earnings
confidence high
sentiment negative
materiality 0.75
Clearwater Paper full-year net loss $53M; adjusted EBITDA improves to $107M from $36M
Clearwater Paper Corp
2025-FY EPS
reported -$1.15
vs consensus -$0.48
▼ miss
(-137.2%)
- Net loss from continuing ops in 2025: $53M ($3.28/diluted share) vs net income $196M in 2024 (includes one-time gains).
- Full-year net sales $1.6B (+12% YoY); paperboard volumes up 14% to 1.236M tons; avg price down 4% to $1,167/ton.
- Adjusted EBITDA from continuing operations $107M vs $36M in 2024 on cost reductions and lower input costs.
- Early 2026 weather disruptions at Augusta & Cypress Bend estimated to reduce Adjusted EBITDA by $20M.
- Repurchased ~$17M of shares; $79M remaining under authorization.