Clearwater Paper Corporation (CLW) Q3 2026 Earnings Call October 26, 2026 5:00 PM EDT

Company Participants

Cheri Ellison – Vice President of Strategy & Corporate Finance
Arsen Kitch – CEO, President & Director
Sherri Baker – Senior VP of Finance & CFO

Conference Call Participants

Michael Roxland – Truist Securities, Inc., Research Division
Sean Steuart – TD Cowen, Research Division
George Staphos – BofA Securities, Research Division
Matthew McKellar – RBC Capital Markets, Research Division

Presentation

Operator

Thank you for standing by. At this time, I would like to welcome everyone to today’s Clearwater Paper Third Quarter 2026 Earnings Conference Call. [Operator Instructions]

I’d now like to turn the call over to Cheri Ellison with Investor Relations. Cheri, please go ahead.

Cheri Ellison
Vice President of Strategy & Corporate Finance

Thank you, Tracy. Good afternoon, and welcome to Clearwater Paper’s Third Quarter 2026 Earnings Conference Call. Joining me today are Arsen Kitch, President and Chief Executive Officer; and Sherri Baker, Senior Vice President and Chief Financial Officer. Our third quarter results were released after today’s market close, along with the filing of our 10-Q. Supplemental materials, including our current outlook, are available on the Investor Relations page of our website.

Today’s discussion includes non-GAAP financial measures. Reconciliations to the most directly comparable GAAP measures are included in our earnings release and supplemental materials. Please also refer to the forward-looking statement disclosure on Slide 2 of the supplemental materials, which we incorporate into these remarks by reference.

With that, I’ll turn the call over to Arsen.

Arsen Kitch
CEO, President & Director

Good afternoon, and thank you for joining us today. I’ll begin with an overview of our third quarter results, provide some perspectives on industry conditions, and discuss actions that we’re taking to improve performance and broaden our product portfolio. I’ll then turn the call over to Sherri

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