Market News of Note

The world's biggest cardboard box maker reported full-year adjusted core earnings (EBITDA) for 2025 of $4.94 billion, at the lower end of a $4.9 billion to $5.1 billion range that was revised down in October due to weak North American demand.

Arctic Paper announces a price increase of 8-10% for both uncoated and coated fine papers across the European market.

Sappi Europe will implement a price increase of Euro 50 per ton on its entire Woodfree Coated sheet portfolio, effective March 16, 2026.

GAAP: Net sales of $792 million, Operating income of $14 million.

GAAP: Net sales of $792 million, Operating income of $14 million.

Finland-based Metsä Group, one of the world's leading forest industry companies, recorded sales of Euro 5.83 billion in 2025, up 1.5% from 2024, while its comparable operating result turned negative at Euro -85 million due to weak market conditions and higher fixed costs.

UPM-Kymmene reports weaker profitability in 2025 as lower sales prices and adverse currency effects outweigh higher pulp deliveries, stable energy production, and capacity reductions in communication papers.

Net sales $5,449 million, up 68% driven by the Berry acquisition.

Avery Dennison Corporation announced preliminary, unaudited results for its fourth quarter and full year ended December 31, 2025. Non-GAAP financial measures referenced in this release are reconciled from GAAP in the attached financial schedules. Unless otherwise indicated, comparisons are to the same period in the prior year.

U.S. containerboard production decreased by 4% for the full year 2025 compared to 2024, according to the American Forest & Paper Association. The operating rate for the sector remained stable, ending the year above 91%, the industry organization reported.

Sun Chemical Packaging and Graphics will implement a price increase across its portfolio of nitrocellulose‑containing products in Latin America, driven by sustained and significant increases in nitrocellulose costs. The adjustments take effect immediately, or as stipulated in existing customer agreements, with the level of increase varying by product type and nitrocellulose content.

Forests minister scrambles to increase timber to B.C.'s forest industry.

Packaging stocks rose on Friday after Packaging Corp. of America announced plans to increase containerboard prices by $70 per ton effective March 1, according to Bloomberg's Green Markets Box Report.

Due to a continued weak market and lower prices as well as a weaker USD, Rottneros forecasts a significantly lower EBITDA result in the fourth quarter of 2025 compared with the same quarter last year.

Sylvamo, the world's paper company, is releasing a letter to shareowners from John Sims, chief executive officer.

The reverse stock split was approved by Amcor shareholders at its annual general meeting of shareholders held on November 6, 2025. Amcor filed an amendment to its memorandum of association to effect the reverse stock split on January 14, 2026.

West Fraser Timber Co. Ltd. will record a $409 million non-cash impairment of goodwill in its lumber segment for the fourth quarter of 2025, reflecting sustained economic challenges and revised assumptions in its annual impairment test.

The agreement provides the necessary support for Lecta to move forward with its debt restructuring plans.

Suzano will increase pulp prices in Europe and North America by $120 per metric ton, while prices in Asia will increase by $20 per ton, according to the source.

Revenues were $100.2 million for the quarter compared to $99.8 million for the same quarter last year, an increase of $0.4 million or 0.4%.

American Forest & Paper Association (AF&PA) President and CEO Heidi Brock released the following statement following the final passage of the EU Deforestation Regulation (EUDR) delay...

Split-adjusted shares expected to begin trading on January 15, 2026; Second quarter fiscal 2026 per share metrics to be reported on a split-adjusted basis

Embarks on transformational, portfolio-wide strategy to catalyze growth, further strengthen competitive position and maximize cash generation capabilities.

Under the new setup, Stora Enso will reorganize its businesses into four segments: Consumer Packaging, Integrated Packaging, Biomaterials, and Other, which replaces its current six-segment model.

Massachusetts Governor Healey recently echoed misleading talking points by Canada and the National Association of Homebuilders (NAHB) that U.S. duties and tariffs against unfairly traded Canadian lumber imports cause housing pricing affordability issues. Such misleading and false statements have been repeatedly debunked by NAHB's own data and ignore the facts on the ground.