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.
EPS
Actual | 0.57 | 1.67 | 1.59 | 1.45 | 0.69 | -1.07 | 0.55 | 0.82 | 1.03 | 1.11 | 1.83 | -0.3 | 1.47 | 1.74 | 2.19 | 1.35 | 1.43 | -1.0938 | -0.64 | 12.0954 | -0.36 | 0.17 | -3.34 | -0.42 | ||||||||||
Forecast | -0.0067 | 1.44 | 1.38 | 1.53 | 0.8733 | -1.4833 | 0.4867 | 0.79 | 0.8667 | 1.14 | 1.3967 | -0.09 | 1.75 | 1.18 | 1.82 | 1.42 | 1.11 | 0.3 | 0.29 | -0.33 | -0.04 | 0.7 | -0.525 | -0.56 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +8607.46% | +15.97% | +15.22% | -5.23% | -20.99% | +27.86% | +13.01% | +3.80% | +18.84% | -2.63% | +31.02% | -233.33% | -16.00% | +47.46% | +20.33% | -4.93% | +28.83% | -464.60% | -320.69% | +3765.27% | -800.00% | -75.71% | -536.19% | +25.00% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 477.90M | 480.50M | 457.40M | 452.80M | 425.90M | 406.40M | 450.50M | 489.80M | 488.20M | 526.40M | 538.80M | 526.70M | 525.40M | 524.60M | 519.90M | 512.80M | 496.20M | 586.40M | 644.00M | 482.80M | 378.20M | 391.80M | 399.00M | 386.40M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 443.84M | 477.27M | 461.62M | 456.00M | 435.33M | 420.67M | 432.00M | 466.00M | 481.67M | 498.67M | 529.67M | 523.50M | 547.00M | 513.00M | 525.00M | 497.00M | 508.00M | 585.00M | 622.00M | 473.00M | 376.00M | 397.00M | 387.86M | 381.57M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +7.67% | +0.68% | -0.91% | -0.70% | -2.17% | -3.39% | +4.28% | +5.11% | +1.36% | +5.56% | +1.72% | +0.61% | -3.95% | +2.26% | -0.97% | +3.18% | -2.32% | +0.24% | +3.54% | +2.07% | +0.59% | -1.31% | +2.87% | +1.27% |
Earnings Call
You can ask Aime
What guidance did Clearwater Paper's management provide for the next earnings period?What were the key takeaways from Clearwater Paper’s earnings call?What is Clearwater Paper's latest dividend and current dividend yield?Did Clearwater Paper beat or miss consensus estimates last quarter?What is the market's earnings forecast for Clearwater Paper next quarter?What does Clearwater Paper do and what are its main business segments?What is Clearwater Paper's gross profit margin?What factors drove the changes in Clearwater Paper's revenue and profit?
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