earnings
confidence high
sentiment negative
materiality 0.65
IP Q2 adjusted EPS $0.20 vs $0.55 YoY; revenue $6.8B includes DS Smith
INTERNATIONAL PAPER CO /NEW/
2025-Q2 EPS
reported -$0.06
vs consensus $0.42
▼ miss
(-114.3%)
- Net earnings of $75M ($0.14 diluted EPS) vs $498M ($1.41) in Q2 2024; adjusted EPS $0.20 vs $0.55.
- Revenue of $6.8B versus $4.7B a year ago, reflecting a full quarter of the DS Smith packaging acquisition.
- CEO cites 80/20 strategies and cost-out progress; margins slipped on cost headwinds and planned outages.
- Expects stronger global revenue and earnings in Q3 2025 with fewer maintenance outages and continued commercial wins.
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