View Future GrowthMercer International 과거 순이익 실적과거 기준 점검 0/6Mercer International 의 수입은 연평균 -59.8%의 비율로 감소해 온 반면, Forestry 산업은 연평균 14.7%의 비율로 감소했습니다. 매출은 연평균 1.8%의 비율로 증가해 왔습니다.핵심 정보-59.75%순이익 성장률-59.67%주당순이익(EPS) 성장률Forestry 산업 성장률31.58%매출 성장률1.78%자기자본이익률n/a순이익률-28.51%다음 순이익 업데이트30 Jul 2026최근 과거 실적 업데이트Reported Earnings • May 11First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.78 loss per share (further deteriorated from US$0.33 loss in 1Q 2025). Revenue: US$489.3m (down 3.5% from 1Q 2025). Net loss: US$52.0m (loss widened 133% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 52% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.44 loss per share (further deteriorated from US$1.27 loss in FY 2024). Revenue: US$1.87b (down 8.6% from FY 2024). Net loss: US$497.9m (loss widened 485% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 4.9% 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 23 percentage points per year, which is a significant difference in performance.공시 • Feb 13Mercer International Inc. Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2025Mercer International Inc. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairments of long-lived assets of $215,682,000.공시 • Jan 23Mercer International Inc. to Report Q3, 2026 Results on Oct 29, 2026Mercer International Inc. announced that they will report Q3, 2026 results on Oct 29, 2026Reported Earnings • Nov 07Third quarter 2025 earnings released: US$1.21 loss per share (vs US$0.26 loss in 3Q 2024)Third quarter 2025 results: US$1.21 loss per share (further deteriorated from US$0.26 loss in 3Q 2024). Revenue: US$458.1m (down 8.8% from 3Q 2024). Net loss: US$80.8m (loss widened 360% from 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.5% 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 26 percentage points per year, which is a significant difference in performance.공시 • Oct 21Mercer International Inc. to Report Q2, 2026 Results on Jul 30, 2026Mercer International Inc. announced that they will report Q2, 2026 results on Jul 30, 2026모든 업데이트 보기Recent updatesNew Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Negative equity (-US$5.5m). Earnings have declined by 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$65.5m market cap).Reported Earnings • May 11First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.78 loss per share (further deteriorated from US$0.33 loss in 1Q 2025). Revenue: US$489.3m (down 3.5% from 1Q 2025). Net loss: US$52.0m (loss widened 133% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 52% per year, which means it has not declined as severely as earnings.공시 • Apr 22Mercer International Inc., Annual General Meeting, Jun 01, 2026Mercer International Inc., Annual General Meeting, Jun 01, 2026. Location: at suite 1120, 700 west pender street, british columbia, vancouver United StatesBuy Or Sell Opportunity • Mar 18Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to US$1.36. The fair value is estimated to be US$1.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Meanwhile, the company became loss making.New Risk • Mar 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.5% operating cash flow to total debt). Earnings have declined by 53% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$99.6m market cap).Price Target Changed • Feb 18Price target decreased by 9.4% to US$1.81Down from US$2.00, the current price target is an average from 4 analysts. New target price is 15% below last closing price of US$2.12. Stock is down 67% over the past year. The company is forecast to post a net loss per share of US$2.26 next year compared to a net loss per share of US$7.44 last year.Reported Earnings • Feb 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.44 loss per share (further deteriorated from US$1.27 loss in FY 2024). Revenue: US$1.87b (down 8.6% from FY 2024). Net loss: US$497.9m (loss widened 485% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 4.9% 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 23 percentage points per year, which is a significant difference in performance.Seeking Alpha • Feb 13Mercer Negative EBITDA May Worsen Into Q1 '26Summary Mercer International Inc. delivered catastrophic Q4 '25 results, with negative EBITDA and evaporated gross margins due to higher input costs and falling output prices. MERC cannot cover interest expenses from EBITDA, with operations nearing cash losses and liquidity only sufficient for another challenging year. Industry headwinds—weak US/EU demand, Chinese overcapacity, and rising log prices—make a near-term turnaround unlikely; management warns of worsening supply pressures in Q1. I maintain a Hold rating on MERC stock: too risky for conservative investors, but MERC offers extreme leverage for speculation on a cyclical pulp/lumber recovery. Read the full article on Seeking Alpha공시 • Feb 13Mercer International Inc. Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2025Mercer International Inc. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairments of long-lived assets of $215,682,000.분석 기사 • Feb 03Is Mercer International (NASDAQ:MERC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jan 23Mercer International Inc. to Report Q3, 2026 Results on Oct 29, 2026Mercer International Inc. announced that they will report Q3, 2026 results on Oct 29, 2026New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Earnings have declined by 40% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Nov 07Third quarter 2025 earnings released: US$1.21 loss per share (vs US$0.26 loss in 3Q 2024)Third quarter 2025 results: US$1.21 loss per share (further deteriorated from US$0.26 loss in 3Q 2024). Revenue: US$458.1m (down 8.8% from 3Q 2024). Net loss: US$80.8m (loss widened 360% from 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.5% 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 26 percentage points per year, which is a significant difference in performance.분석 기사 • Oct 31Does Mercer International (NASDAQ:MERC) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...공시 • Oct 21Mercer International Inc. to Report Q2, 2026 Results on Jul 30, 2026Mercer International Inc. announced that they will report Q2, 2026 results on Jul 30, 2026Price Target Changed • Oct 20Price target decreased by 11% to US$3.13Down from US$3.50, the current price target is an average from 4 analysts. New target price is 28% above last closing price of US$2.44. Stock is down 61% over the past year. The company is forecast to post a net loss per share of US$3.24 next year compared to a net loss per share of US$1.27 last year.공시 • Oct 03+ 1 more updateMercer International Inc. to Report Q4, 2025 Results on Feb 12, 2026Mercer International Inc. announced that they will report Q4, 2025 results on Feb 12, 2026New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.09x net interest cover). Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Aug 01Second quarter 2025 earnings released: US$1.29 loss per share (vs US$1.01 loss in 2Q 2024)Second quarter 2025 results: US$1.29 loss per share (further deteriorated from US$1.01 loss in 2Q 2024). Revenue: US$453.5m (down 9.2% from 2Q 2024). Net loss: US$86.1m (loss widened 27% from 2Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.4% 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 47 percentage points per year, which is a significant difference in performance.New Risk • Aug 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 9.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.09x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 32% per year over the past 5 years.분석 기사 • Jul 18Is Mercer International (NASDAQ:MERC) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Jun 20Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 26 June 2025. Payment date: 03 July 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 8.7%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.0%).공시 • May 31Mercer International Inc. Elects Markwart von Pentz as DirectorMercer International Inc. at its 2025 Annual Meeting of Shareholders held on May 30, 2025, elected Markwart von Pentz as Director.분석 기사 • May 30Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on the 3rd of...분석 기사 • May 13Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075Mercer International Inc.'s ( NASDAQ:MERC ) investors are due to receive a payment of $0.075 per share on 3rd of July...Declared Dividend • May 12First quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th June 2025 Payment date: 3rd July 2025 Dividend yield will be 7.6%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (66% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • May 02First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: US$0.33 loss per share (further deteriorated from US$0.25 loss in 1Q 2024). Revenue: US$507.0m (down 8.4% from 1Q 2024). Net loss: US$22.3m (loss widened 34% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 5.2% p.a. on average 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, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.공시 • May 02Mercer International Inc. Announces Quarterly Cash Dividend, Payable on July 3, 2025Mercer International Inc. announced a quarterly dividend of $0.075 per share which will be paid on July 3, 2025 to all shareholders of record on June 26, 2025. Future dividends will be subject to Board approval and may be adjusted as business and industry conditions warrant.공시 • Apr 29Svante Technologies Inc. and Mercer International Inc. Advance Carbon Capture Project At Alberta Pulp MillSvante Technologies Inc. announced that its joint carbon capture and storage project with Mercer International Inc. (Mercer) has advanced to the Front-end Engineering and Design Phase 2 (FEL-2). Also known as Pre-FEED, this phase involves engineering, cost estimation, and risk analysis to evaluate the project's commercial viability. Mercer is a global producer of sustainably sourced forest products, including pulp, lumber, mass timber, biomass-based green energy, and bioextractives. The carbon capture project targets biogenic CO2 emissions from Mercer's Peace River pulp mill, where the biomass (fibre) is sourced from sustainably managed forests. Advancing to the Pre-FEED stage will support further development of the integrated design, cost estimates, and risk assessments--key steps toward a final investment decision and potential implementation. This milestone reflects the growing momentum for carbon capture solutions within Canada's pulp and paper sector. Svante's second-generation carbon capture technology is engineered for commercial-scale deployment in industrial environments such as pulp mills-- settings where integration must be cost-effective, modular, and resilient to operational variability. As decarbonization efforts intensify across heavy industry, this project offers a timely opportunity to demonstrate how advanced capture systems can be applied within existing infrastructure. At the core of Svante's solution is its structured sorbent filter system, which uses solid materials coated with metal-organic frameworks (MOFs)--nanomaterials specifically designed to capture CO2 molecules selectively to selectively capture CO2 molecules. These filters represent a meaningful evolution over earlier carbon capture systems, offering reduced energy requirements and broader industrial applicability. Svante's technology also provides: Robust Particulate Handling: Structured adsorbent filters are highly resistant to particulate fouling, ensuring consistent performance in challenging pulp mill environments. Environmentally Responsible Design: Materials are free from toxic emissions and degradation byproducts. The company's sorbent-based filters are designed to be recyclable, minimizing environmental impact. Rapid Response to Operational Fluctuations: Svante's rapid capture process adapts quickly to intermittent operations, eliminating the need for onsite liquid solvent storage and makeup. Compact and Modular Design: Minimizes capture plant vertical footprint and vertical visual impact, offering significant benefits for site integration. Additional Project Highlights: Leveraging Clean Power Production from the Mercer Peace River Mill: The project's energy requirements will be met by low-carbon electricity generated onsite, with recovered waste heat further increasing the net CO2 emissions avoided. Sustainably Sourced Fibre: The mill sources its fibre from sustainably managed forests certified to SFI. Permanent and Safe CO2 Storage Within Alberta's Abundant Sequestration Resource: Alberta has proven, abundant geologic reservoirs--formations capable of securely storing CO2--supported by a government-enabled regulatory framework that includes robust permitting processes and liability management tools.분석 기사 • Apr 22Mercer International Inc.'s (NASDAQ:MERC) Share Price Is Still Matching Investor Opinion Despite 27% SlumpThe Mercer International Inc. ( NASDAQ:MERC ) share price has fared very poorly over the last month, falling by a...Price Target Changed • Apr 19Price target decreased by 10% to US$6.63Down from US$7.38, the current price target is an average from 4 analysts. New target price is 34% above last closing price of US$4.96. Stock is down 48% over the past year. The company is forecast to post a net loss per share of US$0.29 next year compared to a net loss per share of US$1.27 last year.공시 • Apr 19Mercer International Inc., Annual General Meeting, May 30, 2025Mercer International Inc., Annual General Meeting, May 30, 2025. Location: hybrid format, suite 1120, 700 west pender street, british columbia, vancouver United States분석 기사 • Apr 02Is It Too Late To Consider Buying Mercer International Inc. (NASDAQ:MERC)?Mercer International Inc. ( NASDAQ:MERC ), might not be a large cap stock, but it saw significant share price movement...Buy Or Sell Opportunity • Mar 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to US$6.61. The fair value is estimated to be US$5.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Feb 27Investors Appear Satisfied With Mercer International Inc.'s (NASDAQ:MERC) Prospects As Shares Rocket 27%The Mercer International Inc. ( NASDAQ:MERC ) share price has done very well over the last month, posting an excellent...Declared Dividend • Feb 26Fourth quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th March 2025 Payment date: 2nd April 2025 Dividend yield will be 3.7%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (341% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$1.27 loss per share (improved from US$3.65 loss in FY 2023). Revenue: US$2.04b (up 2.5% from FY 2023). Net loss: US$85.1m (loss narrowed 65% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 3.0% 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 80 percentage points per year, which is a significant difference in performance.공시 • Feb 21Mercer International Inc. Announces Quarterly Cash Dividend, Payable on April 2, 2025Mercer International Inc. announced a quarterly dividend of $0.075 per share will be paid on April 2, 2025 to all shareholders of record on March 26, 2025.공시 • Jan 22Mercer International Inc. to Report Q3, 2025 Results on Nov 06, 2025Mercer International Inc. announced that they will report Q3, 2025 results on Nov 06, 2025Seeking Alpha • Dec 26Mercer International: Knock On Wood, This Will Likely Be A WinnerSummary Mercer International Inc. (MERC) is undervalued, trading near its 5-year low, with strong fundamentals and a solid cash position, making it a buy. MERC's market leadership in timber panels and pulp, coupled with recovering construction activity and ESG efforts, supports a 20% CAGR in timber sales until 2028. Insider buying at prices below $6 indicates confidence in MERC's future, projecting a potential 26.9% return on investment by 2025. Strong market fundamentals, diversified exposure, and record production capacity position MERC for growth, justifying a buy rating. Read the full article on Seeking Alpha분석 기사 • Dec 19Health Check: How Prudently Does Mercer International (NASDAQ:MERC) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Upcoming Dividend • Dec 11Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 18 December 2024. Payment date: 26 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.5%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.4%).New Risk • Dec 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$168k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.7% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 22% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$168k sold).Recent Insider Transactions • Nov 24Insider recently sold US$168k worth of stockOn the 20th of November, Eric Heine sold around 27k shares on-market at roughly US$6.23 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$67k more than they sold in the last 12 months.분석 기사 • Nov 04Mercer International (NASDAQ:MERC) Will Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend on the 26th of...Declared Dividend • Nov 04Third quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 18th December 2024 Payment date: 26th December 2024 Dividend yield will be 4.7%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.26 loss per share (vs US$0.39 loss in 3Q 2023)Third quarter 2024 results: US$0.26 loss per share (improved from US$0.39 loss in 3Q 2023). Revenue: US$502.1m (up 6.7% from 3Q 2023). Net loss: US$17.6m (loss narrowed 32% from 3Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.3% 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 78 percentage points per year, which is a significant difference in performance.공시 • Nov 01Mercer International Inc. Announces Quarterly Cash Dividend, Payable on December 26, 2024Mercer International Inc. announced quarterly dividend of $0.075 per share will be paid on December 26, 2024 to all shareholders of record on December 18, 2024.분석 기사 • Oct 23Is Mercer International Inc. (NASDAQ:MERC) Worth US$6.2 Based On Its Intrinsic Value?Key Insights Mercer International's estimated fair value is US$4.64 based on Dividend Discount Model Current share...공시 • Oct 18Mercer International Inc. to Report Q2, 2025 Results on Jul 31, 2025Mercer International Inc. announced that they will report Q2, 2025 results on Jul 31, 2025분석 기사 • Oct 05Market Might Still Lack Some Conviction On Mercer International Inc. (NASDAQ:MERC) Even After 27% Share Price BoostMercer International Inc. ( NASDAQ:MERC ) shareholders are no doubt pleased to see that the share price has bounced 27...Seeking Alpha • Sep 22Mercer: Compelling Buy, With Strong Insider Buying And Favorable Price ActionSummary Despite a 50% share price decline since May, Mercer International's strong liquidity, manageable debt, and insider buying activity present a compelling buying opportunity. Operational challenges include downtimes and reduced sales in Europe, however, the $37 million reduction in its revolving credit facilities and positive cash flow are encouraging. Key insider buying activity during the panic selloff reflects management's confidence in a turnaround, reinforcing my positive outlook on the stock. Valuation metrics indicate that the company may be undervalued at its current share price, therefore, I maintain a Strong Buy rating. Read the full article on Seeking AlphaUpcoming Dividend • Sep 18Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 25 September 2024. Payment date: 03 October 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.7%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.5%).Recent Insider Transactions • Sep 06Insider recently bought US$111k worth of stockOn the 3rd of September, Wolfgang Beck bought around 19k shares on-market at roughly US$6.02 per share. This transaction increased Wolfgang's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Buy Or Sell Opportunity • Sep 05Now 20% overvaluedOver the last 90 days, the stock has fallen 37% to US$5.65. The fair value is estimated to be US$4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Aug 15Mercer International (NASDAQ:MERC) Has Affirmed Its Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on...분석 기사 • Aug 12US$8.63: That's What Analysts Think Mercer International Inc. (NASDAQ:MERC) Is Worth After Its Latest ResultsInvestors in Mercer International Inc. ( NASDAQ:MERC ) had a good week, as its shares rose 6.9% to close at US$6.93...Reported Earnings • Aug 09Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: US$1.01 loss per share (improved from US$1.48 loss in 2Q 2023). Revenue: US$499.4m (down 5.8% from 2Q 2023). Net loss: US$67.6m (loss narrowed 31% from 2Q 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 106%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% 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 64 percentage points per year, which is a significant difference in performance.공시 • Aug 09+ 1 more updateMercer International Inc. Reports Goodwill Impairment for the Second Quarter Ended June 30, 2024Mercer International Inc. reported Goodwill impairment for the second quarter ended June 30, 2024. In the second quarter, the company recognized a non-cash goodwill impairment of $34.3 million related to the Torgau facility as a result of ongoing weakness in European lumber, pallet and biofuel markets stemming from high interest rates and other economic conditions.분석 기사 • Aug 02There's Reason For Concern Over Mercer International Inc.'s (NASDAQ:MERC) PriceWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Forestry industry in the United States, you could...Price Target Changed • Jul 24Price target decreased by 7.1% to US$9.88Down from US$10.63, the current price target is an average from 4 analysts. New target price is 27% above last closing price of US$7.77. Stock is down 12% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$3.65 last year.공시 • Jul 21+ 1 more updateMercer International Inc. to Report Q1, 2025 Results on May 01, 2025Mercer International Inc. announced that they will report Q1, 2025 results on May 01, 2025New Risk • Jul 11New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years.Upcoming Dividend • Jun 19Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 03 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.6%).Seeking Alpha • May 21Mercer International: Rising Pulp Prices Could Help Price The Stock Higher (Technical Analysis)Summary Mercer International Inc. has seen encouraging trends in its earnings, with better-than-expected results since the third quarter of fiscal 2023. The company's long-term MACD chart shows a bullish crossover, indicating positive fundamentals and potential for growth. Mercer's pulp segment has contributed to the improvement in earnings, driven by rising pulp prices in European and North American markets. Read the full article on Seeking Alpha분석 기사 • May 21Is It Time To Consider Buying Mercer International Inc. (NASDAQ:MERC)?While Mercer International Inc. ( NASDAQ:MERC ) might not have the largest market cap around , it led the NASDAQGS...Declared Dividend • May 13First quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th June 2024 Payment date: 3rd July 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.공시 • May 11Mercer International Inc. Announces Quarterly Cash Dividend, Payable on July 3, 2024Mercer International Inc. announced quarterly dividend of $0.075 per share will be paid on July 3, 2024 to all shareholders of record on June 26, 2024. Future dividends will be subject to Board approval and may be adjusted as business and industry conditions warrant.Reported Earnings • May 10First quarter 2024 earnings released: US$0.25 loss per share (vs US$0.46 loss in 1Q 2023)First quarter 2024 results: US$0.25 loss per share (improved from US$0.46 loss in 1Q 2023). Revenue: US$553.4m (up 5.9% from 1Q 2023). Net loss: US$16.7m (loss narrowed 45% from 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Apr 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to US$10.00. The fair value is estimated to be US$8.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Apr 17A Look At The Intrinsic Value Of Mercer International Inc. (NASDAQ:MERC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mercer International fair value estimate is US$8.19 Mercer...Price Target Changed • Apr 14Price target increased by 8.3% to US$9.75Up from US$9.00, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$9.44. Stock is down 0.1% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$3.65 last year.Upcoming Dividend • Mar 19Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 04 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.6%).분석 기사 • Mar 07Mercer International Inc.'s (NASDAQ:MERC) Shares Leap 31% Yet They're Still Not Telling The Full StoryMercer International Inc. ( NASDAQ:MERC ) shareholders would be excited to see that the share price has had a great...Buy Or Sell Opportunity • Mar 04Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$10.17. The fair value is estimated to be US$8.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Feb 27Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on...공시 • Feb 27Mercer International Inc. Announces Management ChangesMercer International Inc. announced that Jimmy Lee is stepping down as Executive Chairman and director of the Company for personal health reasons. He has been appointed Chairman Emeritus. As a result, the Company has revised its governance structure to provide for an independent Chairman. William McCartney, who previously served as lead director, has been appointed Interim Chairman by the Company's board of directors.Declared Dividend • Feb 19Fourth quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th March 2024 Payment date: 4th April 2024 Dividend yield will be 3.6%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.Recent Insider Transactions Derivative • Feb 18CEO, President & Director exercised options and sold US$206k worth of stockOn the 15th of February, Juan Bueno exercised options to acquire 26k shares at no cost and sold these for an average price of US$7.78 per share. This trade did not impact their existing holding. For the year to December 2022, Juan's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Juan has owned 27.50k shares directly. Company insiders have collectively sold US$667k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$3.65 loss per share (down from US$3.74 profit in FY 2022). Revenue: US$1.99b (down 13% from FY 2022). Net loss: US$242.1m (down 198% from profit in FY 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Feb 16Mercer International Inc. Declares Quarterly Dividend, Payable on April 4, 2024Mercer International Inc. announced that a quarterly dividend of $0.075 per share will be paid on April 4, 2024 to all shareholders of record on March 27, 2024. Future dividends will be subject to Board approval and may be adjusted as business and industry conditions warrant.분석 기사 • Jan 19Mercer International (NASDAQ:MERC) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Price Target Changed • Jan 12Price target increased by 7.6% to US$8.88Up from US$8.25, the current price target is an average from 4 analysts. New target price is 9.8% below last closing price of US$9.84. Stock is down 20% over the past year. The company is forecast to post a net loss per share of US$2.78 compared to earnings per share of US$3.74 last year.분석 기사 • Dec 14Mercer International's (NASDAQ:MERC) Dividend Will Be $0.075Mercer International Inc. ( NASDAQ:MERC ) will pay a dividend of $0.075 on the 28th of December. This payment means...Upcoming Dividend • Dec 12Upcoming dividend of US$0.075 per share at 3.4% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 28 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.9%).공시 • Nov 25Mercer International Inc. to Report Q3, 2024 Results on Oct 31, 2024Mercer International Inc. announced that they will report Q3, 2024 results on Oct 31, 2024분석 기사 • Nov 06Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend on the 28th of...Reported Earnings • Nov 03Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.39 loss per share (down from US$1.01 profit in 3Q 2022). Revenue: US$470.8m (down 12% from 3Q 2022). Net loss: US$26.0m (down 139% from profit in 3Q 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Nov 03Mercer International Inc. Announces Quarterly Cash Dividend, Payable on December 28, 2023Mercer International Inc. announced a quarterly cash dividend of $0.075 per share will be paid on December 28, 2023 to all shareholders of record on December 20, 2023.공시 • Oct 22Mercer International Inc. to Report Q2, 2024 Results on Aug 08, 2024Mercer International Inc. announced that they will report Q2, 2024 results on Aug 08, 2024분석 기사 • Oct 14Mercer International (NASDAQ:MERC) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Sep 19Upcoming dividend of US$0.075 per share at 3.5% yieldEligible shareholders must have bought the stock before 26 September 2023. Payment date: 04 October 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.9%). Higher than average of industry peers (2.0%).분석 기사 • Sep 05Mercer International's (NASDAQ:MERC) Dividend Will Be $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on...Major Estimate Revision • Aug 25Consensus EPS estimates fall by 72%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$1.97b to US$1.99b. Forecast EPS reduced from -US$1.74 to -US$2.99 per share. Forestry industry in the US expected to see average net income decline 8.7% next year. Consensus price target broadly unchanged at US$8.60. Share price was steady at US$8.79 over the past week.분석 기사 • Aug 22Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend on the 4th of October...매출 및 비용 세부 내역Mercer International가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:MERC 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,850-528111031 Dec 251,868-498112030 Sep 251,907-172113030 Jun 251,951-109113031 Mar 251,997-91113031 Dec 242,043-85115030 Sep 242,025-189119030 Jun 241,994-197121031 Mar 242,025-228123031 Dec 231,994-242123030 Sep 232,106-135131030 Jun 232,168-42125031 Mar 232,211128116031 Dec 222,281247106030 Sep 222,21730286030 Jun 222,15430482031 Mar 221,98325479031 Dec 211,80317179030 Sep 211,6828377030 Jun 211,5462273031 Mar 211,485-869031 Dec 201,423-1767030 Sep 201,356-7769030 Jun 201,407-8371031 Mar 201,491-6575031 Dec 191,624-1074030 Sep 191,70510870030 Jun 191,65314867031 Mar 191,57415563031 Dec 181,45812959030 Sep 181,38312558030 Jun 181,35810557031 Mar 181,2948654031 Dec 171,1697050030 Sep 171,0534749030 Jun 179863845031 Mar 179213642031 Dec 169323545030 Sep 169483843030 Jun 169815045031 Mar 161,0307147031 Dec 151,0337646030 Sep 151,0785749030 Jun 151,109122480양질의 수익: MERC 은(는) 현재 수익성이 없습니다.이익 마진 증가: MERC는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: MERC은 수익성이 없으며 지난 5년 동안 손실이 연평균 59.8% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 MERC의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: MERC은 수익성이 없어 지난 해 수익 성장률을 Forestry 업계(-5.3%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: MERC의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 06:11종가2026/05/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mercer International Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Stephen AtkinsonBMO Capital Markets Equity ResearchNeal GilmerCanaccord GenuityHamir PatelCIBC Capital Markets5명의 분석가 더 보기
Reported Earnings • May 11First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.78 loss per share (further deteriorated from US$0.33 loss in 1Q 2025). Revenue: US$489.3m (down 3.5% from 1Q 2025). Net loss: US$52.0m (loss widened 133% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 52% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.44 loss per share (further deteriorated from US$1.27 loss in FY 2024). Revenue: US$1.87b (down 8.6% from FY 2024). Net loss: US$497.9m (loss widened 485% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 4.9% 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 23 percentage points per year, which is a significant difference in performance.
공시 • Feb 13Mercer International Inc. Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2025Mercer International Inc. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairments of long-lived assets of $215,682,000.
공시 • Jan 23Mercer International Inc. to Report Q3, 2026 Results on Oct 29, 2026Mercer International Inc. announced that they will report Q3, 2026 results on Oct 29, 2026
Reported Earnings • Nov 07Third quarter 2025 earnings released: US$1.21 loss per share (vs US$0.26 loss in 3Q 2024)Third quarter 2025 results: US$1.21 loss per share (further deteriorated from US$0.26 loss in 3Q 2024). Revenue: US$458.1m (down 8.8% from 3Q 2024). Net loss: US$80.8m (loss widened 360% from 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.5% 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 26 percentage points per year, which is a significant difference in performance.
공시 • Oct 21Mercer International Inc. to Report Q2, 2026 Results on Jul 30, 2026Mercer International Inc. announced that they will report Q2, 2026 results on Jul 30, 2026
New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Negative equity (-US$5.5m). Earnings have declined by 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$65.5m market cap).
Reported Earnings • May 11First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.78 loss per share (further deteriorated from US$0.33 loss in 1Q 2025). Revenue: US$489.3m (down 3.5% from 1Q 2025). Net loss: US$52.0m (loss widened 133% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 52% per year, which means it has not declined as severely as earnings.
공시 • Apr 22Mercer International Inc., Annual General Meeting, Jun 01, 2026Mercer International Inc., Annual General Meeting, Jun 01, 2026. Location: at suite 1120, 700 west pender street, british columbia, vancouver United States
Buy Or Sell Opportunity • Mar 18Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to US$1.36. The fair value is estimated to be US$1.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Mar 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.5% operating cash flow to total debt). Earnings have declined by 53% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$99.6m market cap).
Price Target Changed • Feb 18Price target decreased by 9.4% to US$1.81Down from US$2.00, the current price target is an average from 4 analysts. New target price is 15% below last closing price of US$2.12. Stock is down 67% over the past year. The company is forecast to post a net loss per share of US$2.26 next year compared to a net loss per share of US$7.44 last year.
Reported Earnings • Feb 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.44 loss per share (further deteriorated from US$1.27 loss in FY 2024). Revenue: US$1.87b (down 8.6% from FY 2024). Net loss: US$497.9m (loss widened 485% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 4.9% 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 23 percentage points per year, which is a significant difference in performance.
Seeking Alpha • Feb 13Mercer Negative EBITDA May Worsen Into Q1 '26Summary Mercer International Inc. delivered catastrophic Q4 '25 results, with negative EBITDA and evaporated gross margins due to higher input costs and falling output prices. MERC cannot cover interest expenses from EBITDA, with operations nearing cash losses and liquidity only sufficient for another challenging year. Industry headwinds—weak US/EU demand, Chinese overcapacity, and rising log prices—make a near-term turnaround unlikely; management warns of worsening supply pressures in Q1. I maintain a Hold rating on MERC stock: too risky for conservative investors, but MERC offers extreme leverage for speculation on a cyclical pulp/lumber recovery. Read the full article on Seeking Alpha
공시 • Feb 13Mercer International Inc. Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2025Mercer International Inc. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairments of long-lived assets of $215,682,000.
분석 기사 • Feb 03Is Mercer International (NASDAQ:MERC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jan 23Mercer International Inc. to Report Q3, 2026 Results on Oct 29, 2026Mercer International Inc. announced that they will report Q3, 2026 results on Oct 29, 2026
New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Earnings have declined by 40% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Nov 07Third quarter 2025 earnings released: US$1.21 loss per share (vs US$0.26 loss in 3Q 2024)Third quarter 2025 results: US$1.21 loss per share (further deteriorated from US$0.26 loss in 3Q 2024). Revenue: US$458.1m (down 8.8% from 3Q 2024). Net loss: US$80.8m (loss widened 360% from 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.5% 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 26 percentage points per year, which is a significant difference in performance.
분석 기사 • Oct 31Does Mercer International (NASDAQ:MERC) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
공시 • Oct 21Mercer International Inc. to Report Q2, 2026 Results on Jul 30, 2026Mercer International Inc. announced that they will report Q2, 2026 results on Jul 30, 2026
Price Target Changed • Oct 20Price target decreased by 11% to US$3.13Down from US$3.50, the current price target is an average from 4 analysts. New target price is 28% above last closing price of US$2.44. Stock is down 61% over the past year. The company is forecast to post a net loss per share of US$3.24 next year compared to a net loss per share of US$1.27 last year.
공시 • Oct 03+ 1 more updateMercer International Inc. to Report Q4, 2025 Results on Feb 12, 2026Mercer International Inc. announced that they will report Q4, 2025 results on Feb 12, 2026
New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.09x net interest cover). Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Aug 01Second quarter 2025 earnings released: US$1.29 loss per share (vs US$1.01 loss in 2Q 2024)Second quarter 2025 results: US$1.29 loss per share (further deteriorated from US$1.01 loss in 2Q 2024). Revenue: US$453.5m (down 9.2% from 2Q 2024). Net loss: US$86.1m (loss widened 27% from 2Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.4% 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 47 percentage points per year, which is a significant difference in performance.
New Risk • Aug 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 9.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.09x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 32% per year over the past 5 years.
분석 기사 • Jul 18Is Mercer International (NASDAQ:MERC) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Jun 20Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 26 June 2025. Payment date: 03 July 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 8.7%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.0%).
공시 • May 31Mercer International Inc. Elects Markwart von Pentz as DirectorMercer International Inc. at its 2025 Annual Meeting of Shareholders held on May 30, 2025, elected Markwart von Pentz as Director.
분석 기사 • May 30Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on the 3rd of...
분석 기사 • May 13Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075Mercer International Inc.'s ( NASDAQ:MERC ) investors are due to receive a payment of $0.075 per share on 3rd of July...
Declared Dividend • May 12First quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th June 2025 Payment date: 3rd July 2025 Dividend yield will be 7.6%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (66% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • May 02First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: US$0.33 loss per share (further deteriorated from US$0.25 loss in 1Q 2024). Revenue: US$507.0m (down 8.4% from 1Q 2024). Net loss: US$22.3m (loss widened 34% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 5.2% p.a. on average 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, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
공시 • May 02Mercer International Inc. Announces Quarterly Cash Dividend, Payable on July 3, 2025Mercer International Inc. announced a quarterly dividend of $0.075 per share which will be paid on July 3, 2025 to all shareholders of record on June 26, 2025. Future dividends will be subject to Board approval and may be adjusted as business and industry conditions warrant.
공시 • Apr 29Svante Technologies Inc. and Mercer International Inc. Advance Carbon Capture Project At Alberta Pulp MillSvante Technologies Inc. announced that its joint carbon capture and storage project with Mercer International Inc. (Mercer) has advanced to the Front-end Engineering and Design Phase 2 (FEL-2). Also known as Pre-FEED, this phase involves engineering, cost estimation, and risk analysis to evaluate the project's commercial viability. Mercer is a global producer of sustainably sourced forest products, including pulp, lumber, mass timber, biomass-based green energy, and bioextractives. The carbon capture project targets biogenic CO2 emissions from Mercer's Peace River pulp mill, where the biomass (fibre) is sourced from sustainably managed forests. Advancing to the Pre-FEED stage will support further development of the integrated design, cost estimates, and risk assessments--key steps toward a final investment decision and potential implementation. This milestone reflects the growing momentum for carbon capture solutions within Canada's pulp and paper sector. Svante's second-generation carbon capture technology is engineered for commercial-scale deployment in industrial environments such as pulp mills-- settings where integration must be cost-effective, modular, and resilient to operational variability. As decarbonization efforts intensify across heavy industry, this project offers a timely opportunity to demonstrate how advanced capture systems can be applied within existing infrastructure. At the core of Svante's solution is its structured sorbent filter system, which uses solid materials coated with metal-organic frameworks (MOFs)--nanomaterials specifically designed to capture CO2 molecules selectively to selectively capture CO2 molecules. These filters represent a meaningful evolution over earlier carbon capture systems, offering reduced energy requirements and broader industrial applicability. Svante's technology also provides: Robust Particulate Handling: Structured adsorbent filters are highly resistant to particulate fouling, ensuring consistent performance in challenging pulp mill environments. Environmentally Responsible Design: Materials are free from toxic emissions and degradation byproducts. The company's sorbent-based filters are designed to be recyclable, minimizing environmental impact. Rapid Response to Operational Fluctuations: Svante's rapid capture process adapts quickly to intermittent operations, eliminating the need for onsite liquid solvent storage and makeup. Compact and Modular Design: Minimizes capture plant vertical footprint and vertical visual impact, offering significant benefits for site integration. Additional Project Highlights: Leveraging Clean Power Production from the Mercer Peace River Mill: The project's energy requirements will be met by low-carbon electricity generated onsite, with recovered waste heat further increasing the net CO2 emissions avoided. Sustainably Sourced Fibre: The mill sources its fibre from sustainably managed forests certified to SFI. Permanent and Safe CO2 Storage Within Alberta's Abundant Sequestration Resource: Alberta has proven, abundant geologic reservoirs--formations capable of securely storing CO2--supported by a government-enabled regulatory framework that includes robust permitting processes and liability management tools.
분석 기사 • Apr 22Mercer International Inc.'s (NASDAQ:MERC) Share Price Is Still Matching Investor Opinion Despite 27% SlumpThe Mercer International Inc. ( NASDAQ:MERC ) share price has fared very poorly over the last month, falling by a...
Price Target Changed • Apr 19Price target decreased by 10% to US$6.63Down from US$7.38, the current price target is an average from 4 analysts. New target price is 34% above last closing price of US$4.96. Stock is down 48% over the past year. The company is forecast to post a net loss per share of US$0.29 next year compared to a net loss per share of US$1.27 last year.
공시 • Apr 19Mercer International Inc., Annual General Meeting, May 30, 2025Mercer International Inc., Annual General Meeting, May 30, 2025. Location: hybrid format, suite 1120, 700 west pender street, british columbia, vancouver United States
분석 기사 • Apr 02Is It Too Late To Consider Buying Mercer International Inc. (NASDAQ:MERC)?Mercer International Inc. ( NASDAQ:MERC ), might not be a large cap stock, but it saw significant share price movement...
Buy Or Sell Opportunity • Mar 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to US$6.61. The fair value is estimated to be US$5.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Feb 27Investors Appear Satisfied With Mercer International Inc.'s (NASDAQ:MERC) Prospects As Shares Rocket 27%The Mercer International Inc. ( NASDAQ:MERC ) share price has done very well over the last month, posting an excellent...
Declared Dividend • Feb 26Fourth quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th March 2025 Payment date: 2nd April 2025 Dividend yield will be 3.7%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (341% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$1.27 loss per share (improved from US$3.65 loss in FY 2023). Revenue: US$2.04b (up 2.5% from FY 2023). Net loss: US$85.1m (loss narrowed 65% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 3.0% 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 80 percentage points per year, which is a significant difference in performance.
공시 • Feb 21Mercer International Inc. Announces Quarterly Cash Dividend, Payable on April 2, 2025Mercer International Inc. announced a quarterly dividend of $0.075 per share will be paid on April 2, 2025 to all shareholders of record on March 26, 2025.
공시 • Jan 22Mercer International Inc. to Report Q3, 2025 Results on Nov 06, 2025Mercer International Inc. announced that they will report Q3, 2025 results on Nov 06, 2025
Seeking Alpha • Dec 26Mercer International: Knock On Wood, This Will Likely Be A WinnerSummary Mercer International Inc. (MERC) is undervalued, trading near its 5-year low, with strong fundamentals and a solid cash position, making it a buy. MERC's market leadership in timber panels and pulp, coupled with recovering construction activity and ESG efforts, supports a 20% CAGR in timber sales until 2028. Insider buying at prices below $6 indicates confidence in MERC's future, projecting a potential 26.9% return on investment by 2025. Strong market fundamentals, diversified exposure, and record production capacity position MERC for growth, justifying a buy rating. Read the full article on Seeking Alpha
분석 기사 • Dec 19Health Check: How Prudently Does Mercer International (NASDAQ:MERC) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Upcoming Dividend • Dec 11Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 18 December 2024. Payment date: 26 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.5%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.4%).
New Risk • Dec 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$168k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.7% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 22% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$168k sold).
Recent Insider Transactions • Nov 24Insider recently sold US$168k worth of stockOn the 20th of November, Eric Heine sold around 27k shares on-market at roughly US$6.23 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$67k more than they sold in the last 12 months.
분석 기사 • Nov 04Mercer International (NASDAQ:MERC) Will Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend on the 26th of...
Declared Dividend • Nov 04Third quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 18th December 2024 Payment date: 26th December 2024 Dividend yield will be 4.7%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.26 loss per share (vs US$0.39 loss in 3Q 2023)Third quarter 2024 results: US$0.26 loss per share (improved from US$0.39 loss in 3Q 2023). Revenue: US$502.1m (up 6.7% from 3Q 2023). Net loss: US$17.6m (loss narrowed 32% from 3Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.3% 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 78 percentage points per year, which is a significant difference in performance.
공시 • Nov 01Mercer International Inc. Announces Quarterly Cash Dividend, Payable on December 26, 2024Mercer International Inc. announced quarterly dividend of $0.075 per share will be paid on December 26, 2024 to all shareholders of record on December 18, 2024.
분석 기사 • Oct 23Is Mercer International Inc. (NASDAQ:MERC) Worth US$6.2 Based On Its Intrinsic Value?Key Insights Mercer International's estimated fair value is US$4.64 based on Dividend Discount Model Current share...
공시 • Oct 18Mercer International Inc. to Report Q2, 2025 Results on Jul 31, 2025Mercer International Inc. announced that they will report Q2, 2025 results on Jul 31, 2025
분석 기사 • Oct 05Market Might Still Lack Some Conviction On Mercer International Inc. (NASDAQ:MERC) Even After 27% Share Price BoostMercer International Inc. ( NASDAQ:MERC ) shareholders are no doubt pleased to see that the share price has bounced 27...
Seeking Alpha • Sep 22Mercer: Compelling Buy, With Strong Insider Buying And Favorable Price ActionSummary Despite a 50% share price decline since May, Mercer International's strong liquidity, manageable debt, and insider buying activity present a compelling buying opportunity. Operational challenges include downtimes and reduced sales in Europe, however, the $37 million reduction in its revolving credit facilities and positive cash flow are encouraging. Key insider buying activity during the panic selloff reflects management's confidence in a turnaround, reinforcing my positive outlook on the stock. Valuation metrics indicate that the company may be undervalued at its current share price, therefore, I maintain a Strong Buy rating. Read the full article on Seeking Alpha
Upcoming Dividend • Sep 18Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 25 September 2024. Payment date: 03 October 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.7%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.5%).
Recent Insider Transactions • Sep 06Insider recently bought US$111k worth of stockOn the 3rd of September, Wolfgang Beck bought around 19k shares on-market at roughly US$6.02 per share. This transaction increased Wolfgang's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Buy Or Sell Opportunity • Sep 05Now 20% overvaluedOver the last 90 days, the stock has fallen 37% to US$5.65. The fair value is estimated to be US$4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Aug 15Mercer International (NASDAQ:MERC) Has Affirmed Its Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on...
분석 기사 • Aug 12US$8.63: That's What Analysts Think Mercer International Inc. (NASDAQ:MERC) Is Worth After Its Latest ResultsInvestors in Mercer International Inc. ( NASDAQ:MERC ) had a good week, as its shares rose 6.9% to close at US$6.93...
Reported Earnings • Aug 09Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: US$1.01 loss per share (improved from US$1.48 loss in 2Q 2023). Revenue: US$499.4m (down 5.8% from 2Q 2023). Net loss: US$67.6m (loss narrowed 31% from 2Q 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 106%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% 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 64 percentage points per year, which is a significant difference in performance.
공시 • Aug 09+ 1 more updateMercer International Inc. Reports Goodwill Impairment for the Second Quarter Ended June 30, 2024Mercer International Inc. reported Goodwill impairment for the second quarter ended June 30, 2024. In the second quarter, the company recognized a non-cash goodwill impairment of $34.3 million related to the Torgau facility as a result of ongoing weakness in European lumber, pallet and biofuel markets stemming from high interest rates and other economic conditions.
분석 기사 • Aug 02There's Reason For Concern Over Mercer International Inc.'s (NASDAQ:MERC) PriceWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Forestry industry in the United States, you could...
Price Target Changed • Jul 24Price target decreased by 7.1% to US$9.88Down from US$10.63, the current price target is an average from 4 analysts. New target price is 27% above last closing price of US$7.77. Stock is down 12% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$3.65 last year.
공시 • Jul 21+ 1 more updateMercer International Inc. to Report Q1, 2025 Results on May 01, 2025Mercer International Inc. announced that they will report Q1, 2025 results on May 01, 2025
New Risk • Jul 11New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years.
Upcoming Dividend • Jun 19Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 03 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.6%).
Seeking Alpha • May 21Mercer International: Rising Pulp Prices Could Help Price The Stock Higher (Technical Analysis)Summary Mercer International Inc. has seen encouraging trends in its earnings, with better-than-expected results since the third quarter of fiscal 2023. The company's long-term MACD chart shows a bullish crossover, indicating positive fundamentals and potential for growth. Mercer's pulp segment has contributed to the improvement in earnings, driven by rising pulp prices in European and North American markets. Read the full article on Seeking Alpha
분석 기사 • May 21Is It Time To Consider Buying Mercer International Inc. (NASDAQ:MERC)?While Mercer International Inc. ( NASDAQ:MERC ) might not have the largest market cap around , it led the NASDAQGS...
Declared Dividend • May 13First quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th June 2024 Payment date: 3rd July 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.
공시 • May 11Mercer International Inc. Announces Quarterly Cash Dividend, Payable on July 3, 2024Mercer International Inc. announced quarterly dividend of $0.075 per share will be paid on July 3, 2024 to all shareholders of record on June 26, 2024. Future dividends will be subject to Board approval and may be adjusted as business and industry conditions warrant.
Reported Earnings • May 10First quarter 2024 earnings released: US$0.25 loss per share (vs US$0.46 loss in 1Q 2023)First quarter 2024 results: US$0.25 loss per share (improved from US$0.46 loss in 1Q 2023). Revenue: US$553.4m (up 5.9% from 1Q 2023). Net loss: US$16.7m (loss narrowed 45% from 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Apr 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to US$10.00. The fair value is estimated to be US$8.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Apr 17A Look At The Intrinsic Value Of Mercer International Inc. (NASDAQ:MERC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mercer International fair value estimate is US$8.19 Mercer...
Price Target Changed • Apr 14Price target increased by 8.3% to US$9.75Up from US$9.00, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$9.44. Stock is down 0.1% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$3.65 last year.
Upcoming Dividend • Mar 19Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 04 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.6%).
분석 기사 • Mar 07Mercer International Inc.'s (NASDAQ:MERC) Shares Leap 31% Yet They're Still Not Telling The Full StoryMercer International Inc. ( NASDAQ:MERC ) shareholders would be excited to see that the share price has had a great...
Buy Or Sell Opportunity • Mar 04Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$10.17. The fair value is estimated to be US$8.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Feb 27Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on...
공시 • Feb 27Mercer International Inc. Announces Management ChangesMercer International Inc. announced that Jimmy Lee is stepping down as Executive Chairman and director of the Company for personal health reasons. He has been appointed Chairman Emeritus. As a result, the Company has revised its governance structure to provide for an independent Chairman. William McCartney, who previously served as lead director, has been appointed Interim Chairman by the Company's board of directors.
Declared Dividend • Feb 19Fourth quarter dividend of US$0.075 announcedDividend of US$0.075 is the same as last year. Ex-date: 26th March 2024 Payment date: 4th April 2024 Dividend yield will be 3.6%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.
Recent Insider Transactions Derivative • Feb 18CEO, President & Director exercised options and sold US$206k worth of stockOn the 15th of February, Juan Bueno exercised options to acquire 26k shares at no cost and sold these for an average price of US$7.78 per share. This trade did not impact their existing holding. For the year to December 2022, Juan's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Juan has owned 27.50k shares directly. Company insiders have collectively sold US$667k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$3.65 loss per share (down from US$3.74 profit in FY 2022). Revenue: US$1.99b (down 13% from FY 2022). Net loss: US$242.1m (down 198% from profit in FY 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Feb 16Mercer International Inc. Declares Quarterly Dividend, Payable on April 4, 2024Mercer International Inc. announced that a quarterly dividend of $0.075 per share will be paid on April 4, 2024 to all shareholders of record on March 27, 2024. Future dividends will be subject to Board approval and may be adjusted as business and industry conditions warrant.
분석 기사 • Jan 19Mercer International (NASDAQ:MERC) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Price Target Changed • Jan 12Price target increased by 7.6% to US$8.88Up from US$8.25, the current price target is an average from 4 analysts. New target price is 9.8% below last closing price of US$9.84. Stock is down 20% over the past year. The company is forecast to post a net loss per share of US$2.78 compared to earnings per share of US$3.74 last year.
분석 기사 • Dec 14Mercer International's (NASDAQ:MERC) Dividend Will Be $0.075Mercer International Inc. ( NASDAQ:MERC ) will pay a dividend of $0.075 on the 28th of December. This payment means...
Upcoming Dividend • Dec 12Upcoming dividend of US$0.075 per share at 3.4% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 28 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.9%).
공시 • Nov 25Mercer International Inc. to Report Q3, 2024 Results on Oct 31, 2024Mercer International Inc. announced that they will report Q3, 2024 results on Oct 31, 2024
분석 기사 • Nov 06Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend on the 28th of...
Reported Earnings • Nov 03Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.39 loss per share (down from US$1.01 profit in 3Q 2022). Revenue: US$470.8m (down 12% from 3Q 2022). Net loss: US$26.0m (down 139% from profit in 3Q 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Nov 03Mercer International Inc. Announces Quarterly Cash Dividend, Payable on December 28, 2023Mercer International Inc. announced a quarterly cash dividend of $0.075 per share will be paid on December 28, 2023 to all shareholders of record on December 20, 2023.
공시 • Oct 22Mercer International Inc. to Report Q2, 2024 Results on Aug 08, 2024Mercer International Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
분석 기사 • Oct 14Mercer International (NASDAQ:MERC) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Sep 19Upcoming dividend of US$0.075 per share at 3.5% yieldEligible shareholders must have bought the stock before 26 September 2023. Payment date: 04 October 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.9%). Higher than average of industry peers (2.0%).
분석 기사 • Sep 05Mercer International's (NASDAQ:MERC) Dividend Will Be $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend of $0.075 per share on...
Major Estimate Revision • Aug 25Consensus EPS estimates fall by 72%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$1.97b to US$1.99b. Forecast EPS reduced from -US$1.74 to -US$2.99 per share. Forestry industry in the US expected to see average net income decline 8.7% next year. Consensus price target broadly unchanged at US$8.60. Share price was steady at US$8.79 over the past week.
분석 기사 • Aug 22Mercer International (NASDAQ:MERC) Is Due To Pay A Dividend Of $0.075The board of Mercer International Inc. ( NASDAQ:MERC ) has announced that it will pay a dividend on the 4th of October...