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International Paper Company (IP)
NYSE:IP
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call outlined a decisive strategic shift — separating into two regional public companies — supported by meaningful cost-out progress, strong North America EBITDA growth (≈37% YoY) and margin expansion (~230 bps). Pro forma scale and clear 2026 guidance (adjusted EBITDA $3.5–$3.7B) provide a constructive outlook. Near-term challenges include transformation-related one-time costs, negative free cash flow in 2025, workforce reductions in EMEA, pricing uncertainty (price actions excluded from guidance), and timing/transition risks associated with the spin. On balance, the positives — substantial executed cost actions, commercial momentum, improved service metrics, and clear multi-year targets — outweigh the short-term headwinds and execution risks.Company Guidance
Transformation and Strategic Separation
Announced plan to separate into two publicly traded regional packaging leaders (Packaging Solutions North America and Packaging Solutions EMEA) to increase regional focus, tailored capital allocation, and accelerate value creation.
Pro Forma Scale and Profitability
Packaging Solutions North America pro forma FY2025 net sales > $15B and ~ $2.3B adjusted EBITDA; Packaging Solutions EMEA pro forma FY2025 net sales ~ $8.5B and ~ $800M adjusted EBITDA.
Strong North America EBITDA Growth
North America achieved approximately 37% year-over-year adjusted EBITDA growth in 2025 and reported expanded adjusted EBITDA margin of ~230 basis points for the enterprise.
Material Cost-Out Progress
Executed $710M of cost-out actions through 2025 on a full run-rate basis (includes synergy benefits to be realized in 2026-27); North America delivered ~ $510M of run-rate cost benefits in 2025 and expects incremental cost benefits across footprint, productivity and sourcing in 2026.
Customer & Service Improvements
Achieved highest customer satisfaction among direct competitors in North America and leading customer experience scores in EMEA; North America increased on-time delivery to the upper-90s, enabling above-market volume growth and strategic customer wins (outpacing market by ~3–4 percentage points in Q4).
Operational Deployment
Rolled out the lighthouse model to 85% of the box plant system; mill reliability investments underway with plans for continued capacity and capability upgrades (e.g., Riverdale conversion).
2026 Financial Targets and Outlook
Enterprise guidance for 2026: net sales $24.1–$24.9B; adjusted EBITDA $3.5–$3.7B; free cash flow $300–$500M. Q1 2026 adjusted EBITDA guidance (including corporate): $740–$760M. Long-term ambition: $5B EBITDA by 2027.
EMEA Investment Plan
Plan to invest approximately $400M in EMEA during 2026 to fund transformation and 8020 implementation; EMEA expects ~$200M commercial benefit and ~$200M cost-out benefits in 2026 (offset in part by ~$100M inflation impact).
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 |
|---|---|---|---|
Jan 29, 2026 | $41.49 | $39.00 | -6.00% |
Oct 30, 2025 | $43.69 | $38.16 | -12.66% |
Jul 31, 2025 | $52.46 | $45.72 | -12.85% |
Apr 30, 2025 | $46.15 | $44.26 | -4.10% |
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 Company (IP) report earnings?
International Paper Company (IP) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is International Paper Company (IP) earnings time?
International Paper Company (IP) earnings time is at Apr 30, 2026, 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 2026 (Q1) is 0.21.