Sylvamo (SLVM) Q2 FY26 earnings call

Sylvamo navigated Q2 FY26 with significant sequential improvements in adjusted EBITDA, driven by price increases and operational efficiencies across regions. The company is actively progressing strategic investments at its Eastover mill, expected to yield substantial annual benefits starting in 2027. Management is also undertaking a strategic review of its European operations, with a decision anticipated in 2027, while focusing on lean transformation and cost leadership to achieve long-term free cash flow targets.