revenue $806.0M, net income -$11.0M. Sylvamo swings to Q2 loss on Riverdale exit, Eastover outage; FY26 EBITDA hit

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~2 min read

Key Changes

• high

  Q2 2026 net loss $11M vs. Q2 2025 net income $15M, a $26M deterioration; operating income fell 53% YoY to $14M. Riverdale supply agreement termination (April 2026) and extended Eastover outage will reduce FY26 Adjusted EBITDA by $85M.

  MD&A: Q2 net income / loss; Riverdale termination and Eastover outage impact verify on EDGAR →
• high

  Adjusted EBITDA fell 27% to $60M from $82M in Q2 2025; free cash flow deteriorated to negative $23M from negative $2M, a $21M worsening driven by lower earnings and higher working capital needs.

  MD&A: Adjusted EBITDA; Free cash flow verify on EDGAR →
• high

  Eastover strategic investments (woodyard modernization, paper machine optimization, new sheeter) will add 60,000 tons annual capacity starting early 2027, with $50M incremental annual EBITDA benefit ($30-40M in 2027).

  MD&A: Eastover strategic investments and capacity expansion verify on EDGAR →