10-Q · May 8, 2026
Sylvamo Corporation's Q1 2026 earnings report indicates a decline in revenue and profitability compared to the prior year, driven by operational challenges including supply constraints and lower volume sales. Despite a…
Earnings analysis · 10-Q
SLVM earnings analysis
Filed August 7, 2026 · Our reading of the company's report
The latest report
The provided extract does not contain the condensed income statements, balance sheets, cash-flow statements, segment results, or MD&A needed to assess Q2 2026 operating trends versus Q1 2026 or Q2 2025. Disclosed items…
Read full summary
The provided extract does not contain the condensed income statements, balance sheets, cash-flow statements, segment results, or MD&A needed to assess Q2 2026 operating trends versus Q1 2026 or Q2 2025. Disclosed items were broadly stable: controls were effective as of June 30, 2026, $150 million remained available under the repurchase program, and no shares were repurchased during the six months ended June 30, 2026. The filing reports no material changes to the 2025 Form 10-K risk factors and no material changes in market-risk exposure since December 31, 2025.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
What stood out
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Controls Remained Effective
Management concluded that disclosure controls and procedures were effective as of June 30, 2026. The company also reported no changes in internal control over financial reporting during the second quarter that materially affected, or were reasonably likely to materially affect, controls.
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$150M Repurchase Capacity Remains
As of June 30, 2026, $150 million remained available under the share-repurchase program. The company did not repurchase any shares during the six months ended June 30, 2026, although 3,961 employee shares were acquired through compensation-plan share withholdings.
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No Open-Market Repurchases
The company reported 3,961 shares acquired from employees during the quarter through share withholdings, at monthly average prices of $42.24 in April, $42.73 in May and $39.27 in June. No shares were purchased as part of the publicly announced repurchase program.
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No Material Risk Change Disclosed
Management stated that there have been no material changes in the company’s exposure to market risk since December 31, 2025. The filing also states that no legal proceedings are expected to have a material adverse effect on financial condition or results of operations.
Management's outlook
The provided 10-Q extract does not include quantitative revenue, EPS, or cash-flow outlook; no explicit guidance change is disclosed. The filing states there have been no material changes in market-risk exposure since December 31, 2025.
Earlier filings 4
10-K · February 20, 2026
Sylvamo Corporation's 2025 10-K reveals a decline in revenue and profitability, reflecting challenging market conditions impacting uncoated freesheet paper demand. Revenue dropped to $3.4 billion from $3.8 billion in…
10-Q · November 7, 2025
Sylvamo Corporation's Q3 2025 results showed a decline in both revenue and net income compared to the same period last year. Revenue was reported at $846 million, down from $965 million in Q3 2024, and diluted EPS was…
10-Q · August 8, 2025
Sylvamo Corporation's Q2 2025 results showed a significant decline in revenue and net income compared to the prior year. Revenue was $794 million, down 15% from $933 million in Q2 2024, while EPS dropped to $0.37 from…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.