Clearwater Paper (CLW) Tops Q4 EPS by 7c, offers outlook

Clearwater Paper (NYSE: CLW) reported Q4 EPS of ($0.42), $0.07 better than the analyst estimate of ($0.49). Revenue for the quarter came in at $386.4 million versus the consensus estimate of $388.35 million.

COMPANY OUTLOOK

In early 2026, the company experienced production disruptions and higher operating costs due to severe weather affecting its Augusta and Cypress Bend facilities. To date, these events have resulted in an estimated $20 million reduction in Adjusted EBITDA.

“Current industry oversupply and the resulting operating rates are leading to margins that cannot sustain long term investments in our industry’s capital intensive assets. We believe that a combination of demand growth, lower imports, and changes in domestic supply will lead to a recovery in the medium term and put us on a path towards cross-cycle margin levels and cash flows,” concluded Kitch.

For earnings history and earnings-related data on Clearwater Paper (CLW) click here.

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