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Sylvamo Corporation

Sylvamo Corporation

NYSE•SLVM
CEO: Mr. Jean-Michel Ribiéras
Sector: Basic Materials
Industry: Paper, Lumber & Forest Products
Listing Date: 2021-09-23
Sylvamo Corporation produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Latin America, Europe, and North America. The company operates through Europe, Latin America, and North America segments. The Europe segment offers copy, tinted, and colored laser printing paper under REY Adagio and Pro-Design brands; and graphic and high-speed inkjet printing papers under the brand Jetstar; as well as produces uncoated freesheet papers. The Latin America segment focuses on uncoated freesheet paper under Chamex, Chamequinho and Chambril brands, as well as produces HP papers. This segment also operates integrated mills and non-integrated mills. The North America segment offers imaging, commercial printing, and converting papers, as well as uncoated papers under Hammermill, Springhill, Williamsburg, Accent, DRM and Postmark brand names. It distributes its products through a variety of channels, including retail merchants, e-commerce, agents, resellers, and paper distributors. The company was founded in 1898 and is headquartered in Memphis, Tennessee.
Contact Information
6077 Primacy Parkway, Memphis, TN, 38119, United States
901-519-8000
www.sylvamo.com
Market Cap
$2.03B
P/E (TTM)
9.3
11.9
Dividend Yield
3.6%
52W High
$88.86
52W Low
$37.52
52W Range
24%
Rank34Top 20.2%
5.1
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Average • 5.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2024

Financial Dashboard

Q3 2025 Data

Revenue

$846.00M-12.33%
4-Quarter Trend

EPS

$0.00+0.00%
4-Quarter Trend

FCF

$33.00M-72.27%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Q3 Net Sales Decline Q3 Net Sales were $846M, a decrease of $119M compared to $965M reported in the third quarter of 2024.
Nine Month Income Drop Nine months Net Income totaled $99M, falling $122M below the $221M earned in the comparable 2024 period.
Operating Cash Flow Decreases Cash provided by operating activities was $174M YTD, significantly lower than the $305M generated in the prior year.
EBITDA Margin Compression Q3 Adjusted EBITDA Margin compressed to 18% in 2025, down from 20% reported in the third quarter of 2024.

Risk Factors

North America Volume Weakness Lower North America volume resulted from International Paper's Georgetown mill closure, negatively impacting Q3 results.
Europe Price Mix Unfavorable Europe experienced unfavorable sales price and mix dynamics, contributing to lower segment sales and operating profit.
Brazil Tax Dispute Uncertainty The Brazil Tax Dispute remains subject to appeals; potential material loss exists depending on litigation outcomes.
Q4 Seasonal Cost Pressures Operations and costs are projected to be unfavorable in the fourth quarter due to seasonally higher input expenses.

Outlook

Q4 Volume Expected Favorable Fourth quarter volume is expected to be favorable, driven by anticipated growth across Latin America and North America.
Q4 Price Mix Outlook Price and mix are expected to be unfavorable in Q4, primarily due to anticipated lower paper prices in Europe.
Planned Maintenance Impact A planned maintenance outage in North America is expected to result in $18M of unfavorable costs in Q4.
Capital Spending Focus Capital spending totaled $168M YTD; $55M to $65M is expected for high-return projects during the remainder of 2025.

Peer Comparison

Revenue (TTM)

Grupo Simec, S.A.B. de C.V.SIM
$31.15B
-7.4%
Huntsman CorporationHUN
$5.78B
-3.5%
Sylvamo CorporationSLVM
$3.43B
-8.9%

Gross Margin (Latest Quarter)

Silvercorp Metals Inc.SVM
63.7%
+13.8pp
Ingevity CorporationNGVT
37.8%
+6.2pp
United States Antimony CorporationUAMY
27.0%
-5.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SIM$4.93B14.310.7%0.0%
NGVT$2.14B-9.9-113.3%70.8%
SLVM$2.03B9.323.9%30.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-4.5%
Flat Growth
4Q Net Income CAGR
-11.1%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 11, 2026
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EPS:-
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 7, 2025|
    Revenue: $846.00M-12.3%
    |
    EPS: $0.00+0.0%
    N/A
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 8, 2025|
    Revenue: $794.00M-14.9%
    |
    EPS: $0.37-81.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 9, 2025|
    Revenue: $821.00M-9.3%
    |
    EPS: $0.66-36.5%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 20, 2025|
    Revenue: $3.77B+1.4%
    |
    EPS: $7.35+22.1%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $965.00M+7.6%
    |
    EPS: $2.32+66.9%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $933.00M+1.5%
    |
    EPS: $2.02+74.1%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 10, 2024|
    Revenue: $905.00M-5.6%
    |
    EPS: $1.04-54.4%
    Meet
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 21, 2024|
    Revenue: $3.72B+2.6%
    |
    EPS: $6.02+124.6%
    Beat