
Q2 profitability remained weak, but industry utilization improved, and lower imports point to a healthier supply-demand balance. Two announced price increases could provide a meaningful EBITDA uplift
Clearwater Paper NYSE: CLW reported a second-quarter net loss from continuing operations of $21 million, or $1.33 per diluted share, as lower market pricing and a major maintenance outage outweighed h

Applying conservative recovery assumptions to the Q1 2026 balance sheet results in an adjusted equity liquidation value of $376 million, implying meaningful downside protection. Q1 EBITDA came in slig