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International Paper Co (IP)
NYSE:IP
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.38Last Year’s EPS
0.55Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -1.27%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook, with significant achievements in cost reduction, integration of DS Smith, and improvements in customer experience and commercial performance. However, these were offset by challenges such as soft demand in key markets, economic uncertainties, and the impact of accelerated depreciation costs. The company remains focused on its transformation strategy and is cautious about the economic outlook.Company Guidance
During International Paper's first quarter 2025 earnings call, CEO Andy Silvernail outlined the company's strategic goals and financial targets, emphasizing the deployment of an 80/20 approach to drive transformation and profitable growth. The company aims to achieve nearly $800 million in run-rate quarterly EBITDA in the first half of the year, accelerating to $1.1 billion by Q4. Despite a challenging macroeconomic environment, with North American industry demand down 2% in Q1 and European markets soft, International Paper remains focused on controlling costs and driving commercial excellence. The company targets $1.9 billion in cost reductions by 2027 and anticipates $600 million in commercial improvement benefits by the end of 2025. The integration of DS Smith is expected to contribute $600 million to $700 million in synergies. With a strong emphasis on customer experience and cost competitiveness, the company is confident in delivering its earnings targets, provided current demand levels persist.Strong Adjusted EBITDA Growth
International Paper's first quarter results showed higher sales and earnings driven by the DS Smith acquisition, sales price increases in North America, and benefits from transformation initiatives. The company reported an adjusted EBITDA run rate of nearly $800 million for the first half of the year, with expectations to accelerate to $1.1 billion by Q4.
Successful Integration of DS Smith
The integration of DS Smith has been successful, with a focus on achieving significant synergies. The contributions from the legacy DS Smith business accounted for $104 million for two months of the first quarter.
Cost Reduction Achievements
International Paper has made significant progress in cost reduction, achieving approximately $400 million of annual cost savings so far, with additional opportunities for $200 million of savings by the end of 2025.
Improved Customer Experience
The company has seen improvements in customer experience, with better service and on-time delivery resulting in a best-in-class Net Promoter Score.
Positive Commercial Progress in North America
The North American Packaging Solutions business closed its volume gap to market by approximately 500 basis points, showing better-than-expected commercial improvement.
IP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $47.18 | $45.24 | -4.11% |
Jan 30, 2025 | $56.95 | $56.04 | -1.60% |
Oct 31, 2024 | $47.77 | $54.11 | +13.27% |
Jul 24, 2024 | $44.29 | $44.64 | +0.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does International Paper Co (IP) report earnings?
International Paper Co (IP) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is International Paper Co (IP) earnings time?
International Paper Co (IP) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IP EPS forecast?
IP EPS forecast for the fiscal quarter 2025 (Q2) is 0.38.