NYSE$IP

International Paper Co · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

International Paper operated well amidst a challenging macro environment, executing its highest maintenance outage quarter and realizing benefits from initiatives and lower input costs.

International Paper reported first quarter net earnings of $172 million, or $0.49 per diluted share. Adjusted operating earnings were $185 million, or $0.53 per diluted share. The company saw benefits from its 'Building a Better IP' initiatives and lower input costs, and returned $319 million to shareholders.

  • Net earnings were $172 million ($0.49 per diluted share); adjusted operating earnings (non-GAAP) were $185 million ($0.53 per diluted share).
  • 'Building a Better IP' initiatives delivered $65 million of incremental year-over-year earnings benefit.
  • Cash provided by operations was $345 million; free cash flow was $4 million, including a $193 million final payment to the IRS for the timber monetization restructuring settlement.
  • $319 million was returned to shareholders through $157 million in share repurchases and $162 million in dividends.

Headline financials

Total Revenue

$5.02B

Previous: $5.24B-4.1%
EPS (adj)

$0.53

Previous: $0.76-30.3%
Free Cash Flow

$4M

Previous: $403M-99.0%
Net Income

$172M

Previous: $360M-52.2%
Operating Income

$306M

Previous: $348M-12.1%
Gross Profit

$1.38B

Previous: $1.4B-1.4%
Cash & Equivalents

$636M

Previous: $1.03B-38.3%
Total Assets

$23.8B

Previous: $25.2B-5.5%

Revenue & EPS history

International Paper · Revenue · Quarterly

$5.02B

Q1 2023-4.1%vs Q1 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

International Paper · $101M total across 1 segment · Q3 2023

  • Corporate and Inter-segment Sales
    $101M-22.3%

Forward guidance

The company expects the demand environment to improve throughout the year as customer inventory destocking runs its course. They remain focused on serving customers' needs, while optimizing their system to drive out high marginal costs and maximizing value for stakeholders.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.2%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+1.0%

Avg return

30 days after

44%

31 / 70 earnings

Positive

+13.7%

Q3 2024

Best reaction

-12.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-5.1%-0.4%
Q4 2025-5.1%+1.4%+5.0%
Q3 2025-12.3%-17.3%-10.7%
Q1 2025-4.1%-7.1%+0.4%
Q4 2024-1.6%-7.1%-2.8%
Q3 2024+13.7%+17.4%+20.0%
Q2 2024+0.7%+1.6%+6.5%
Q1 2024-1.7%+1.5%+32.0%
Q4 2023-6.6%-7.5%-2.2%
Q3 2023+0.1%+1.8%-0.6%
Q2 2023+5.8%+6.4%+0.5%
Q1 2023-4.2%-6.5%-11.4%
Q4 2022+8.1%+9.4%-0.7%
Q3 2022+1.8%+0.9%+10.5%
Q2 2022+0.4%-0.7%+0.0%
Q1 2022-2.3%-1.1%+4.1%
Q4 2021-0.3%+1.6%-4.0%
Q3 2021-6.3%-7.4%-10.4%
Q2 2021-1.3%+0.4%+2.8%
Q1 2021+0.6%+4.7%+9.4%
Q4 2020-7.1%-5.0%+7.0%
Q3 2020+1.7%+8.2%+17.9%
Q2 2020-5.3%-4.0%+0.5%
Q1 2020-7.1%-9.4%-6.8%
Q4 2019-6.1%-3.7%-14.8%
Q3 2019+3.1%+6.1%+8.7%
Q2 2019+2.7%+2.1%-15.2%
Q1 2019+3.8%+5.7%-3.4%
Q4 2018-2.1%-1.1%-2.3%
Q3 2018+13.0%+14.3%+13.2%
Q2 2018-1.9%+1.3%-2.3%
Q1 2018-1.7%-4.4%+1.2%
Q4 2017-1.1%-5.2%-7.0%
Q3 2017-1.1%-2.5%-6.4%
Q2 2017-2.9%-1.9%-3.2%
Q1 2017-0.2%-0.7%-3.1%
Q4 2016-6.2%-7.7%-4.4%
Q3 2016-2.5%-4.2%+5.8%
Q2 2016+0.5%-0.4%+7.2%
Q1 2016+0.5%
Q4 2015+3.6%
Q3 2015-0.1%
Q2 2015-2.6%
Q1 2015+0.5%
Q4 2014-0.5%
Q3 2014+3.5%
Q2 2014-3.5%
Q1 2014+0.3%
Q4 2013+1.7%
Q3 2013+2.7%
Q2 2013+4.0%
Q1 2013-0.6%
Q4 2012-0.8%
Q3 2012-2.0%
Q2 2012+6.4%
Q1 2012-1.3%
Q4 2011+5.2%
Q3 2011+1.9%
Q2 2011+4.1%
Q1 2011+2.3%
Q4 2010+0.9%
Q3 2010+1.2%
Q2 2010-3.8%
Q1 2009+6.2%
Q1 2010-0.1%
Q4 2007-3.0%
Q2 2009-3.0%
Q4 2009-3.0%
Q3 2009+4.8%
Q4 2008-4.1%

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