NYSE: SLVM

Sylvamo Corp

CIK 0001856485 · Materials · SIC 2621 · Paper Mills

Large Revenue $3.4B Assets $2.9B as of Aug 9, 2026

Sylvamo Corporation (the “Company” or “Sylvamo”, which may also be referred to as “we” or “us”) is a global uncoated papers company with a broad portfolio of top-tier brands and low-cost, large-scale paper mills located in and serving the most attractive geographies, including Europe, Latin America… About this business →

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10-Q Filed Aug 7, 2026 · Period ending Jun 30, 2026

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8-K Filed Aug 7, 2026 · Period ending Aug 7, 2026

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8-K Filed May 18, 2026 · Period ending May 15, 2026

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10-Q Filed May 8, 2026 · Period ending Mar 31, 2026

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8-K Filed May 8, 2026 · Period ending May 8, 2026

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10-K Filed Feb 20, 2026 · Period ending Dec 31, 2025

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10-K Filed Feb 20, 2025 · Period ending Dec 31, 2024

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Latest financial statements

From 10-Q filed Aug 7, 2026 (period ending Jun 30, 2026). SEC XBRL (companyfacts) — not generated by the model.

SEC XBRL

Consolidated Statements of Operations (Unaudited)

Description Q2 ended Jun 30, 2026 Q1 ended Mar 31, 2026
Revenue:
Total revenue / net sales 806.0 755.0
Operating expenses:
Selling, general and administrative 69.0 73.0
Other operating expenses, net 723.0 697.0
Operating income 14.0 (15.0)
Interest expense 15.0 12.0
Income before income taxes 1.0 (6.0)
Income tax expense/(benefit) 12.0 (3.0)
Net income (11.0) (3.0)
Basic earnings per share (0.28) (0.08)
Diluted earnings per share (0.28) (0.08)

Consolidated Balance Sheets (Unaudited)

Description Jun 30, 2026 Mar 31, 2026
Current assets:
Cash and equivalents 123.0 130.0
Short-term investments 64.0 76.0
Accounts receivable, net 342.0 352.0
Inventories 299.0 281.0
Prepaid expenses and other current assets 89.0 86.0
Other current assets 190.0 172.0
Total current assets 1,107 1,097
Operating lease right-of-use assets, net 60.0 54.0
Goodwill 121.0 121.0
Other long-term assets 1,587 1,562
TOTAL ASSETS 2,875 2,834
Current liabilities:
Current portion of long-term debt 41.0 23.0
Accounts payable 422.0 407.0
Current portion of operating lease liabilities 21.0 19.0
Accrued liabilities 157.0 140.0
Deferred revenue, current 3.0
Other current liabilities 108.0 169.0
Total current liabilities 752.0 758.0
Long-term debt 843.0 766.0
Operating lease liabilities 45.0 41.0
Deferred income taxes and other liabilities 171.0 179.0
Shareholders' equity:
Common stock 46.0 46.0
Capital in excess of stated value 97.0 93.0
Accumulated other comprehensive income (loss) (1,316) (1,317)
Retained earnings (deficit) 2,464 2,493
Treasury stock 336.0 336.0
Total shareholders' equity 955.0 979.0
TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY 2,875 2,834

Consolidated Statements of Cash Flows (Unaudited)

Description Six months ended Jun 30, 2026 Q1 ended Mar 31, 2026
Operating Activities:
Net cash from operating activities 28.0 (10.0)
Investing Activities:
Net cash from investing activities (109.0) (49.0)
Financing Activities:
Net cash from financing activities 68.0 53.0
Net increase/(decrease) in cash (12.0) (5.0)

Amounts in millions USD; EPS as reported. Line labels are presentation-friendly mappings of filer XBRL tags — not a re-audit of the full statements. Use EDGAR for interactive notes and detail. Interactive statements & notes on EDGAR ↗

About Sylvamo Corp

Source: Item 1 (Business) from the 10-K filed February 20, 2026. Description as filed by the company with the SEC.

ITEM 1. BUSINESS

OUR COMPANY

Sylvamo Corporation (the “Company” or “Sylvamo”, which may also be referred to as “we” or “us”) is a global uncoated papers company with a broad portfolio of top-tier brands and low-cost, large-scale paper mills located in and serving the most attractive geographies, including Europe, Latin America and North America, which are our business segments. We produce uncoated freesheet (“UFS”) for paper products such as cutsize and offset paper, as well as market pulp. With roots going back to 1898, we have a long history of offering premium quality papers to meet the needs of our customers and end-users. Our mills in North America and Latin America predominantly rank in the lowest quartile on global and regional UFS cost curves, and we believe our low-cost operations enable us to serve our customers with the highest quality products at attractive margins. Our industry-leading brands, known for their long-standing reputation in their respective markets for product quality and performance, allow us to maintain our long-term relationships with top-tier customers throughout economic cycles. Our international reach and strong positioning across retail, merchant and e-commerce channels optimally positions us to meet the paper needs of our end-users around the world. This also provides geographical diversification of our revenue and profits. From 2023 to 2025, on average, we generated 48% of our revenues and 28% of our Business Segment Operating Profit in Europe and Latin America. Each region in which we operate exhibits different supply and demand characteristics. Both Latin America and North America have strong profitability for the uncoated paper industry relative to other geographies. See Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations - Business Segment Results - Results of Operations for a definition of Business Segment Operating Profit.

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COMPETITION

The markets in which we operate are highly competitive with well-established domestic and foreign manufacturers. For instance, in North America, the four largest manufacturers of UFS, including Sylvamo, represent approximately 80% of the total annual production capacity. As the use of electronic mediums and alternative products increases, and because paper production does not generally rely on proprietary processes, except for highly specialized papers or products, the areas into which Sylvamo sells its principal products are increasingly competitive. Furthermore, the level of competitive pressure Sylvamo may face is dependent, in part, upon exchange rates, particularly the rate between the U.S. dollar and the Euro and the U.S. dollar and the Brazilian real. Some of our competitors have shut down or converted mills or paper machines at their mills to linerboard, pulp and boxboard capacity, which reduced the supply of UFS and other printing papers.

MARKETING AND DISTRIBUTION

Sylvamo sells products directly to end users and converters, as well as through agents, resellers and paper distributors.

DESCRIPTION OF PRINCIPAL PRODUCTS

The Company’s principal products are described in Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations.

RAW MATERIALS

Raw materials essential to our businesses include wood fiber, chemicals, water and energy. Information about our sources and the availability to us of raw materials, particularly wood, the principal raw material from which our products are made, is included in