International Paper Company · IP · Next earnings

International Paper Company reports Thursday, Feb 4, 2027

IP reports before market open with consensus EPS at $0.47 and revenue at $6.36B. Last quarter: International Paper: EBITDA improves, but inflation lowers outlook

Reports Before market open91 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $0.47 Calendar consensus
Consensus revenue $6.36B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 91 days away

Where IP left off: FY2026 Q3

Full report

International Paper: EBITDA improves, but inflation lowers outlook

EPS surprise +29.5% Reported $0.37 vs $0.29
Revenue surprise -1.3% Reported $6.20B vs $6.28B
Stock move +3.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year adjusted EBITDA outlook was lowered by roughly $110 million because of higher diesel, employee and other inflationary costs; 2027 guidance was not provided.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Diesel, OCC, energy and other commodity costs could pressure margins.
  • Soft consumer demand and West Coast agricultural disruptions could weigh on volumes.
  • Ixtac insurance proceeds will not recur after 2026, while working-capital pressure has affected free cash flow.

Questions analysts left open

  • The call did not provide 2027 guidance, leaving inflation and cost-out effects less quantified.
  • Free-cash-flow conversion and standalone North America capital-expenditure needs remain open questions.
  • The timing and completeness of September price-increase realization are important to the outlook.

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Recent IP quarters

All IP earnings
+3.3%FY2026 Q3+1.2%FY2026 Q2-9.4%FY2026 Q1-6.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.