Monitor Q2 results for realization of paper price increases across all regions and the $20M cost benefit from shifting European imports to Brazil. The stock may remain under pressure until free cash flow inflects positively in H2 2026, as guided.
Price Chart
Executive Summary
Sylvamo reported a weak Q1 2026 with a net loss of $3M, revenue down 8% YoY to $755M, and Adjusted EBITDA margin collapsing to 4% from 11% a year ago. The company is in a transition year with capacity constraints from the Riverdale supply agreement termination and elevated capital spending, but management expects free cash flow to be heavily weighted to the second half.
Key Financial Metrics
Key Facts
- Q1 2026 net loss of $3M vs net income of $27M in Q1 2025
- Revenue declined 8.0% YoY to $755M from $821M
- Adjusted EBITDA fell 67.8% YoY to $29M (4% margin vs 11%)
- Free cash flow was negative $59M vs negative $25M a year ago
- All three segments saw operating profit decline: Europe -$44M, Latin America $4M, North America $25M
- GAAP diluted EPS of -$0.08 vs $0.65 in Q1 2025
- Debt refinanced to extend maturity profile; $0.45 quarterly dividend maintained
Financial Impact
Revenue decline of $66M YoY; net income swing of -$30M; free cash flow burn of -$59M
Risk Factors
- Continued weakness in European paper demand and pricing
- Execution risk on Eastover mill strategic investments and capacity transition
- Rising energy, chemical, and freight costs from Middle East conflict
- Tariff uncertainty impacting import sourcing strategy
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001856485-26-000014 |
| Document: syl-20260508.htm | 0001856485-26-000014 |
| Document: 0001856485-26-000014-index-headers.html | 0001856485-26-000014 |
| Document: 0001856485-26-000014-index.html | 0001856485-26-000014 |
| Document: 0001856485-26-000014.txt | 0001856485-26-000014 |
| 8-K Data (Synthetic) | 0001856485-26-000014 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 7, 2026 8w ago | 8-K | $41.07 $35.97 | ▲ +12.42% | ▲ +12.02% | $32.48 (+20.92%) |
Jun 15, 2026 15w ago | 144 | $40.39 $37.84 | ▼ −6.31% | ▼ −6.51% | $32.48 (−19.58%) |
May 8, 2026 21w ago | 8-K | $41.10 $38.64 | ▲ +5.99% | ▲ +6.01% | $32.48 (+20.97%) |
Mar 4, 2026 30w ago | Insider Cluster | $46.10 $42.26 | ▼ −8.33% | ▼ −3.91% | $32.48 (−29.55%) |
US Market Status
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