CLW · Clearwater Paper Corp
$21.42
-0.53 (-2.41%)
At close · Aug 14
Market Cap
$345.40M
Shares
16.13M
Clearwater Paper Corp Earnings Call Transcripts
Every quarterly earnings call for Clearwater Paper Corp (CLW) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲19.6%
$538.80M
$20.60M
'22 Q3
22-10-31
▼173.2%
$
−$5.90M
'22 Q4
23-02-14
▼39.1%
$297.20M
$23.80M
'23 Q1
23-05-02
▼44.7%
$291.30M
$29.70M
'23 Q2
23-08-01
▼48.2%
$278.90M
$36.60M
'23 Q3
23-10-30
·
$268.60M
$17.60M
'23 Q4
24-02-21
▼12.9%
$258.80M
$17.20M
'24 Q1
24-04-29
▲18.2%
$344.40M
−$25.80M
'24 Q2
24-08-06
▲41%
$393.30M
$5.80M
'24 Q3
24-11-04
▲44.1%
$387.10M
$199.10M
'24 Q4
25-02-13
▲46.1%
$378.20M
−$6.30M
'25 Q1
25-04-29
▲13.8%
$391.80M
$2.70M
'25 Q2
25-07-29
▲1.4%
$399.00M
−$53.30M
'25 Q3
25-10-28
▼0.2%
$386.40M
$38.30M
'25 Q4
26-02-18
LATEST
▼4.7%
$360.30M
−$12.80M
'26 Q1
26-04-28
Earnings call
FY26 · Q2
2026-07-28
Clearwater Paper Second Quarter 2026 Earnings Conference Call
Positive tone
Product portfolio diversification (CERCA/CRB/Allura)
SBS industry conditions improving
Price increases and pricing flow-through
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Clearwater Paper Corp Q1 FY2026 Earnings Call
Cautious tone
CUK investment decision
Price increase implementation
Cypress Bend restructuring
Revenue
$360.30M
▼ 4.7% YoY Diluted EPS
$-0.80
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-18
Clearwater Paper Corp Q4 FY2025 Earnings Call
Balanced tone
Paperboard industry supply-demand imbalance
Pricing headwinds and RISI index
Supply curtailment decisions
Revenue
$386.40M*
▼ 0.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Clearwater Paper Corp Q3 FY2025 Earnings Call
Cautious tone
Q4 and 2026 outlook
Substrate pricing dynamics and substitution
Industry SBS oversupply and capacity rebalancing
Revenue
$399.00M
▲ 1.4% YoY Diluted EPS
$-3.30
▼ 1042.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Clearwater Paper Corp Q2 FY2025 Earnings Call
Positive tone
Operational Execution and Maintenance Outages
Tariffs, Trade, and Antidumping
Fixed Cost Reduction Program
Revenue
$391.80M
▲ 13.8% YoY Diluted EPS
$0.17
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Clearwater Paper Corp Q1 FY2025 Earnings Call
Positive tone
Tariffs and trade dynamics
Q1 financial results and Augusta integration
Cost reduction and restructuring
Revenue
$378.20M
▲ 46.1% YoY Diluted EPS
$-0.38
▼ 136.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-13
Clearwater Paper Corp Q4 FY2024 Earnings Call
Positive tone
Tissue divestiture and deleveraging
Augusta acquisition integration and synergies
Capital allocation and share repurchases
Revenue
$387.10M
▲ 44.1% YoY Diluted EPS
$11.91
▲ 1023.6% YoY Gross margin
3.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Clearwater Paper Corp Q3 FY2024 Earnings Call
Positive tone
Paperboard Industry Structure and Strategy
Cyclical Down Cycle in SBS
Product Innovation and Mix Expansion
Revenue
$393.30M
▲ 41% YoY Diluted EPS
$0.35
▼ 83.9% YoY Gross margin
7.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Clearwater Paper Corp Q2 FY2024 Earnings Call
Confident tone
Lewiston major maintenance outage
Augusta acquisition and Paperboard scale
Paperboard pricing and SBS market
Revenue
$344.40M
▲ 18.2% YoY Diluted EPS
$-1.55
▼ 188.6% YoY Gross margin
-0.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Clearwater Paper Corp Q1 FY2024 Earnings Call
Confident tone
Paperboard segment and pricing
Augusta acquisition from Graphic Packaging
Tissue business performance
Revenue
$258.80M
▼ 12.9% YoY Diluted EPS
$1.03
▼ 26.4% YoY Gross margin
12.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Clearwater Paper Corp Q4 FY2023 Earnings Call
Positive tone
Augusta Paperboard Acquisition
Paperboard Demand and Market Outlook
Tissue Business Performance and Strategic Review
Revenue
$268.60M
Diluted EPS
$1.06
Gross margin
13.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Clearwater Paper Corp Q3 FY2023 Earnings Call
Revenue
$278.90M
▼ 48.2% YoY Diluted EPS
$2.17
▲ 79.3% YoY Gross margin
18.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-01
Clearwater Paper Corp Q2 FY2023 Earnings Call
Revenue
$291.30M
▼ 44.7% YoY Diluted EPS
$1.75
▲ 103.5% YoY Gross margin
17.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Clearwater Paper Corp Q1 FY2023 Earnings Call
Revenue
$297.20M
▼ 39.1% YoY Diluted EPS
$1.40
▲ 44.3% YoY Gross margin
21.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-14
Clearwater Paper Corp Q4 FY2022 Earnings Call
Revenue
$*
▼ 173.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Clearwater Paper Corp Q3 FY2022 Earnings Call
Revenue
$538.80M
▲ 19.6% YoY Diluted EPS
$1.21
▲ 1000% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-02
Clearwater Paper Corp Q2 FY2022 Earnings Call
Revenue
$526.40M
▲ 29.5% YoY Diluted EPS
$0.86
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Clearwater Paper Corp Q1 FY2022 Earnings Call
Revenue
$488.20M
▲ 14.6% YoY Diluted EPS
$0.97
▲ 36.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-15
Clearwater Paper Corp Q4 FY2021 Earnings Call
Revenue
$489.80M*
▲ 8.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Clearwater Paper Corp Q3 FY2021 Earnings Call
Revenue
$450.50M
▼ 1.5% YoY Diluted EPS
$0.11
▼ 91.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Clearwater Paper Corp Q2 FY2021 Earnings Call
Revenue
$406.40M
▼ 15.4% YoY Diluted EPS
$-3.10
▼ 327.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Clearwater Paper Corp Q1 FY2021 Earnings Call
Revenue
$425.90M
▼ 10.9% YoY Diluted EPS
$0.71
▲ 14.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Clearwater Paper Corp Q4 FY2020 Earnings Call
Revenue
$452.70M*
▲ 3.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-03
Clearwater Paper Corp Q3 FY2020 Earnings Call
Revenue
$457.40M
▲ 2.7% YoY Diluted EPS
$1.28
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Clearwater Paper Corp Q2 FY2020 Earnings Call
Revenue
$480.60M
▲ 6.3% YoY Diluted EPS
$1.36
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Clearwater Paper Corp Q1 FY2020 Earnings Call
Revenue
$477.90M
▲ 11.5% YoY Diluted EPS
$0.62
▲ 169.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Clearwater Paper Corp Q4 FY2019 Earnings Call
Revenue
$435.50M*
▲ 1.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1441236
CUSIP
18538R103
13F (30d)
127 filings
125 filers
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