Clearwater Paper Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
-$4.07next fiscal year
Monitoring Framework
Key Performance Indicators
Solid Bleached Sulfate (SBS) Average Net Selling Price per Ton Quarterly1.1KTarget: Market recovery to historical levels above $1,180/ton
Quarterly Sales Volume (Tons) Quarterly302.9KTarget: Flat to modest annual shipment growth
Adjusted EBITDA from Continuing Operations Quarterly2MTarget: Sequential recovery offsetting $22M-$24M Lewiston outage in Q2 2026
Watch Items
- Lewiston Mill Major Maintenance OutageTrigger: Q2 2026 outage cost impact of $22 million to $24 millionAction: Monitor execution efficiency and sequential EBITDA impact in Q2 2026 results
- Representation and Warranty Insurance ClaimsTrigger: Remaining policy limit of $50 millionAction: Track active recovery pursuits and subsequent cash inflows in upcoming quarters
- Industry Utilization RatesTrigger: RISI projected industry utilization reaching 90% by year-endAction: Evaluate supply-demand balance and potential paperboard price inflection heading into 2027
Research as of 20 Jun 2026