US Equity ยท NYSE ยท Earnings Dossier

CLW earnings intelligence

Clearwater Paper Corporation

Basic Materials ยท Paper & Paper Products ยท USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence95/100 ยท Deep

Next scheduled catalyst

Tuesday 27 October 2026

Time unconfirmed ยท Fiscal period ending 30 Sep 2026

84event risk

High

Countdown15 dayscalendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement14.5%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must be positive through the latest visible week.

Beat rate50.0%6 beats in 12 measured quarters
Average surprise+221.2%median -1.0%
Delivery streak11 consecutive misses
Average response-4.4%12 measured reactions
Result-price confirmation50%same directional sign
Surprise variability1075.7 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Oct 2026
EPS growth-year on year
Revenue growth-1.9%year on year
Average surprise-4.3%latest four quarters
SUE-0.35standardised surprise
Net margin-3.2%trailing basis
Cash conversion-1.15xcash flow / net income
P/E-current snapshot
Data completeness79%yfinance

Market context

Positioning into the event

Week ending 9 Oct 2026
Weekly close18.97 USDcompleted week
13-week return20.1%price momentum
Fair-value gap-31.4%price versus current fair value
Relative strength-0.4exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided46.0%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period28 Jul 202630 Jun 2026 ยท exact
EPS actual / estimate-1.75 / -1.40USD
Surprise-25.0%Miss
EPS growth-488.9%year on year
Revenue / growth374800000-4.3% ยท USD
Next close / four weeks+25.0% / +29.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Apr 202631 Mar 2026 ยท exact
EPS actual / estimate-1.29 / -1.33USD
Surprise+3.0%Beat
EPS growth-258.3%year on year
Revenue / growth360300000-4.7% ยท USD
Next close / four weeks-9.0% / -3.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period18 Feb 202631 Dec 2025 ยท exact
EPS actual / estimate-0.42 / -0.49USD
Surprise+14.3%Beat
EPS growth-103.5%year on year
Revenue / growth386400000- ยท USD
Next close / four weeks-13.2% / -25.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Oct 202530 Sep 2025 ยท exact
EPS actual / estimate-0.57 / -0.52USD
Surprise-9.6%Miss
EPS growth-262.9%year on year
Revenue / growth399000000- ยท USD
Next close / four weeks-11.4% / -13.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Jul 202530 Jun 2025 ยท exact
EPS actual / estimate0.45 / 0.70USD
Surprise-35.7%Miss
EPS growth+190.0%year on year
Revenue / growth391800000- ยท USD
Next close / four weeks-27.9% / -28.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Apr 202531 Mar 2025 ยท exact
EPS actual / estimate-0.36 / -0.04USD
Surprise-800.0%Miss
EPS growth-125.2%year on year
Revenue / growth378200000- ยท USD
Next close / four weeks+8.1% / +18.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period13 Feb 202531 Dec 2024 ยท exact
EPS actual / estimate11.91 / -0.33USD
Surprise+3709.1%Beat
EPS growth+782.2%year on year
Revenue / growth-- ยท USD
Next close / four weeks-13.9% / -22.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period4 Nov 202430 Sep 2024 ยท exact
EPS actual / estimate0.35 / 0.29USD
Surprise+20.7%Beat
EPS growth-84.0%year on year
Revenue / growth-- ยท USD
Next close / four weeks+4.8% / +4.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Aug 202430 Jun 2024 ยท exact
EPS actual / estimate-0.50 / 0.30USD
Surprise-266.7%Miss
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks-37.8% / -36.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Apr 202431 Mar 2024 ยท exact
EPS actual / estimate1.43 / 1.11USD
Surprise+28.8%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+12.4% / +30.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Feb 202431 Dec 2023 ยท exact
EPS actual / estimate1.35 / 1.42USD
Surprise-4.9%Miss
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+7.5% / +17.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period30 Oct 202330 Sep 2023 ยท exact
EPS actual / estimate2.19 / 1.82USD
Surprise+20.3%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+3.1% / +3.2%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ยฑ0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context