NYSE$SLVM

Sylvamo Corp. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Sylvamo reported Q1 2026 net sales of $755M with a net loss of $3M, or $0.08 per share, and adjusted EBITDA of $29M.

For the quarter ended March 31, 2026, Sylvamo net sales were $755 million versus $821 million a year ago. Net loss was $3 million, or $0.08 per diluted share, compared with net income of $27 million and $0.65 per share in Q1 2025. Adjusted EBITDA was $29 million with a 4% margin.

  • Net sales $755M; net loss $3M, or $(0.08) per share.
  • Adjusted EBITDA $29M (4% margin) vs $90M prior year.
  • Paper and pulp volumes and pricing pressured year-over-year results.

Headline financials

Total Revenue

$755M

Previous: $821M-8.0%
EPS (adj)

-$0.08

Previous: $0.65-112.3%
Adjusted EBITDA

$29M

No prior period
Net Income

-$3M

Previous: $27M-111.1%
Operating Income

-$15M

Previous: $44M-134.1%

Revenue & EPS history

Sylvamo · Revenue · Quarterly

$755M

Q1 2026-8%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Sylvamo · $906M total across 3 segments · Q3 2023

  • North America
    $476M-19.2%
  • Latin America
    $246M-8.9%
  • Europe
    $184M+41.5%

Forward guidance

Paper producer; discusses pricing, input costs and free cash flow conversion.

Tailwinds

  • Smaller loss than prior-year earnings decline would suggest on cost actions.

Headwinds

  • Lower sales and EBITDA on weaker paper markets.

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 2026

Historical avgQ1 2026

+1.2%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+2.1%

Avg return

30 days after

59%

13 / 22 earnings

Positive

+23.3%

Q4 2023

Best reaction

-17.0%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.2%-12.5%-12.3%
Q4 2025+5.1%-9.5%-20.3%
Q3 2025+0.1%+8.7%+13.1%
Q1 2025-12.6%-6.1%-10.6%
Q4 2024-7.3%-5.2%-14.1%
Q3 2024-14.7%-11.4%-6.5%
Q2 2024+11.3%+13.0%+10.3%
Q1 2024+2.7%+6.1%+6.0%
Q4 2023+23.3%+20.8%+24.7%
Q3 2023+7.4%+10.5%+18.4%
Q2 2023-17.0%-16.4%-15.6%
Q1 2023-7.9%-7.3%-5.2%
Q4 2022-1.3%-1.1%+2.9%
Q3 2022+8.4%+13.7%+32.3%
Q2 2022+3.0%+4.9%-8.0%
Q1 2021+6.7%+8.7%+4.1%
Q1 2022+14.4%+20.7%+19.4%
Q2 2021-5.0%-8.8%+1.5%
Q4 2019-5.0%-8.8%+1.5%
Q4 2021+7.1%+13.6%-2.9%
Q4 2020+6.5%+10.1%+1.3%
Q3 2021+4.2%+11.0%+5.6%
Q3 2020
Q2 2020
Q1 2020

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