Jun 2026 (Q2 FY26) — Aug 7, 2026
Sylvamo Q2 FY26 — Adjusted EBITDA More Than Doubled Sequentially, Eastover Investments on Track
Read the full callSylvamo earnings: last reported Fri, 7 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 806 | +1.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 1.7 | −2.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -11.0 | −173.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $42.57 on 14 Oct 2025 → $32.37. High $54.74 (12 Feb 2026), low $31.16 (12 Oct 2026).
Overview
Call summaries
Sylvamo Q2 FY26 — Adjusted EBITDA More Than Doubled Sequentially, Eastover Investments on Track
Read the full callEvery analysed call
Financials
Net profit, year on year: −173% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 965 | 970 | 821 | 794 | 846 | 890 | 755 | 806 |
| Operating profit | 150 | 109 | 44 | 30 | 98 | 79 | -15 | 14 |
| Operating margin | 15.5% | 11.2% | 5.4% | 3.8% | 11.6% | 8.9% | −2.0% | 1.7% |
| Interest | 19 | 11 | 12 | 12 | 12 | 13 | 12 | 15 |
| Profit before tax | 132 | 100 | 33 | 20 | 88 | 58 | -6 | 1 |
| Tax rate | 28.0% | 19.0% | 18.2% | 25.0% | 35.2% | 43.1% | 50.0% | 1200.0% |
| Net profit | 95 | 81 | 27 | 15 | 57 | 33 | -3 | -11 |
| EPS ($ per share) | 2.32 | — | 0.66 | 0.37 | 1.43 | — | -0.08 | -0.28 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 44 | 44 | 45 | 45 | 46 |
| Reserves | — | 0 | 1,935 | 2,029 | 2,222 | 2,455 | 2,514 |
| Total liabilities | — | 799 | 2,415 | 2,032 | 1,971 | 1,757 | 1,797 |
| Fixed assets | — | 974 | 764 | 817 | 1,002 | 944 | 1,047 |
| Investments | — | 36 | 64 | 80 | 109 | 104 | 63 |
| Total assets | — | 2,911 | 2,597 | 2,710 | 2,872 | 2,604 | 2,763 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 524 | 359 | 549 | 438 | 504 | 469 | 268 |
| Cash from investing | -160 | -79 | 127 | 180 | -377 | -221 | -224 |
| Cash from financing | -387 | -350 | -589 | -470 | -219 | -310 | -125 |
| Net cash flow | -40 | -19 | 89 | 201 | -80 | -75 | -70 |
| Capital expenditure | -118 | -66 | -69 | -149 | -210 | -221 | -224 |
| Free cash flow | 406 | 293 | 480 | 289 | 294 | 248 | 44 |
41 filings between Nov 12, 2025 and Sep 1, 2026.
Purchases
None
No insider bought shares.
Sales
$800.8K
7 sales by 4 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Ferguson Kevin W | — | $344.8K | Mar 9, 2026 |
| Wilczynski Patrick | — | $253.7K | Mar 17, 2026 |
| Davoli Rodrigo | — | $151.0K | Mar 4, 2026 |
| Gottung Lizanne C | — | $51.3K | Jun 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Tax withheld | 78 | $2.8K |
| Jun 15, 2026 | Gottung Lizanne C Director | Sale | 1,230 | $51.3K |
| Jun 1, 2026 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Tax withheld | 204 | $8.0K |
| Jun 1, 2026 | Lawson Shawn SVP, General Manager Europe | Tax withheld | 980 | $38.5K |
| Jun 1, 2026 | Devlin Donald P. SVP Chief Financial Officer | Tax withheld | 813 | $31.9K |
| May 15, 2026 | PETRATIS DAVID D Director | Award | 10,207 | $395.0K |
| May 15, 2026 | Gottung Lizanne C Director | Award | 3,876 | $150.0K |
| May 15, 2026 | JOHNSON JOIA M Director | Award | 3,876 | $150.0K |
| May 15, 2026 | Zallie James P. Director | Award | 3,876 | $150.0K |
| May 15, 2026 | Breves Christine S Director | Award | 3,876 | $150.0K |
| May 15, 2026 | Desmond Jeanmarie F. Director | Award | 3,876 | $150.0K |
| Mar 17, 2026 | Wilczynski Patrick SVP, Operational Excellence | Sale | 6,000 | $253.7K |
| Mar 9, 2026 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Sale | 2,500 | $105.2K |
| Mar 4, 2026 | Davoli Rodrigo SVP & GM, North America | Sale | 3,250 | $151.0K |
| Mar 1, 2026 | Barron Matthew SVP, Chief Admin & Legal | Tax withheld | 3,479 | $161.1K |
| Mar 1, 2026 | Davoli Rodrigo SVP & GM, North America | Award | 5,405 | $0 |
| Mar 1, 2026 | Davoli Rodrigo SVP & GM, North America | Award | 4,592 | $0 |
| Mar 1, 2026 | Davoli Rodrigo SVP & GM, North America | Tax withheld | 2,070 | $95.8K |
| Mar 1, 2026 | Kalman Hirschfeld Tatiana SVP & GM, Latin America | Award | 3,758 | $0 |
| Mar 1, 2026 | Kalman Hirschfeld Tatiana SVP & GM, Latin America | Tax withheld | 1,376 | $63.7K |
| Mar 1, 2026 | Lawson Shawn SVP, General Manager Europe | Award | 3,421 | $0 |
| Mar 1, 2026 | Lawson Shawn SVP, General Manager Europe | Tax withheld | 297 | $13.8K |
| Mar 1, 2026 | Devlin Donald P. SVP Chief Financial Officer | Award | 11,191 | $0 |
| Mar 1, 2026 | Devlin Donald P. SVP Chief Financial Officer | Tax withheld | 769 | $35.6K |
| Mar 1, 2026 | SIMS JOHN V CEO & President | Tax withheld | 7,123 | $329.8K |
| Mar 1, 2026 | Vargas Marcia SVP & Chief People Officer | Tax withheld | 2,028 | $93.9K |
| Mar 1, 2026 | Vargas Marcia SVP & Chief People Officer | Award | 5,236 | $0 |
| Mar 1, 2026 | SIMS JOHN V CEO & President | Award | 40,118 | $0 |
| Mar 1, 2026 | SIMS JOHN V CEO & President | Award | 15,104 | $0 |
| Mar 1, 2026 | Wilczynski Patrick SVP, Operational Excellence | Award | 4,730 | $0 |
| Mar 1, 2026 | Wilczynski Patrick SVP, Operational Excellence | Award | 5,558 | $0 |
| Mar 1, 2026 | Wilczynski Patrick SVP, Operational Excellence | Tax withheld | 2,330 | $107.9K |
| Mar 1, 2026 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Award | 2,161 | $0 |
| Mar 1, 2026 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Award | 1,356 | $0 |
| Mar 1, 2026 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Tax withheld | 909 | $42.1K |
| Mar 1, 2026 | Barron Matthew SVP, Chief Admin & Legal | Award | 8,868 | $0 |
| Mar 1, 2026 | Barron Matthew SVP, Chief Admin & Legal | Award | 7,854 | $0 |
| Jan 1, 2026 | PETRATIS DAVID D Director | Award | 693 | $33.4K |
| Dec 9, 2025 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Sale | 2,000 | $96.5K |
| Nov 14, 2025 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Sale | 1,000 | $45.8K |
| Nov 12, 2025 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Sale | 2,000 | $97.4K |
| Sep 1, 2025 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Tax withheld | 75 | $3.5K |
| Jun 11, 2025 | Gottung Lizanne C Director | Sale | 2,000 | $105.2K |
| Jun 1, 2025 | Kalman Hirschfeld Tatiana SVP & GM, Latin America | Award | 8,401 | $0 |
| Jun 1, 2025 | Ferguson Kevin W VP, Controller,Chief Acct.Off. | Award | 1,611 | $0 |
| Jun 1, 2025 | SIMS JOHN V SVP & Chief Operating Officer | Award | 505 | $0 |
| Jun 1, 2025 | Lawson Shawn SVP, General Manager Europe | Award | 11,611 | $0 |
| Jun 1, 2025 | Lawson Shawn SVP, General Manager Europe | Award | 2,921 | $0 |
| Jun 1, 2025 | Devlin Donald P. SVP Chief Financial Officer | Award | 9,629 | $0 |
| Jun 1, 2025 | Devlin Donald P. SVP Chief Financial Officer | Award | 8,936 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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