SLVM News & Events

The company said, "Our capital spending will peak in 2026 as we execute the majority of our $145 million high-return strategic investments at our Eastover mill, including a paper machine optimization project, a new, state-of-the-art cutsize sheeter and a woodyard modernization project."

Reports Q4 revenue $890M, consensus $858.76M. The company said, "As Sylvamo's CEO, my vision is that Sylvamo will be legendary for the way we relentlessly pursue and achieve world-class excellence in all that we do. This will create substantial and lasting value for our employees, customers and shareowners and will enable us to be the employer, supplier and investment of choice. I am committed to allocating capital wisely to create long-term value, communicating transparently, upholding our values and driving smart, data-driven decisions while operating safely with a focus on our customers and cost. We seek high-quality, long-term shareowners who share our vision of disciplined capital allocation and sustainable value-creation. In 2025, we operated in a challenging environment, but our strategy did not change. We continued to deploy capital with discipline and take actions to strengthen Sylvamo's competitive position as we invest in our lowest-cost, most advantaged assets. At the same time, we maintained a strong balance sheet and returned cash to shareowners."

After two consecutive losing session, major indices roared back on Thursday, with strong results out of TSMC bolstering the capex investment theme in semiconductors - semi equipment names such as Applied Materialsand KLA Corpwere some of the strongest performers on the S&P 500.   Sentiment in Financials also rebounded in the wake of broad post-earnings selling in shares of JPMorganand Citias Goldman Sachsand Blackrockrallies on strong Q4 numbers picked up the slack.  Major Regionals like PNC Financialand Regionsare on tap to report results on Friday morning.In the opening hour of the evening session, S&P e-minis and Dow Industrials are sustaining the upward momentum with modest gains, up 0.1%, and Nasdaq 100 is up 0.2%.  In precious metals, Gold and Silver are coiling just below the all-time highs seen earlier this week.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER -Sylvamoup 2.0% after 2026 outlookDOWN AFTER EARNINGS -J.B. Hunt Transportdown 4.3%WaFddown 0.5%ALSO LOWER -QXOdown 4.2% after Q4 pre-announcement, $750M stock offeringDogwood Therapeuticsdown 2.1% after equity offeringJourney Medicaldown 2.0% after equity offeringWoodwarddown 1.5% after announcing winddown of China gas truck business

In his shareholder letter Sylvamo CEO John Sims stated: "We recognize the current headwinds in some of our markets, including cyclical industry downturns in Europe and certain Latin American countries outside Brazil. Europe is currently facing significant industry challenges that are impacting our financial results. We are focused on reducing our costs, optimizing our mix and improving our operational efficiency. We are also evaluating a range of other options to improve financial performance. Our operations in Brazil are an important strength for Sylvamo... In North America, our business remains resilient following the termination of the Georgetown, South Carolina, mill supply agreement with International Paper in late 2024. As previously announced, the supply agreement for the Riverdale, Alabama, mill will also end in the first half of 2026. Both agreements were expected to terminate, therefore neither was part of our long-term strategy. Together, these agreements accounted for approximately 700,000 tons of uncoated freesheet capacity. Sylvamo is well-positioned for long-term success in North America, supported by our world-class mill in Eastover, South Carolina, the lowest-cost mill in this region. As an example of our disciplined capital allocation, we are investing $145 million to reduce costs and significantly enhance the mill's capabilities, with an expected internal rate of return exceeding 30%... 2025 and 2026 will be low points in our free cash flow generation as we weather the cyclical industry downturns, particularly in Europe, and complete investments at our Eastover mill. As industry conditions turn, our capital spending normalizes and the benefits from our investments begin to materialize, we have the potential to generate annually: over $300 million of Free Cash Flow and over 15% Return on Invested Capital."