Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mark Weintraub | Seaport Research Partners | 15 questions · 13% challenging |
| Philip Ng | Jefferies | 15 questions · 13% challenging |
| Mike Roxland | Truist Securities | 13 questions · 31% challenging |
| George Staphos | Bank of America | 11 questions · 36% challenging |
| Matthew McKellar | RBC Capital Markets | 9 questions · 0% challenging |
| Anthony Pettinari | Citigroup | 8 questions · 0% challenging |
| Gabe Hajde | Wells Fargo | 4 questions · 50% challenging |
| Charlie Muir-Sands | BNP Paribas | 4 questions · 25% challenging |
| Bryan Burgmeier | Citigroup | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Seaport Research Partners | 1 analyst | 15 questions · 13% challenging |
| Jefferies | 1 analyst | 15 questions · 13% challenging |
| Truist Securities | 1 analyst | 13 questions · 31% challenging |
| Bank of America | 1 analyst | 11 questions · 36% challenging |
| Citigroup | 2 analysts | 10 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 9 questions · 0% challenging |
| BNP Paribas | 1 analyst | 4 questions · 25% challenging |
| Wells Fargo | 1 analyst | 4 questions · 50% challenging |
International Paper cut FY2026 enterprise EBITDA guidance to $3.2-$3.5B from $3.5-$3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions. North American box volume growth exceeded the market for the third consecutive quarter, and the NORPAC acquisition strengthened the West Coast footprint. EMEA restructuring delivered $200 million in run-rate savings, though a heavy H1-H2 earnings step-up of $650 million in NA alone was required to achieve midpoint guidance.
Margin | Cost Pressure | Demand | Competitive Dynamics | Guidance Reliability | Capital Allocation | Supply Chain | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 2 | 2 | 2 | 1 | 4 | |
| 2025Q1 | 2 | 2 | 5 | 3 | 2 | 1 | ||
| 2025Q2 | 2 | 3 | 5 | 3 | 2 | 1 | 2 | 2 |
| 2025Q3 | 3 | 4 | 3 | 5 | 1 | 3 | 3 | 2 |
| 2025Q4 | 5 | 2 | 2 | 2 | 4 | 3 | ||
| 2026Q1 | 4 | 4 | 2 | 2 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 5 | 2 | 2 | 3 | 5 | 4 |
| Cost Pressure | 5 | 2 | 3 | 4 | 2 | 4 |
| Demand | 2 | 5 | 5 | 3 | 2 | 2 |
| Competitive Dynamics | 2 | 3 | 3 | 5 | 2 | 2 |
| Guidance Reliability | 2 | 2 | 1 | 4 | 3 | |
| Capital Allocation | 2 | 1 | 3 | 3 | 1 | |
| Supply Chain | 1 | 1 | 2 | 3 | 2 | |
| Capex Investment | 4 | 2 | 2 | 1 |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
International Paper cut FY2026 enterprise EBITDA guidance to $3.2-$3.5B from $3.5-$3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +13.4% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for International Paper (IP), FY2026 Q1: 4/10. Scores: International Paper’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: IP daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What IP and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We recently announced a bolt-on acquisition that fits squarely with our strategy, the NORPAC paper mill in Longview, Washington.”
International Paper is acquiring the NORPAC paper mill to strengthen its West Coast footprint and expand lightweight recycled containerboard capacity; expected high-teens or better returns.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.58B | -0.5% | $-0.42 | +48.8% | 29.0% | -1.6% | -3.2% | $137M |
| FY2025 Q1 | $5.90B | +27.8% | $-0.24 | -250.0% | 27.8% | -0.6% | -1.8% | $-618M |
| FY2025 Q2 | $6.77B | +42.9% | $0.14 | -90.1% | 27.9% | 3.0% | 1.1% | $54M |
| FY2025 Q3 | $6.22B | +32.8% | $-2.09 | -597.6% | 31.1% | -6.8% | -17.7% | $150M |
| FY2025 Q4 | $6.01B | +31.1% | $-4.52 | -976.2% | 31.4% | -42.7% | -39.7% | $255M |
| FY2026 Q1Selected | $5.97B | +13.4% | $0.11 | +145.8% | 20.7% | 2.9% | 1.0% | $94M |
| FY2026 Q2 | $6.00B | -2.2% | $-0.02 | -114.3% | 27.6% | 0.7% | -0.2% | $-7M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IP International Paper | 4 | +13.4% | |
| AMCR Amcor | 6 | +77.4% | |
| BALL Ball Corporation | 7 | +16.1% | |
| PKG Packaging Corporation of America | 6 | +10.6% | |
| SW Smurfit WestRock | 3 | -12.5% |