International Paper's top line has stabilized near $6.0B to $6.2B per quarter, but operating margin swung from 3.7% in Q3 2024 to -18.0% in Q3 2026, and the company posted net losses of $2.4B in Q4 2025 and $1.1B in Q3 2026, which suggests earnings power has not yet recovered and may depend on whether those large…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has held near $6.0B to $6.2B while gross margin of 31.2% in Q3 2026 sits against an operating margin of -18.0%, indicating that operating deleverage is overwhelming a stable top line.
The company's leadership shared strategic insights and updates with investors and analysts, signaling transparency and potential growth initiatives.
Operating in the Consumer Cyclical sector with a focus on Packaging & Containers, International Paper is well-positioned in a critical industry.
Detailed stock forecasts and analyst price target predictions indicate confidence in the company's future revenue and earnings potential.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $0.37+29.5% vs $0.29 | $6.2B-1.3% vs $6.3B |
Q3 2026 Jul 30, 2026 | $0.04+233.7% vs -$0.03 | $6.0B-3.0% vs $6.2B |
Q2 2026 Apr 30, 2026 | $0.15+2.3% vs $0.15 | $6.0B-0.7% vs $6.0B |
Q1 2026 Jan 29, 2026 | -$0.08-128.6% vs $0.28 | $6.0B+1.6% vs $5.9B |
International Paper NYSE: IP reported improved third-quarter earnings and margins as price realization, lower planned outage activity and better mill productivity helped offset weak demand and rising input costs. Management said consumer caution, inflation and volatility in energy markets are expected to persist into the fourth quarter and 2027.
International Paper Company (IP) Q3 2026 Earnings Call Transcript
International Paper beats Q3 earnings estimates as North American profits rebound, but lower volumes, EMEA weakness and negative free cash flow weigh on results.
Although the revenue and EPS for International Paper (IP) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Benchmark IP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for International Paper Company (IP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $34.53 | $18.28B | -5.28 | 33.71% | -14.32% | -24.19% | 5.36% | |
| $249.70 | $22.25B | 30.59 | 7.23% | 7.39% | 15.58% | 2.01% | |
| $11.19 | $3.31B | 44.90 | -2.16% | 0.86% | 2.27% | 3.85% | |
| $50.43 | $4.99B | -24.10 | 41.72% | -2.82% | -6.11% | 4.14% | |
| $13.27 | $214.02M | 89.18 | 12.42% | 0.16% | 0.3% | — | |
| $15.06 | $42.53B | 32.86 | 22.99% | 13.38% | 5.55% | — |
International Paper Company (IP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
International Paper Company (IP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Oct 8, 2026·SEC
Jul 30, 2026·SEC
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International Paper Company (IP) stock FAQ — growth, dividends, profitability & financials explained
International Paper Company (IP) reported $24.18B in revenue over the trailing twelve months. Revenue was $24.90B in fiscal year 2025. That is 24% more than the $20.14B of fiscal year 1996.
International Paper Company (IP) grew revenue by 3.0% over the trailing twelve months, compared with the twelve months before.
No. International Paper Company (IP) reported a net loss of $3.46B over the trailing twelve months.
Yes. International Paper Company (IP) pays a dividend that yields 5.36% at the current price, a high yield.
International Paper Company (IP) had a return on equity (ROE) of -24.2% over the trailing twelve months. A negative ROE means the company lost money over the period.
International Paper Company (IP) generated $75.0M in free cash flow over the trailing twelve months.
