International Paper Company

NYSE:IP Aktierapport

Börsvärde: US$20.5b

International Paper Tidigare resultatutveckling

Tidigare kriterier kontrolleras 0/6

International Paper s intäkter har minskat med en genomsnittlig årlig takt på -51.8%, medan Packaging -branschen såg intäkter på sjunkande 1.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 3.6% per år.

Viktig information

-51.78%

Tillväxttakt i vinsten

-45.84%

Tillväxttakt för EPS

Packaging Tillväxt i branschen12.01%
Intäkternas tillväxttakt3.60%
Avkastning på eget kapital-17.81%
Nettomarginal-10.84%
Nästa resultatuppdatering30 Jul 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse Jun 17

IP: Packaging Expansion And Mixed Sector Backdrop Will Shape Turnaround Prospects

International Paper's updated analyst price target has been trimmed by several firms in recent weeks. Cuts of $3 to $8 reflect analyst views that recent earnings and sector data warrant slightly more conservative expectations, while still recognizing the company's upgraded ratings from some research houses.
Analysartikel Jun 17

International Paper (IP) Stock Could Be 8.2% Undervalued Despite Rising Financial Risk

Why International Paper (IP) is Back in Focus International Paper (IP) has come under renewed scrutiny after reports of weaker financial metrics, including softer revenue and EBITDA, tighter interest coverage, and a lower Altman Z-Score that together suggest higher financial risk. See our latest analysis for International Paper. Despite recent concerns about weakening financial strength, International Paper's share price has climbed 19.46% over the past month and 5.95% over the past week,...
Uppdatering av berättelse Jun 03

IP: European Containerboard Pricing And New Packaging Projects Will Support Turnaround

Analysts have reduced the implied fair value for International Paper from $46.47 to about $39.36, reflecting a series of lower Street price targets following recent quarterly results and updated views on revenue growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on International Paper shows a mix of cautious and constructive views, with multiple firms adjusting ratings and price targets following the latest quarterly print and sector datapoints.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Ny berättelse 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.

Fördelning av intäkter och kostnader

Hur International Paper tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:IP Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 2624,341-2,6384,0130
31 Dec 2523,634-2,8383,8280
30 Sep 2524,334-5554,0120
30 Jun 2522,091-183,7480
31 Mar 2516,4805452,7820
31 Dec 2415,8357252,7130
30 Sep 2416,5143532,8550
30 Jun 2417,1484342,7870
31 Mar 2418,5151862,9080
31 Dec 2316,0333132,5510
30 Sep 2319,4487572,9360
30 Jun 2320,2371,4523,0150
31 Mar 2320,9441,6462,9860
31 Dec 2221,1611,7412,8840
30 Sep 2221,1141,3742,8700
30 Jun 2220,6269192,7680
31 Mar 2220,0078112,7600
31 Dec 2119,3638112,6290
30 Sep 2116,5019082,3010
30 Jun 2116,7106802,3690
31 Mar 2116,8066382,3650
31 Dec 2017,5651822,5990
30 Sep 2020,8394943,0740
30 Jun 2021,2846343,1390
31 Mar 2022,0856603,2500
31 Dec 1918,3176992,7350
30 Sep 1922,8291,3763,6730
30 Jun 1923,1621,5943,7090
31 Mar 1923,3281,7303,8050
31 Dec 1823,3061,6673,7840
30 Sep 1823,0662,8193,7120
30 Jun 1822,6822,6233,6890
31 Mar 1822,2322,2793,5970
31 Dec 1721,7432,1103,5850
30 Sep 1719,8297532,9200
30 Jun 1719,5786992,8490
31 Mar 1719,5176552,7760
31 Dec 1619,4958023,3310
30 Sep 1621,1418692,9210
30 Jun 1621,5667772,9390
31 Mar 1621,9589642,9840
31 Dec 1520,6758532,7870
30 Sep 1522,8659033,1300
30 Jun 1523,2251,0223,2400

Kvalitetsintäkter: IP är för närvarande olönsam.

Växande vinstmarginal: IP är för närvarande olönsam.


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: IP är olönsam och förlusterna har ökat under de senaste 5 åren i en takt av 51.8% per år.

Accelererande tillväxt: Det går inte att jämföra IP s intäktstillväxt under det senaste året med dess 5-åriga genomsnitt eftersom det för närvarande är olönsamt

Resultat vs industri: IP är olönsam, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Packaging branschen ( -1.6% ).


Avkastning på eget kapital

Hög ROE: IP har en negativ avkastning på eget kapital ( -17.81% ), eftersom det för närvarande är olönsamt.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/29 11:35
Aktiekurs vid dagens slut2026/06/26 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

International Paper Company bevakas av 26 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
David ColemanArgus Research Company
Peter RuschmeierBarclays
Stephen AtkinsonBMO Capital Markets Equity Research