Market News of Note

Sylvamo, the world's paper company, is releasing a letter to shareowners from John Sims, chief executive officer.

The reverse stock split was approved by Amcor shareholders at its annual general meeting of shareholders held on November 6, 2025. Amcor filed an amendment to its memorandum of association to effect the reverse stock split on January 14, 2026.

West Fraser Timber Co. Ltd. will record a $409 million non-cash impairment of goodwill in its lumber segment for the fourth quarter of 2025, reflecting sustained economic challenges and revised assumptions in its annual impairment test.

The agreement provides the necessary support for Lecta to move forward with its debt restructuring plans.

Suzano will increase pulp prices in Europe and North America by $120 per metric ton, while prices in Asia will increase by $20 per ton, according to the source.

Revenues were $100.2 million for the quarter compared to $99.8 million for the same quarter last year, an increase of $0.4 million or 0.4%.

American Forest & Paper Association (AF&PA) President and CEO Heidi Brock released the following statement following the final passage of the EU Deforestation Regulation (EUDR) delay...

Split-adjusted shares expected to begin trading on January 15, 2026; Second quarter fiscal 2026 per share metrics to be reported on a split-adjusted basis

Embarks on transformational, portfolio-wide strategy to catalyze growth, further strengthen competitive position and maximize cash generation capabilities.

Under the new setup, Stora Enso will reorganize its businesses into four segments: Consumer Packaging, Integrated Packaging, Biomaterials, and Other, which replaces its current six-segment model.

Massachusetts Governor Healey recently echoed misleading talking points by Canada and the National Association of Homebuilders (NAHB) that U.S. duties and tariffs against unfairly traded Canadian lumber imports cause housing pricing affordability issues. Such misleading and false statements have been repeatedly debunked by NAHB's own data and ignore the facts on the ground.

Perched atop Alabama's highest peak, the new Cheaha State Park Lodge marks a defining moment for sustainable design and regional craftsmanship.

Suzano, the world's largest pulp producer, announces its results for the third quarter of 2025 (3Q25), reporting sales of 3.6 million tonnes of pulp and paper combined, a 20% increase on the same quarter last year (3Q24). The positive result is driven by the operations of the Ribas do Rio Pardo pulp mill, inaugurated in 2024, and by the integration of paper production from assets acquired in the United States in October 2024.

Board takes action to protect long-term value for all shareowners in response to Atlas Holdings' termination of cooperation agreement.

Interfor Corporation reported a net loss of $216 million for the third quarter of 2025, compared with earnings of $11 million in the prior quarter. Adjusted EBITDA was a loss of $184 million on sales of $689 million, versus a gain of $17 million on $781 million in Q2.

Sappi Europe will raise prices for its coated mechanical reels by 5 to 7%, effective 1 January 2026. The company cites persistently high costs for energy, transport, labour, chemicals and fibre as the primary driver for the increase, noting that internal efficiency measures have been insufficient to offset the structural cost pressures.

Net income was $34 million, less than half the previous quarter's result.

The company posted a net loss of $1.10 billion, or $2.09 per share, for the quarter ended September 30, compared with a profit of $150 million, or 43 cents per share, a year earlier.

Net sales of $4.2 billion were in line with prior year with organic sales growth of 2.5 percent offset by divestitures and business exits.

The Ireland-headquartered company now expects full-year adjusted core earnings (EBITDA) to rise by between 4% and 8.5% to between $4.9 billion and $5.1 billion, from a previous $5.0 to $5.2 billion range.

UPM-Kymmene reported a 47% decline in comparable EBIT to Euro 153 million in the third quarter of 2025 as weak global pulp and paper demand and elevated wood costs continued to pressure earnings. Group sales fell to Euro 2.3 billion, down from Euro 2.5 billion a year earlier.

Company's stock prices drop as solid bleached board continues to be oversupplied.

The company's bottom line totaled $87 million, or $0.12 per share. This compares with $28 million, or $0.04 per share, last year.

Metsä Group reported a comparable operating loss of Euro 27 million for the first nine months of 2025, down from a Euro 170 million profit a year earlier, as deteriorating market conditions pressured its core businesses.

Sonoco Products Company reported net income of $122.9 million for the third quarter of 2025, up from $50.9 million in the same period last year, according to the company's earnings release. The 142% increase was driven by the acquisition of Metal Packaging EMEA and improved price/cost dynamics.