8-K Announcements
6Material company update
May 18, 2026·SEC
Material company update
May 8, 2026·SEC
Material company update
Feb 12, 2026·SEC
Sylvamo Corporation(SLVM)Earnings, Financials & Key Ratios
SLVM•NYSE
$38.72
12.0× P/E·Price updated Jul 7, 2026
AboutSylvamo Corporation produces and supplies printing paper in Latin America, Europe, and North America. The company offers uncoated freesheet for paper products, such as cutsize and offset paper; and markets pulp, aseptic, and liquid packaging board, as well as coated unbleached kraft papers. It also produces hardwood pulp, including bleached hardwood kraft and bleached eucalyptus kraft; bleached softwood kraft; and bleached chemi-thermomechanical pulp. The company distributes its products through a variety of channels, including merchants and distributors, office product suppliers, e-commerce, retailers, and dealers. It also sells directly to converters that produce envelopes, forms, and other related products. The company was founded in 1898 and is headquartered in Memphis, Tennessee.Show more
- Revenue$3.35B-11.2%
- EBITDA$428M-29.0%
- Net Income$132M-56.3%
- EPS (Diluted)3.22-55.2%
- Gross Margin21.93%-12.0%
- EBITDA Margin12.77%-20.1%
- Operating Margin7.43%-36.9%
- Net Margin3.94%-50.8%
- ROE14.56%-57.9%
SLVM Price & Volume
Sylvamo Corporation (SLVM) stock price & volume — 10-year historical chart
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Secular Demand Erosion Pressures Sylvamo Operational Margins
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Strained
Financial:Healthy
Cash Flow:Deteriorating
Primary Risk:Secular Uncoated Freesheet Decline
Key Thesis Takeaways
- Sylvamo faces significant structural headwinds as the secular decline in uncoated freesheet demand drives persistent revenue contraction and negative operating leverage.
- While the company maintains a $2.8 billion asset base, the recent shift to a $3.0 million net loss in 2026Q1 suggests that its capital-intensive manufacturing model is struggling to remain profitable.
- Investors should monitor the sustainability of shareholder returns, as the current negative free cash flow of $59.0 million in 2026Q1 appears increasingly disconnected from the company's ongoing dividend policy.
Verdict Logic
the company's inability to generate positive free cash flow, which reached negative $59.0 million in 2026Q1, suggests that current dividend payments may be unsustainable given the ongoing secular decline in core paper markets.
SLVM Growth Metrics
Sylvamo Corporation (SLVM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.04%
3 Years-2.61%
TTM-10.95%
Profit CAGR
10 Years-
5 Years-4.93%
3 Years3.81%
TTM-64.34%
EPS CAGR
10 Years-
5 Years-3.51%
3 Years6.58%
TTM-62.9%
Return on Capital
10 Years16.81%
5 Years19.4%
3 Years17.86%
Last Year12.55%
SLVM Recent Earnings
Sylvamo Corporation (SLVM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 8, 2026Metric
Actual
Est
EPS
$0.53-112.0%
$0.25
Rev
$755M+1.9%
$741M
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$1.08+2.9%
$1.05
Rev
$890M+3.6%
$859M
Q4 2025
Nov 7, 2025Metric
Actual
Est
EPS
$1.44-8.3%
$1.57
Rev
$846M-1.5%
$859M
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$0.37-21.3%
$0.47
Rev
$794M-7.2%
$855M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 8, 2026 | $0.53vs $0.25-112.0% | $755Mvs $741M+1.9% |
| Q1 2026 | Feb 12, 2026 | $1.08vs $1.05+2.9% | $890Mvs $859M+3.6% |
| Q4 2025 | Nov 7, 2025 | $1.44vs $1.57-8.3% | $846Mvs $859M-1.5% |
| Q3 2025 | Aug 8, 2025 | $0.37vs $0.47-21.3% | $794Mvs $855M-7.2% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Sylvamo Corporation (SLVM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.72 | $1.54B | 12.02 | -11.18% | 3.94% | 14.56% | 4.6% | |
| $15.68 | $252.84M | -12.65 | 12.42% | -1.76% | -3.31% | — | |
| $0.68 | $45.27M | -0.09 | -8.58% | -28.51% | -242.96% | — | |
| $7.10 | $478.49M | -1.13 | -10.08% | -32.82% | -147.1% | — | |
| $56.49 | $5.57B | 14.19 | 41.72% | 13.83% | 30.03% | — | |
| $37.92 | $20.08B | -5.65 | 33.71% | -13.42% | -20.44% | — |
Compare SLVM vs Peers
Sylvamo Corporation (SLVM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SLVM SEC Filings & Documents
Sylvamo Corporation (SLVM) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SLVM Frequently Asked Questions
Sylvamo Corporation (SLVM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Sylvamo Corporation's revenue?
Sylvamo Corporation (SLVM) reported $3.29B in revenue for fiscal year 2025. This represents a 18% decrease from $4.02B in 2019.
How fast is Sylvamo Corporation growing?
Sylvamo Corporation (SLVM) saw revenue decline by 11.2% over the past year.
Is SLVM profitable?
Yes, Sylvamo Corporation (SLVM) is profitable, generating $102.0M in net income for fiscal year 2025 (3.9% net margin).
Dividend & Returns
Does SLVM pay dividends?
Yes, Sylvamo Corporation (SLVM) pays a dividend with a yield of 4.60%. This makes it attractive for income-focused investors.
What is SLVM's return on equity?
Sylvamo Corporation (SLVM) has a return on equity (ROE) of 14.6%. This is reasonable for most industries.
What is Sylvamo Corporation's free cash flow?
Sylvamo Corporation (SLVM) generated $10.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.