SW misses Q1 earnings and revenue estimates as profits tumble, with weather impacts and weak North America volumes weighing on results.
International Paper Company is downgraded to Sell due to strategic missteps, underwhelming financials, and a deteriorating macro environment. IP's DS Smith acquisition failed to deliver accretion, prompting a costly spin-out of European operations and significant facility closures. North American operations show modest volume improvement, but margin compression, cost pressures, and an over-optimistic H2 EBITDA outlook persist.
Profits slipping off as demand crumbles, that's a pretty good one-two combo for a shrinking stock price.
Shares of International Paper Company (NYSE: IP - Get Free Report) were up 5.7% during trading on Friday following insider buying activity. The company traded as high as $38.29 and last traded at $37.6960. Approximately 3,394,564 shares were traded during mid-day trading, a decline of 52% from the average daily volume of 7,080,628 shares. The stock
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.