Spoken Alpha
CLW
Clearwater Paper Corp
Overview
Clearwater Paper manufactures solid bleached sulfate paperboard used primarily for folding cartons and food service packaging, selling to independent converters throughout North America. The company operates manufacturing facilities in the continental United States and also provides custom sheeting and slitting services.
Clearwater Paper Corp is a Basic Materials company operating in Paper & Paper Products with a $265.4M market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2810 Q&A exchanges
- Q4 FY2025Earnings2026-02-186 Q&A exchanges
- Q3 FY2025Earnings2025-10-289 Q&A exchanges
- Q2 FY2025Earnings2025-07-296 Q&A exchanges
- Q1 FY2025Earnings2025-04-297 Q&A exchanges
- Q4 FY2024Earnings2025-02-137 Q&A exchanges
- Q3 FY2024Earnings2024-11-047 Q&A exchanges
- Q2 FY2024Earnings2024-08-067 Q&A exchanges
- Q1 FY2024Earnings2024-04-297 Q&A exchanges
- Q4 FY2023Earnings2024-02-2110 Q&A exchanges
- Q3 FY2023Earnings2023-10-318 Q&A exchanges
- Q2 FY2023Earnings2023-08-018 Q&A exchanges
- Q1 FY2023Earnings2023-05-026 Q&A exchanges
- Q4 FY2022Earnings2023-02-1415 Q&A exchanges
- Q3 FY2022Earnings2022-10-3124 Q&A exchanges
- Q2 FY2022Earnings2022-08-0216 Q&A exchanges
- Q1 FY2022Earnings2022-04-3027 Q&A exchanges
- Q4 FY2021Earnings2022-02-1530 Q&A exchanges
- Q3 FY2021Earnings2021-11-0229 Q&A exchanges
- Q2 FY2021Earnings2021-08-0725 Q&A exchanges
- Q1 FY2021Earnings2021-05-0923 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $-1.61—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$-1.29 vs $-0.74-74.3%Rev$360.3M vs ——EODHD
- Q4 FY20252026-02-16EPS$-0.42 vs $-0.49+14.3%Rev$386.4M vs ——EODHD
- Q3 FY20252025-10-27EPS$-3.34 vs $-0.53-100.0%Rev$399.0M vs ——EODHD
- Q2 FY20252025-07-28EPS$0.17 vs $0.73-76.7%Rev$391.8M vs ——EODHD
- Q1 FY20252025-04-27EPS$-0.36 vs $-0.04-100.0%Rev$378.2M vs ——EODHD
- Q4 FY20242025-02-17EPS$11.91 vs $-0.33+100.0%Rev$387.1M vs ——EODHD
- Q3 FY20242024-11-03EPS$0.35 vs $0.29+20.7%Rev$393.3M vs ——EODHD
- Q2 FY20242024-08-05EPS$-0.12 vs $0.30-100.0%Rev$344.4M vs ——EODHD
- Q1 FY20242024-04-28EPS$1.43 vs $1.11+28.8%Rev$496.2M vs ——EODHD
- Q4 FY20232024-02-19EPS$1.35 vs $1.42-4.9%Rev$268.6M vs ——EODHD
- Q3 FY20232023-10-29EPS$2.19 vs $1.82+20.3%Rev$278.9M vs ——EODHD
- Q2 FY20232023-07-31EPS$1.74 vs $1.18+47.5%Rev$524.6M vs ——EODHD
- Q1 FY20232023-05-01EPS$1.47 vs $1.75-16.0%Rev$525.4M vs ——EODHD
- Q4 FY20222023-02-13EPS$-0.30 vs $-0.09-100.0%Rev$526.8M vs ——EODHD
- Q3 FY20222022-10-30EPS$1.83 vs $1.40+30.7%Rev$538.8M vs ——EODHD
- Q2 FY20222022-08-01EPS$1.11 vs $1.110.0%Rev$526.4M vs ——EODHD
- Q1 FY20222022-04-27EPS$1.03 vs $0.87+18.4%Rev$488.2M vs ——EODHD
- Q4 FY20212022-02-14EPS$0.82 vs $0.79+3.8%Rev$489.8M vs ——EODHD
- Q3 FY20212021-11-01EPS$0.55 vs $0.47+17.0%Rev$450.5M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $-1.61 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $-1.29 | $-0.74 | -74.3% | $360.3M | — | — | EODHD |
| Q4 FY2025 | 2026-02-16 | $-0.42 | $-0.49 | +14.3% | $386.4M | — | — | EODHD |
| Q3 FY2025 | 2025-10-27 | $-3.34 | $-0.53 | -100.0% | $399.0M | — | — | EODHD |
| Q2 FY2025 | 2025-07-28 | $0.17 | $0.73 | -76.7% | $391.8M | — | — | EODHD |
| Q1 FY2025 | 2025-04-27 | $-0.36 | $-0.04 | -100.0% | $378.2M | — | — | EODHD |
| Q4 FY2024 | 2025-02-17 | $11.91 | $-0.33 | +100.0% | $387.1M | — | — | EODHD |
| Q3 FY2024 | 2024-11-03 | $0.35 | $0.29 | +20.7% | $393.3M | — | — | EODHD |
| Q2 FY2024 | 2024-08-05 | $-0.12 | $0.30 | -100.0% | $344.4M | — | — | EODHD |
| Q1 FY2024 | 2024-04-28 | $1.43 | $1.11 | +28.8% | $496.2M | — | — | EODHD |
| Q4 FY2023 | 2024-02-19 | $1.35 | $1.42 | -4.9% | $268.6M | — | — | EODHD |
| Q3 FY2023 | 2023-10-29 | $2.19 | $1.82 | +20.3% | $278.9M | — | — | EODHD |
| Q2 FY2023 | 2023-07-31 | $1.74 | $1.18 | +47.5% | $524.6M | — | — | EODHD |
| Q1 FY2023 | 2023-05-01 | $1.47 | $1.75 | -16.0% | $525.4M | — | — | EODHD |
| Q4 FY2022 | 2023-02-13 | $-0.30 | $-0.09 | -100.0% | $526.8M | — | — | EODHD |
| Q3 FY2022 | 2022-10-30 | $1.83 | $1.40 | +30.7% | $538.8M | — | — | EODHD |
| Q2 FY2022 | 2022-08-01 | $1.11 | $1.11 | 0.0% | $526.4M | — | — | EODHD |
| Q1 FY2022 | 2022-04-27 | $1.03 | $0.87 | +18.4% | $488.2M | — | — | EODHD |
| Q4 FY2021 | 2022-02-14 | $0.82 | $0.79 | +3.8% | $489.8M | — | — | EODHD |
| Q3 FY2021 | 2021-11-01 | $0.55 | $0.47 | +17.0% | $450.5M | — | — | EODHD |
Source: EODHD. CLW reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CLW's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 9/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.93 | $3.97 | -0.9% | +0.1% | +2.2% |
| Q4 FY2026 | $4.33 | $3.90 | +11.1% | -2.2% | -2.6% |
| Q3 FY2026 | $4.15 | $4.04 | +2.7% | +6.4% | +5.8% |
| Q2 FY2026 | $4.00 | $3.85 | +4.0% | +5.2% | +2.3% |
| Q1 FY2025 | $4.02 | $3.91 | +2.7% | -2.2% | -1.0% |
| Q4 FY2025 | $4.06 | $3.95 | +2.8% | -2.5% | -3.2% |
| Q3 FY2025 | $4.67 | $4.10 | +14.0% | +5.2% | +6.3% |
| Q2 FY2025 | $4.10 | $3.93 | +4.3% | +2.9% | +4.0% |
| Q1 FY2024 | $4.72 | $4.13 | +14.2% | -1.0% | +1.6% |
| Q4 FY2024 | $4.69 | $4.25 | +10.3% | +2.0% | +4.7% |
Guidance change history
Sample- Q1 FY2026Suspended2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Maintained2026-10-15
- Q2 FY2026Maintained2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Arsen S KitchCEO1 yr 3 mo21 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
- Sherri BakerCFO1 yr 3 mo11 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q1 FY2026
- Marc D RomeSVP, Gen. Counsel & Corp. Sec.11 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Rebecca Anne BarckleyVP, Controller4 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Virginia L AulinSenior Vice President5 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Sean M KrajnikSenior Vice President5 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
Peers
Other companies in Basic Materials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CLW.
$ curl https://api.spokenalpha.com/v1/companies/CLWFAQ
Frequently asked about CLW
Where can I find Clearwater Paper Corp's (CLW) earnings call transcripts?
Spoken Alpha indexes CLW's earnings call transcripts at https://spokenalpha.com/companies/CLW. Each call links to attributed speakers and parsed analyst Q&A. Clearwater Paper Corp's own investor relations page is at https://ir.clearwaterpaper.com/investors/events-and-presentations/default.aspx.
When was Clearwater Paper Corp's most recent earnings call?
Clearwater Paper Corp (CLW) held its most recent earnings call on 2026-04-28, covering fiscal Q1 2026.
What sector is CLW in?
Clearwater Paper Corp (CLW) operates in the Basic Materials sector (Paper & Paper Products industry).