International Paper is making significant progress on its transformation strategy, with notable achievements in EBITDA growth and market share gains in North America. However, challenging macroeconomic conditions, particularly in EMEA, are creating headwinds, impacting price and volume expectations. Cost initiatives and strategic actions are offsetting some of these challenges, positioning the company for continued improvement.

Company Guidance

During International Paper's third-quarter 2025 earnings call, the company provided guidance focusing on adjusted EBITDA as a key metric for evaluating their transformational progress. The North American business experienced a 40% year-to-date increase in adjusted EBITDA compared to 2024, with a 370 basis point expansion in adjusted EBITDA margin. For the fourth quarter, North America's EBITDA is projected at approximately $600 million, despite an expected $82 million volume decline due to exiting nonstrategic markets. In EMEA, third-quarter adjusted EBITDA reached $209 million, with a fourth-quarter outlook of around $230 million. The company anticipates $600 million in incremental adjusted EBITDA for 2026, fueled by cost actions and strategic commercial wins. However, due to market headwinds, the company adjusted its 2025 targets to $24 billion in net sales and $3 billion in adjusted EBITDA, with long-term goals of $5 billion in EBITDA by 2027.

Significant Progress in Transformation

International Paper is making measurable progress on its transformation strategy, with a 40% increase in adjusted EBITDA year-to-date compared to the same period in 2024, and an expansion of adjusted EBITDA margin by 370 basis points.

Packaging Solutions Growth

The Packaging Solutions businesses grew EBITDA sequentially by 28%, underscoring the progress made with the 80/20 implementation strategy.

North American Market Share Gains

International Paper took market share and grew box shipments in September, with a trend expected to continue in the fourth quarter and into 2026.

Strategic Cost Initiatives

Cost initiatives including mill closures and specialty business exits are contributing to a stronger business, reflecting in EBITDA improvement and enabling margin expansion.

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

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IP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 29, 2026	2025 (Q4)	0.29 / -	-0.02	―	―	―
Oct 30, 2025	2025 (Q3)	0.47 / -0.43	0.44	-197.73% (-0.87)
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)

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
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%
Jan 30, 2025	$55.71	$54.82	-1.60%

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 Jan 29, 2026, Before Open (Confirmed).

What is International Paper Co (IP) earnings time?

International Paper Co (IP) earnings time is at Jan 29, 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 2025 (Q4) is 0.29.

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