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Clearwater Paper Corp. (CLW)
NYSE:CLW
Earnings Data
Report Date
May 06, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
1.43Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: -3.89%
|Next Earnings Date:May 06, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a transformative year for Clearwater Paper with significant strategic moves like the acquisition of the Augusta facility and divestiture of the tissue business. While these moves and future demand projections are positive, the company faced notable challenges in the fourth quarter due to natural disasters and market pressures. However, the focus on cost reduction and a strong financial position underpin a cautiously optimistic outlook.Company Guidance
In the Clearwater Paper fourth quarter 2024 earnings call, key guidance metrics were discussed, including the impact of strategic transactions and operational performance. The company completed the acquisition of the Augusta Paperboard facility, increasing capacity by about 70% and contributing an expected $140-$150 million to annual adjusted EBITDA. Additionally, Clearwater sold its tissue business for $1.06 billion, using proceeds to significantly reduce debt. For Q4 2024, adjusted EBITDA was $21 million, down from $63 million the previous year, affected by the sale of the tissue business and operational disruptions from Hurricane Helene. The company aims for $30-$40 million in cost savings in 2025 and anticipates first-quarter adjusted EBITDA between $20-$30 million. Clearwater is also targeting revenue of $1.5-$1.6 billion for full-year 2025, expecting demand recovery with utilization rates of approximately 85%. They announced a $100 million share repurchase program, with $9 million already repurchased by February 2025.Strategic Acquisitions and Divestitures
Clearwater Paper completed the acquisition of the Augusta Paperboard facility, increasing paperboard capacity by around 70%, and divested its tissue business for $1.06 billion, significantly deleveraging the balance sheet.
Demand and Market Recovery
Industry shipments increased by 4% in 2024 versus 2023, with demand projected to grow by 3% to 5% in 2025, indicating a return to pre-COVID levels and optimism about long-term prospects for paperboard packaging.
Cost Reduction Initiatives
Clearwater is targeting $30 million to $40 million in cost savings in 2025 through SG&A and operations reductions, including a 10% reduction in all positions across the company.
Financial Position
Clearwater significantly reduced net debt by $199 million in 2024, ending the year with a net leverage ratio of 1.1 times.
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CLW 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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CLW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 13, 2025 | $29.08 | $26.65 | -8.36% |
| Nov 04, 2024 | $25.22 | $28.02 | +11.10% |
| Aug 06, 2024 | $48.25 | $38.16 | -20.91% |
| Apr 29, 2024 | $40.69 | $45.04 | +10.69% |
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 Clearwater Paper Corp. (CLW) report earnings?
Clearwater Paper Corp. (CLW) is schdueled to report earning on May 06, 2025, TBA Not Confirmed.
What is Clearwater Paper Corp. (CLW) earnings time?
Clearwater Paper Corp. (CLW) earnings time is at May 06, 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 CLW EPS forecast?
CLW EPS forecast for the fiscal quarter 2025 (Q1) is 0.17.
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