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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Philip Ng | Jefferies | 13 | 15% |
| Mark Weintraub | Seaport Research Partners | 13 | 15% |
| Mike Roxland | Truist Securities | 11 | 27% |
| George Staphos | Bank of America | 9 | 44% |
| Matt McKellar | RBC Capital Markets | 7 | 0% |
| Tony Pettinari | Citigroup | 6 | 0% |
| Charlie Muir-Sands | BNP Paribas | 4 | 25% |
| Gabe Hajde | Wells Fargo | 2 | 50% |
| Bryan Burgmeier | Citigroup | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Seaport Research Partners | 1 | 13 | 15% |
| Jefferies | 1 | 13 | 15% |
| Truist Securities | 1 | 11 | 27% |
| Bank of America |
| 1 |
| 9 |
| 44% |
| Citigroup | 2 | 8 | 0% |
| RBC Capital Markets | 1 | 7 | 0% |
| BNP Paribas | 1 | 4 | 25% |
| Wells Fargo | 1 | 2 | 50% |
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 | Capex Investment | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 2 | 2 | 2 | 4 | 1 | |
| 2025Q1 | 2 | 2 | 5 | 3 | 2 | 1 | ||
| 2025Q2 | 2 | 3 | 5 | 3 | 2 | 1 | 2 | 2 |
| 2025Q3 | 3 | 4 | 3 | 5 | 1 | 3 | 2 | 3 |
| 2025Q4 | 5 | 2 | 2 | 2 | 4 | 3 | ||
| 2026Q1 | 4 | 4 | 2 | 2 | 3 | 1 | 1 | 2 |
| '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 | |
| Capex Investment | 4 | 2 | 2 | 1 | ||
| Supply Chain | 1 | 1 | 2 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IP International Paper | 4 | +1.2% | |
| 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% |