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Sappi Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.680 |
| EPS Surprise | -1,600.00% |
| Revenue estimate | 1.402B |
| Revenue actual | 1.334B |
| Revenue Surprise | -4.85% |
| Release date | Feb 04, 2026 |
| EPS estimate | -$0.0253 |
| EPS actual | -$0.0300 |
| EPS Surprise | -18.62% |
| Revenue estimate | 1.342B |
| Revenue actual | 1.287B |
| Revenue Surprise | -4.06% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.0002 |
| EPS actual | -$0.0300 |
| EPS Surprise | -13,736.36% |
| Revenue estimate | 1.456B |
| Revenue actual | 1.387B |
| Revenue Surprise | -4.76% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | -$0.0400 |
| EPS Surprise | -233.33% |
| Revenue estimate | 1.396B |
| Revenue actual | 1.321B |
| Revenue Surprise | -5.34% |
Last 4 Quarters for Sappi
Below you can see how SPPJY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $1.59 |
| EPS estimate | $0.0300 |
| EPS actual | -$0.0400 |
| EPS surprise | -233.33% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $1.63 |
| Aug 04, 2025 | $1.56 |
| Aug 05, 2025 | $1.64 |
| Aug 06, 2025 | $1.68 |
| Aug 07, 2025 | $1.59 |
| Aug 08, 2025 | $1.62 |
| Aug 11, 2025 | $1.62 |
| Aug 12, 2025 | $1.69 |
| Aug 13, 2025 | $1.70 |
| 4 days before | -2.45% |
| 4 days after | 6.92% |
| On release day | 2.14% |
| Change in period | 4.29% |
| Release date | Nov 06, 2025 |
| Price on release | $1.30 |
| EPS estimate | $0.0002 |
| EPS actual | -$0.0300 |
| EPS surprise | -13,736.36% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $1.45 |
| Nov 03, 2025 | $1.38 |
| Nov 04, 2025 | $1.38 |
| Nov 05, 2025 | $1.38 |
| Nov 06, 2025 | $1.30 |
| Nov 07, 2025 | $1.30 |
| Nov 10, 2025 | $1.36 |
| Nov 11, 2025 | $1.36 |
| Nov 12, 2025 | $1.36 |
| 4 days before | -10.34% |
| 4 days after | 4.62% |
| On release day | 0% |
| Change in period | -6.21% |
| Release date | Feb 04, 2026 |
| Price on release | $1.23 |
| EPS estimate | -$0.0253 |
| EPS actual | -$0.0300 |
| EPS surprise | -18.62% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $1.27 |
| Jan 30, 2026 | $1.24 |
| Feb 02, 2026 | $1.24 |
| Feb 03, 2026 | $1.23 |
| Feb 04, 2026 | $1.23 |
| Feb 05, 2026 | $1.25 |
| Feb 06, 2026 | $1.25 |
| Feb 09, 2026 | $1.22 |
| Feb 10, 2026 | $1.26 |
| 4 days before | -3.15% |
| 4 days after | 2.36% |
| On release day | 1.63% |
| Change in period | -0.87% |
| Release date | May 07, 2026 |
| Price on release | $0.90 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.680 |
| EPS surprise | -1,600.00% |
| Date | Price |
|---|---|
| May 01, 2026 | $1.00 |
| May 04, 2026 | $1.09 |
| May 05, 2026 | $1.09 |
| May 06, 2026 | $1.00 |
| May 07, 2026 | $0.90 |
| May 08, 2026 | $0.98 |
| May 11, 2026 | $0.90 |
| May 12, 2026 | $0.90 |
| May 13, 2026 | $0.95 |
| 4 days before | -10.00% |
| 4 days after | 5.82% |
| On release day | 8.78% |
| Change in period | -4.76% |
Sappi Earnings Call Transcript Summary of Q1 2026
Sappi reported a challenging Q1 2026 with adjusted EBITDA of $90m, hit mainly by a $160/ton decline in dissolving wood pulp (DWP) prices, unfavorable currency translation (stronger rand/weaker dollar), and slower-than-expected ramp-up and some one-off utility-related downtime in North America (Somerset PM2 and Cloquet). Net debt remains elevated at ~$1.95bn (net debt/EBITDA ~5x) but roughly stable quarter-on-quarter. Management closed a post-quarter EUR200m 5-year term loan, renegotiated and upsized the RCF to EUR550m (with increased covenants), and has $143m cash on hand plus ~$608m undrawn RCF. CapEx guidance was reduced to $260m for 2026 with a focus on maintenance-only spend; a $120m cost-savings program (targeted across regions, predominantly Europe) is underway. Sappi continues to pursue the announced joint venture with UPM to reduce exposure to European graphic paper and deleverage, targeting signing definitive agreements in H1 2026 and closing by end-2026 (subject to regulatory approvals). Outlook: DWP volumes remain solid but pricing is the main headwind; management expects Q2 adjusted EBITDA to be lower than Q1 and is focused on Back to Basics (costs, working capital, liquidity) while keeping the banks closely engaged.
