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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for International Paper (IP) is 4/10.
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.
Scored from International Paper’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| 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 Q1 | $5.97B | +1.2% | $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 |