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.
International Paper posts a Q3 loss as weak demand and lower volumes weigh on results despite higher sales from its DS Smith acquisition.
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) 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'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 (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.
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 (NYSE:IP ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Andrew K. Silvernail - CEO & Chairman Lance T.
IP's Q2 earnings plunge 64% y/y despite a 43% sales jump on the DS Smith acquisition boost.
While the top- and bottom-line numbers for International Paper (IP) give a sense of how the business performed in the quarter ended June 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) came out with quarterly earnings of $0.2 per share, missing the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.55 per share a year ago.
Get a deeper insight into the potential performance of International Paper (IP) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.