International Paper Company

NYSE•IP

CEO: Mr. Timothy S. Nicholls

Sector: Consumer Cyclical

Industry: Packaging & Containers

Listing Date: 1970-01-02

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others. It sells its products directly to end users and converters, as well as through agents, resellers, and distributors. The company was founded in 1898 and is headquartered in Memphis, Tennessee.

Contact Information

6400 Poplar Avenue, Memphis, TN, 38197, United States

901-419-9000

www.internationalpaper.com

Market Cap

$19.39B

P/E (TTM)

-5.5

19.1

Dividend Yield

5.1%

52W High

$56.13

52W Low

$33.57

52W Range

14%

Rank52Top 73.5%

2.9

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Weak • 2.9 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$6.01B+31.14%

4-Quarter Trend

EPS

-$4.52+976.19%

4-Quarter Trend

FCF

$255.00M+86.13%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Reach $23.63B Net sales totaled $23.63B, reflecting $7.8B contribution from DS Smith acquisition in 2025.

Cost Reduction Initiatives Progress Achieved $710M run-rate cost-out actions post-DS Smith integration, streamlining combined operations across regions.

GCF Divestiture Completed Sold Global Cellulose Fibers business for $1.5B cash, positioning IP as pure-play packaging leader.

Operating Cash Flow Stable Cash provided by operating activities was $1.70B, supporting capital needs despite large impairment charges.

Risk Factors

Major Goodwill Impairment Recorded $2.47B goodwill impairment charge for PS EMEA reporting unit following strategic review trigger.

Net Loss Reported Net earnings loss reached $(3.52)B, heavily impacted by $2.47B goodwill charge and $626M restructuring costs.

EMEA Segment Operating Loss PS EMEA segment posted operating loss of $(236)M, reflecting soft demand and integration complexities in 2025.

Weak Demand Environments Challenging demand environments in North America and EMEA negatively impacted box demand throughout 2025.

Outlook

Strategic Separation Priority Critical priority is executing strategic separation to create two independent public companies by late 2026/early 2027.

Capital Spending Forecast Capital expenditures expected to be $2.0B to $2.1B in 2026, supporting strategic reinvestment plans.

Continued 80/20 Execution Advance transformation strategy focusing on advantaged cost position and superior customer experience in 2026.

Peer Comparison

Revenue (TTM)

$24.90B

+33.7%

AMCR

$19.61B

+44.8%

PHM

$17.31B

-3.5%

Gross Margin (Latest Quarter)

EXPE

84.0%

+1.0pp

TPR

75.5%

+1.0pp

69.9%

+1.0pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
TPR	$30.69B	58.6	63.3%	79.3%
EXPE	$28.11B	22.8	114.3%	27.3%
CASY	$27.24B	41.9	17.6%	33.7%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

0.6%

Moderate Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

75%

Volatile Cash Flow

Deep Research

Next earnings:Apr 28, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data