MERC
Mercer International·NASDAQ
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MERC fundamentals
Mercer International (MERC) released its earnings on Feb 12, 2026: revenue was 449.50M (YoY -7.96%), missed estimates; EPS was -4.61 (YoY -1944.00%), missed estimates.
Revenue / YoY
449.50M
-7.96%
EPS / YoY
-4.61
-1944.00%
Report date
Feb 12, 2026
MERC Earnings Call Summary for Q4,2025
- Q4 Financial Strain: EBITDA loss of $20 million, driven by $239 million in non-cash impairments, but liquidity improved to $430 million.
- Cost Reduction Progress: One Goal One Hundred program delivered $30 million in savings in 2025, on track for $100 million by 2026.
- Mass Timber Growth: 2026 revenue target of $120 million+ with order backlog doubling to $163 million.
- Peace River Transformation: Shifting to 50/50 softwood/hardwood mix by year-end, with carbon capture pilot showing promise.
- Market Risks: Fiber costs expected to rise $150 million+ in 2026; Europe lumber demand constrained by economic stagnation.
EPS
Actual | -0.05 | -0.13 | 0.11 | -0.2 | 0.09 | 0.32 | 1.04 | 1.12 | 1.34 | 1.07 | 1 | 0.3 | -0.46 | -1.48 | -0.39 | -1.31 | -0.25 | -1.01 | -0.26 | 0.25 | -0.33 | -1.29 | -1.21 | -4.61 | ||||||||
Forecast | -0.1213 | -0.0827 | -0.078 | -0.062 | 0.3191 | 0.4712 | 0.8578 | 0.8605 | 1.0368 | 0.9861 | 0.8733 | 0.4796 | 0.0581 | -0.8522 | -0.7619 | -0.4685 | -0.1127 | -0.4183 | -0.2923 | 0.0964 | -0.1801 | -0.9567 | -0.9419 | -0.87 | ||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +58.78% | -57.19% | +241.03% | -222.58% | -71.80% | -32.09% | +21.24% | +30.16% | +29.24% | +8.51% | +14.51% | -37.45% | -891.74% | -73.67% | +48.81% | -179.62% | -121.83% | -141.45% | +11.05% | +159.34% | -83.23% | -34.84% | -28.46% | -429.89% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | 350.60M | 341.19M | 333.15M | 398.19M | 412.72M | 401.83M | 469.75M | 518.96M | 592.74M | 572.33M | 532.81M | 583.06M | 522.67M | 529.86M | 470.82M | 470.49M | 553.43M | 499.38M | 502.14M | 488.40M | 506.97M | 453.52M | 458.07M | 449.50M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | 386.74M | 367.46M | 346.56M | 381.28M | 430.72M | 424.01M | 485.09M | 516.06M | 539.07M | 543.97M | 489.26M | 520.68M | 537.13M | 435.77M | 457.50M | 508.46M | 508.00M | 482.35M | 485.84M | 497.00M | 505.47M | 476.68M | 459.74M | 456.50M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -9.34% | -7.15% | -3.87% | +4.44% | -4.18% | -5.23% | -3.16% | +0.56% | +9.96% | +5.21% | +8.90% | +11.98% | -2.69% | +21.59% | +2.91% | -7.47% | +8.94% | +3.53% | +3.35% | -1.73% | +0.30% | -4.86% | -0.36% | -1.53% |
Earnings Call
You can ask Aime
What guidance did Mercer International's management provide for the next earnings period?What does Mercer International do and what are its main business segments?What is Mercer International's gross profit margin?Did Mercer International beat or miss consensus estimates last quarter?What were the key takeaways from Mercer International’s earnings call?What is Mercer International's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Mercer International year over year?What is the market's earnings forecast for Mercer International next quarter?
