Mercer International Q4 revenue falls
Overview
Global forest products firm's Q4 revenue fell 8% yr/yr
Net loss for Q4 was $308.7 mln, impacted by $238.7 mln non-cash impairments
Company's cash flow from operations increased by $76 mln from prior quarter
Outlook
Mercer expects pulp prices to modestly increase in Q1 2026 due to stable demand
Company anticipates U.S. and European lumber prices to rise in Q1 2026
Mercer aims for $100 mln in cost savings by end of 2026
Result Drivers
HARDWOOD PULP MARKET - Non-cash impairments were recorded due to the down-cycle in hardwood pulp markets affecting Peace River mill
COST SAVINGS - One Goal One Hundred program achieved $30 mln in cost savings and operational efficiencies in 2025
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $449.50 mln | $461.50 mln (2 Analysts) |
Q4 Net Income |
| -$308.70 mln |
|
Q4 EBITDA |
| -$20.15 mln |
|
Q4 Operating Income |
| -$278.49 mln |
|
Press Release: ID:nGNX87whdz
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