NYSE$SLVM

Sylvamo Corp. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

SLVM reported Q4 2025, revenue of $890M, net income of $33M, diluted EPS of $0.83.

For Q4 2025, SLVM reported revenue of $890M, net income of $33M, diluted EPS was $0.83. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $890M.
  • Net income $33M.
  • Diluted EPS $0.83.

Headline financials

Total Revenue

$890M

Previous: $970M-8.2%
EPS (adj)

$0.83

Previous: $1.96-57.7%
Adjusted EBITDA

$125M

No prior period
Adjusted EBITDA margin

14.0%

No prior period
Free cash flow

$38M

No prior period
Effective tax rate

43.0%

No prior period
Net Income

$33M

Previous: $81M-59.3%
Operating Income

$58M

Previous: $109M-46.8%

Revenue & EPS history

Sylvamo · Revenue · Quarterly

$890M

Q4 2025-8.2%vs Q4 2024
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

The release discusses SLVM's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • SLVM cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+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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