CLW
Clearwater Paper·NYSE
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CLW fundamentals
Clearwater Paper (CLW) released its earnings on Feb 18, 2026: revenue was 386.40M (YoY -19.97%), beat estimates; EPS was -0.42 (YoY -103.47%), beat estimates.
Revenue / YoY
386.40M
-19.97%
EPS / YoY
-0.42
-103.47%
Report date
Feb 18, 2026
CLW Earnings Call Summary for Q4,2025
- Revenue Growth & Margin Improvement: 12% net sales growth to $1.6B, 107M EBITDA (up 71% YoY), SG&A as % of sales down to 6.5%.
- Industry Challenges: 400-500k tons SBS supply-demand imbalance, $70M 2026 pricing headwind, RISI projects 2026 operating rates to 90% with $60/ton price recovery.
- Strategic Actions: $60/ton cup grade price increase, Valora launch Q2 2026, evaluating $60M CUK conversion. Maintaining $400M+ liquidity, $79M share buyback authorization.
- Financial Outlook: 2026 revenue $1.4-1.5B, EBITDA breakeven Q1, 20M working capital improvement (back-half weighted), 6-7% SG&A.
- Q&A Highlights: Early CRB-to-SBS substitution, 180k tons capacity reduction needed, evaluating extended curtailments, no material input cost risk.
Earnings
EPS
Revenue
Revenue & Expenses
CLW has released its 2025 Q4 earnings report, with revenue of 386.40M, reflecting a YoY change of -0.18%, and net profit of 38.30M, showing a YoY change of -80.76%. The Sankey diagram below clearly presents CLW's revenue sources and cost distribution.
Key Indicators
Clearwater Paper (CLW) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Clearwater Paper (CLW)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Balance Sheet
Clearwater Paper (CLW)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cash Flow
Clearwater Paper (CLW)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Revenue Breakdown
Where does Clearwater Paper (CLW) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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By Region
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Dividend
Track Clearwater Paper (CLW) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is the market's earnings forecast for Clearwater Paper next quarter?What is Clearwater Paper's gross profit margin?What is the revenue and EPS growth rate for Clearwater Paper year over year?What does Clearwater Paper do and what are its main business segments?What were the key takeaways from Clearwater Paper’s earnings call?What factors drove the changes in Clearwater Paper's revenue and profit?What were the key takeaways from Clearwater Paper's earnings call?Did Clearwater Paper beat or miss consensus estimates last quarter?
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