IP
International PaperPrevious close
36.37
Change
+0.34 / +0.94%
P/E (TTM) ?
—
Market Cap
$19.2B
1M
+9.65%
S&P 500 −0.91% over same period
Volume / Avg Volume
7.1M / 6.2M
1.15× average
Latest earnings analysisFY2026 Q2Reported 2026-07-30
International Paper FY2026 Q2: sales slip, EMEA loss widens, H2 ramp promised
International Paper's second quarter was weaker than the headline suggests: a $12 million net loss, an $80 million operating loss in EMEA, and adjusted EBITDA down 12.4% year over year to $587 million. Management still promises a much stronger second half, with full-year guidance implying a fourth quarter roughly twice the size of this one. Read the segments first — North America carries the profit and EMEA is where the money goes.
Read the full analysis →Revenue$6.00BYoY −2.20%
EPS (non-GAAP)$0.04Beatest. $-0.01
Next-day move−5.38%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-30 | $6.0B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $6.0B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-29 | $6.0B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-30 | $6.2B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-31 | $6.8B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-30 | $5.9B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
A 5-year P/E range needs a longer earnings record; not yet comparable
Last 4 quarters: $33.0M in buybacks + $979M in dividends, 5.26% of market cap combined
P/E (TTM)
—
P/B
1.3
P/S
1.1
Dividend Yield
5.62%
Earnings Reaction
Over the last 6 reports, the stock moved ±3.0% on average on the first trading day after, rising 3 times
Most recent −5.38%
Volatility & Correlation
1-year beta 1.24 · Correlation with S&P 500 0.36Tracks the market
Annualized volatility 45% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 2 · $1.2MNet selling $1.2M
- 08-07Hamic William ThomasExec. VP & PresidentSell$1.0M24,500 shares · Avg price 41.20
- 08-04Goughnour Holly G.VP & Chief Accounting OfficerSell$0.15M3,500 shares · Avg price 41.96
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 6.00 | −2.2% | 27.6% | -0.01 | -0.02 |
| FY2026 Q1 | 5.97 | +13.4% | 28.9% | 0.06 | 0.11 |
| FY2025 Q4 | 6.01 | +53.1% | — | -2.38 | -4.52 |
| FY2025 Q3 | 6.22 | +56.4% | 31.1% | -1.10 | -2.09 |
| FY2025 Q2 | 6.14 | +52.8% | 28.0% | 0.08 | 0.14 |
| FY2025 Q1 | 5.26 | +34.5% | 27.7% | -0.11 | -0.24 |
| FY2024 Q4 | 3.92 | +128.3% | — | -0.15 | -0.42 |
| FY2024 Q3 | 3.98 | −13.7% | 27.6% | 0.15 | 0.42 |
| FY2024 Q2 | 4.02 | −14.2% | 16.4% | 0.50 | 1.41 |
| FY2024 Q1 | 3.92 | −22.0% | 12.5% | 0.06 | 0.16 |
| FY2023 Q4 | 1.72 | −66.5% | 32.2% | 0.29 | -0.82 |
| FY2023 Q3 | 4.61 | −14.6% | 27.5% | — | 0.47 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| IP | — | −2.2% | 27.6% | +9.65% | Neutral |
| LIN | 32.0 | +9.2% | — | +8.34% | Bullish |
| NEM | 12.5 | +15.2% | — | −7.57% | Bullish |
| FCX | 30.5 | −8.1% | 30.0% | −10.76% | Bullish |
| ECL | 41.0 | +12.7% | 44.1% | +10.34% | Bullish |
| SHW | 29.9 | +7.9% | 47.8% | +2.89% | Bullish |
| APD | — | +4.6% | 32.8% | +13.73% | Neutral |
| NUE | 17.1 | +23.0% | 19.6% | +17.16% | Bullish |
| CRH | 15.6 | +3.0% | 38.8% | +9.67% | Bullish |