Clearwater Paper Corp. (CLW)
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-11-04
$13.89-1.14%
Close 2026-11-05 · 1-day change
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-11-04
QuarterlyIQ Insights · CLW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
COMPANY OUTLOOK “ We are optimistic about a continued recovery in SBS industry conditions, even as we face cost headwinds in transportation and chemicals.
Stated in 2 of 3 supplied quarters. Management reported: “COMPANY OUTLOOK “ We are optimistic about a continued recovery in SBS industry conditions, even as we face cost headwinds in transportation and chemicals.” “RISI is forecasting improved pricing later this quarter and into next year, which should help us recover some of the cost increases that we’ve faced and put us on the path towards our cross-cycle Adjusted EBITDA margins and cash flows,” concluded Kitch.” Operating income was $2.500 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 49% of the time over the next year (vs 53% for the rest of the cohort, n=1963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“COMPANY OUTLOOK “ We are optimistic about a continued recovery in SBS industry conditions, even as we face cost headwinds in transportation and chemicals.”
“We believe that a combination of demand growth, lower imports, and changes in net domestic supply will drive a recovery in the medium term,” concluded Kitch.”
We continue to focus on actions within our control, including cost reduction, operational execution, and implementation of previously announced price increases.
Stated in 2 of 3 supplied quarters. Management reported: “We continue to focus on actions within our control, including cost reduction, operational execution, and implementation of previously announced price increases.” “COMPANY OUTLOOK “We are focused on items within our control, namely reducing costs and maintaining share with our strategic customers, while anticipating an improvement in industry conditions.” Operating income was $2.500 million in 2026-Q3.
“We continue to focus on actions within our control, including cost reduction, operational execution, and implementation of previously announced price increases.”
“COMPANY OUTLOOK “We are focused on items within our control, namely reducing costs and maintaining share with our strategic customers, while anticipating an improvement in industry conditions.”
COMPANY OUTLOOK “We are focused on items within our control, namely reducing costs and maintaining share with our strategic customers, while anticipating an improvement in industry conditions.
Stated in 1 of 3 supplied quarters. Management reported: “COMPANY OUTLOOK “We are focused on items within our control, namely reducing costs and maintaining share with our strategic customers, while anticipating an improvement in industry conditions.” Revenue was $384.900 million in 2026-Q3.
“COMPANY OUTLOOK “We are focused on items within our control, namely reducing costs and maintaining share with our strategic customers, while anticipating an improvement in industry conditions.”
“This refinancing extends our debt maturities and provides greater certainty as we execute our long-term strategy,” said Arsen Kitch, President and CEO.
Stated in a supplied disclosure. Management reported: ““This refinancing extends our debt maturities and provides greater certainty as we execute our long-term strategy,” said Arsen Kitch, President and CEO.” ““We appreciate the support of our Farm Credit System partners and believe the new capital structure gives Clearwater Paper a stable foundation for continued execution of our business and capital allocation priorities.””
Implement the Cypress Bend restructuring, reducing roles and realizing the stated annual savings range.
Over the trailing year it converted -2.97x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-04.