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Canfor Corp. (DE:NKC)
:NKC
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.13Last Year’s EPS
-0.91Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 4.85%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment. Canfor demonstrates strong financial performance and strategic transformation, yet faces significant challenges due to ongoing trade disputes, volatility in lumber pricing, and potential fiber supply issues.Company Guidance
During the first quarter analyst call, Canfor and Canfor Pulp provided guidance indicating a robust position amidst economic uncertainties and trade disputes. The call highlighted that Canfor's transformation into a globally diversified lumber platform has resulted in a lower cost structure and a strong balance sheet, with 40% of its lumber volume now produced in the U.S. South. In Q1, Canfor's lumber business achieved an adjusted EBITDA of $61 million, an increase of $44 million from the prior quarter, attributed to higher lumber prices and improved production in the U.S. South. Canfor Pulp also reported solid results with an adjusted EBITDA of $21 million, supported by a 6% increase in pulp production and higher sales realizations. Despite anticipated volatility in lumber pricing and potential elevated duties later in the year, less than 20% of Canfor's total sales revenue is exposed to these duties. Canfor plans a capital expenditure of approximately $250 million in 2025 for its lumber business, reflecting a more modest capital plan, and anticipates opportunistically repurchasing shares throughout the year. The company maintains significant financial flexibility with $1.3 billion in available liquidity, positioning it to pursue strategic growth initiatives as opportunities arise.Strong Financial Performance
Canfor Pulp generated solid financial results in the first quarter with improved productivity and higher pulp sales realizations. Lumber business adjusted EBITDA was $61 million, up $44 million from the previous quarter.
Strategic Transformation and Diversification
Successful transformation with 40% of production now in the U.S. South and 70% of overall production outside of Canada, providing a more resilient and diversified platform.
Improved Geographic Mix and Cost Structure
The company benefited from an 18% increase in Southern Yellow Pine production due to new investments, and an improved geographic mix supporting profitability.
Solid Pulp Business Performance
Canfor Pulp's adjusted EBITDA was $21 million, up $9 million from the prior quarter, with a 15% increase in shipments due to improved productivity.
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DE:NKC 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
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DE:NKC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | €8.25 | €8.40 | +1.82% |
Mar 06, 2025 | €9.25 | €9.15 | -1.08% |
Oct 25, 2024 | €11.20 | €11.30 | +0.89% |
Jul 25, 2024 | €9.40 | €9.85 | +4.79% |
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.
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FAQ
When does Canfor Corp. (DE:NKC) report earnings?
Canfor Corp. (DE:NKC) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Canfor Corp. (DE:NKC) earnings time?
Canfor Corp. (DE:NKC) earnings time is at Jul 24, 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 the P/E ratio of Canfor Corp. stock?
The P/E ratio of Canfor is N/A.
What is DE:NKC EPS forecast?
DE:NKC EPS forecast for the fiscal quarter 2025 (Q2) is -0.13.
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