International Paper Company · IP · Next earnings

International Paper Company reports Wednesday, Oct 28, 2026

IP reports before market open with consensus EPS at $0.33 and revenue at $6.25B. Last quarter: International Paper Q1 2026: Box Volumes Outpace Industry as EBITDA Guidance Cut

Reports Before market open38 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $0.33 Calendar consensus
Consensus revenue $6.25B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where IP left off: FY2026 Q1

Full report

International Paper Q1 2026: Box Volumes Outpace Industry as EBITDA Guidance Cut

EPS surprise +2.3% Reported $0.15 vs $0.15
Revenue surprise -0.7% Reported $5.97B vs $6.02B
Stock move -9.4% Event window
Subsequent drift +10.0% Up to 20 sessions

Full-year adjusted EBITDA guidance was lowered from $3.5-$3.7B to $3.2-$3.5B, a reduction of approximately $300M at the midpoint. Management attributed the revision to inflation, freight costs, and weather-related disruptions, while noting pricing improvements and cost-out progress as partial offsets. Despite the lower range, management expressed confidence in second-half improvement driven by reliability investments, the Riverdale conversion completing in Q2, and continued execution of the 80/20 strategy.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Inflation and rising freight and diesel costs pressuring margins
  • Energy price volatility, especially in the EMEA segment
  • Weather-related disruptions and winter storm impacts on operations
  • Higher-than-expected transformation and unplanned maintenance costs
  • Execution risks around reliability investments and the Riverdale conversion timeline

Questions analysts left open

  • Timing of reliability improvements and whether they will materialize as projected
  • Impact of transformation and one-off costs on near-term earnings quality
  • Assumptions behind price-index gains and their sustainability
  • Execution risk of the Riverdale paper-machine conversion
  • Progress of cost-out targets and whether ancillary expense reductions are on track

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Recent IP quarters

All IP earnings
-9.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.