What International Paper (IP) Said on Its Q3 Earnings Call

International Paper NYSE: IP reported improved third-quarter earnings and margins as price realization, lower planned outage activity and better mill productivity helped offset weak demand and rising input costs. Management said consumer caution, inflation and volatility in energy markets are expected to persist into the fourth quarter and 2027.

MarketBeat • Oct 28, 2026

International Paper Company (IP) Q3 2026 Earnings Call Transcript

International Paper Company (IP) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 28, 2026

International Paper Reports Third Quarter 2026 Results

THIRD QUARTER 2026 FINANCIAL SUMMARY Net sales of $6.20 billion Loss from continuing operations of $1.10 billion includes a $1.38 billion non-cash goodwill impairment charge for our Packaging Solutions EMEA business segment Adjusted EBITDA (non-GAAP) from continuing operations of $843 million Packaging Solutions North America Business segment operating profit of $427 million Cash provided by operating activities of $339 million Free cash flow (non-GAAP) of $(267) million FINANCIAL TARGETS (1) Packaging Solutions North America Business segment operating profit: Fourth quarter 2026: $460-$500 million Full-Year 2026: $1.3-$1.4 billion Packaging Solutions North America Adjusted EBITDA (non-GAAP): Fourth quarter 2026: $700-$740 million Full-Year 2026: $2.27-$2.31 billion (1) As a result of the planned separation of the EMEA packaging business and the subsequent U.K. regulatory requirements, the Company is no longer including our existing Packaging Solutions EMEA financial guidance in our guidance framework and does not anticipate providing such guidance in the future. MEMPHIS, Tenn.

PRNewsWire • Oct 28, 2026

Compared to Estimates, International Paper (IP) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for International Paper (IP) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Oct 28, 2026

IP Q3 Earnings Beat Estimates, Sales Miss on Lower Volumes

International Paper beats Q3 earnings estimates as North American profits rebound, but lower volumes, EMEA weakness and negative free cash flow weigh on results.

Zacks Investment Research • Oct 28, 2026

International Paper to Report Q3 Earnings: What to Expect?

IP expects Q3 earnings to improve sequentially as lower maintenance costs, price increases and cost-saving initiatives offset rising input expenses.

Zacks Investment Research • Oct 26, 2026

A 30.9% Yield Looks Incredible. The Dividend Math Tells Another Story

Six industrial giants are selling off divisions while keeping payouts high, and the cash flow numbers behind those yields tell a very different story than the headline percentages suggest.

24/7 Wall Street • Oct 20, 2026

International Paper Q3 Preview: Wait For The Decision On EMEA Business

International Paper Company faces ongoing operational and strategic challenges, with shares down 32% over two years despite revenue gains from the DS Smith acquisition. Recent financials show plateaued revenue, margin pressure, and significant outage costs; both NA and EMEA segments underperformed, with EMEA notably disappointing. IP's guidance suggests a second-half EBITDA recovery, but execution risk is high, and consensus estimates have been consistently missed, leading to volatile earnings reactions.

Seeking Alpha • Oct 16, 2026

Why International Paper Rallied Today

International Paper may be close to selling off its European business. The rumored sale price would amount to a huge loss over the price IP paid for the business just two years ago.

The Motley Fool • Oct 15, 2026

International Paper Jumps on Potential Multibillion-Dollar Bids | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Tim Stenovec.

Bloomberg Markets and Finance • Oct 15, 2026