International Paper Q3 FY2026: $1.38 billion writedown, North America beats
International Paper's quarter is two stories stacked on one page: a $1.38 billion non-cash goodwill writedown in EMEA that dragged GAAP to a $1.13 billion loss, and a North America business that earned $427 million and beat adjusted EPS estimates. Read the GAAP loss as an accounting verdict on Europe, not on the whole company.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was -$2.13, but $2.70 a share of that came from special items, led by the $1.38 billion EMEA goodwill impairment. Strip those out and adjusted operating EPS was $0.37 against a $0.2936 consensus, a beat of about 26.0%.
Net sales of $6.197 billion were 0.4% below the $6.222 billion booked a year earlier, and 3.2% above the $6.004 billion from the second quarter. North America put in $3.88 billion and EMEA $2.28 billion, so roughly 62.6% of revenue came from the segment management is keeping.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-05
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