NYSE$IP

International Paper Co · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

International Paper Co reported net sales of $6.8 billion and net earnings of $75 million for the second quarter of 2025 following the DS Smith acquisition.

International Paper completed its acquisition of DS Smith on January 31, 2025, significantly expanding its scale with three months of combined operations reflected in Q2 results. Net sales reached $6.8 billion, driven by Packaging Solutions North America and EMEA segments, while net earnings were $75 million amid integration costs and restructuring. The company continued its 80/20 strategic initiatives including mill closures and cost optimization.

  • Completed DS Smith acquisition added substantial revenue and geographic reach, with $2.1 billion in Q2 sales from the acquired business.
  • Reported net earnings of $75 million ($0.14 per diluted share) compared to $498 million in Q2 2024, impacted by acquisition-related costs and restructuring.
  • Packaging Solutions North America delivered $277 million operating profit while EMEA and Cellulose Fibers segments faced margin pressure from integration and market conditions.
  • Cash provided by operations was $188 million for the first half, with capital expenditures of $752 million supporting ongoing footprint optimization.

Headline financials

Total Revenue

$6.66B

Previous: $4.73B+40.7%
EPS (adj)

$0.14

Previous: $0.55-74.5%
Net Income

$75M

Previous: $498M-84.9%
Operating Income

$1.02B

Previous: $322M+215.2%
Cash & Equivalents

$1.14B

Previous: $1.05B+8.2%
Total Assets

$42.4B

Previous: $23.1B+83.7%

Revenue & EPS history

International Paper · Revenue · Quarterly

$6.66B

Q2 2025+40.7%vs Q2 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

International Paper · $6.78B total across 3 segments · Q2 2025

  • Packaging Solutions North America
    $3.86B
  • Packaging Solutions EMEA
    $2.29B
  • Global Cellulose Fibers
    $628M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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