Recent Articles

In this issue of Disconnected Comparisons, we evaluate Kimberly-Clark and Louisiana Pacific.

Weyerhaeuser surpassed Wall Street expectations for first-quarter profit on Thursday, helped by ​the monetization of timberland development rights that resulted ‌in significant cash flow.

Smurfit Westrock said on Thursday it is considering delisting from the London Stock Exchange, as the cardboard box-maker reported earnings that missed market expectations as bad weather hit its North American business.

Keeps annual forecast intact as personal care products demand holds up

The company said heightened tensions in the Middle East had added to instability in an already difficult operating backdrop.

The Company intends to regain compliance with the NYSE American continued listing standards. There can be no assurance that the Company will ultimately regain compliance with all applicable NYSE American listing standards.

International Paper reported Adjusted EBITDA from continuing operations of $677 million for the Q1 ended March 31, 2026, as the company faced a tougher macro environment including ongoing inflation and a severe winter storm.

West Fraser Timber Co. Ltd. reported Q1 sales of US$1.33 billion, down from $1.46 billion in the comparable period of 2025. The company posted a loss of $188 million, compared to earnings of $42 million a year earlier.

UFP Industries (UFPI) came out with quarterly earnings of $0.89 per share, missing the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items.

Metsä Group reported a comparable operating result of Euro 4 million for the Q1 2026, compared to Euro 81 million in the same period last year, due to muted demand for market pulp in Europe and China, lower delivery volumes, and the negative impact of US import tariffs.

The quarter was characterized by geopolitical challenges, unfavorable currency effects, and weather-related disruptions in North America. Cash flow showed a marked improvement, with all segments contributing positively.

AFT (Aikawa Fiber Technologies) is pleased to announce a successful tissue optimization project at Partex Tissue Limited, part of the Partex Star Group, in Dhaka, Bangladesh.

DuPont announced its new 2035 Sustainability Goals, outlining how the company will deliver growth through its progress in key impact areas of Sustainable Innovation, Resilient Operations, and People, Partners and Communities -- all rooted in Strong Governance.

Start-up is scheduled for the fourth quarter of 2028.

Solenis has begun construction on a new 60,000-tonne-per-year production facility in Beihai, Guangxi Province, representing an investment of RMB 250 million ($35 million).

Graphic Packaging Holding Company, a global leader in sustainable consumer packaging, has announced a virtual power purchase agreement (VPPA) with NextEra Energy Resources, LLC. Through the agreement, NextEra Energy Resources plans to build a 250-megawatt solar energy plant in West Texas, advancing Graphic Packaging's commitment to source renewable electricity and reduce its greenhouse gas (GHG) emissions.

BTG Pactual Timberland Investment Group (BTG Pactual TIG), one of the world's largest timberland managers, announced the close of fundraising for its Latin American Reforestation Strategy, reaching US$1.24 billion in commitments.

The move will likely require the companies to offer concessions such as asset sales to address the competition concerns.

Paper manufacturer settles federal lawsuit charging it with sexual harassment at its Inola, Oklahoma plant and firing the woman after she complained.

Valmet will start change negotiations in Finland on May 4 under the Finnish Co-operation Act that may include temporary layoffs of less than 90 days, with possible layoffs implemented from June 2026 through the end of December 2026.

Boise Cascade Company pleaded guilty to a felony violation of the Lacey Act for its role in a timber trafficking scheme that evaded countervailing and anti-dumping duties on plywood imported from China.

On April 28, 2026 the European Commission announced the opening of a Phase II investigation, which is a normal step in the Commission's merger review process in cases where initial concerns have not been fully resolved during Phase I.

Kruger Energy has begun construction of the Saint-Paul-de-Montminy (SPDM) Wind Farm, a 196-MW project scheduled for commissioning in December 2027. Located within the municipalities of Saint-Paul-de-Montminy, Notre-Dame-du-Rosaire and Sainte-Apolline-de-Patton, the project represents an investment of more than $580 million.

Lecta has commissioned a new metallizing line, named Leitzaran, at its mill in Leitza, Spain, which increases metallizing capacity and enables production of high-performance barrier papers for a range of packaging applications.

Stora Enso must pay back wages to 186 employees at its Oulu mill following strikes in the spring of 2024, according to a district court ruling reported by Yle..