Sylvamo Corporation reported third‑quarter 2025 results on November 7, 2025, with net sales of $846 million, up 6.55 % from the $794 million reported in Q2 and down 12 % from the $965 million recorded in Q3 2024. Net income rose to $57 million, a 280 % sequential increase but a 40 % decline from the $95 million earned in Q3 2024. Adjusted EBITDA climbed to $151 million, an 84 % jump from $82 million in Q2 and a 22 % drop from $193 million in Q3 2024. Volume grew 7 % quarter‑over‑quarter, reflecting stronger demand in North America and Latin America while European markets faced pricing headwinds.
The company beat consensus revenue estimates of $835.7 million by $10.3 million, driven by robust demand in its North American and Latin American segments. In North America, operating profit reached $84 million, while Latin America contributed $35 million. Europe, however, posted a loss of $21 million, underscoring the impact of price pressure and a less favorable mix in that region.
Earnings per share fell short of expectations, with a diluted EPS of $1.44 versus a consensus of $1.50, a miss of $0.06 or 4 %. The shortfall was largely attributable to the loss in Europe and higher input costs, which offset the company’s disciplined cost‑control program and the volume‑driven margin expansion seen in North America.
Sylvamo returned $60 million to shareholders during the quarter, comprising $42 million in share repurchases and $18 million in dividends. The share‑repurchase program was expanded to a new $150 million tranche, reflecting confidence in the company’s cash‑generating capacity and a commitment to delivering value to investors.
Management guided for a stronger fourth quarter, projecting adjusted EBITDA of $115 million to $130 million and a modest revenue outlook that signals confidence in improved commercial conditions and reduced maintenance outages. The guidance also reflects the company’s focus on completing its high‑return capital projects and optimizing its cost structure.
Investors reacted cautiously to the earnings release, with the EPS miss tempering enthusiasm despite the revenue beat. Analysts noted the company’s continued challenges in Europe and the need for sustained margin improvement, while highlighting the company’s strategic investments in the Eastover mill and its inventory build‑out to bridge the Riverdale mill transition.
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