Zacks Investment Research·Jun 30, 2026
International Paper Streamlines Operations Through Facility ClosuresIP plans to close multiple facilities by Q3 2026 as it streamlines operations to improve costs, expand capacity and serve customers.
International Paper Company(IP)Earnings, Financials & Key Ratios
IP•NYSE
$37.92
Price updated Jul 7, 2026
AboutInternational Paper Company operates as a packaging company primarily in United States, the Middle East, Europe, Africa, Pacific Rim, Asia, and rest of the Americas. It operates through two segments: Industrial Packaging and Global Cellulose Fibers. The Industrial Packaging segment manufactures containerboards, including linerboard, medium, whitetop, recycled linerboard, recycled medium, and saturating kraft. The Global Cellulose Fibers segment provides fluff, market, and specialty pulps that are used in absorbent hygiene products, such as baby diapers, feminine care, adult incontinence, and other non-woven products; tissue and paper products; and non-absorbent end applications, including textiles, filtration, construction material, paints and coatings, reinforced plastics, and other applications. It sells its products directly to end users and converters, as well as through agents, resellers, and paper distributors. The company was founded in 1898 and is headquartered in Memphis, Tennessee.Show more
- Revenue$24.9B+33.7%
- EBITDA$21M-98.8%
- Net Income-$3.52B-731.2%
- EPS (Diluted)-6.71-527.4%
- Gross Margin29.53%+4.9%
- EBITDA Margin0.08%-99.1%
- Operating Margin-11.33%-543.1%
- Net Margin-14.12%-572.1%
- ROE-30.57%-553.6%
IP Price & Volume
International Paper Company (IP) stock price & volume — 10-year historical chart
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Operational Volatility Masks Structural Margin Compression Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:Structural margin compression risk
Key Thesis Takeaways
- International Paper faces significant headwinds as top-line revenue growth, which peaked at 42.9% in 2025Q2, fails to translate into sustainable profitability due to rising SG&A expenses and persistent capital intensity.
- The company's reliance on debt, which climbed to $9.5 billion by 2026Q1, combined with erratic net income swings like the $2.4 billion loss in 2025Q4, suggests a precarious financial position.
- Investors should monitor the sustainability of the 4.8% dividend yield against a backdrop of narrowing liquidity and ongoing asset impairment risks.
Verdict Logic
the company's forward P/E of 28.04 appears disconnected from its weak operational performance and the structural risk posed by a debt-to-EBITDA ratio of 14.39.
IP Growth Metrics
International Paper Company (IP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.88%
5 Years7.23%
3 Years5.57%
TTM25.45%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-946.21%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-643.59%
Return on Capital
10 Years5.08%
5 Years2.49%
3 Years-0.96%
Last Year-11.6%
IP Recent Earnings
International Paper Company (IP) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.15+2.3%
$0.15
Rev
$6.0B-0.7%
$6.0B
Q1 2026
Jan 29, 2026Metric
Actual
Est
EPS
$0.08-128.6%
$0.28
Rev
$6.0B+1.6%
$5.9B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.43-191.8%
$0.47
Rev
$6.2B-7.5%
$6.7B
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.20-48.5%
$0.39
Rev
$6.8B+1.8%
$6.6B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.15vs $0.15+2.3% | $6.0Bvs $6.0B-0.7% |
| Q1 2026 | Jan 29, 2026 | $0.08vs $0.28-128.6% | $6.0Bvs $5.9B+1.6% |
| Q4 2025 | Oct 30, 2025 | $0.43vs $0.47-191.8% | $6.2Bvs $6.7B-7.5% |
| Q3 2025 | Jul 31, 2025 | $0.20vs $0.39-48.5% | $6.8Bvs $6.6B+1.8% |
Based on last 12 quarters of dataView full earnings history →
Latest IP News
Recent stock market news and headlines for International Paper Company (IP)
PRNewsWire·Jun 26, 2026
International Paper Continues Strategic Transformation with North America Packaging Network OptimizationPortfolio changes position the company to better serve customers and support long-term growth MEMPHIS, Tenn., June 26, 2026 /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), a leader in sustainable packaging, today announced strategic actions that aim to optimize its network, focus investments on the highest-value opportunities and better serve customers across North America.
GuruFocus·Jun 24, 2026
A Look at International Paper Co (IP) After 4.8% Gain -- GF Value $43.65 vs Price $38.30On June 24, 2026, International Paper Co (IP) shares rose 4.8% to a current price of $38.30. The stock has experienced notable volatility, with a 52-week range
Newsfile Corp·Jun 23, 2026
ImagineAR Provides Corporate Update on Debt SettlementVancouver, British Columbia--(Newsfile Corp. - June 23, 2026) - ImagineAR Inc. (CSE: IP) (the "Company" or "ImagineAR"), a developer of augmented reality technology, is pleased to announce that a holder of previously issued convertible debentures on the Company in the aggregate principal amount of $170,893.33 has agreed to settle the outstanding debt through the issuance of common shares. Under this shares for debt settlement transaction, the Company has agreed to issue an aggregate 34,715,582 common shares at a deemed price of $0.005 per common share, settling a total of $173,577.91 in outstanding debt (including accrued interest).
PRNewsWire·Jun 23, 2026
INTERNATIONAL PAPER TO RELEASE SECOND-QUARTER 2026 EARNINGS ON JULY 30, 2026MEMPHIS, Tenn., June 23, 2026 /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC) will release second-quarter 2026 earnings on July 30, 2026, before the opening of the New York Stock Exchange.
Peers Comparison
Key metrics vs top competitors for International Paper Company (IP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.92 | $20.08B | -5.65 | 33.71% | -14.12% | -30.57% | 4.88% | |
| $232.40 | $20.71B | 27.09 | 7.23% | 8.03% | 15.95% | — | |
| $10.51 | $3.11B | 7.10 | -2.16% | 3.17% | 8.37% | — | |
| $56.49 | $5.57B | 14.19 | 41.72% | 13.83% | 30.03% | — | |
| $15.68 | $252.84M | -12.65 | 12.42% | -1.76% | -3.31% | — | |
| $14.63 | $41.32B | -532.00 | 27.37% | 2.82% | 1.53% | — |
Compare IP vs Peers
International Paper Company (IP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
IP SEC Filings & Documents
International Paper Company (IP) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Feb 26, 2026·SEC
Material company update
Jan 29, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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IP Frequently Asked Questions
International Paper Company (IP) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is International Paper Company's revenue?
International Paper Company (IP) reported $24.97B in revenue for fiscal year 2025. This represents a 24% increase from $20.14B in 1996.
How fast is International Paper Company growing?
International Paper Company (IP) grew revenue by 33.7% over the past year. This is strong growth.
Is IP profitable?
International Paper Company (IP) reported a net loss of $3.35B for fiscal year 2025.
Dividend & Returns
Does IP pay dividends?
Yes, International Paper Company (IP) pays a dividend with a yield of 4.88%. This makes it attractive for income-focused investors.
What is IP's return on equity?
International Paper Company (IP) has a return on equity (ROE) of -30.6%. Negative ROE indicates the company is unprofitable.
What is International Paper Company's free cash flow?
International Paper Company (IP) generated $553.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.