Sylvamo Q3 2025 Earnings Net Income Drops 40% Amid Regional Pressures

Sylvamo reported Q3 2025 results with revenue declining 12.3% to $846 million, missing earnings estimates but exceeding sales expectations. , . Management cited and supply chain adjustments as key challenges, with Q4 guidance reflecting $115M–$130M adjusted EBITDA, down from prior expectations.

Revenue

, driven by a 7% increase in uncoated freesheet sales volume in North America and Latin America, partially offset by softer European pricing and mix. North America, the company’s largest segment, , . Europe, meanwhile, , as unfavorable price and mix dynamics outweighed gains.

Earnings/Net Income

, . , . Despite sustained profitability over five years, the EPS and net income declines highlight ongoing regional headwinds, particularly in Europe.

Price Action

Post-earnings, , . The price action followed mixed results—revenue beat estimates, but earnings missed—alongside cautious Q4 guidance.

Post-Earnings Price Action Review

Sylvamo’s stock reacted cautiously to its Q3 results, , reflecting investor optimism about volume growth and capital returns. However, . The stock’s trajectory aligned with its Q4 guidance, , , .

CEO Commentary

, . He emphasized strategic focus on uncoated freesheet as the “largest and most resilient segment,” while expressing confidence in leadership transition plans. , underscoring disciplined capital allocation.

Guidance

, . , . .

Additional News

, reinforcing its shareholder-friendly approach. , . , . Leadership changes at the board level, including resignations of Atlas Holdings representatives, marked a strategic shift toward independent governance.