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Revenue by Segment
Shows how much revenue each business segment generates, highlighting which areas are driving growth and which may need strategic adjustments.The company reclassified its reporting: revenue formerly shown in Industrial Packaging and Cellulose Fibers shifts into new Packaging Solutions North America and EMEA buckets starting in 2025 — so historical trend comparisons by old segment are misleading. North America now drives the business and aligns with management’s volume gains and mill-performance improvements, while EMEA is undergoing aggressive cost-out and footprint rationalization. Near-term margin risk remains from heavy outages, Pine Hill disruption and higher input/transport costs, but management expects a meaningful H2 EBITDA step-up if pricing and ramp initiatives hold.
Date | Packaging Solutions North America | Packaging Solutions EMEA | Industrial Packaging | Global Cellulose Fibers | Corporate and Intersegment |
|---|---|---|---|---|---|
Jun 30, 2026 | $3.69B | $2.29B | $0.00 | $0.00 | $29.00M |
Mar 31, 2026 | $3.63B | $2.32B | $0.00 | $0.00 | $22.00M |
Dec 31, 2025 | $3.71B | $2.30B | $0.00 | $0.00 | -$9.00M |
Sep 30, 2025 | $3.90B | $2.31B | $0.00 | $0.00 | $14.00M |
Jun 30, 2025 | $3.86B | $2.29B | $0.00 | $628.00M | -$12.00M |
Mar 31, 2025 | $3.70B | $1.55B | $0.00 | $643.00M | $6.00M |
Dec 31, 2024 | $0.00 | $0.00 | $3.87B | $662.00M | $49.00M |
Sep 30, 2024 | $0.00 | $0.00 | $3.93B | $710.00M | $50.00M |
Jun 30, 2024 | $0.00 | $0.00 | $3.93B | $717.00M | $86.00M |
Mar 31, 2024 | $0.00 | $0.00 | $3.81B | $704.00M | $107.00M |