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Sylvamo (SLVM) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · Sylvamo (SLVM) Q3 2026 earnings results →
Q3 2026 Revenue down 3% year over year to $645M · 31¢ of every $1 of revenue lost · operating margin 13.5%
Sylvamo made $645M in Q3 2026 (-3% Y/Y): North America Segment $414M, Latin America Segment $231M. Operating margin 13.5%, net loss $199M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $645.0M in Q3 2026, down 3% year over year and down 20% from the previous quarter. North America Segment was the largest line at 64% of revenue. North America Segment lost $36.0M year over year (down 8%), 212% of the total change.
Operating profit was $87.0M, a 13.5% margin (down 3.6 points year over year). Total costs grew 2% against a revenue fall of 3%. The fastest-growing cost line was SG&A (+34%). The quarter ended with a net loss of $199.0M, wider than the previous quarter's $11.0M loss. Net interest and other expense of $300.0M was the main reason.
Operating cash flow was $64.0M (down 26% year over year). Non-cash charges added back $36.0M of depreciation and amortization and $4.0M of share-based compensation. Working capital and other items added $223.0M. Capital expenditures of $46.0M left free cash flow of $18.0M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $645M | -3% | 13.5% | −$199M | $64.0M |
| Q2 2026 | 10-Q | Aug 7, 2026 | $806M | +2% | 1.7% | −$11.0M | $38.0M |
| Q1 2026 | 10-Q | May 8, 2026 | $755M | -8% | -2.0% | −$3.0M | −$10.0M |
| Q4 2025 | 10-K | Feb 20, 2026 | $890M | -8% | 8.9% | $33.0M | $94.0M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $846M | -12% | 11.6% | $57.0M | $87.0M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $794M | -15% | 3.8% | $15.0M | $64.0M |
| Q1 2025 | 10-Q | May 9, 2025 | $821M | -9% | 5.4% | $27.0M | $23.0M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Sylvamo
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.
In its own words, from its 10-K, filed Feb 20, 2026.
Sylvamo against its Paper Mills peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -3% against the peers' median -0.4%. Operating margin: 13.5% against the peers' median 2.6%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SLVM Sylvamo | Q3 2026 | $645M | -3% | 13.5% |
| IP International Paper | Q3 2026 | $6.2B | -0.4% | -19.7% |
| Domtar | Q3 2026 | $1.7B | +0.3% | 0.5% |
| MAGN Magnera | Q3 FY26 | $857M | +2% | 2.6% |
| MATV Mativ Holdings | Q3 2026 | $500M | -3% | 4.0% |
Source: Sylvamo 10-Q on SEC EDGAR · CIK 1856485 · Paper Mills
Guidance and outlook
13F: who owns SLVM and who is buying
More on SLVM
- How Sylvamo makes money: revenue by segment
- Sylvamo next earnings date and what analysts expect
- Sylvamo stock forecast, price target and fair value
- Who owns Sylvamo stock: holders, funds and Congress trades
- Sylvamo guidance and outlook
- Is Sylvamo a takeover target? LBO and rumors
- Sylvamo recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results