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- **Revenue Growth**: 7% QoQ increase in uncoated freesheet sales volume.
- **Cash Returns**: $60 million returned to shareholders, including $42 million share buyback.
- **Strategic Investments**: $150 million share repurchase authorization and $30 million EBITDA impact from Riverdale transition.
- **Regional Challenges**: Europe (-5% demand), Latin America (-5% demand), offset by North America import normalization.
- **Operational Excellence**: 60,000 tons inventory build to support 2026 Eastover expansion.
- **Leadership Transition**: John Sims to succeed Jean-Michel Ribiéras as CEO in January 2026.

**【CEO Summary Section】**
- **Revenue Growth**: Uncoated freesheet sales volume increased by 7% quarter-over-quarter.
- **Cash Returns**: Returned $60 million to shareholders through $18 million in dividends and $42 million in share repurchases, with a new $150 million share repurchase authorization approved.
- **Financial Metrics**: Adjusted EBITDA of $151 million (18% margin) and free cash flow of $33 million. Projected adjusted operating earnings of $1.44 per share.

**【CFO Financial Commentary】**
- **Q3 Performance**: EBITDA of $151 million in line with guidance. Price/mix unfavorable by $14 million (European paper/pulp), offset by $14 million volume growth in Latin America/North America. No planned outages saved $66 million.
- **Q4 Outlook**: EBITDA expected $115M-$130M. Challenges include European pulp price pressure and Latin America demand decline (-5%), but North America imports moderating. Riverdale supply agreement ending in May 2026, with Sylvamo building 60,000 tons inventory to bridge to Eastover expansion (Q4 2026). Impact on 2026 EBITDA estimated at $30 million.
- **Strategic Assets**: Forest lands valued at BRL 5 billion, providing cost advantages and supply security. No plans to sell Brazil forest lands.

**【Q&A Key Highlights】**
- **Inventory Normalization**: North America import inventories approaching normal levels as tariffs moderate.
- **Riverdale Transition**: Building 60,000 tons inventory to bridge to Eastover expansion, with $30 million 2026 EBITDA impact unchanged.
- **Strategic Focus**: Singular focus on uncoated freesheet paper, with investments in operational excellence and capacity expansion.
- **Leadership Transition**: John Sims to become CEO in January 2026, with Jean-Michel Ribiéras retiring after 4 years of leadership.

Sylvamo Corporation (SLVM) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SLVM

SLVM fundamentals

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