Sylvamo (NYSE:SLVM) Q4 2025 Earnings call February 12, 2026 10:00 AM ET Company ParticipantsDon Devlin - Senior Vice President and CFOHans Bjorkman - Vice President of Investor RelationsJohn Sims - SVP and CFOConference Call ParticipantsDaniel Harriman - Equity Research AnalystGeorge Staphos - Equity Research AnalystMatthew McKellar - Equity Research AnalystOperatorGood morning. Thank you for standing by. Welcome to Sylvamo's fourth quarter 2025 earnings call. All lines have been placed on mute to prevent a ...

Sylvamo (NYSE:SLVM) Q4 2025 Earnings call February 12, 2026 10:00 AM ET Company ParticipantsDon Devlin - Senior Vice President and CFOHans Bjorkman - Vice President of Investor RelationsJohn Sims - SVP and CFOConference Call ParticipantsDaniel Harriman - Equity Research AnalystGeorge Staphos - Equity Research AnalystMatthew McKellar - Equity Research AnalystOperatorGood morning. Thank you for standing by. Welcome to Sylvamo's fourth quarter 2025 earnings call. All lines have been placed on mute to prevent a ...

Sylvamo (NYSE:SLVM) Q4 2025 Earnings call February 12, 2026 10:00 AM ET Speaker6Good morning. Thank you for standing by. Welcome to Sylvamo's fourth quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, you will have an opportunity to ask questions. To ask a question, please press Star, followed by the number one on your telephone keypad. To withdraw a question, press Star one again. As a reminder, your conference is being recorded. I'd ...

Fourth Quarter and Full Year 2025 Earnings February 12, 2026 © 2026 Sylvamo Corporation. All rights reserved. 1 Cautionary statement concerning forward-looking statements 2 This presentation contains information that includes or is based upon forward-looking statements. Forward-looking statements forecast or state expectations concerning future events. These statements often can be identified by the fact that they do not relate strictly to historical or current facts. They typically use words such as "antic ...

Sylvamo Corporation (SLVM) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.86%. A quarter ago, it was expected that this company would post earnings of $1.57 per share when it actually produced earnings of $1.44, delivering a surprise of -8.28%.Over the last four quarters, the comp ...

Exhibit 99.1 Sylvamo Releases Fourth Quarter, Full Year Earnings MEMPHIS, Tenn. – Feb. 12, 2026 – Sylvamo (NYSE: SLVM), the world's paper company, is releasing fourth quarter and full year 2025 earnings. The company will host an audio webcast at 10 a.m. EST at investors.sylvamo.com. NEWS RELEASE Management Summary from Chief Executive Officer John Sims As Sylvamo's CEO, my vision is that Sylvamo will be legendary for the way we relentlessly pursue and achieve world-class excellence in all that we do. This w ...

Sylvamo Releases Fourth Quarter, Full Year Earnings-# Sylvamo Releases Fourth Quarter, Full Year EarningsShare---MEMPHIS, Tenn.--([BUSINESS WIRE])--Sylvamo (NYSE: SLVM), the world's paper company, is releasing fourth quarter and full year 2025 earnings. The company will host an audio webcast at 10 a.m. EST at [investors.sylvamo.com].Management Summary from Chief Executive Officer John SimsAs Sylvamo's CEO, my vision is that Sylvamo will be legendary for the way we relentlessly pursue and achieve world-class ...

Core Insights - Sylvamo has appointed John Sims as the new CEO and president, effective January 1, 2026, succeeding Jean-Michel Ribiéras, who will retire as chairman and CEO on December 31, 2025 [1] - David Petratis has been appointed as chairman of the board, also effective January 1, 2026, having served as lead independent director since 2021 [2] - The board now consists of seven members, including Sims and six independent directors, with the lead independent director role remaining unfilled [4] Company Overview - Sylvamo is recognized as the world's paper company, with operations in Europe, Latin America, and North America, and aims to be the employer, supplier, and investment of choice [9] - The company reported net sales of $3.8 billion for 2024 [9] Leadership Background - John Sims has extensive experience in the paper industry, having served as Sylvamo's first senior vice president and CFO since its inception in 2021, and previously held various leadership roles at International Paper [5][6] - David Petratis has been on the Sylvamo board since its inception and has a strong background in leading organizations through transformation and growth, including his previous role as chairman and CEO of Allegion plc [7][8]

Core Viewpoint - Sylvamo Corp. (NYSE:SLVM) is identified as a promising small-cap value stock despite a significant year-to-date decline of 36.68%, with a Buy rating and a price target of $59 set by Bank of America Securities [1]. Group 1: Investment Outlook - Bank of America Securities updated the stock to Buy on November 21, highlighting significant catalysts for Sylvamo, including improved operating rates in North America due to the closure of Riverdale and Chillicothe facilities [2]. - Analyst George Staphos anticipates that North American operating rates could reach 90% by 2026, alongside a potential price increase of $40 per ton for uncoated free sheet paper expected in the second half of 2026 [2]. Group 2: Financial Performance - In the fiscal third quarter of 2025, Sylvamo reported a revenue decrease of 12.33% year-over-year to $846 million, which was $10.34 million above expectations, while the EPS of $1.44 fell short of consensus by $0.03 [3]. - Management indicated that a decrease in price and mix contributed to a $14 million decline during the quarter, primarily due to paper and pulp prices in Europe [3]. Group 3: Future Expectations - The company expects ongoing challenges in Europe to continue into the fourth quarter, but these are anticipated to be mitigated by increasing volumes in Latin America and North America [4]. - Sylvamo Corporation, founded in 1898 and headquartered in Memphis, specializes in the production and sale of uncoated paper and pulp across Europe, Latin America, and North America [4].

Core Viewpoint - Sylvamo Corporation (NYSE:SLVM) is identified as a strong dividend stock with a potential upside of 21% based on average price targets, and a high estimate suggesting a 54% upside [1][2]. Group 1: Analyst Upgrades and Price Targets - Analyst George Staphos at BofA upgraded Sylvamo from Underperform to Buy, raising the price target from $41 to $59 [1]. - The average price target indicates a potential upside of 21%, while the highest target suggests a 54% upside [1][2]. Group 2: Shareholder Rights Plan - On November 10, Sylvamo's board approved a limited-term shareholder rights plan to protect shareholder interests and enhance value [2]. - The rights plan was initiated after Atlas Holdings directed its board representatives to resign, ending a cooperation agreement [3]. - Atlas Holdings currently holds a 21.5% stake in Sylvamo, which includes 16% beneficial ownership and 5.5% through derivatives [3]. Group 3: Rights Plan Details - The rights plan allows for one right per share, effective from November 20, 2025, triggered if someone acquires 15% of shares or 20% for passive investors [4]. - If triggered, existing shareholders can purchase stock at half price, or Sylvamo can exchange rights for shares [4]. - The plan is set to last one year, expiring on November 9, 2026, but can be concluded earlier at the board's discretion [4]. Group 4: Company Overview - Sylvamo Corporation, founded in 1898 and headquartered in Memphis, produces and sells uncoated paper and pulp across Europe, Latin America, and North America [5].