The earnings call reflects a company in the midst of a significant transformation with notable strategic progress, especially in North America, but facing challenges in mill reliability and softer demand in EMEA.

Company Guidance

During International Paper's second-quarter 2025 earnings call, the company reaffirmed its guidance for 2025 EBITDA, maintaining its goal of $6 billion by 2027. The second-quarter revenue met expectations, despite soft markets in North America and EMEA. The company is focused on closing the market share gap in North America by the end of the year and is implementing its 80/20 strategy to enhance operational efficiency and cost performance. While cost performance in the North American mill system and EMEA was not at the desired level, International Paper has a clear pathway for improvement. The company reported a second-quarter free cash flow of $54 million and anticipates a range of $100 million to $300 million for the full year. Expected third-quarter earnings are set to improve significantly due to higher volume and lower costs across all business segments, with specific gains in North America and EMEA.

Strategic Transformation on Track

The company is on track with its transformation journey toward achieving a $6 billion EBITDA by 2027, with significant progress in its 80/20 implementation and commercial strategy.

Improved On-Time Delivery

In North America, on-time delivery improved from 92% in Q4 2024 to 97% in Q2 2025, indicating enhanced service levels.

Commercial Excellence Run Rate

Actions in the first half of 2025 account for a run rate of approximately $650 million, reinforcing confidence in achieving the $1.1 billion target by 2027.

Packaging Solutions North America Performance

Strong price realization and volume growth in North America, with the expectation of further improvement driven by strategic wins and cost-out actions.

Free Cash Flow Outlook

Despite a challenging first quarter, the company expects free cash flow to be in the range of $100 million to $300 million for the full year.

International Paper Co (IP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.56 / -	0.44	―	―	―
Jul 31, 2025	2025 (Q2)	0.39 / 0.20	0.55	-63.64% (-0.35)
Apr 30, 2025	2025 (Q1)	0.38 / 0.23	0.17	35.29% (+0.06)
Jan 30, 2025	2024 (Q4)	-0.07 / -0.02	0.41	-104.88% (-0.43)
Oct 31, 2024	2024 (Q3)	0.26 / 0.44	0.64	-31.25% (-0.20)
Jul 24, 2024	2024 (Q2)	0.41 / 0.55	0.59	-6.78% (-0.04)
Apr 25, 2024	2024 (Q1)	0.22 / 0.17	0.53	-67.92% (-0.36)
Feb 01, 2024	2023 (Q4)	0.34 / 0.41	0.87	-52.87% (-0.46)
Oct 26, 2023	2023 (Q3)	0.58 / 0.64	1.01	-36.63% (-0.37)
Jul 27, 2023	2023 (Q2)	0.38 / 0.59	1.24	-52.42% (-0.65)

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
Jul 31, 2025	$53.11	$46.29	-12.84%
Apr 30, 2025	$46.72	$44.81	-4.09%
Jan 30, 2025	$56.40	$55.49	-1.61%
Oct 31, 2024	$47.30	$53.59	+13.30%

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 Oct 30, 2025, Before Open (Confirmed).

What is International Paper Co (IP) earnings time?

International Paper Co (IP) earnings time is at Oct 30, 2025, Before Open (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 (Q3) is 0.57.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing