International Paper Company (IP) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript
Advisors Preferred LLC acquired a new position in International Paper Company (NYSE: IP) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 25,542 shares of the basic materials company's stock, valued at approximately $1,181,000. Other large investors have
International Paper posts a Q4 adjusted loss, misses estimates and unveils plans to split its packaging units, even as sales jump 53% and margins improve.
International Paper Company (IP) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for International Paper (IP) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
International Paper (IP) is downgraded to hold after a failed DS Smith acquisition and plans to split into two companies. Q4 results were weak, with a $0.08 loss and a $2.5B goodwill impairment, highlighting structural and cyclical challenges. Management's 2026–2027 EBITDA and free cash flow targets appear overly ambitious given muted macro and ongoing restructuring costs.
International Paper Company is refocused on core packaging after the DS Smith merger and $1.5B Global Cellulose Fibers divestiture. IP's Q3 showed sequential revenue and EBITDA margin growth, but guidance was cut for 2026–2027, reflecting ongoing macro and European headwinds. Volume gains in North America are coming at the expense of margins, while EMEA remains structurally challenged and slow to recover.
IP is set to report Q4 results, with revenues seen surging on the DS Smith deal, though falling earnings estimates and weak demand may weigh on results.
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 Company (IP) Presents at Citigroup 2025 Basic Materials 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 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.