NYSE$CLW

Clearwater Paper Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Improved performance relative to the fourth quarter, as operational issues were resolved and higher pricing was seen.

Clearwater Paper reported net sales of $525 million, an 8% increase compared to the first quarter of 2022. Net income for the first quarter of 2023 was $24 million, or $1.40 per diluted share.

  • Solid performance in the quarter, with price realization offsetting inflation
  • Strong demand for tissue products, softening demand for paperboard
  • Net sales of $525 million, up 8% compared to the first quarter of last year, driven by higher pricing
  • Net income of $24 million, or $1.40 per diluted share

Headline financials

Total Revenue

$525M

Previous: $488M+7.6%
EPS (adj)

$1.47

Previous: $1.03+42.7%
Adjusted EBITDA

$66M

No prior period
Paperboard Avg Net Selling Price per ton

$1.44K

Previous: $1.26K+14.1%
Capital Expenditures

-$21.5M

Previous: -$7.9M-172.2%
Free Cash Flow

$2.3M

Previous: $8.7M-73.6%
Net Income

$23.8M

Previous: $16.6M+43.4%
Operating Income

$39.8M

Previous: $32.9M+21.0%
Gross Profit

$76.9M

Previous: $66.2M+16.2%
Cash & Equivalents

$16.7M

Previous: $36.4M-54.1%
Total Assets

$1.69B

Previous: $1.68B+0.4%
Stock-Based Comp

$1.9M

Previous: $700K+171.4%

Revenue & EPS history

Clearwater Paper · Revenue · Quarterly

$525M

Q1 2023+7.6%vs Q1 2022
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

We expect demand for paperboard to improve in the second half versus the first half as we believe that customers will adjust their inventories and end users will return to more normal buying patterns. We expect continued strength in our tissue business in the coming quarters, with anticipated strong demand and moderating input costs driving margin improvement.

Tailwinds

  • Demand for paperboard to improve in the second half of the year
  • Customers will adjust their inventories
  • End users will return to more normal buying patterns
  • Continued strength in tissue business
  • Anticipated strong demand and moderating input costs driving margin improvement

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-2.7%

Avg return

Earnings day

-4.4%

Avg return

5 days after

-4.0%

Avg return

30 days after

39%

26 / 66 earnings

Positive

+24.1%

Q1 2022

Best reaction

-33.5%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.5%-14.3%+9.8%
Q4 2025-8.6%-15.1%-26.6%
Q3 2025-8.5%-6.2%-5.8%
Q2 2025-18.4%-24.9%-26.7%
Q1 2025+7.4%+4.0%+15.1%
Q4 2024-8.4%-3.9%-17.6%
Q3 2024+8.3%+4.8%+5.0%
Q2 2024-23.3%-34.5%-39.1%
Q1 2024+12.0%+12.4%+30.3%
Q4 2023+3.4%+7.5%+21.7%
Q3 2023-2.1%+3.1%+1.2%
Q2 2023+14.8%+10.9%+18.8%
Q1 2023-15.9%-12.2%-18.7%
Q4 2022-0.2%-1.0%-10.8%
Q3 2022-15.1%-10.4%-10.4%
Q2 2022+15.3%+20.1%+18.4%
Q1 2022+24.1%+20.8%+28.6%
Q4 2021-12.7%-7.4%-6.0%
Q3 2021+0.4%-6.5%+0.5%
Q2 2021+2.1%+8.4%+18.5%
Q1 2021-10.0%-14.0%-16.4%
Q4 2020-18.7%-15.1%-11.4%
Q3 2020-12.2%-13.2%-8.0%
Q2 2020+2.5%-4.7%-14.1%
Q1 2020+21.2%+21.5%+36.5%
Q4 2019+10.2%+11.2%-18.5%
Q3 2019+2.2%-0.4%+6.1%
Q2 2019-13.9%-0.3%-18.5%
Q1 2019-10.7%-3.7%-20.1%
Q4 2018-16.0%-17.0%-25.4%
Q3 2018-6.6%-6.3%-0.9%
Q2 2018+11.9%+14.8%+28.5%
Q1 2018-33.5%-40.3%-35.8%
Q4 2017-25.1%-23.0%-13.8%
Q3 2017+3.2%+4.5%+4.0%
Q2 2017-9.2%-9.0%-6.6%
Q1 2017-13.4%-12.6%-18.8%
Q4 2016-6.7%-3.9%-17.3%
Q3 2016-14.7%-15.3%-3.7%
Q2 2016-7.1%-5.4%-11.0%
Q1 2016+10.1%
Q4 2015-5.9%
Q3 2015+1.2%
Q2 2015+10.2%
Q1 2015+1.8%
Q4 2014-17.4%
Q3 2014+0.4%
Q2 2014+12.0%
Q1 2014-1.4%
Q4 2013+9.6%
Q3 2013+8.3%
Q2 2013-0.7%
Q1 2013-8.6%
Q4 2012+4.3%
Q3 2012-6.6%
Q2 2012+4.9%
Q1 2011-0.9%
Q1 2012+7.2%
Q4 2009-0.4%
Q1 2010-0.4%
Q4 2011-0.4%
Q3 2011-1.8%
Q3 2010-1.8%
Q2 2010-5.2%
Q4 2010-5.2%
Q2 2011-5.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro