Canfor Corporation (CFP:CA) Q2 2026 Earnings Call Transcript

SA Transcripts 161.35K Followers Follow Canfor Corporation ( CFP:CA ) Q2 2026 Earnings Call July 30, 2026 12:00 PM EDT Company Participants Susan Yurkovich - President, CEO & Director Patrick A. Elliott - CFO & Corporate Secretary Stephen MacKie - Chief Operating Officer Kevin Pankratz - Senior Vice President of Sales & Marketing Conference Call Participants Ben Isaacson - Scotiabank Global Banking and Markets, Research Division Sean Steuart - TD Cowen, Research Division Ketan Mamtora - BMO Capital Markets Equity Research Hamir Patel - CIBC Capital Markets, Research Division Presentation Operator Good morning. My name is Michelle and I will be your host today. Welcome to Canfor Corporation's Second Quarter Analyst Call. [Operator Instructions] During this call, Canfor's Chief Financial Officer will be referring to a slide presentation that is available in the Investor Relations section of the company's website. Also, the company would like to point out that this call will include forward-looking statements. So please refer to the press release for the associated risks of such statements. I would now like to turn the meeting over to Susan Yurkovich, Canfor Corporation President and Chief Executive Officer. Please go ahead, Susan. Susan Yurkovich President, CEO & Director Thanks, Michelle. Good morning, everyone. Thanks for joining our Q2 results conference call. I'll start off with a few comments before I turn things over to Pat Elliott, Canfor's Chief Financial Officer. I'm also joined by Stephen MacKie, our Chief Operating Officer; Kevin Pankratz, our Senior Vice President of Sales and Marketing; and Brian Yuen, our Vice President of Pulp Sales -- Pulp and Paper Sales, who are available and can help with questions following our remarks. Our lumber business generated solid EBITDA in the second quarter with improved pricing driven by leaner inventories, industry capacity rationalizations over the last several years and ongoing transportation constraints in the U.S. South. While supply reductions have supported lumber