International Paper Co.
IP
Market Cap$26.23B
Close$
Earnings Call Q2 2025
July 31, 2025 - AI Summary
Second Quarter Performance: International Paper reported Q2 adjusted operating earnings per share of $0.20, down from $0.23 in Q1. The decrease was primarily due to nonrecurring unfavorable items and higher planned maintenance outages. Revenue increased due to a full quarter of DS Smith contributions and strong price realization, despite reduced volumes in EMEA.
EBITDA Guidance and Growth: The company is maintaining its 2025 EBITDA guidance, targeting $6 billion by 2027. In Q2, they achieved a run rate of approximately $650 million towards their 2027 target of $1.1 billion in commercial excellence benefits. They anticipate significant sequential profit increases in Q3, driven by improved volumes and lower costs across segments.
Cost and Reliability Challenges: The North American mill system continues to experience reliability issues, leaving approximately $150 million of profit on the table year-to-date. The company acknowledges the need for consistent investment and focus on strategic assets to address these ongoing challenges.
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$58.18
19.5% upside
Current Fair Value
19.5% upsideUndervalued by 19.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $26.23 Billion |
|---|---|
| Enterprise Value | $35.49 Billion |
| Dividend Yield | $1.85 (3.72%) |
| Earnings per Share | $1.6 |
| Beta | 0.99 |
| Outstanding Shares | 532,600,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -979.98 |
|---|---|
| PEG | 1156.47 |
| Price to Sales | 1.19 |
| Price to Book Ratio | 1.43 |
| Enterprise Value to Revenue | 1.62 |
| Enterprise Value to EBIT | 1774.46 |
| Enterprise Value to Net Income | -1775 |
| Total Debt to Enterprise | 0.29 |
| Debt to Equity | 0.56 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About International Paper Co.
56,000 employees
CEO: Mark Sutton The International Paper Company is an American pulp and paper company, the largest such company in the world. It has approximately 56,000 employees, and is headquartered in Memphis, Tennessee. The company was incorporated January 31, 18...