☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to 4350 Congress Street, Suite 600 Charlotte, North Carolina 28209 (Address of principal executive offices) (704) 885-2555 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 or | (Registrant's telephone number, includin ...

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $0.21, an increase of $0.05 compared to the same period last year, driven primarily by strong earnings in the Airlaid segment and a favorable tax rate [14][8] - Adjusted EBITDA for the quarter was $32 million, reflecting the operational performance improvements [8] - The leverage ratio decreased to 2.8 times as of September 30, 2021, compared to 3.0 times at the end of June, but was higher than year-end 2020 [34] Business Line Data and Key Metrics Changes - Airlaid Materials segment performed well, with revenues up about 40% year-over-year on a constant currency basis, supported by strong recovery in tabletop and wipes categories [24] - Composite Fibers segment faced challenges with total revenues increasing by 3.4% on a constant currency basis, but shipments were down 6% due to softer demand in wallcover products [17][18] - The company announced a 12% price increase across the Composite Fibers product portfolio to mitigate rising input costs [11] Market Data and Key Metrics Changes - The company experienced a sequential volume growth of 10% in hygiene products after a destocking phase in the first half of the year [9] - Energy prices more than doubled in key European countries, significantly impacting the Composite Fibers segment [10][19] - Demand for Composite Fibers products is expected to remain robust across most categories [36] Company Strategy and Development Direction - The acquisition of Jacob Holm is a significant milestone, enhancing the scale and diversification of the product portfolio [6][12] - The company aims to achieve $20 million of annual synergies from the Jacob Holm acquisition while focusing on integrating it into Glatfelter's operating model [13][34] - The near-term focus will be on ensuring successful integration and reducing leverage [34] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the business prospects, with expectations for robust demand in Composite Fibers products [36] - The company is actively managing costs and operational efficiencies to improve EBITDA and free cash flow [37] - Input costs are expected to remain volatile, and the company will continue to monitor developments closely [21] Other Important Information - The company successfully executed a $500 million bond offering to finance the Jacob Holm acquisition [12] - Corporate costs were favorable by $1.7 million compared to the same period last year, with an expectation of approximately $22 million for the full year [29][30] - The tax rate for the third quarter was 27%, lower than previously expected, with an estimated full-year tax rate between 38% and 40% [31] Q&A Session Summary Question: Inflation recovery timing and impact on Q4 - Management expects a significant pickup in inflation recovery in Q4, guiding toward $6 million of improvement in prices for Composite Fibers [44] - Energy prices in Europe are anticipated to be slightly higher in Q4 compared to Q3 due to unexpected spikes [45][46] Question: Impact of fiber costs and mix shift in Airlaid - Management noted that while fiber costs have started to abate, energy prices had a larger impact in Q3 [48] - A mix shift in Airlaid is expected to negatively impact profit by $1 million, primarily due to seasonality in tabletop products [49][50] Question: Production expectations for inclined wire - Inclined wire production is primarily related to food and beverage papers and Composite Laminates, with expectations for Q4 to be in line with Q3 [51][53] Question: Inventory impact from Jacob Holm - Management stated it is premature to provide estimates on the inventory step-up for Jacob Holm as they are still working through purchase accounting [54]

G L A T F E L T E R Jefferies Virtual Industrials Conference August 4, 2021 NYSE: GLT Dante Parrini, Chairman & CEO Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words such as "anticipates", "believes", "expects", "future", ...

Glatfelter Corporation (NYSE:GLT) Q2 2021 Earnings Conference Call August 3, 2021 11:00 AM ET Company Participants Ramesh Shettigar - Vice President of Investor Relations and Corporate Treasurer Dante Parrini - Chairman and Chief Executive Officer Sam Hillard - Senior Vice President and Chief Financial Officer Conference Call Participants Mark Wilde - Bank of Montreal Operator Good day, and thank you for standing by. Welcome to Glatfelter's quarterly earnings release conference call. [Operator Instructions] ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2021 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to 4350 Congress Street, Suite 600 Charlotte, North Carolina 28209 (Address of principal executive offices) (704) 885-2555 (Registrant's telephone number, including area ...

Glatfelter Corporation (NYSE:GLT) Q1 2021 Results Conference Call May 4, 2021 11:00 AM ET Company Participants Ramesh Shettigar - VP, IR and Corporate Treasurer Dante Parrini - Chairman and CEO Sam Hillard - SVP and CFO Conference Call Participants Anojja Shah - BMO Capital Markets Operator Good day, and thank you for standing by. Welcome to the Glatfelter’s Quarterly Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. [Operator Instructions] I woul ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (Registrant's telephone number, including area code) FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | Commission file | Exact name of registrant as | IRS Employer | State or other jurisdiction of | | --- | --- | --- | --- | | number | specified in its charter | Identification No. | incorporation or organization | | 1-03560 | Glatfelter Corporation | 23-0628360 | Pennsylvania | | | | ( ...

G L A T F E L T E R 2021 First Quarter Earnings Conference Call Dante C. Parrini, Chairman & CEO Samuel L. Hillard, SVP & CFO May 4, 2021 NYSE: GLT Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words such as "anticipates", ...

(704) 885-2555 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K | | | For the fiscal year ended December 31, 2020 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to 4350 Congress Street, Suite 600 Charlotte, North Carolina 28209 (Address of principal executive offices) (Registrant's telephone number, including area code) | Exact name of registrant as | | IRS Employer | State or other jurisdiction of ...

Glatfelter Corporation (NYSE:GLT) Q4 2020 Results Conference Call February 4, 2021 11:00 AM ET Company Participants Ramesh Shettigar - VP, IR and Corporate Treasurer Dante Parrini - Chairman and CEO Sam Hillard - SVP and CFO Conference Call Participants Operator Thank you for standing by, and welcome to the Glatfelter's Quarterly Earnings Release Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. [Operator Instructions] I would now like to hand the conferen ...