International Paper Resultados de beneficios anteriores
Pasado controles de criterios 0/6
Los beneficios de International Paper han disminuido a una tasa media anual de -51.8%, mientras que en la industria Packaging los beneficios disminuyeron en un 1.7% anualmente. Los ingresos han ido creciendo a una tasa media de 3.6% al año.
Información clave
-51.78%
Tasa de crecimiento de los beneficios
-45.84%
Tasa de crecimiento del BPA
| Crecimiento de la industria Packaging | 12.01% |
| Tasa de crecimiento de los ingresos | 3.60% |
| Rentabilidad financiera | -17.81% |
| Margen neto | -10.84% |
| Próxima actualización de resultados | 30 Jul 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 16
IP: Containerboard Pricing Reset And Mississippi Expansion Will Shape Fairly Valued Outlook
Analysts have trimmed the implied fair value for International Paper to $32.00 from $38.00, as a series of lower Street price targets offsets slightly stronger revenue growth and profit margin assumptions, along with a reduced future P/E multiple and a modestly lower discount rate. Analyst Commentary Recent Street research on International Paper has leaned cautious, with several bearish analysts trimming price targets even as a few upgrades have surfaced.Seeking Alpha • Apr 30
International Paper: Reduced Outlook Still Has Downside Risk (Downgrade)
Summary International Paper Company is downgraded to Sell due to strategic missteps, underwhelming financials, and a deteriorating macro environment. IP's DS Smith acquisition failed to deliver accretion, prompting a costly spin-out of European operations and significant facility closures. North American operations show modest volume improvement, but margin compression, cost pressures, and an over-optimistic H2 EBITDA outlook persist. Despite a 5.5% dividend yield, free cash flow is insufficient, and a dividend cut post-separation appears likely as IP shares risk further downside. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 27
IP: European Containerboard Price Increases Will Support Future Margin Upside
Analysts have trimmed International Paper's implied fair value estimate from $57.80 to $48.00, reflecting reduced P/E assumptions and a higher discount rate, even as they point to slightly stronger revenue growth and profit margin expectations supported by recent Street research on containerboard pricing and industry demand trends. Analyst Commentary Recent Street research on International Paper has featured a mix of price target revisions and rating changes, but there are several clear positive threads that bullish analysts continue to highlight.Actualización de narrativa • Apr 13
IP: Containerboard Pricing Shifts And Planned Split Will Shape Turnaround Path
Analysts have reduced the International Paper fair value estimate from $40.00 to $38.00, reflecting a series of recent price target cuts and more cautious views on containerboard pricing, even as forecasts for revenue growth and profit margins remain supported by selective positive commentary on European price moves. Analyst Commentary Recent Street research around International Paper has turned more guarded, with several bearish analysts trimming price targets and reassessing the risk profile around containerboard pricing, capital allocation, and execution on planned initiatives.
Actualización de narrativa • Mar 30
IP: European Containerboard Price Increases Will Support Turnaround Execution
The updated analyst price target for International Paper edges down by $0.40 to $46.47, as analysts balance recent conflicting signals in containerboard pricing with supportive commentary around European price increases and ongoing research coverage across the sector. Analyst Commentary Recent research on International Paper highlights a mixed picture, with bullish analysts pointing to supportive price actions in Europe and ongoing coverage, while more cautious voices focus on near term pricing pressure in U.S. containerboard and execution risks around the company’s transformation efforts.Actualización de narrativa • Mar 16
IP: Earnings Will Benefit From European Containerboard Price Increases And Turnaround Execution
The analyst price target for International Paper has moved slightly lower to $46.87. Analysts point to mixed containerboard pricing signals, modestly higher revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple to support the updated view.Actualización de narrativa • Mar 02
IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution
Analysts have made a modest upward adjustment to their International Paper price targets, generally nudging estimates by around $1 as they balance the recent $20 per ton linerboard price decline and sluggish demand with expectations that disciplined supply management and potential price increases could support slightly better margins and revenue. Analyst Commentary Recent research on International Paper reflects a mixed backdrop, with a clear split between cautious and more constructive voices.Actualización de narrativa • Feb 16
IP: Planned Split And Sector Pricing Risks Will Pressure Execution
Analysts made a modest upward adjustment to their consolidated price target on International Paper, with changes generally within a $1 range. This reflects mixed views that balance slightly stronger long term margin and growth assumptions against recent rating shifts and updated expectations for sector pricing and the planned company split.Artículo de análisis • Feb 15
International Paper's (NYSE:IP) Dividend Will Be $0.4625
The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...Actualización de narrativa • Feb 02
IP: Future Corporate Split And Plant Closures Will Shape Execution Risks
Our updated analyst price target for International Paper moves to US$40.00 from US$42.10, as analysts factor in more conservative assumptions on revenue growth and profit margins, while still recognizing support from recent target moves and rating changes across the Street. Analyst Commentary Recent Street research on International Paper reflects a mix of support and caution, with several firms revisiting their price targets and ratings as they reassess execution risks, industry conditions, and the impact of the planned split on near term visibility.Actualización de narrativa • Jan 19
IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside
Narrative Update on International Paper Analysts have modestly reset their expectations for International Paper, with a blended Street price target moving into the mid US$40s to low US$50s range as they factor in mixed views on near term packaging volumes, disciplined supply management supporting containerboard pricing, and execution risks around the company’s 80/20 turnaround and ongoing transformation. Analyst Commentary Recent research updates on International Paper show a cluster of price targets in the low to mid US$40s up to just above US$50.Actualización de narrativa • Jan 04
IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset
Analysts have modestly reduced their price target on International Paper by about $0.70 per share, reflecting slightly lower fair value and growth assumptions, while still acknowledging strategic portfolio actions and a potential inflection in margins and profits. Analyst Commentary Recent Street research on International Paper reflects a mixed but generally constructive outlook, with some analysts highlighting improving strategic execution and others cautioning that expectations still embed meaningful risk.Actualización de narrativa • Dec 18
IP: Portfolio Refocus And Facility Closures Will Drive Margin Upside
Analysts have trimmed their fair value estimate for International Paper from $63.00 to $57.80 per share. More cautious revenue growth assumptions are offset only partly by improved margin expectations and a lower projected valuation multiple, even as recent research highlights both tangible portfolio actions and lingering skepticism on the pace of the turnaround.Actualización de narrativa • Dec 04
IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress
Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.Actualización de narrativa • Nov 19
IP: Profitability Will Advance As $1.5B Asset Sale Nears Completion
International Paper's analyst price targets have seen both upgrades and reductions recently, with changes ranging roughly from a $1 increase to a $5 decrease. Analysts cite improving profitability initiatives alongside mixed expectations for future growth and operational execution.Actualización de narrativa • Nov 05
IP: Margin Recovery Will Accelerate As $1.5B Divestiture Nears Completion
International Paper’s analyst price target has been revised down from $52.20 to $47.16, as analysts adjust expectations in response to slower forecasted revenue growth and ongoing operational challenges. Analyst Commentary Recent research on International Paper reflects a mix of optimism and caution as analysts assess the company’s ongoing transformation and its operating outlook.Actualización de narrativa • Oct 22
Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes
International Paper's analyst price target has edged lower from $53.35 to $52.20, as analysts cite more measured revenue growth expectations and the need for successful execution of strategic initiatives to support sustained profitability. Analyst Commentary Recent Street research presents a mix of cautious optimism and ongoing concerns regarding International Paper's strategy, valuations, and future growth trajectory.Artículo de análisis • Oct 18
International Paper's (NYSE:IP) Dividend Will Be $0.4625
The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...Actualización de narrativa • Oct 08
Sustainable Packaging And Automation Will Reshape Global Markets
International Paper's analyst price target has shifted downward, moving from $54.33 to $53.35 per share. Analysts point to more moderate revenue growth expectations and a cautious outlook on near-term demand and execution risks.Seeking Alpha • Mar 27
International Paper's Investor Day Causes Justified Optimism
Summary International Paper's stock surged over 6% after a bullish investor day, adding to a strong year with shares up nearly 38%. The DS Smith acquisition transformed IP's geographic and business mix, reducing cyclicality and creating significant cost-cutting opportunities across its expanded European footprint. IP forecasts up to $6 billion of EBITDA and $2 billion of free cash flow by 2027, driven by synergies and market growth. Despite near-term caution, IP's ongoing transformation and cost actions position it for substantial long-term value creation, supporting a continued "buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
International Paper: Working To Grow Sustainable Packaging With Strategic Investments
Summary International Paper's acquisition of DS Smith strengthens its global footprint, despite a 2.3% Q4 revenue decline, leading me to rate the stock as a hold. The merger, valued at $9.9 billion, will create significant synergies, forecasted at $514 million annually by 2029, enhancing IP's market presence. IP's forward P/E ratio of 22.35X suggests slight overvaluation, but the DS Smith acquisition is expected to drive revenue growth and operational efficiencies. Cost management remains a challenge, but the strategic acquisition and anticipated product price changes could unlock additional shareholder value in 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
International Paper: Self-Help And An Improving Market Enable Further Upside
Summary International Paper has gained over 70% in the past year, driven by strategic alternatives and operational improvements, warranting a revisit of my stock outlook. Despite a decline in EPS last quarter, IP's investments in productivity and streamlining operations are expected to yield significant benefits by 2025 and 2026. The DS Smith acquisition and potential sale of the GCF business could enhance IP's global presence and enable substantial capital returns. With improving market conditions, synergies, and productivity actions, IP is positioned for a ~14% potential return over the next year, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
International Paper Stock: Not Trading On Fundamentals
Summary International Paper Company's recent share price surge is driven by takeover speculation, not fundamentals, making it an unattractive investment currently. Financial performance has been lackluster with unimpressive revenue growth and tight margins, despite a temporary tax benefit boosting the bottom line. The company's high debt and modest interest coverage ratio add financial risk. The takeover drama adds volatility, and without clear efficiency improvements, I remain cautious and on the sidelines. Read the full article on Seeking Alpha
Nueva narrativa • Aug 21
Decisive Shifts And Operational Optimizations Set To Revitalize Profitability And Market Share
Implementing an 80/20 operating system and focusing on profitable growth is anticipated to significantly boost profitability and earnings.Seeking Alpha • Jul 05
The Combination Of International Paper + DS Smith Is Overpriced
Summary The combination of IP and DS Smith appears more like an acquisition by IP. But IP overpaid for DS Smith. My valuation shows potential value creation for both companies post-combination. The current market prices may be overestimating the intrinsic value of the combined IP and DS Smith. Read the full article on Seeking AlphaSeeking Alpha • Jun 28
International Paper: The Market Has Overpriced It As A Standalone Business
Summary IP is not a high-growth company, with declining revenue and profits over the past decade. It operates in a mature sector, making it difficult to achieve double-digit growth organically. There were also no signs of improving productivity. However, IP is financially sound and is a cash cow. A valuation of IP as a standalone business (ignoring the DS Smith combination) shows that it is worth USD 22 per share. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero International Paper. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 24,341 | -2,638 | 4,013 | 0 |
| 31 Dec 25 | 23,634 | -2,838 | 3,828 | 0 |
| 30 Sep 25 | 24,334 | -555 | 4,012 | 0 |
| 30 Jun 25 | 22,091 | -18 | 3,748 | 0 |
| 31 Mar 25 | 16,480 | 545 | 2,782 | 0 |
| 31 Dec 24 | 15,835 | 725 | 2,713 | 0 |
| 30 Sep 24 | 16,514 | 353 | 2,855 | 0 |
| 30 Jun 24 | 17,148 | 434 | 2,787 | 0 |
| 31 Mar 24 | 18,515 | 186 | 2,908 | 0 |
| 31 Dec 23 | 16,033 | 313 | 2,551 | 0 |
| 30 Sep 23 | 19,448 | 757 | 2,936 | 0 |
| 30 Jun 23 | 20,237 | 1,452 | 3,015 | 0 |
| 31 Mar 23 | 20,944 | 1,646 | 2,986 | 0 |
| 31 Dec 22 | 21,161 | 1,741 | 2,884 | 0 |
| 30 Sep 22 | 21,114 | 1,374 | 2,870 | 0 |
| 30 Jun 22 | 20,626 | 919 | 2,768 | 0 |
| 31 Mar 22 | 20,007 | 811 | 2,760 | 0 |
| 31 Dec 21 | 19,363 | 811 | 2,629 | 0 |
| 30 Sep 21 | 16,501 | 908 | 2,301 | 0 |
| 30 Jun 21 | 16,710 | 680 | 2,369 | 0 |
| 31 Mar 21 | 16,806 | 638 | 2,365 | 0 |
| 31 Dec 20 | 17,565 | 182 | 2,599 | 0 |
| 30 Sep 20 | 20,839 | 494 | 3,074 | 0 |
| 30 Jun 20 | 21,284 | 634 | 3,139 | 0 |
| 31 Mar 20 | 22,085 | 660 | 3,250 | 0 |
| 31 Dec 19 | 18,317 | 699 | 2,735 | 0 |
| 30 Sep 19 | 22,829 | 1,376 | 3,673 | 0 |
| 30 Jun 19 | 23,162 | 1,594 | 3,709 | 0 |
| 31 Mar 19 | 23,328 | 1,730 | 3,805 | 0 |
| 31 Dec 18 | 23,306 | 1,667 | 3,784 | 0 |
| 30 Sep 18 | 23,066 | 2,819 | 3,712 | 0 |
| 30 Jun 18 | 22,682 | 2,623 | 3,689 | 0 |
| 31 Mar 18 | 22,232 | 2,279 | 3,597 | 0 |
| 31 Dec 17 | 21,743 | 2,110 | 3,585 | 0 |
| 30 Sep 17 | 19,829 | 753 | 2,920 | 0 |
| 30 Jun 17 | 19,578 | 699 | 2,849 | 0 |
| 31 Mar 17 | 19,517 | 655 | 2,776 | 0 |
| 31 Dec 16 | 19,495 | 802 | 3,331 | 0 |
| 30 Sep 16 | 21,141 | 869 | 2,921 | 0 |
| 30 Jun 16 | 21,566 | 777 | 2,939 | 0 |
| 31 Mar 16 | 21,958 | 964 | 2,984 | 0 |
| 31 Dec 15 | 20,675 | 853 | 2,787 | 0 |
| 30 Sep 15 | 22,865 | 903 | 3,130 | 0 |
| 30 Jun 15 | 23,225 | 1,022 | 3,240 | 0 |
Ingresos de calidad: IP actualmente no es rentable.
Margen de beneficios creciente: IP actualmente no es rentable.
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: IP no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 51.8% al año.
Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de IP en el último año con su promedio de 5 años, ya que actualmente no es rentable.
Beneficios vs. Industria: IP no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Packaging (-1.6%).
Rentabilidad financiera
Alta ROE: IP tiene una rentabilidad financiera negativa (-17.81%), ya que actualmente no es rentable.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 23:04 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
International Paper Company está cubierta por 29 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Coleman | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Stephen Atkinson | BMO Capital Markets Equity Research |