Mercer International Q2 revenue misses estimates
Overview
Mercer International Q2 rev declines 9% yr/yr, missing analyst expectations, per LSEG data
Operating EBITDA for Q2 turns negative, impacted by weaker dollar and trade challenges
Co pauses quarterly dividend amid market uncertainty, focusing on capital allocation
Outlook
Company expects decrease in softwood pulp prices in Q3 2025
Mercer anticipates steady hardwood pulp prices in Q3 2025
Company sees U.S. lumber prices rising in Q3 due to import duties
Mercer pauses quarterly dividend amid market uncertainty
Result Drivers
WEAKER DOLLAR - Co attributes negative impact on Operating EBITDA to approximately $26 mln due to dollar depreciation against euro and Canadian dollar
PULP DEMAND - Weaker demand for pulp in China driven by global trade policy uncertainty, impacting sales realizations
COST SAVINGS - One Goal One Hundred program aims for $100 mln in cost savings by end of 2026, with $5 mln realized so far
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $453.52 mln | $514 mln (2 Analysts) |
Q2 EPS |
| -$1.29 |
|
Q2 Net Income |
| -$86.07 mln |
|
Q2 EBITDA |
| -$20.88 mln |
|
Q2 Operating Income |
| -$58.40 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the paper products peer group is "buy."
Wall Street's median 12-month price target for Mercer International Inc is $3.75, about 7.2% below its July 30 closing price of $4.02
Press Release: ID:nGNX857jzy
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