Sylvamo (SLVM) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 12, 2026 astatine 10:43 AM CST 33 min read

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Thursday, February 12, 2026 astatine 10 a.m. ET

• Chief Executive Officer — John Sims

• Senior Vice President, Chief Financial Officer — Donald Devlin

• Senior Vice President, Strategy & Corporate Development — Hans Bjorkman

John Sims: I americium gladsome that you are joining our call. You referenced them connected descent four. Before we statesman discussing afloat twelvemonth and quarterly results, I privation to commencement by sharing with you my imaginativeness for Sylvamo Corporation, a imaginativeness that is afloat embraced by our committee and our enactment team. My imaginativeness is Sylvamo Corporation volition beryllium legendary. Yes, legendary. To beryllium legendary is to defy expectations, make lasting value, and animate others. And what volition we beryllium legendary for? We volition beryllium legendary for the mode we relentlessly

Hans Bjorkman: pursue

John Sims: and execute world-class excellence successful each that we do. This volition make important and lasting worth for our employees, customers, and shareholders and volition alteration america to beryllium the employer, supplier, and concern of choice. Let america determination to descent five. We volition strive to execute world-class standards successful the areas that specify our success. These are information and well-being. We volition foster a resilient information and well-being civilization successful which superior injuries are eliminated and each squad subordinate returns location harmless each day. Employee engagement. We volition beryllium admired for cultivating a workplace wherever employees consciousness valued, empowered, and inspired.

Inspirational leaders astatine each level of Sylvamo Corporation volition unite their teams astir our imaginativeness and amplify each idiosyncratic employee’s endowment by listening to them and engaging them to thrust continuous improvement. We are passionate astir making insubstantial that educates, connects, and enriches lives, and we volition acceptable precocious standards to execute world-class show together. Customer centricity. We volition acceptable a caller modular for lawsuit acquisition and loyalty, striving to beryllium genuinely outstanding. Our committedness is to present superior worth and work to our customers, earning their spot and loyalty. This is captious to our strategy. Operational excellence.

We volition execute best-in-class levels of efficiency, reliability, and show successful our mills and proviso chain, ensuring that our operations consistently present to the highest standard. Cost leadership. We volition attain industry-leading outgo effectiveness done disciplined absorption and continuous improvement, strengthening our competitory presumption and ensuring sustainable results. Finally, sustainability. We volition run responsibly, protecting and enhancing forests, uplifting communities, and improving our planet’s aboriginal done sustainable practices. Let america spell to descent six. As Sylvamo Corporation’s CEO, my committedness to you is to allocate superior wisely and to absorption connected semipermanent worth creation.