NYSE$IP

International Paper Co · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported third quarter 2023 financial results.

International Paper's third quarter results met expectations, driven by demand recovery and Building a Better IP initiatives, which exceeded full-year targets. The company focused on cost control and operational reliability but expressed dissatisfaction with absolute results in the challenging macro environment.

  • Net earnings were $165 million ($0.47 per diluted share); Adjusted operating earnings (non-GAAP) were $224 million ($0.64 per diluted share).
  • $75 million of earnings achieved from Building a Better IP initiatives, bringing year-to-date to $195 million, exceeding full-year targets.
  • Cash provided by operations of $468 million, bringing year-to-date to $1.3 billion.
  • Returned $160 million to shareholders in dividends, bringing year-to-date to $679 million in share repurchases and dividends.

Headline financials

Total Revenue

$4.61B

Previous: $5.4B-14.6%
EPS (adj)

$0.64

Previous: $1.01-36.6%
Capital Expenditures

-$228M

No prior period
Free Cash Flow

$240M

Previous: $197M+21.8%
Net Income

$165M

Previous: $951M-82.6%
Operating Income

$352M

Previous: $464M-24.1%
Gross Profit

$1.27B

Previous: $1.57B-19.3%
Cash & Equivalents

$1.15B

Previous: $511M+124.9%
Total Assets

$24B

Previous: $24.9B-3.7%

Revenue & EPS history

International Paper · Revenue · Quarterly

$4.61B

Q3 2023-14.6%vs Q3 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

International Paper is taking actions to structurally reduce fixed costs in its mill system, while optimizing its supply chain and investing in its box capabilities to grow with customers.

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 Q3 2023

Historical avgQ3 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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