MarketBeat
09 Aug 2026, 06:05 UTC · 9w ago
Sylvamo Q2 Earnings Call Highlights
Impact · against what's priced in
Sylvamo is positioned for a strong second half of 2026, driven by a projected $75-85 million benefit from price and mix improvements. While North American volumes face headwinds from the loss of Riverdale supply and Eastover outages, these are offset by structural gains from the Eastover speed-up and pricing power.
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- In context
The company expects a $75 million to $85 million EBITDA benefit from price and mix in H2 versus H1, signaling strong pricing power despite volume declines from the Riverdale supply termination and Eastover outages.
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