International Paper Company (IP) Presents at Citigroup 2025 Basic Materials Conference Transcript
International Paper Company (IP) Presents at Citigroup 2025 Basic Materials Conference Transcript
International Paper Company (IP) Presents at Baird 55th Annual Global Industrial Conference Transcript
International Paper Company ( IP ) Baird 55th Annual Global Industrial Conference November 11, 2025 9:30 AM EST Company Participants Andrew Silvernail - CEO & Chairman Conference Call Participants Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Presentation Ghansham Panjabi Robert W.
International Paper: 2025-2027 Reset Creates A Re-Entry Window
International Paper continues its transformation, using cost-saving initiatives, mill optimization, and the divestment of Global Cellulose Fibers to drive margin and EBITDA growth. Q3 results showed adjusted EPS of ~$0.52, missing consensus, but North American Packaging Solutions EBITDA outperformed expectations. IP reduced its 2025 EBITDA guidance to $3.0 billion and 2027 target to $5.0 billion, surprising the market with the early long-term guidance cut.
International Paper Company (IP) Q3 2025 Earnings Call Transcript
International Paper Company ( IP ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Mandi Gilliland Andrew Silvernail - CEO & Chairman Lance Loeffler - Senior VP & CFO Conference Call Participants Mark Weintraub - Seaport Research Partners Matthew McKellar - RBC Capital Markets, Research Division George Staphos - BofA Securities, Research Division Michael Roxland - Truist Securities, Inc., Research Division Anthony Pettinari - Citigroup Inc., Research Division Philip Ng - Jefferies LLC, Research Division Presentation Operator Good morning, and thank you for standing by. Welcome to International Paper's Third Quarter 2025 Earnings Call.
IP Earnings & Sales Miss Estimates in Q3 on Lower Volumes
International Paper posts a Q3 loss as weak demand and lower volumes weigh on results despite higher sales from its DS Smith acquisition.
International Paper Set to Report Q3 Earnings: Here's What to Expect
IP's Q3 results are anticipated to reflect strong growth from its DS Smith deal, even as weak packaging demand pressures the overall performance.
International Paper (IP) Reports Next Week: Wall Street Expects Earnings Growth
International Paper (IP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
International Paper: Transformation Gains Pace, Buy Confirmed
International Paper's Q2 results showed ongoing transformation and cost-saving initiatives already in place. IP's mill optimization and divestment of Global Cellulose Fibers support margin expansion and EBITDA growth. Despite short-term FCF pressure from restructuring, we remain optimistic on IP's long-term outlook.
International Paper Company (IP) Presents At Jefferies Mining And Industrials Conference 2025 Transcript
International Paper Company (NYSE:IP ) Jefferies Mining and Industrials Conference 2025 September 4, 2025 8:10 AM EDT Company Participants Andrew Silvernail - CEO & Chairman Conference Call Participants Philip Ng - Jefferies LLC, Research Division Presentation Philip Ng Senior Research Analyst & Equity Analyst All right, guys. I'm Phil Ng, Jefferies Paper and Packaging analyst.
Why I'm Buying International Paper Despite Its Premium Valuation
International Paper Company's transformation into a pure-play packaging leader, with strategic acquisitions and divestitures, positions it for stronger pricing power and stable demand. Despite current valuation appearing expensive, rapid earnings growth and operational improvements could drive multiple normalization and significant upside by 2027. Operational execution is improving for IP, with cost savings, better delivery metrics, and a robust U.S. business offsetting European headwinds and transition pains.
International Paper Company (IP) Q2 2025 Earnings Call Transcript
International Paper Company (NYSE:IP ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Andrew K. Silvernail - CEO & Chairman Lance T.
International Paper Q2 Earnings Miss Estimates, Sales Increase Y/Y
IP's Q2 earnings plunge 64% y/y despite a 43% sales jump on the DS Smith acquisition boost.
