View Future GrowthClearwater Paper 過去の業績過去 基準チェック /06Clearwater Paperの収益は年間平均-45.4%の割合で減少していますが、 Forestry業界の収益は年間 減少しています。収益は年間14.7% 6.2%割合で 減少しています。主要情報-45.44%収益成長率-45.92%EPS成長率Forestry 業界の成長31.58%収益成長率-6.19%株主資本利益率-7.36%ネット・マージン-3.90%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026Reported Earnings • Feb 19Full year 2025 earnings released: US$3.28 loss per share (vs US$4.41 loss in FY 2024)Full year 2025 results: US$3.28 loss per share (improved from US$4.41 loss in FY 2024). Revenue: US$1.56b (up 12% from FY 2024). Net loss: US$53.0m (loss narrowed 28% from FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026Reported Earnings • Oct 29Third quarter 2025 earnings released: US$3.34 loss per share (vs US$0.65 loss in 3Q 2024)Third quarter 2025 results: US$3.34 loss per share (further deteriorated from US$0.65 loss in 3Q 2024). Revenue: US$399.0m (up 1.4% from 3Q 2024). Net loss: US$53.9m (loss widened 399% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Oct 29+ 1 more updateClearwater Paper Corporation Announces Consolidated Goodwill Impairment for the Quarter Ended September 30, 2025Clearwater Paper Corporation announced consolidated Goodwill impairment for the quarter ended September 30, 2025. For the quarter, the company reported Goodwill impairment of $48.0 million.お知らせ • Oct 15Clearwater Paper Corporation to Report Q3, 2025 Results on Oct 28, 2025Clearwater Paper Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025すべての更新を表示Recent updatesお知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Apr 10Clearwater Paper Corporation Reduces Approximately 20% of Salaried and Hourly Roles at Cypress Bend, Arkansas FacilityClearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company planned to operate the facility at about half of its production capability. The company expected these actions to deliver $8 million to $12 million of annualized cost savings, while not impacting shipment volumes. The company provided severance packages, healthcare subsidies, and outplacement services to impacted employees, and worked with the union through effects bargaining.お知らせ • Mar 30Clearwater Paper Corporation Launches Velora Lightweight Paperboard for Everyday PackagingClearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights across the caliper range. Velora’s lighter fiber structure supports material reduction and helps customers manage sustainability commitments and regulatory costs. Made in the USA from domestic and imported materials, Velora also provides stable supply and consistent lead times. Velora meets key food-contact, health and environmental standards, including SFI fiber sourcing and FDA 21 CFR compliance.お知らせ • Mar 07Clearwater Paper Corporation, Annual General Meeting, May 07, 2026Clearwater Paper Corporation, Annual General Meeting, May 07, 2026. Location: hyatt regency, seattle 808 howell st., seattle United StatesReported Earnings • Feb 19Full year 2025 earnings released: US$3.28 loss per share (vs US$4.41 loss in FY 2024)Full year 2025 results: US$3.28 loss per share (improved from US$4.41 loss in FY 2024). Revenue: US$1.56b (up 12% from FY 2024). Net loss: US$53.0m (loss narrowed 28% from FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Feb 19Clearwater Paper Corporation Provides Earnings Guidance for Fiscal Year 2026Clearwater Paper Corporation provided earnings guidance for fiscal year 2026. For the year, the company expects revenue of $1.4 Billion to $1.5 Billion, with capacity utilization rate in the mid 80% range.Buy Or Sell Opportunity • Feb 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to US$16.56. The fair value is estimated to be US$20.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026分析記事 • Jan 09Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/SIt's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.2x...Recent Insider Transactions Derivative • Nov 29Senior Vice President of Operations notifies of intention to sell stockSteven Bowden intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of November. If the sale is conducted around the recent share price of US$18.14, it would amount to US$161k. Since March 2025, Steven has owned 66.00k shares directly. There has only been one transaction (US$129k sale) from insiders over the last 12 months.分析記事 • Nov 21Is Clearwater Paper (NYSE:CLW) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Oct 31Price target decreased by 9.1% to US$30.00Down from US$33.00, the current price target is an average from 2 analysts. New target price is 70% above last closing price of US$17.65. Stock is down 32% over the past year. The company posted a net loss per share of US$4.41 last year.Reported Earnings • Oct 29Third quarter 2025 earnings released: US$3.34 loss per share (vs US$0.65 loss in 3Q 2024)Third quarter 2025 results: US$3.34 loss per share (further deteriorated from US$0.65 loss in 3Q 2024). Revenue: US$399.0m (up 1.4% from 3Q 2024). Net loss: US$53.9m (loss widened 399% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Oct 29+ 1 more updateClearwater Paper Corporation Announces Consolidated Goodwill Impairment for the Quarter Ended September 30, 2025Clearwater Paper Corporation announced consolidated Goodwill impairment for the quarter ended September 30, 2025. For the quarter, the company reported Goodwill impairment of $48.0 million.Seeking Alpha • Oct 17Clearwater Paper: Reiterating Buy Despite A Soft Q3 GuideSummary We reaffirm a buy on Clearwater Paper, despite recent stock weakness and a disappointing Q3 EBITDA guide. Clearwater Paper benefits from industry capacity reductions, favorable tariffs, and a supportive product mix, and it has ongoing share repurchase activity. Management explores margin-enhancing moves into CUK and CRB, while maintaining disciplined CAPEX and pursuing asset optimization. There is a valuation upside for CLW stock both in the short term and on a mid-cycle level. Read the full article on Seeking Alphaお知らせ • Oct 15Clearwater Paper Corporation to Report Q3, 2025 Results on Oct 28, 2025Clearwater Paper Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025Price Target Changed • Sep 22Price target decreased by 11% to US$33.00Down from US$37.00, the current price target is an average from 2 analysts. New target price is 46% above last closing price of US$22.55. Stock is down 24% over the past year. The company posted a net loss per share of US$4.41 last year.分析記事 • Aug 16With A 26% Price Drop For Clearwater Paper Corporation (NYSE:CLW) You'll Still Get What You Pay ForNYSE:CLW 1 Year Share Price vs Fair Value Explore Clearwater Paper's Fair Values from the Community and select yours...お知らせ • Jul 16Clearwater Paper Corporation to Report Q2, 2025 Results on Jul 29, 2025Clearwater Paper Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025お知らせ • Jun 30+ 1 more updateClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive IndexClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive IndexBuy Or Sell Opportunity • Jun 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.8% to US$27.67. The fair value is estimated to be US$22.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 13Clearwater Paper Corporation Announces Executive Changes, Effective July 1, 2025Clearwater Paper Corporation announced that on July 1, 2025, Michael S. Gadd will step down as Senior Vice President, General Counsel and will serve as a Senior Vice President of the Company. He will continue to work on ongoing matters and assist the Company in the transition of the General Counsel position. His annual base salary will be $360,000 per year and he will otherwise continue to participate in the Company’s existing annual and long term incentive plans and Executive Severance Plan and Change of Control Plan for executive employees (as described in the Company’s most recent proxy statement). Effective July 1, 2025, Marc D. Rome, will assume the role of Senior Vice President, General Counsel of the Company and continue to serve as Corporate Secretary of the Company. Mr. Rome currently serves as Associate General Counsel, Corporate Secretary for the Company. He has served as Associate General Counsel since December 2023 and Corporate Secretary since October 2024. Prior to joining the Company, Mr. Rome was Vice President, Deputy General Counsel, Corporate and Assistant Secretary at eBay Inc. from 2018 to 2021. Mr. Rome received his B.A. from the University of San Francisco and his J.D. from Georgetown University Law Center.Buy Or Sell Opportunity • May 08Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to US$27.37. The fair value is estimated to be US$22.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.分析記事 • May 01Clearwater Paper Corporation's (NYSE:CLW) Popularity With Investors Is ClearIt's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.3x...Reported Earnings • Apr 30First quarter 2025 earnings released: US$0.36 loss per share (vs US$1.04 profit in 1Q 2024)First quarter 2025 results: US$0.36 loss per share (down from US$1.04 profit in 1Q 2024). Revenue: US$378.2m (down 24% from 1Q 2024). Net loss: US$5.90m (down 134% from profit in 1Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 2.5% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2025 Results on Apr 29, 2025Clearwater Paper Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025お知らせ • Mar 31Clearwater Paper Corporation, Annual General Meeting, May 08, 2025Clearwater Paper Corporation, Annual General Meeting, May 08, 2025. Location: hyatt regency, 808 howell street, wa98101, seattle United StatesRecent Insider Transactions Derivative • Feb 28Insider notifies of intention to sell stockKari Moyes intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$26.72, it would amount to US$74k. Since March 2024, Kari has owned 60.52k shares directly. There has only been one transaction (US$129k sale) from insiders over the last 12 months.分析記事 • Feb 15Does Clearwater Paper (NYSE:CLW) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Feb 14Full year 2024 earnings released: US$10.98 loss per share (vs US$6.39 profit in FY 2023)Full year 2024 results: US$10.98 loss per share (down from US$6.39 profit in FY 2023). Revenue: US$1.38b (down 34% from FY 2023). Net loss: US$184.2m (down 271% from profit in FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Seeking Alpha • Feb 14A Strong Quarter For Clearwater Paper, But I'm Not ConvincedSummary Clearwater Paper Corporation has shown strong Q4 performance, beating Wall Street forecasts with significant EPS and revenue growth amidst a strategic overhaul. Despite high debt and declining EBITDA, Clearwater's cost-cutting measures and focus on paperboard manufacturing position it for potential long-term growth. Market conditions are stabilizing, with projected demand increases and a strategic divestment of the tissue business improving Clearwater's financial flexibility. However, risks include high debt, earnings misses, and macroeconomic uncertainties, leading to a cautious “Hold” rating for CLW stock. Read the full article on Seeking Alphaお知らせ • Feb 04Clearwater Paper Corporation to Report Q4, 2024 Results on Feb 13, 2025Clearwater Paper Corporation announced that they will report Q4, 2024 results After-Market on Feb 13, 2025Recent Insider Transactions Derivative • Jan 07Independent Director exercised options and sold US$129k worth of stockOn the 2nd of January, John Laymon exercised options to acquire 4k shares at no cost and sold these for an average price of US$29.51 per share. This trade did not impact their existing holding. As of today, John currently holds no shares directly. This was the only transaction from an insider over the last 12 months.Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeanne Hillman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 05Clearwater Paper Corporation (NYSE:CLW) announces an Equity Buyback for $100 million worth of its shares.Clearwater Paper Corporation (NYSE:CLW) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The repurchase program has no expiration date.お知らせ • Nov 01Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW).Sofidel America Corporation agreed to acquire Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) for $1.1 billion on July 21, 2024. The purchase price is subject to adjustments for debt, cash, transaction expenses and net working capital. The $1.06 billion price represents a multiple of approximately six times the Adjusted EBITDA of Clearwater Paper’s tissue segment during the twelve months ending March 31, 2024. The Company expects net proceeds from the transaction of approximately $850 million, which it intends to use to meaningfully de-lever its balance sheet and invest in growth initiatives for its continuing operations. The transaction is subject to customary closing conditions, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The transaction is expected to close in the latter part of 2024. As per filing on August 6, 2024 The transaction is expected to close in the fourth quarter of 2024. Goldman Sachs & Co. LLC acted as financial advisor for Clearwater Paper Corporation. Justin Hovey, Veronica Nunn, Mario Dottori, Sarvesh Mahajan, Philip Tendler, Joseph Fastiggi; Noa Clark, Michael Sibarium, Evan Storm; Christine Richardson and Peter Hunt, Ed Cavazos, Sandro Serra; Julie Divola; Matthew Rabinowitz, Alex Lathrop; Bryan Coffey; Aimee Ghosh and Brandon Eckford of Pillsbury Winthrop Shaw Pittman LLP acted as legal advisors for Clearwater Paper Corporation. Matthew P. Salerno and Charles W. Allen from New York office and Roberto Bonsignore and David Singer from Milano office of Cleary Gottlieb Steen & Hamilton LLP acted as legal advisors to Sofidel America Corp. in the transaction. Lazard, Inc. acted as financial advisor to Sofidel America Corporation in the transaction. Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) on November 1, 2024.お知らせ • Oct 22Clearwater Paper Corporation to Report Q3, 2024 Results on Nov 04, 2024Clearwater Paper Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024お知らせ • Oct 03Clearwater Provides an Update of Impact on Operations from Hurricane HeleneClearwater Paper Corporation announced that it temporarily suspended operations at its Augusta, Georgia paperboard facility and its Shelby, North Carolina tissue facility due to the impacts from Hurricane Helene. There was no serious damage to equipment and both facilities are resuming operations.分析記事 • Aug 21Positive Sentiment Still Eludes Clearwater Paper Corporation (NYSE:CLW) Following 35% Share Price SlumpClearwater Paper Corporation ( NYSE:CLW ) shareholders that were waiting for something to happen have been dealt a blow...Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$30.51, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 10x in the Forestry industry in North America. Total loss to shareholders of 3.2% over the past three years.Seeking Alpha • Aug 11Clearwater Paper: Not All Is ClearSummary Clearwater Paper underwent a major transformation with a substantial acquisition and divestment. The company experienced a dramatic shortfall in second-quarter results, leading to a significant drop in share value. Uncertainty and debt overhang remain until the pending sale of the tissue business closes, impacting the company's financial performance and future prospects. Read the full article on Seeking AlphaNew Risk • Aug 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (167% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).Reported Earnings • Aug 07Second quarter 2024 earnings released: US$1.55 loss per share (vs US$1.76 profit in 2Q 2023)Second quarter 2024 results: US$1.55 loss per share (down from US$1.76 profit in 2Q 2023). Revenue: US$586.4m (up 12% from 2Q 2023). Net loss: US$25.8m (down 187% from profit in 2Q 2023). Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Forestry industry in North America are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jul 23Clearwater Paper: An Impressive Transformation At A Solid PriceSummary Clearwater Paper Corporation has focused on its paperboard business earlier this year after it doubled down on these activities earlier this year. The company announced a >$1 billion deal to sell its tissue business to Sofidel, reducing net debt to around $300 million. Pro forma P&L suggests potential for upside in shares, with earnings power looking solid and leverage being modest. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$55.35, the stock trades at a trailing P/E ratio of 9.1x. Average forward P/E is 3x in the Forestry industry in North America. Total returns to shareholders of 87% over the past three years.お知らせ • Jul 22Clearwater Paper Corporation to Report Q2, 2024 Results on Aug 06, 2024Clearwater Paper Corporation announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeanne Hillman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • May 24Clearwater Paper: Margin Improvement And Growing Preference For Sustainable PackagingSummary CLW is a major manufacturer of bleached paperboard and at-home tissue products. The firm has experienced volatile revenue growth over the past few years, but has consistently expanded its profitability margins. It is well-positioned for long-term growth due to the growing preference for recycled-based packaging. The acquisition of Augusta will add significant scale and growth capacity to CLW. Additionally, it is expected to bring in adjusted EBITDA of $140-$150 million by 2026. Read the full article on Seeking Alpha分析記事 • May 22Clearwater Paper Corporation (NYSE:CLW) Held Back By Insufficient Growth Even After Shares Climb 29%The Clearwater Paper Corporation ( NYSE:CLW ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$47.84, the stock trades at a trailing P/E ratio of 7.9x. Average forward P/E is 4x in the Forestry industry in North America. Total returns to shareholders of 61% over the past three years.お知らせ • May 03Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company.Clearwater Paper Corporation (NYSE:CLW) signed a definitive agreement to acquire Paperboard manufacturing facility of Graphic Packaging Holding Company for $700 million on February 19, 2024. The purchase price is funded through a combination of cash on hand and committed debt financing. On February 19, 2024, Clearwater entered into a commitment letter with AgWest Farm Credit, PCA (AgWest), CoBank, FCB (CoBank) and Coöperatieve Rabobank U.A. (Rabobank), in which AgWest and CoBank, agreed to provide a 5-year term revolver credit facility in an aggregate principal amount of up to $270 million via a refinancing of the Company’s existing term revolver credit agreement in the event that the required consents or amendments from the existing lenders and voting participants cannot be obtained. In addition, AgWest agreed to provide a new 7-year farm credit term loan facility in the aggregate principal amount of $340 million and Rabobank agreed to provide a new 5-year commercial bank term loan facility in the aggregate principal amount of $150 million.The transaction is subjected to regulatory approvals and expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The transaction is expected to be completed in the second Quarter of 2024. TD Securities (USA) LLC acted as financial advisor, Pillsbury Winthrop Shaw Pittman LLP acted as legal advisor to Clearwater Paper Corporation (NYSE:CLW). BofA Securities, Inc. acted as financial advisor, Scott Kitchens, Justin Howard, Amber Pelot, Sarah Hess Mackenzie, Douglas Arnold, Richard Grice, Paul Hespel, Scott Ortwein, David Rutherford, Sam Kaywood, Blake MacKay, Brian Harvel, Brian Harvel and Brett Coburn of Alston & Bird LLP acted as legal advisor to Graphic Packaging International, LLC.Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company on May 1, 2024.分析記事 • May 01These 4 Measures Indicate That Clearwater Paper (NYSE:CLW) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$1.04 (vs US$1.41 in 1Q 2023)First quarter 2024 results: EPS: US$1.04 (down from US$1.41 in 1Q 2023). Revenue: US$496.2m (down 5.6% from 1Q 2023). Net income: US$17.2m (down 28% from 1Q 2023). Profit margin: 3.5% (down from 4.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Clearwater Paper Corporation to Report Q1, 2024 Results on Apr 29, 2024Clearwater Paper Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2024お知らせ • Mar 30Clearwater Paper Corporation, Annual General Meeting, May 09, 2024Clearwater Paper Corporation, Annual General Meeting, May 09, 2024, at 09:00 Pacific Daylight. Location: Grand Hyatt Seattle 721 Pine Street, Seattle Washington United States Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to approve executive officer compensation; and to consider other matters.Seeking Alpha • Mar 08Clearwater Paper: Bolt MovesSummary Clearwater Paper Corporation is doubling its focus on paperboard and looking to exit the tissue business. The company is a top 5 manufacturer of paperboard and serves a range of end markets. Clearwater Paper recently announced a $700 million deal to acquire a bleached paperboard manufacturing facility, to double down on its activities in this market. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$40.47, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 10x in the Forestry industry in North America. Total returns to shareholders of 11% over the past three years.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$6.39 (vs US$2.71 in FY 2022)Full year 2023 results: EPS: US$6.39 (up from US$2.71 in FY 2022). Revenue: US$2.08b (flat on FY 2022). Net income: US$107.7m (up 134% from FY 2022). Profit margin: 5.2% (up from 2.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 10Price target decreased by 7.1% to US$39.00Down from US$42.00, the current price target is provided by 1 analyst. New target price is 15% above last closing price of US$33.84. Stock is down 7.8% over the past year. The company posted earnings per share of US$2.71 last year.お知らせ • Feb 08Clearwater Paper Corporation to Report Q4, 2023 Results on Feb 21, 2024Clearwater Paper Corporation announced that they will report Q4, 2023 results on Feb 21, 2024Seeking Alpha • Dec 30Clearwater Paper: Moving To The SidelinesSummary Clearwater Paper's target price and rating have been lowered due to a lack of catalyst. We see the company between a rock and a hard place with limited growth optionality vs. CAPEX maintenance. Lower multiple due to smaller size and historical operational issues. We reset Clearwater's expectations with a neutral rating. Read the full article on Seeking Alphaお知らせ • Nov 12Clearwater Paper Suspends Idaho Operations Due to Regional Natural Gas Pipeline IncidentClearwater Paper Corporation reported that it temporarily suspended certain manufacturing operations at its Lewiston, Idaho facility. An incident impacting the regional natural gas system has resulted in the disruption of natural gas deliveries to the mill and the surrounding areas.Seeking Alpha • Nov 11Clearwater Paper: Improved Balance Sheet But Headwinds In PaperboardSummary Clearwater Paper reported higher year over year adjusted EBITDA and adjusted net income per diluted share for Q3 2023. The company's Pulp and Paperboard business will face headwinds, given RISI reported an $80 per ton decrease in folding carton prices in the third quarter. Given its debt repayment efforts in the past few years, Clearwater Paper has reached a leverage ratio where debt repayment is less urgent. Management has not indicated they plan on increasing capital returns substantially with the more flexible free cash flow, however. Although the company's free cash flow yield in terms of EV is relatively attractive in a low interest rate world, the yield isn't super attractive given the current higher interest rate environment. Read the full article on Seeking AlphaPrice Target Changed • Nov 01Price target decreased by 7.1% to US$39.00Down from US$42.00, the current price target is provided by 1 analyst. New target price is 13% above last closing price of US$34.53. Stock is down 9.7% over the past year. The company posted earnings per share of US$2.71 last year.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$2.19 (vs US$1.23 in 3Q 2022)Third quarter 2023 results: EPS: US$2.19 (up from US$1.23 in 3Q 2022). Revenue: US$519.9m (down 3.5% from 3Q 2022). Net income: US$36.6m (up 78% from 3Q 2022). Profit margin: 7.0% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Forestry industry in North America are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 17Clearwater Paper Corporation to Report Q3, 2023 Results on Oct 30, 2023Clearwater Paper Corporation announced that they will report Q3, 2023 results on Oct 30, 2023Seeking Alpha • Oct 07Clearwater Paper: Set To Benefit From Industry TailwindsSummary Clearwater Paper Corporation has historically been an average to below average business with low and volatile returns on invested capital. The company's low returns on invested capital are due to the capital intensive and competitive nature of the packaging product and tissue product industries. However the current supply/demand dynamics in these industries are favorable for Clearwater and may lead to solid earnings growth over the next 12-18 months. I am initiating coverage with a $50 price target and a buy rating based on my estimate of 2024 EBITDA, and my estimate of Clearwater's future cash flows. Read the full article on Seeking Alphaお知らせ • Aug 09+ 1 more updateClearwater Paper Corporation Appoints Sherri Baker as Senior Vice President, Effective August 14, 2023Clearwater Paper Corporation announced the appointment of Sherri Baker as senior vice president, effective August 14, 2023, to oversee the company’s finance and strategy. Ms. Baker joins the company with extensive finance and executive leadership experience. In her last two roles she served as CFO, first at PGT Innovations and then at Hyliion Holdings. Previously, Ms. Baker worked at Dean Foods from 2010 to 2019, where she held roles of increasing leadership responsibility in commercial finance, supply chain, investor relations, and corporate strategy. From 1997 to 2010 she worked at Frito-Lay where she progressed through finance roles covering accounting, tax, and procurement. Ms. Baker began her career at Ernst & Young in audit. She earned both a Bachelor of Science and a Master of Science in accounting from the University of North Texas.Recent Insider Transactions Derivative • Aug 07Senior VP notifies of intention to sell stockMichael Gadd intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of August. If the sale is conducted around the recent share price of US$36.02, it would amount to US$223k. Since December 2022, Michael's direct individual holding has increased from 50.04k shares to 56.61k. Company insiders have collectively sold US$498k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 03Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth WatchingClearwater Paper Corporation ( NYSE:CLW ), is not the largest company out there, but it received a lot of attention...Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.76 (vs US$0.87 in 2Q 2022)Second quarter 2023 results: EPS: US$1.76 (up from US$0.87 in 2Q 2022). Revenue: US$524.6m (flat on 2Q 2022). Net income: US$29.7m (up 102% from 2Q 2022). Profit margin: 5.7% (up from 2.8% in 2Q 2022). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in the US are expected to grow by 1.1%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jul 21Clearwater Paper Corporation to Report Q2, 2023 Results on Aug 01, 2023Clearwater Paper Corporation announced that they will report Q2, 2023 results on Aug 01, 2023Seeking Alpha • Jul 14Clearwater Paper: Buy The Shares For Capital Gains, Bonds For 7% YieldSummary Clearwater Paper will do very well this year as there is virtually no maintenance downtime planned. I expect a free cash flow of $6.50 per share based on a $250M EBITDA. Even if the EBITDA drops to $200M in 2024, the FCF/share should exceed $4. Clearwater doesn't pay a dividend. But its 2028 bonds are yielding 7% so an investor could consider a combination of both securities. Read the full article on Seeking Alphaお知らせ • Jun 29Clearwater Paper Corporation Announces Chief Financial Officer ChangesOn June 23, 2023, the Board of Directors of Clearwater Paper Corporation elected Rebecca A. Barckley as Interim Chief Financial Officer, effective July 1, 2023. The Company is currently engaged in a search for a permanent Chief Financial Officer. Ms. Barckley will serve as Interim CFO until a permanent CFO is in place for the Company, and she will also continue in her role as Vice President, Corporate Controller, Principal Accounting Officer for the Company. Ms. Barckley has assumed the duties and responsibilities of CFO from Michael J. Murphy will leave the Company on June 30, 2023, as previously reported. Ms. Barckley, age 60, has served as Vice President, Corporate Controller of the Company since January 2020. Before joining the Company, Ms. Barckley worked for Louisiana Pacific Corporation (LP), where she spent 20 years in progressively increasing leadership roles in finance and accounting including from 2010 through December 2019, serving as LP’s Corporate Controller Financial Reporting, Principal Accounting Officer. Ms. Barckley earned her Bachelor of Business Administration, Accounting from California State University, Fresno.分析記事 • Jun 09Is Clearwater Paper (NYSE:CLW) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Recent Insider Transactions • May 28Insider recently sold US$83k worth of stockOn the 23rd of May, Rebecca Barckley sold around 3k shares on-market at roughly US$33.00 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$88k. Insiders have been net sellers, collectively disposing of US$498k more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 08Senior VP notifies of intention to sell stockMichael Gadd intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of May. If the sale is conducted around the recent share price of US$32.15, it would amount to US$197k. Since September 2022, Michael's direct individual holding has increased from 58.54k shares to 62.73k. Company insiders have collectively sold US$415k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.41 (vs US$0.99 in 1Q 2022)First quarter 2023 results: EPS: US$1.41 (up from US$0.99 in 1Q 2022). Revenue: US$525.4m (up 7.6% from 1Q 2022). Net income: US$23.8m (up 43% from 1Q 2022). Profit margin: 4.5% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Price Target Changed • Apr 24Price target increased by 11% to US$42.00Up from US$38.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of US$32.67. Stock is up 21% over the past year. The company posted earnings per share of US$2.71 last year.Recent Insider Transactions • Apr 18Senior VP of Finance & CFO recently sold US$88k worth of stockOn the 14th of April, Michael Murphy sold around 3k shares on-market at roughly US$32.88 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$327k. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Mar 06Senior VP of Finance & CFO notifies of intention to sell stockMichael Murphy intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$38.16, it would amount to US$192k. Since March 2022, Michael's direct individual holding has increased from 3.79k shares to 24.75k. There has only been one transaction (US$327k sale) from insiders over the last 12 months.Recent Insider Transactions • Mar 05Senior VP recently sold US$327k worth of stockOn the 24th of February, Michael Gadd sold around 9k shares on-market at roughly US$37.63 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions Derivative • Mar 02Senior VP notifies of intention to sell stockMichael Gadd intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$37.51, it would amount to US$326k. Since March 2022, Michael's direct individual holding has decreased from 58.24k shares to 50.04k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Feb 16Full year 2022 earnings released: EPS: US$2.71 (vs US$1.68 loss in FY 2021)Full year 2022 results: EPS: US$2.71 (up from US$1.68 loss in FY 2021). Revenue: US$2.08b (up 17% from FY 2021). Net income: US$46.0m (up US$74.1m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.分析記事 • Feb 10Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth WatchingWhile Clearwater Paper Corporation ( NYSE:CLW ) might not be the most widely known stock at the moment, it received a...お知らせ • Feb 01Clearwater Paper Corporation to Report Q4, 2022 Results on Feb 14, 2023Clearwater Paper Corporation announced that they will report Q4, 2022 results on Feb 14, 2023Price Target Changed • Jan 13Price target decreased to US$40.00Down from US$46.00, the current price target is provided by 1 analyst. New target price is 11% above last closing price of US$35.92. Stock is down 1.9% over the past year. The company posted a net loss per share of US$1.68 last year.Seeking Alpha • Dec 19Clearwater Paper revises outlook amid higher maintenance costsClearwater Paper (NYSE:CLW) shares fell 2% premarket on Monday after the paperboard supplier updated its outlook for the fourth quarter and full year 2022. Due to higher-than-expected major maintenance related costs at the company’s Lewiston, Idaho mill, and other operational issues, the company now expects adjusted EBITDA for the fourth quarter of 2022 to be in the range of $28M-$34M and full year 2022 adjusted EBITDA of $227M-$233M. The company has completed the planned major maintenance outage at Lewiston and the mill is operating normally. With the completion of the outage in Lewiston, the company now intends to perform its next planned major maintenance outage at that site in early 2024, in conjunction with the recovery boiler tube replacement project. The other operational issues, particularly at the company's Cypress Bend, Arkansas mill, have been identified and are being addressed. As a result, based on current assumptions, the company expects to incur ~$28M of lower major maintenance related expenses and other impacts in 2023 compared to 2022.Recent Insider Transactions Derivative • Nov 07Senior VP notifies of intention to sell stockMichael Gadd intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$38.25, it would amount to US$325k. Since March 2022, Michael's direct individual holding has decreased from 58.24k shares to 50.04k. There has only been one transaction (US$29k purchase) from insiders over the last 12 months.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: US$1.23 (vs US$0.11 in 3Q 2021)Third quarter 2022 results: EPS: US$1.23 (up from US$0.11 in 3Q 2021). Revenue: US$538.8m (up 20% from 3Q 2021). Net income: US$20.6m (up US$18.7m from 3Q 2021). Profit margin: 3.8% (up from 0.4% in 3Q 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 6.1% decline forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Oct 31Clearwater Paper GAAP EPS of $1.21, revenue of $539M beats by $9.33MClearwater Paper press release (NYSE:CLW): Q3 GAAP EPS of $1.21. Revenue of $539M (+19.6% Y/Y) beats by $9.33M. Adjusted EBITDA of $77 million Continued to reduce net debt, with nearly $106 million reduced year to date分析記事 • Oct 22If EPS Growth Is Important To You, Clearwater Paper (NYSE:CLW) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...収支内訳Clearwater Paper の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:CLW 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,538-6094031 Dec 251,555-53101030 Sep 251,556-76106030 Jun 251,550-33110031 Mar 251,503-78115031 Dec 241,384-74115030 Sep 241,265-57121030 Jun 241,151-31122031 Mar 2486923114031 Dec 231,13649121030 Sep 231,39445123030 Jun 231,65451130031 Mar 232,11753143031 Dec 221,19553117030 Sep 222,04361138030 Jun 221,95543135031 Mar 221,835-24127031 Dec 211,773-28124030 Sep 211,736-15126030 Jun 211,7424125031 Mar 211,81779134031 Dec 201,86977133030 Sep 201,85157128030 Jun 201,83924125031 Mar 201,8111117031 Dec 191,762-6119030 Sep 191,755-195116030 Jun 191,736-150114031 Mar 191,716-143113031 Dec 181,724-144110030 Sep 181,732125112030 Jun 181,73291115031 Mar 181,73092117031 Dec 171,73097117030 Sep 171,71926119030 Jun 171,72826117031 Mar 171,73539123031 Dec 161,73550130030 Sep 161,74152125030 Jun 161,74874122031 Mar 161,75669116031 Dec 151,75256112030 Sep 151,79317115030 Jun 151,86201220質の高い収益: CLWは現在利益が出ていません。利益率の向上: CLWは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CLWは利益が出ておらず、過去 5 年間で損失は年間45.4%の割合で増加しています。成長の加速: CLWの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: CLWは利益が出ていないため、過去 1 年間の収益成長をForestry業界 ( -4.9% ) と比較することは困難です。株主資本利益率高いROE: CLWは現在利益が出ていないため、自己資本利益率 ( -7.36% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 17:29終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Clearwater Paper Corporation 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Mark WildeBMO Capital Markets Equity ResearchRoger SpitzBofA Global ResearchSteven ChercoverD.A. Davidson & Co.6 その他のアナリストを表示
お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
Reported Earnings • Feb 19Full year 2025 earnings released: US$3.28 loss per share (vs US$4.41 loss in FY 2024)Full year 2025 results: US$3.28 loss per share (improved from US$4.41 loss in FY 2024). Revenue: US$1.56b (up 12% from FY 2024). Net loss: US$53.0m (loss narrowed 28% from FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
Reported Earnings • Oct 29Third quarter 2025 earnings released: US$3.34 loss per share (vs US$0.65 loss in 3Q 2024)Third quarter 2025 results: US$3.34 loss per share (further deteriorated from US$0.65 loss in 3Q 2024). Revenue: US$399.0m (up 1.4% from 3Q 2024). Net loss: US$53.9m (loss widened 399% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 29+ 1 more updateClearwater Paper Corporation Announces Consolidated Goodwill Impairment for the Quarter Ended September 30, 2025Clearwater Paper Corporation announced consolidated Goodwill impairment for the quarter ended September 30, 2025. For the quarter, the company reported Goodwill impairment of $48.0 million.
お知らせ • Oct 15Clearwater Paper Corporation to Report Q3, 2025 Results on Oct 28, 2025Clearwater Paper Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Apr 10Clearwater Paper Corporation Reduces Approximately 20% of Salaried and Hourly Roles at Cypress Bend, Arkansas FacilityClearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company planned to operate the facility at about half of its production capability. The company expected these actions to deliver $8 million to $12 million of annualized cost savings, while not impacting shipment volumes. The company provided severance packages, healthcare subsidies, and outplacement services to impacted employees, and worked with the union through effects bargaining.
お知らせ • Mar 30Clearwater Paper Corporation Launches Velora Lightweight Paperboard for Everyday PackagingClearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights across the caliper range. Velora’s lighter fiber structure supports material reduction and helps customers manage sustainability commitments and regulatory costs. Made in the USA from domestic and imported materials, Velora also provides stable supply and consistent lead times. Velora meets key food-contact, health and environmental standards, including SFI fiber sourcing and FDA 21 CFR compliance.
お知らせ • Mar 07Clearwater Paper Corporation, Annual General Meeting, May 07, 2026Clearwater Paper Corporation, Annual General Meeting, May 07, 2026. Location: hyatt regency, seattle 808 howell st., seattle United States
Reported Earnings • Feb 19Full year 2025 earnings released: US$3.28 loss per share (vs US$4.41 loss in FY 2024)Full year 2025 results: US$3.28 loss per share (improved from US$4.41 loss in FY 2024). Revenue: US$1.56b (up 12% from FY 2024). Net loss: US$53.0m (loss narrowed 28% from FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 19Clearwater Paper Corporation Provides Earnings Guidance for Fiscal Year 2026Clearwater Paper Corporation provided earnings guidance for fiscal year 2026. For the year, the company expects revenue of $1.4 Billion to $1.5 Billion, with capacity utilization rate in the mid 80% range.
Buy Or Sell Opportunity • Feb 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to US$16.56. The fair value is estimated to be US$20.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
分析記事 • Jan 09Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/SIt's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.2x...
Recent Insider Transactions Derivative • Nov 29Senior Vice President of Operations notifies of intention to sell stockSteven Bowden intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of November. If the sale is conducted around the recent share price of US$18.14, it would amount to US$161k. Since March 2025, Steven has owned 66.00k shares directly. There has only been one transaction (US$129k sale) from insiders over the last 12 months.
分析記事 • Nov 21Is Clearwater Paper (NYSE:CLW) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Oct 31Price target decreased by 9.1% to US$30.00Down from US$33.00, the current price target is an average from 2 analysts. New target price is 70% above last closing price of US$17.65. Stock is down 32% over the past year. The company posted a net loss per share of US$4.41 last year.
Reported Earnings • Oct 29Third quarter 2025 earnings released: US$3.34 loss per share (vs US$0.65 loss in 3Q 2024)Third quarter 2025 results: US$3.34 loss per share (further deteriorated from US$0.65 loss in 3Q 2024). Revenue: US$399.0m (up 1.4% from 3Q 2024). Net loss: US$53.9m (loss widened 399% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 29+ 1 more updateClearwater Paper Corporation Announces Consolidated Goodwill Impairment for the Quarter Ended September 30, 2025Clearwater Paper Corporation announced consolidated Goodwill impairment for the quarter ended September 30, 2025. For the quarter, the company reported Goodwill impairment of $48.0 million.
Seeking Alpha • Oct 17Clearwater Paper: Reiterating Buy Despite A Soft Q3 GuideSummary We reaffirm a buy on Clearwater Paper, despite recent stock weakness and a disappointing Q3 EBITDA guide. Clearwater Paper benefits from industry capacity reductions, favorable tariffs, and a supportive product mix, and it has ongoing share repurchase activity. Management explores margin-enhancing moves into CUK and CRB, while maintaining disciplined CAPEX and pursuing asset optimization. There is a valuation upside for CLW stock both in the short term and on a mid-cycle level. Read the full article on Seeking Alpha
お知らせ • Oct 15Clearwater Paper Corporation to Report Q3, 2025 Results on Oct 28, 2025Clearwater Paper Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
Price Target Changed • Sep 22Price target decreased by 11% to US$33.00Down from US$37.00, the current price target is an average from 2 analysts. New target price is 46% above last closing price of US$22.55. Stock is down 24% over the past year. The company posted a net loss per share of US$4.41 last year.
分析記事 • Aug 16With A 26% Price Drop For Clearwater Paper Corporation (NYSE:CLW) You'll Still Get What You Pay ForNYSE:CLW 1 Year Share Price vs Fair Value Explore Clearwater Paper's Fair Values from the Community and select yours...
お知らせ • Jul 16Clearwater Paper Corporation to Report Q2, 2025 Results on Jul 29, 2025Clearwater Paper Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
お知らせ • Jun 30+ 1 more updateClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive IndexClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive Index
Buy Or Sell Opportunity • Jun 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.8% to US$27.67. The fair value is estimated to be US$22.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 13Clearwater Paper Corporation Announces Executive Changes, Effective July 1, 2025Clearwater Paper Corporation announced that on July 1, 2025, Michael S. Gadd will step down as Senior Vice President, General Counsel and will serve as a Senior Vice President of the Company. He will continue to work on ongoing matters and assist the Company in the transition of the General Counsel position. His annual base salary will be $360,000 per year and he will otherwise continue to participate in the Company’s existing annual and long term incentive plans and Executive Severance Plan and Change of Control Plan for executive employees (as described in the Company’s most recent proxy statement). Effective July 1, 2025, Marc D. Rome, will assume the role of Senior Vice President, General Counsel of the Company and continue to serve as Corporate Secretary of the Company. Mr. Rome currently serves as Associate General Counsel, Corporate Secretary for the Company. He has served as Associate General Counsel since December 2023 and Corporate Secretary since October 2024. Prior to joining the Company, Mr. Rome was Vice President, Deputy General Counsel, Corporate and Assistant Secretary at eBay Inc. from 2018 to 2021. Mr. Rome received his B.A. from the University of San Francisco and his J.D. from Georgetown University Law Center.
Buy Or Sell Opportunity • May 08Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to US$27.37. The fair value is estimated to be US$22.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • May 01Clearwater Paper Corporation's (NYSE:CLW) Popularity With Investors Is ClearIt's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.3x...
Reported Earnings • Apr 30First quarter 2025 earnings released: US$0.36 loss per share (vs US$1.04 profit in 1Q 2024)First quarter 2025 results: US$0.36 loss per share (down from US$1.04 profit in 1Q 2024). Revenue: US$378.2m (down 24% from 1Q 2024). Net loss: US$5.90m (down 134% from profit in 1Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 2.5% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2025 Results on Apr 29, 2025Clearwater Paper Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025
お知らせ • Mar 31Clearwater Paper Corporation, Annual General Meeting, May 08, 2025Clearwater Paper Corporation, Annual General Meeting, May 08, 2025. Location: hyatt regency, 808 howell street, wa98101, seattle United States
Recent Insider Transactions Derivative • Feb 28Insider notifies of intention to sell stockKari Moyes intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$26.72, it would amount to US$74k. Since March 2024, Kari has owned 60.52k shares directly. There has only been one transaction (US$129k sale) from insiders over the last 12 months.
分析記事 • Feb 15Does Clearwater Paper (NYSE:CLW) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Feb 14Full year 2024 earnings released: US$10.98 loss per share (vs US$6.39 profit in FY 2023)Full year 2024 results: US$10.98 loss per share (down from US$6.39 profit in FY 2023). Revenue: US$1.38b (down 34% from FY 2023). Net loss: US$184.2m (down 271% from profit in FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Feb 14A Strong Quarter For Clearwater Paper, But I'm Not ConvincedSummary Clearwater Paper Corporation has shown strong Q4 performance, beating Wall Street forecasts with significant EPS and revenue growth amidst a strategic overhaul. Despite high debt and declining EBITDA, Clearwater's cost-cutting measures and focus on paperboard manufacturing position it for potential long-term growth. Market conditions are stabilizing, with projected demand increases and a strategic divestment of the tissue business improving Clearwater's financial flexibility. However, risks include high debt, earnings misses, and macroeconomic uncertainties, leading to a cautious “Hold” rating for CLW stock. Read the full article on Seeking Alpha
お知らせ • Feb 04Clearwater Paper Corporation to Report Q4, 2024 Results on Feb 13, 2025Clearwater Paper Corporation announced that they will report Q4, 2024 results After-Market on Feb 13, 2025
Recent Insider Transactions Derivative • Jan 07Independent Director exercised options and sold US$129k worth of stockOn the 2nd of January, John Laymon exercised options to acquire 4k shares at no cost and sold these for an average price of US$29.51 per share. This trade did not impact their existing holding. As of today, John currently holds no shares directly. This was the only transaction from an insider over the last 12 months.
Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeanne Hillman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 05Clearwater Paper Corporation (NYSE:CLW) announces an Equity Buyback for $100 million worth of its shares.Clearwater Paper Corporation (NYSE:CLW) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The repurchase program has no expiration date.
お知らせ • Nov 01Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW).Sofidel America Corporation agreed to acquire Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) for $1.1 billion on July 21, 2024. The purchase price is subject to adjustments for debt, cash, transaction expenses and net working capital. The $1.06 billion price represents a multiple of approximately six times the Adjusted EBITDA of Clearwater Paper’s tissue segment during the twelve months ending March 31, 2024. The Company expects net proceeds from the transaction of approximately $850 million, which it intends to use to meaningfully de-lever its balance sheet and invest in growth initiatives for its continuing operations. The transaction is subject to customary closing conditions, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The transaction is expected to close in the latter part of 2024. As per filing on August 6, 2024 The transaction is expected to close in the fourth quarter of 2024. Goldman Sachs & Co. LLC acted as financial advisor for Clearwater Paper Corporation. Justin Hovey, Veronica Nunn, Mario Dottori, Sarvesh Mahajan, Philip Tendler, Joseph Fastiggi; Noa Clark, Michael Sibarium, Evan Storm; Christine Richardson and Peter Hunt, Ed Cavazos, Sandro Serra; Julie Divola; Matthew Rabinowitz, Alex Lathrop; Bryan Coffey; Aimee Ghosh and Brandon Eckford of Pillsbury Winthrop Shaw Pittman LLP acted as legal advisors for Clearwater Paper Corporation. Matthew P. Salerno and Charles W. Allen from New York office and Roberto Bonsignore and David Singer from Milano office of Cleary Gottlieb Steen & Hamilton LLP acted as legal advisors to Sofidel America Corp. in the transaction. Lazard, Inc. acted as financial advisor to Sofidel America Corporation in the transaction. Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) on November 1, 2024.
お知らせ • Oct 22Clearwater Paper Corporation to Report Q3, 2024 Results on Nov 04, 2024Clearwater Paper Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024
お知らせ • Oct 03Clearwater Provides an Update of Impact on Operations from Hurricane HeleneClearwater Paper Corporation announced that it temporarily suspended operations at its Augusta, Georgia paperboard facility and its Shelby, North Carolina tissue facility due to the impacts from Hurricane Helene. There was no serious damage to equipment and both facilities are resuming operations.
分析記事 • Aug 21Positive Sentiment Still Eludes Clearwater Paper Corporation (NYSE:CLW) Following 35% Share Price SlumpClearwater Paper Corporation ( NYSE:CLW ) shareholders that were waiting for something to happen have been dealt a blow...
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$30.51, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 10x in the Forestry industry in North America. Total loss to shareholders of 3.2% over the past three years.
Seeking Alpha • Aug 11Clearwater Paper: Not All Is ClearSummary Clearwater Paper underwent a major transformation with a substantial acquisition and divestment. The company experienced a dramatic shortfall in second-quarter results, leading to a significant drop in share value. Uncertainty and debt overhang remain until the pending sale of the tissue business closes, impacting the company's financial performance and future prospects. Read the full article on Seeking Alpha
New Risk • Aug 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (167% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
Reported Earnings • Aug 07Second quarter 2024 earnings released: US$1.55 loss per share (vs US$1.76 profit in 2Q 2023)Second quarter 2024 results: US$1.55 loss per share (down from US$1.76 profit in 2Q 2023). Revenue: US$586.4m (up 12% from 2Q 2023). Net loss: US$25.8m (down 187% from profit in 2Q 2023). Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Forestry industry in North America are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jul 23Clearwater Paper: An Impressive Transformation At A Solid PriceSummary Clearwater Paper Corporation has focused on its paperboard business earlier this year after it doubled down on these activities earlier this year. The company announced a >$1 billion deal to sell its tissue business to Sofidel, reducing net debt to around $300 million. Pro forma P&L suggests potential for upside in shares, with earnings power looking solid and leverage being modest. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$55.35, the stock trades at a trailing P/E ratio of 9.1x. Average forward P/E is 3x in the Forestry industry in North America. Total returns to shareholders of 87% over the past three years.
お知らせ • Jul 22Clearwater Paper Corporation to Report Q2, 2024 Results on Aug 06, 2024Clearwater Paper Corporation announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeanne Hillman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • May 24Clearwater Paper: Margin Improvement And Growing Preference For Sustainable PackagingSummary CLW is a major manufacturer of bleached paperboard and at-home tissue products. The firm has experienced volatile revenue growth over the past few years, but has consistently expanded its profitability margins. It is well-positioned for long-term growth due to the growing preference for recycled-based packaging. The acquisition of Augusta will add significant scale and growth capacity to CLW. Additionally, it is expected to bring in adjusted EBITDA of $140-$150 million by 2026. Read the full article on Seeking Alpha
分析記事 • May 22Clearwater Paper Corporation (NYSE:CLW) Held Back By Insufficient Growth Even After Shares Climb 29%The Clearwater Paper Corporation ( NYSE:CLW ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$47.84, the stock trades at a trailing P/E ratio of 7.9x. Average forward P/E is 4x in the Forestry industry in North America. Total returns to shareholders of 61% over the past three years.
お知らせ • May 03Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company.Clearwater Paper Corporation (NYSE:CLW) signed a definitive agreement to acquire Paperboard manufacturing facility of Graphic Packaging Holding Company for $700 million on February 19, 2024. The purchase price is funded through a combination of cash on hand and committed debt financing. On February 19, 2024, Clearwater entered into a commitment letter with AgWest Farm Credit, PCA (AgWest), CoBank, FCB (CoBank) and Coöperatieve Rabobank U.A. (Rabobank), in which AgWest and CoBank, agreed to provide a 5-year term revolver credit facility in an aggregate principal amount of up to $270 million via a refinancing of the Company’s existing term revolver credit agreement in the event that the required consents or amendments from the existing lenders and voting participants cannot be obtained. In addition, AgWest agreed to provide a new 7-year farm credit term loan facility in the aggregate principal amount of $340 million and Rabobank agreed to provide a new 5-year commercial bank term loan facility in the aggregate principal amount of $150 million.The transaction is subjected to regulatory approvals and expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The transaction is expected to be completed in the second Quarter of 2024. TD Securities (USA) LLC acted as financial advisor, Pillsbury Winthrop Shaw Pittman LLP acted as legal advisor to Clearwater Paper Corporation (NYSE:CLW). BofA Securities, Inc. acted as financial advisor, Scott Kitchens, Justin Howard, Amber Pelot, Sarah Hess Mackenzie, Douglas Arnold, Richard Grice, Paul Hespel, Scott Ortwein, David Rutherford, Sam Kaywood, Blake MacKay, Brian Harvel, Brian Harvel and Brett Coburn of Alston & Bird LLP acted as legal advisor to Graphic Packaging International, LLC.Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company on May 1, 2024.
分析記事 • May 01These 4 Measures Indicate That Clearwater Paper (NYSE:CLW) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$1.04 (vs US$1.41 in 1Q 2023)First quarter 2024 results: EPS: US$1.04 (down from US$1.41 in 1Q 2023). Revenue: US$496.2m (down 5.6% from 1Q 2023). Net income: US$17.2m (down 28% from 1Q 2023). Profit margin: 3.5% (down from 4.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Clearwater Paper Corporation to Report Q1, 2024 Results on Apr 29, 2024Clearwater Paper Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2024
お知らせ • Mar 30Clearwater Paper Corporation, Annual General Meeting, May 09, 2024Clearwater Paper Corporation, Annual General Meeting, May 09, 2024, at 09:00 Pacific Daylight. Location: Grand Hyatt Seattle 721 Pine Street, Seattle Washington United States Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to approve executive officer compensation; and to consider other matters.
Seeking Alpha • Mar 08Clearwater Paper: Bolt MovesSummary Clearwater Paper Corporation is doubling its focus on paperboard and looking to exit the tissue business. The company is a top 5 manufacturer of paperboard and serves a range of end markets. Clearwater Paper recently announced a $700 million deal to acquire a bleached paperboard manufacturing facility, to double down on its activities in this market. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$40.47, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 10x in the Forestry industry in North America. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$6.39 (vs US$2.71 in FY 2022)Full year 2023 results: EPS: US$6.39 (up from US$2.71 in FY 2022). Revenue: US$2.08b (flat on FY 2022). Net income: US$107.7m (up 134% from FY 2022). Profit margin: 5.2% (up from 2.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 10Price target decreased by 7.1% to US$39.00Down from US$42.00, the current price target is provided by 1 analyst. New target price is 15% above last closing price of US$33.84. Stock is down 7.8% over the past year. The company posted earnings per share of US$2.71 last year.
お知らせ • Feb 08Clearwater Paper Corporation to Report Q4, 2023 Results on Feb 21, 2024Clearwater Paper Corporation announced that they will report Q4, 2023 results on Feb 21, 2024
Seeking Alpha • Dec 30Clearwater Paper: Moving To The SidelinesSummary Clearwater Paper's target price and rating have been lowered due to a lack of catalyst. We see the company between a rock and a hard place with limited growth optionality vs. CAPEX maintenance. Lower multiple due to smaller size and historical operational issues. We reset Clearwater's expectations with a neutral rating. Read the full article on Seeking Alpha
お知らせ • Nov 12Clearwater Paper Suspends Idaho Operations Due to Regional Natural Gas Pipeline IncidentClearwater Paper Corporation reported that it temporarily suspended certain manufacturing operations at its Lewiston, Idaho facility. An incident impacting the regional natural gas system has resulted in the disruption of natural gas deliveries to the mill and the surrounding areas.
Seeking Alpha • Nov 11Clearwater Paper: Improved Balance Sheet But Headwinds In PaperboardSummary Clearwater Paper reported higher year over year adjusted EBITDA and adjusted net income per diluted share for Q3 2023. The company's Pulp and Paperboard business will face headwinds, given RISI reported an $80 per ton decrease in folding carton prices in the third quarter. Given its debt repayment efforts in the past few years, Clearwater Paper has reached a leverage ratio where debt repayment is less urgent. Management has not indicated they plan on increasing capital returns substantially with the more flexible free cash flow, however. Although the company's free cash flow yield in terms of EV is relatively attractive in a low interest rate world, the yield isn't super attractive given the current higher interest rate environment. Read the full article on Seeking Alpha
Price Target Changed • Nov 01Price target decreased by 7.1% to US$39.00Down from US$42.00, the current price target is provided by 1 analyst. New target price is 13% above last closing price of US$34.53. Stock is down 9.7% over the past year. The company posted earnings per share of US$2.71 last year.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$2.19 (vs US$1.23 in 3Q 2022)Third quarter 2023 results: EPS: US$2.19 (up from US$1.23 in 3Q 2022). Revenue: US$519.9m (down 3.5% from 3Q 2022). Net income: US$36.6m (up 78% from 3Q 2022). Profit margin: 7.0% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Forestry industry in North America are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17Clearwater Paper Corporation to Report Q3, 2023 Results on Oct 30, 2023Clearwater Paper Corporation announced that they will report Q3, 2023 results on Oct 30, 2023
Seeking Alpha • Oct 07Clearwater Paper: Set To Benefit From Industry TailwindsSummary Clearwater Paper Corporation has historically been an average to below average business with low and volatile returns on invested capital. The company's low returns on invested capital are due to the capital intensive and competitive nature of the packaging product and tissue product industries. However the current supply/demand dynamics in these industries are favorable for Clearwater and may lead to solid earnings growth over the next 12-18 months. I am initiating coverage with a $50 price target and a buy rating based on my estimate of 2024 EBITDA, and my estimate of Clearwater's future cash flows. Read the full article on Seeking Alpha
お知らせ • Aug 09+ 1 more updateClearwater Paper Corporation Appoints Sherri Baker as Senior Vice President, Effective August 14, 2023Clearwater Paper Corporation announced the appointment of Sherri Baker as senior vice president, effective August 14, 2023, to oversee the company’s finance and strategy. Ms. Baker joins the company with extensive finance and executive leadership experience. In her last two roles she served as CFO, first at PGT Innovations and then at Hyliion Holdings. Previously, Ms. Baker worked at Dean Foods from 2010 to 2019, where she held roles of increasing leadership responsibility in commercial finance, supply chain, investor relations, and corporate strategy. From 1997 to 2010 she worked at Frito-Lay where she progressed through finance roles covering accounting, tax, and procurement. Ms. Baker began her career at Ernst & Young in audit. She earned both a Bachelor of Science and a Master of Science in accounting from the University of North Texas.
Recent Insider Transactions Derivative • Aug 07Senior VP notifies of intention to sell stockMichael Gadd intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of August. If the sale is conducted around the recent share price of US$36.02, it would amount to US$223k. Since December 2022, Michael's direct individual holding has increased from 50.04k shares to 56.61k. Company insiders have collectively sold US$498k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 03Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth WatchingClearwater Paper Corporation ( NYSE:CLW ), is not the largest company out there, but it received a lot of attention...
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.76 (vs US$0.87 in 2Q 2022)Second quarter 2023 results: EPS: US$1.76 (up from US$0.87 in 2Q 2022). Revenue: US$524.6m (flat on 2Q 2022). Net income: US$29.7m (up 102% from 2Q 2022). Profit margin: 5.7% (up from 2.8% in 2Q 2022). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in the US are expected to grow by 1.1%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jul 21Clearwater Paper Corporation to Report Q2, 2023 Results on Aug 01, 2023Clearwater Paper Corporation announced that they will report Q2, 2023 results on Aug 01, 2023
Seeking Alpha • Jul 14Clearwater Paper: Buy The Shares For Capital Gains, Bonds For 7% YieldSummary Clearwater Paper will do very well this year as there is virtually no maintenance downtime planned. I expect a free cash flow of $6.50 per share based on a $250M EBITDA. Even if the EBITDA drops to $200M in 2024, the FCF/share should exceed $4. Clearwater doesn't pay a dividend. But its 2028 bonds are yielding 7% so an investor could consider a combination of both securities. Read the full article on Seeking Alpha
お知らせ • Jun 29Clearwater Paper Corporation Announces Chief Financial Officer ChangesOn June 23, 2023, the Board of Directors of Clearwater Paper Corporation elected Rebecca A. Barckley as Interim Chief Financial Officer, effective July 1, 2023. The Company is currently engaged in a search for a permanent Chief Financial Officer. Ms. Barckley will serve as Interim CFO until a permanent CFO is in place for the Company, and she will also continue in her role as Vice President, Corporate Controller, Principal Accounting Officer for the Company. Ms. Barckley has assumed the duties and responsibilities of CFO from Michael J. Murphy will leave the Company on June 30, 2023, as previously reported. Ms. Barckley, age 60, has served as Vice President, Corporate Controller of the Company since January 2020. Before joining the Company, Ms. Barckley worked for Louisiana Pacific Corporation (LP), where she spent 20 years in progressively increasing leadership roles in finance and accounting including from 2010 through December 2019, serving as LP’s Corporate Controller Financial Reporting, Principal Accounting Officer. Ms. Barckley earned her Bachelor of Business Administration, Accounting from California State University, Fresno.
分析記事 • Jun 09Is Clearwater Paper (NYSE:CLW) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Recent Insider Transactions • May 28Insider recently sold US$83k worth of stockOn the 23rd of May, Rebecca Barckley sold around 3k shares on-market at roughly US$33.00 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$88k. Insiders have been net sellers, collectively disposing of US$498k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 08Senior VP notifies of intention to sell stockMichael Gadd intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of May. If the sale is conducted around the recent share price of US$32.15, it would amount to US$197k. Since September 2022, Michael's direct individual holding has increased from 58.54k shares to 62.73k. Company insiders have collectively sold US$415k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.41 (vs US$0.99 in 1Q 2022)First quarter 2023 results: EPS: US$1.41 (up from US$0.99 in 1Q 2022). Revenue: US$525.4m (up 7.6% from 1Q 2022). Net income: US$23.8m (up 43% from 1Q 2022). Profit margin: 4.5% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Price Target Changed • Apr 24Price target increased by 11% to US$42.00Up from US$38.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of US$32.67. Stock is up 21% over the past year. The company posted earnings per share of US$2.71 last year.
Recent Insider Transactions • Apr 18Senior VP of Finance & CFO recently sold US$88k worth of stockOn the 14th of April, Michael Murphy sold around 3k shares on-market at roughly US$32.88 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$327k. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Mar 06Senior VP of Finance & CFO notifies of intention to sell stockMichael Murphy intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$38.16, it would amount to US$192k. Since March 2022, Michael's direct individual holding has increased from 3.79k shares to 24.75k. There has only been one transaction (US$327k sale) from insiders over the last 12 months.
Recent Insider Transactions • Mar 05Senior VP recently sold US$327k worth of stockOn the 24th of February, Michael Gadd sold around 9k shares on-market at roughly US$37.63 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions Derivative • Mar 02Senior VP notifies of intention to sell stockMichael Gadd intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$37.51, it would amount to US$326k. Since March 2022, Michael's direct individual holding has decreased from 58.24k shares to 50.04k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: US$2.71 (vs US$1.68 loss in FY 2021)Full year 2022 results: EPS: US$2.71 (up from US$1.68 loss in FY 2021). Revenue: US$2.08b (up 17% from FY 2021). Net income: US$46.0m (up US$74.1m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
分析記事 • Feb 10Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth WatchingWhile Clearwater Paper Corporation ( NYSE:CLW ) might not be the most widely known stock at the moment, it received a...
お知らせ • Feb 01Clearwater Paper Corporation to Report Q4, 2022 Results on Feb 14, 2023Clearwater Paper Corporation announced that they will report Q4, 2022 results on Feb 14, 2023
Price Target Changed • Jan 13Price target decreased to US$40.00Down from US$46.00, the current price target is provided by 1 analyst. New target price is 11% above last closing price of US$35.92. Stock is down 1.9% over the past year. The company posted a net loss per share of US$1.68 last year.
Seeking Alpha • Dec 19Clearwater Paper revises outlook amid higher maintenance costsClearwater Paper (NYSE:CLW) shares fell 2% premarket on Monday after the paperboard supplier updated its outlook for the fourth quarter and full year 2022. Due to higher-than-expected major maintenance related costs at the company’s Lewiston, Idaho mill, and other operational issues, the company now expects adjusted EBITDA for the fourth quarter of 2022 to be in the range of $28M-$34M and full year 2022 adjusted EBITDA of $227M-$233M. The company has completed the planned major maintenance outage at Lewiston and the mill is operating normally. With the completion of the outage in Lewiston, the company now intends to perform its next planned major maintenance outage at that site in early 2024, in conjunction with the recovery boiler tube replacement project. The other operational issues, particularly at the company's Cypress Bend, Arkansas mill, have been identified and are being addressed. As a result, based on current assumptions, the company expects to incur ~$28M of lower major maintenance related expenses and other impacts in 2023 compared to 2022.
Recent Insider Transactions Derivative • Nov 07Senior VP notifies of intention to sell stockMichael Gadd intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$38.25, it would amount to US$325k. Since March 2022, Michael's direct individual holding has decreased from 58.24k shares to 50.04k. There has only been one transaction (US$29k purchase) from insiders over the last 12 months.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: US$1.23 (vs US$0.11 in 3Q 2021)Third quarter 2022 results: EPS: US$1.23 (up from US$0.11 in 3Q 2021). Revenue: US$538.8m (up 20% from 3Q 2021). Net income: US$20.6m (up US$18.7m from 3Q 2021). Profit margin: 3.8% (up from 0.4% in 3Q 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 6.1% decline forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Oct 31Clearwater Paper GAAP EPS of $1.21, revenue of $539M beats by $9.33MClearwater Paper press release (NYSE:CLW): Q3 GAAP EPS of $1.21. Revenue of $539M (+19.6% Y/Y) beats by $9.33M. Adjusted EBITDA of $77 million Continued to reduce net debt, with nearly $106 million reduced year to date
分析記事 • Oct 22If EPS Growth Is Important To You, Clearwater Paper (NYSE:CLW) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...