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Sylvamo Corporation (SLVM) Q4 2025 Earnings Call Transcript

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Q4: 2026-02-12 Earnings Summary

EPS of $1.08 beats by $0.02

 | Revenue of $890.00M (-8.25% Y/Y) beats by $31.24M

Sylvamo Corporation (SLVM) Q4 2025 Earnings Call February 12, 2026 10:00 AM EST

Company Participants

Hans Bjorkman – Vice President of Investor Relations
John Sims – CEO, President & Director
Donald Devlin – Chief Financial Officer

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Conference Call Participants

Daniel Harriman – Sidoti & Company, LLC
George Staphos – BofA Securities, Research Division
Matthew McKellar – RBC Capital Markets, Research Division

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Presentation

Operator

Good morning. Thank you for standing by. Welcome to Sylvamo’s Fourth Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, your conference is being recorded.

I’d now like to turn the call over to Hans Bjorkman, Vice President, Investor Relations. Sir, the floor is yours.

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Hans Bjorkman
Vice President of Investor Relations

Thanks, Kate. Good morning, and thank you for joining our Fourth Quarter and Full Year 2025 Earnings Call. Our speakers this morning are John Sims, Chief Executive Officer; and Don Devlin, Senior Vice President and Chief Financial Officer.

Slides 2 and 3 contain important information, including certain legal disclaimers. For example, during the call, we will make forward-looking statements that are subject to risks and uncertainties. We will also present certain non-U.S. GAAP financial information. Reconciliations of those figures to U.S. GAAP financial measures are available in the appendix. Our website also contains copies of the earnings release as well as today’s presentation.

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With that, I’d like to turn the call over to John.

John Sims
CEO, President & Director

Thank you, Hans, and good morning, everyone. I’m glad that you are joining our call. For your reference, I’m on Slide 4. Before we begin discussing full year and quarterly results, I want to start by sharing with you my vision for Sylvamo, a vision that is fully embraced by our Board and our leadership team.

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My vision is Sylvamo will be legendary. Yes, legendary. To be legendary is to

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