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International Paper Company Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $0.530 |
| EPS actual | -$0.430 |
| EPS Surprise | -181.13% |
| Revenue estimate | 6.059B |
| Revenue actual | 6.222B |
| Revenue Surprise | 2.69% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.389 |
| EPS actual | $0.200 |
| EPS Surprise | -48.55% |
| Revenue estimate | 6.649B |
| Revenue actual | 6.767B |
| Revenue Surprise | 1.77% |
| Release date | Apr 30, 2025 |
| EPS estimate | $0.378 |
| EPS actual | $0.230 |
| EPS Surprise | -39.12% |
| Revenue estimate | 6.296B |
| Revenue actual | 5.901B |
| Revenue Surprise | -6.27% |
| Release date | Jan 30, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | -$0.0200 |
| EPS Surprise | -166.67% |
| Revenue estimate | 4.745B |
| Revenue actual | 4.58B |
| Revenue Surprise | -3.47% |
Last 4 Quarters for International Paper Company
Below you can see how IP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 30, 2025 |
| Price on release | $57.05 |
| EPS estimate | $0.0300 |
| EPS actual | -$0.0200 |
| EPS surprise | -166.67% |
| Date | Price |
|---|---|
| Jan 24, 2025 | $60.09 |
| Jan 27, 2025 | $59.29 |
| Jan 28, 2025 | $59.12 |
| Jan 29, 2025 | $57.98 |
| Jan 30, 2025 | $57.05 |
| Jan 31, 2025 | $55.63 |
| Feb 03, 2025 | $55.83 |
| Feb 04, 2025 | $53.89 |
| Feb 05, 2025 | $53.88 |
| 4 days before | -5.06% |
| 4 days after | -5.56% |
| On release day | -2.49% |
| Change in period | -10.33% |
| Release date | Apr 30, 2025 |
| Price on release | $45.68 |
| EPS estimate | $0.378 |
| EPS actual | $0.230 |
| EPS surprise | -39.12% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $47.63 |
| Apr 25, 2025 | $47.35 |
| Apr 28, 2025 | $47.48 |
| Apr 29, 2025 | $47.63 |
| Apr 30, 2025 | $45.68 |
| May 01, 2025 | $43.89 |
| May 02, 2025 | $45.84 |
| May 05, 2025 | $44.27 |
| May 06, 2025 | $44.45 |
| 4 days before | -4.09% |
| 4 days after | -2.69% |
| On release day | -3.92% |
| Change in period | -6.68% |
| Release date | Jul 31, 2025 |
| Price on release | $46.74 |
| EPS estimate | $0.389 |
| EPS actual | $0.200 |
| EPS surprise | -48.55% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $55.68 |
| Jul 28, 2025 | $55.50 |
| Jul 29, 2025 | $54.44 |
| Jul 30, 2025 | $53.63 |
| Jul 31, 2025 | $46.74 |
| Aug 01, 2025 | $46.41 |
| Aug 04, 2025 | $46.06 |
| Aug 05, 2025 | $46.11 |
| Aug 06, 2025 | $46.33 |
| 4 days before | -16.06% |
| 4 days after | -0.88% |
| On release day | -0.706% |
| Change in period | -16.79% |
| Release date | Oct 30, 2025 |
| Price on release | $38.63 |
| EPS estimate | $0.530 |
| EPS actual | -$0.430 |
| EPS surprise | -181.13% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $48.87 |
| Oct 27, 2025 | $48.19 |
| Oct 28, 2025 | $47.13 |
| Oct 29, 2025 | $44.23 |
| Oct 30, 2025 | $38.63 |
| Oct 31, 2025 | $38.64 |
| Nov 03, 2025 | $36.93 |
| Nov 04, 2025 | $36.56 |
| Nov 05, 2025 | $36.32 |
| 4 days before | -20.95% |
| 4 days after | -5.98% |
| On release day | 0.0259% |
| Change in period | -25.68% |
International Paper Company Earnings Call Transcript Summary of Q3 2025
International Paper (IP) reported meaningful progress on its transformation plan despite challenging end markets in North America and EMEA. Management is shifting to adjusted EBITDA as its forward-looking metric and highlighted execution of an 80/20 strategy (Simplify, Segment, Resource, Grow) including mill and box-plant closures, exits of nonstrategic businesses (including pending GCF sale), Lighthouse rollouts, and targeted reinvestments (e.g., Riverdale conversion to lightweight containerboard). North America showed the strongest traction: year-to-date adjusted EBITDA in North America is up ~40% versus 2024, September box shipments turned positive, and management expects market-share gains into Q4 and 2026. EMEA remains softer than expected with price index headwinds and destocking, prompting accelerated cost and footprint actions (consultations underway). Company-level results: sequential adjusted EBITDA improvement (company excluding GCF), Q3 free cash flow of $150M, accelerated depreciation charges tied to closures impacted EPS, and identified ~$60M of annual stranded overhead reallocated to corporate. Management outlined a line of sight to roughly $600M incremental adjusted EBITDA in 2026 from actions taken in 2025 and updated full-year 2025 targets to ~$24B net sales, ~$3B adjusted EBITDA and free cash flow of negative $100M to $300M. Proceeds from the pending GCF sale are planned to be used to reinvest in Packaging Solutions and reduce debt to preserve investment-grade metrics. Longer-term ambition remains intact (management reiterates potential to reach $5B EBITDA in 2027), but macro softness has delayed capture of the full opportunity into 2028.
