)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Canfor Pulp Products
Canfor Pulp Products (CFX) investor relations material
Canfor Pulp Products Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Q1 2026 saw a reported net loss of $72.1 million ($0.62/share), a significant improvement from Q4 2025's net loss of $390.5 million ($3.35/share), mainly due to lower asset write-downs and impairments.
Adjusted operating loss was $92.5 million, down from $145.0 million in Q4 2025, reflecting improved lumber and pulp segment performance.
Modest adjusted EBITDA was driven by improved lumber pricing and lower manufacturing costs amid constrained supply and challenging global demand.
Completed acquisition of remaining shares in Canfor Pulp Products Inc., achieving 100% ownership.
Strategic focus remains on cost competitiveness, operational efficiency, and diversification across regions.
Financial highlights
Q1 2026 sales were $1,359.1 million, up from $1,282.3 million in Q4 2025 but down from $1,417.5 million in Q1 2025.
Adjusted shareholder net loss was $68.6 million ($0.59/share), compared to $142.3 million ($1.22/share) in Q4 2025.
Lumber business generated adjusted EBITDA of CAD 29 million, up CAD 37 million from the previous quarter, excluding a CAD 20 million inventory writedown recovery.
Pulp business reported an adjusted EBITDA loss of CAD 8 million, an improvement of CAD 8 million over the prior quarter.
Consolidated ROIC for Q1 2026 was -1.7%, improved from -8.3% in Q4 2025.
Outlook and guidance
Global lumber markets expected to remain volatile due to trade disruptions, geopolitical risks (notably Iran conflict), and supply chain constraints.
North American lumber markets forecast to soften in Q2 2026 as supply increases; demand remains constrained.
Pulp markets anticipated to stay weak with elevated inventories and subdued pricing; maintenance outages to reduce Q2 2026 production.
Capital expenditures projected to decline to around CAD 150+ million in 2027, about 20%-25% lower than 2026.
Markets expected to remain challenging near-term, but strong free cash flow anticipated as recovery occurs.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Canfor Pulp Products
- All resolutions passed as the company advances strategic acquisitions and sustainability efforts.CFX
AGM 20266 May 2026 - Q4 2025 saw steep losses, asset impairments, and covenant risk amid weak markets.CFXQ4 202515 Apr 2026
- Q2 losses, mill closures, and fiber constraints offset by higher pulp prices and European gains.CFXQ2 202415 Apr 2026
- Arrangement Resolution approved with 96.02% support at special shareholder meeting.CFXAGM 202613 Mar 2026
- Heavy Q3 losses and asset write-downs, but new U.S. capacity and lower 2025 CapEx signal optimism.CFXQ3 202418 Jan 2026
- Q4 2024 returned to profitability as cost actions and price gains offset fibre and duty risks.CFXQ4 20248 Jan 2026
- Q1 2025 delivered stronger earnings and cash flow, but trade and cost risks persist.CFXQ1 20258 Jan 2026
- Q2 2025 net loss surged as weak markets, asset impairments, and facility closures pressured results.CFXQ2 20258 Jan 2026
- Q3 2025 losses deepen on weak markets and cost pressures; covenant risk prompts lender talks.CFXQ3 20258 Jan 2026
Next Canfor Pulp Products earnings date
Q2 202631 Jul, 2026
Canfor Pulp Products
Next Canfor Pulp Products earnings date
Q2 202631 Jul, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage