Sylvamo Corporation (SLVM) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for standing by. Welcome to Silvamo's second quarter 2026 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, you will have an opportunity to ask questions. If you would like to ask a question, press star one to raise your hand. To withdraw a question, press star one again. As a reminder, your conference is being recorded. I'd now like to turn the call over to Hans Bjorkman, Vice President of Investor Relations. Sir, the floor is yours. Thank you, Lucas. Good morning, and thank you for joining our call. Our speakers this morning are John Sims, Chief Executive Officer, and Don Devlin, Senior Vice President, Chief Financial Officer. Slides two and three contain important information, including certain legal disclaimers. For example, during this call, we will make forward-looking statements that are subject to risks and uncertainties. We will also present certain non-US GAAP financial information. Reconciliations of those figures to US GAAP financial measures are available in the appendix. Our website also contains copies of the earnings release, as well as today's presentation. With that, I'd like to turn the call over to John. Thank you, Hans, and good morning, everyone. I'm glad that you're on the call. so you know I'm on slide four, that's where I'm starting. Our second quarter highlights include continuing to implement the previously communicated uncoded free sheet price increases to our customers across all our regions. We also advanced our lean transformation journey to embed continuous improvement into how we run the business so performance improvement becomes employee driven, systematic, and self-sustaining. We kicked off our lean efforts in our Latin America business and have v...