reported receiving 161.464 deferred stock units and 44.815 dividend equivalent units. These units are compensation-related acquisitions, with each dividend equivalent unit representing the right to receive one share of Sylvamo common stock upon vesting. The transactions were not made under a Rule 10b5-1 trading plan.
Sylvamo Corp (SLVM) Income Statement
This article provides a detailed quarterly and annual income statement for Sylvamo Corp (SLVM), offering insights into the company's financial performance. It presents key metrics such as total revenue, cost of revenue, operating expenses, operating profit, income before tax, net income, and basic/diluted earnings per share over several fiscal quarters and years. The document also includes an FAQ section explaining how to read the income statement and defining important financial terms for investors.
SLVM|Sylvamo Corp|Price:37.750|Chg%:-0.520
This article provides a comprehensive stock analysis of Sylvamo Corp (SLVM) by TradingKey, highlighting its healthy fundamentals, significant growth potential, and fair valuation within the Paper & Forest Products industry. Despite a predicted short-term downward trend, the company is suited for range-bound swing trading due to its stable support and resistance levels. Key insights include a high institutional ownership, a high dividend payout ratio, and "Hold" ratings from analysts.
SLVM|Sylvamo Corp|Price:37.979|Chg%:-0.291
This article provides a detailed company profile for Sylvamo Corp (SLVM), a paper company specializing in uncoated freesheet and market pulp across Europe, Latin America, and North America. It includes financial data, key executive shareholdings, and institutional ownership information. The company's primary revenue source is its Uncoated Papers business.
SLVM|Sylvamo Corp|Price:38.270|Chg%:+0.790
This article provides a financial overview of Sylvamo Corp (SLVM), detailing its stock performance, market capitalization, P/E ratio, and upcoming earnings information. It presents comprehensive quarterly and annual financial indicators, including EPS, revenue, net profit, and various margin and debt ratios. The report includes detailed income, balance sheet, and cash flow statements, along with frequently asked questions about the company's fiscal year 2025 performance.
Sylvamo Corporation Revenue Breakdown – FWB:88L
Sylvamo Corporation, listed on the Frankfurt Stock Exchange as FWB:88L, reported a total revenue of 2.85 billion EUR last year. The North America segment was the highest-performing, contributing 1.49 billion EUR, with the largest country-specific contribution coming from the United States at 1.49 billion EUR.
Sylvamo Corp (SLVM) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a historical overview of dividend payouts and an event timeline for Sylvamo Corp (SLVM). It details past interim and final cash dividends, including their amounts, record dates, payment dates, and ex-dividend dates. The data indicates that a total of $129.00 million has been distributed in dividends over the past five years.
Sylvamo Corp (SLVM) Valuation: PE, PB & Fair Value Analysis
This article from TradingKey provides a valuation analysis for Sylvamo Corp (SLVM), noting its current valuation score of 9.14, ranking 6th in the Paper & Forest Products industry. It details the company's P/E ratio of 15.00, which is below its recent high but above its recent low. The analysis also mentions that relevant P/B, P/S, and P/CF data have not yet been disclosed by the company.
Sylvamo Corp (SLVM) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Sylvamo Corp (SLVM), highlighting its current earnings forecast score of 8.00 within the Paper & Forest Products industry. It details analyst ratings, price targets, and expected revenue and EPS for upcoming quarters. Key points include an average price target of $59.00 and a consensus "Hold" rating from analysts.
SLVM|Sylvamo Corp|Price:37.530|Chg%:-0.370
Sylvamo Corp (SLVM) has healthy fundamentals and significant growth potential, although its stock price is expected to trend down in the medium term. The company is considered fairly valued within the Paper & Forest Products industry, ranking 1 out of 10. Analysts currently rate the stock as "Hold" with a target price of $55.00, indicating a potential upside despite recent institutional selling.
Price to sales forward of Sylvamo Corporation – DUS:88L
This article provides financial data for Sylvamo Corporation (DUS:88L), specifically focusing on its forward price-to-sales ratio. It details that the market for this stock was closed and no trades were made when the data was accessed. The content emphasizes the financial overview of the company, utilizing data from FactSet and ICE Data Services.
Truist Securities Adjusts Sylvamo Price Target to $51 From $54, Maintains Buy Rating
Truist Securities has adjusted its price target for Sylvamo Corporation (SLVM) to $51, down from $54, while reiterating a Buy rating on the stock. This update comes amidst recent analyst actions, including BofA Securities downgrading Sylvamo to Neutral and various Russell index removals. Sylvamo, an uncoated paper company, produces paper products like cut size and offset paper and operates in Europe, Latin America, and North America.
BofA downgrades Sylvamo stock rating on softening fundamentals
BofA Securities downgraded Sylvamo Corp. (NYSE:SLVM) from Buy to Neutral and lowered its price target to $45 from $58 due to softening industry fundamentals despite stronger-than-expected pricing. The firm highlighted weakening operating rates, a decline in shipments and demand for May, and potential pressure from lower pulp prices, especially in Europe. BofA believes investors are overly focused on past pricing cycles rather than current risks of declining earnings.
Do Options Traders Know Something About Sylvamo Stock We Don't?
Options traders are showing significant interest in Sylvamo Corporation (SLVM), with high implied volatility for the August 21, 2026 $70.00 Call option suggesting expectations of a major price movement. Despite this, analysts currently rate Sylvamo as a Zacks Rank #3 (Hold) and have recently revised earnings estimates downwards, indicating a potential disconnect or an impending trade opportunity for seasoned options traders.
Do Options Traders Know Something About Sylvamo Stock We Don't?
Options traders are showing significant interest in Sylvamo Corporation (SLVM) with high implied volatility on its Aug. 21, 2026 $70.00 Call options, suggesting expectations of a substantial price movement. However, the company currently holds a Zacks Rank #3 (Hold) in an industry ranked in the Bottom 10%, and analysts have recently lowered earnings estimates. This situation indicates that while options traders anticipate a big move, the fundamental outlook for Sylvamo is not strong, potentially leading seasoned traders to sell premiums.
Sylvamo (SLVM) Q1 2025 earnings summary
Sylvamo (SLVM) reported first-quarter 2025 results that aligned with expectations, showing a net income of $27 million ($0.65 per diluted share) on sales of $821 million, down from the previous year. The quarter was impacted by planned maintenance outages, but the company returned nearly $40 million to shareholders through dividends and share repurchases. Sylvamo anticipates Q2 2025 Adjusted EBITDA to be between $75 million and $95 million, with most annual outage costs expended by mid-year, and expects a stronger second half of the year.
How Sylvamo's (SLVM) Removal From Russell Growth Indexes Could Reshape Its Investor Base
Sylvamo Corporation (NYSE: SLVM) was removed from several Russell growth indexes in late June 2026, which could significantly alter its investor base and liquidity. This change primarily affects how passive institutional capital is allocated to the stock, rather than its core business operations. The company's upcoming Q2 earnings report on August 7, 2026, will be crucial in demonstrating whether cost initiatives are improving margins and cash flow, which is more important to its investment case than the index removal.
How Sylvamo's (SLVM) Removal From Russell Growth Indexes Could Reshape Its Investor Base
Sylvamo Corporation (SLVM) was removed from several Russell growth indexes in late June 2026, which could impact its investor base and liquidity from passive institutional capital. The core investment case for Sylvamo relies on its cash generation and mill efficiency projects rather than index inclusion, with upcoming Q2 2026 earnings on August 7, 2026, being a critical indicator for supporting margins and cash flow. While analysts have projected significant earnings growth and a high fair value, the impact of index removal and structural declines in paper demand present differing perspectives on its future.
Press Release: Sylvamo to Release Second Quarter Earnings Aug. 7
Sylvamo (NYSE: SLVM) will release its second quarter 2026 earnings on August 7, 2026, and will host a webcast and conference call to discuss the results. The event will include a question-and-answer session for analysts. A replay of the webcast will be available following the call.
