International Paper Q3 net sales miss estimates, net loss widens

International Paper Co

30/10/2025 11:08

Overview

International Paper Q3 net sales miss analyst expectations

Net income for Q3 misses analyst estimates, reflecting losses from discontinued operations

Company reports losses due to accelerated depreciation and strategic actions

Outlook

Company remains committed to executing its transformation plan despite near-term headwinds

Result Drivers

ACCELERATED DEPRECIATION - $675 mln in accelerated depreciation from mill closures and strategic actions impacted results

PACKAGING SOLUTIONS IMPROVEMENT - 28% sequential adjusted EBITDA improvement in Packaging Solutions due to price realization, cost management, and lower fiber costs

BOX SHIPMENT GROWTH - Year-over-year box shipment growth in North America, indicating positive customer response

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$6.22 bln
$6.49 bln (10 Analysts)
Q3 Net Income
Miss
-$1.10 bln
$308.13 mln (9 Analysts)
Q3 Free Cash Flow
$150 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the paper packaging peer group is "buy"

Wall Street's median 12-month price target for International Paper Co is $54.00, about 18.1% above its October 29 closing price of $44.23

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nPn8CHz7a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)