Clearwater Paper: Utilization Recovery Is The Entire Bull Case

Clearwater Paper Corporation focuses on SBS paperboard for retail and foodservice packaging, maintaining a straightforward business model in a complex market. I previously rated CLW a Hold due to high debt, shrinking EBITDA, and inconsistent execution despite operational improvements. CLW shares have underperformed significantly, declining 44% while the S&P 500 rose 17% since my last coverage.

Seeking Alpha • Apr 29, 2026

Clearwater Paper Corporation (CLW) Q1 2026 Earnings Call Transcript

Clearwater Paper Corporation (CLW) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

Clearwater Paper Reports First Quarter 2026 Results

SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE:CLW), a premier independent supplier of bleached paperboard to North American converters today reported financial results for the first quarter ended March 31, 2026. FIRST QUARTER HIGHLIGHTS Net sales of $360 million versus $378 million in the first quarter of 2025, with volume up 5%, offset by lower market pricing Net loss of $13 million, or $0.80 per diluted share versus net loss of $6 million, or $0.38 per diluted share in t.

Business Wire • Apr 28, 2026

Clearwater Paper Announces Availability and Timing of First Quarter 2026 Earnings Conference Call and Webcast

SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) will release its first quarter 2026 results on Tuesday, April 28, 2026, after market close. President and Chief Executive Officer, Arsen Kitch and Chief Financial Officer, Sherri Baker will discuss the results during a conference call that day at 2 p.m. Pacific Time. Registration To register for the conference call, please use this link. After registering, confirmation will be sent through email, including dial-in details.

Business Wire • Apr 15, 2026

Clearwater Paper Reduces SBS Production at its Arkansas Facility

SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) today announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company plans to operate the facility at about half of its production capability. The company expects these actions to deliver $8 to $12 million of annualized cost savings, while not impacting shipment volumes. “We are faced with a supply driven downtur.

Business Wire • Apr 9, 2026

Clearwater Paper Launches Velora™ Lightweight Paperboard for Everyday Packaging

SPOKANE, Wash.--(BUSINESS WIRE)--Today, Clearwater Paper Corporation (NYSE: CLW) introduced Velora™, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights acr.

Business Wire • Mar 30, 2026

Clearwater Paper Corporation (CLW) Q4 2025 Earnings Call Transcript

Clearwater Paper Corporation (CLW) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 18, 2026

Clearwater Paper Reports Fourth Quarter and Year End 2025 Results

SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE:CLW), a premier independent supplier of bleached paperboard to North American converters, today reported financial results for the fourth quarter and year ended December 31, 2025. 2025 FULL YEAR HIGHLIGHTS Net sales of $1.6 billion, up 12% compared to 2024, with volumes up 14%, primarily from operating the Augusta facility for the full year Net loss from continuing operations of $53 million, or $3.28 per diluted share, primaril.

Business Wire • Feb 18, 2026

Clearwater Paper Announces Participation in Bank of America Global Agricultural and Materials Conference

SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) today announced upcoming participation in the Bank of America 2026 Global Agricultural and Materials Conference on February 25, 2026, in Ft Lauderdale, FL. President and Chief Executive Officer Arsen Kitch will participate in two presentations: a panel discussion beginning at approximately 11:15 a.m. Eastern Time and a fireside chat beginning at approximately 3:30 p.m. Eastern Time. He and Senior Vice President and Chief.

Business Wire • Feb 17, 2026

Clearwater Paper Announces Availability and Timing of Fourth Quarter and Full Year 2025 Earnings Conference Call and Webcast

SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) will release its fourth quarter and full year 2025 results on Wednesday, February 18, 2026, after market close. President and Chief Executive Officer, Arsen Kitch and Chief Financial Officer, Sherri Baker will discuss the results during a conference call that day at 2 p.m. Pacific Time. Registration To register for the conference call, please use this link. After registering, confirmation will be sent through email, inclu.

Business Wire • Feb 5, 2026