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Clearwater Paper Corp. (CLW)
NYSE:CLW
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.73Last Year’s EPS
-1.09Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 16.95%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Positive
Clearwater Paper showcased strong operational performance and significant revenue growth, particularly due to the Augusta acquisition. However, the company reported a net loss and is facing challenges such as input cost inflation and potential tariff impacts. The company is optimistic about future demand growth and is actively working on strategic initiatives to broaden its product portfolio. The sentiment leans towards positive due to strong operational execution and strategic initiatives despite some financial setbacks.Company Guidance
During Clearwater Paper's first quarter 2025 earnings call, the company provided robust guidance on several financial metrics and strategic initiatives. Adjusted EBITDA for the quarter reached $30 million, aligning with the high end of their guidance range, driven by strong operational performance and the successful integration of the Augusta mill. Net sales surged by 46% to $378 million compared to the same quarter last year, largely due to the Augusta acquisition. The company has embarked on a cost-reduction initiative, eliminating over 200 positions, which is anticipated to yield $30 million to $40 million in savings for the year. Additionally, Clearwater Paper authorized a $100 million share buyback in November 2024, and repurchased $11 million worth of shares in the first quarter alone. Looking forward, the company projects adjusted EBITDA of $35 million to $45 million for the second quarter of 2025, anticipating a 5% increase in sales and production volumes. The industry is expected to witness demand growth of 3% to 5% in 2025, although utilization rates remain below the cross-cycle average. The company is focused on strategic product development and expanding into additional paperboard substrates, aiming for mid-cycle margins of 13% to 14% with expected annual free cash flow of over $100 million.Strong Operational Performance and Earnings
Clearwater Paper delivered $30 million of adjusted EBITDA during the first quarter, at the high end of their guidance range, driven by strong operational performance and increased production and sales volumes.
Significant Revenue Growth
Net sales increased 46% to $378 million compared to the first quarter of last year, largely due to the Augusta acquisition.
Cost Reduction Success
The company eliminated more than 200 positions, representing around 10% of total roles, and is on track to deliver $30 million to $40 million in savings this year versus 2024.
Positive Outlook on Demand
Industry shipments increased by 2% in the first quarter of 2025, with a projected growth of 3% to 5% in 2025 versus 2024, indicating a return to pre-COVID levels of demand by the end of the year.
Strategic Initiatives for Product Development
Clearwater Paper is investing in compostable food service products, lightweight folding carton products, and alternative poly-free barrier technologies to broaden their product portfolio.
CLW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CLW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $25.01 | $26.86 | +7.40% |
Feb 13, 2025 | $29.08 | $26.65 | -8.36% |
Nov 04, 2024 | $25.22 | $28.02 | +11.10% |
Aug 06, 2024 | $48.25 | $38.16 | -20.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Clearwater Paper Corp. (CLW) report earnings?
Clearwater Paper Corp. (CLW) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Clearwater Paper Corp. (CLW) earnings time?
Clearwater Paper Corp. (CLW) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CLW EPS forecast?
CLW EPS forecast for the fiscal quarter 2025 (Q2) is 0.73.