Spoken Alpha
IP
INTERNATIONAL PAPER CO /NEW/
Overview
International Paper manufactures fiber-based packaging products including containerboard, corrugated boxes, and related materials at mills and converting facilities across North America, Europe, Latin America, and North Africa. The company serves customers requiring sustainable packaging solutions and operates approximately 62,600 employees globally.
INTERNATIONAL PAPER CO /NEW/ is a Consumer Cyclical company operating in Packaging & Containers with a $19.50B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3013 Q&A exchanges
- Q4 FY2025Earnings2026-01-2926 Q&A exchanges
- Q3 FY2025Earnings2025-10-3015 Q&A exchanges
- Q2 FY2025Earnings2025-07-3114 Q&A exchanges
- Q1 FY2025Earnings2025-04-3045 Q&A exchanges
- Q4 FY2024Earnings2025-01-3015 Q&A exchanges
- Q3 FY2024Earnings2024-10-3124 Q&A exchanges
- Q2 FY2024Earnings2024-07-2418 Q&A exchanges
- Q1 FY2024Earnings2024-04-2517 Q&A exchanges
- Q4 FY2023Earnings2024-02-0117 Q&A exchanges
- Q3 FY2023Earnings2023-10-2619 Q&A exchanges
- Q2 FY2023Earnings2023-07-2723 Q&A exchanges
- Q1 FY2023Earnings2023-04-2729 Q&A exchanges
- Q4 FY2022Earnings2023-01-3126 Q&A exchanges
- Q3 FY2022Earnings2022-10-2723 Q&A exchanges
- Q2 FY2022Earnings2022-07-2832 Q&A exchanges
- Q1 FY2022Earnings2022-04-2822 Q&A exchanges
- Q4 FY2021Earnings2022-01-2727 Q&A exchanges
- Q3 FY2021Earnings2021-10-2734 Q&A exchanges
- Q2 FY2021Earnings2021-07-2939 Q&A exchanges
- Q1 FY2021Earnings2021-04-2926 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $-0.04—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$0.15 vs $0.14+7.1%Rev$5.97B vs ——EODHD
- Q4 FY20252026-01-28EPS$-4.52 vs $0.26-100.0%Rev$6.01B vs ——EODHD
- Q3 FY20252025-10-29EPS$-0.43 vs $0.59-100.0%Rev$6.22B vs ——EODHD
- Q2 FY20252025-07-30EPS$0.20 vs $0.41-51.2%Rev$6.77B vs ——EODHD
- Q1 FY20252025-04-29EPS$0.23 vs $0.37-37.8%Rev$5.90B vs ——EODHD
- Q4 FY20242025-01-29EPS$-0.02 vs $0.03-100.0%Rev$4.58B vs ——EODHD
- Q3 FY20242024-10-30EPS$0.44 vs $0.25+76.0%Rev$4.69B vs ——EODHD
- Q2 FY20242024-07-23EPS$1.41 vs $0.41+100.0%Rev$4.73B vs ——EODHD
- Q1 FY20242024-04-24EPS$0.17 vs $0.22-22.7%Rev$4.62B vs ——EODHD
- Q4 FY20232024-01-31EPS$0.41 vs $0.35+17.1%Rev$4.60B vs ——EODHD
- Q3 FY20232023-10-25EPS$0.64 vs $0.58+10.3%Rev$4.61B vs ——EODHD
- Q2 FY20232023-07-26EPS$0.59 vs $0.39+51.3%Rev$4.68B vs ——EODHD
- Q1 FY20232023-04-26EPS$0.53 vs $0.46+15.2%Rev$5.02B vs ——EODHD
- Q4 FY20222023-01-30EPS$0.87 vs $0.69+26.1%Rev$5.13B vs ——EODHD
- Q3 FY20222022-10-26EPS$1.01 vs $1.20-15.8%Rev$5.40B vs ——EODHD
- Q2 FY20222022-07-27EPS$1.24 vs $1.08+14.8%Rev$5.39B vs ——EODHD
- Q1 FY20222022-04-27EPS$0.76 vs $0.56+35.7%Rev$5.24B vs ——EODHD
- Q4 FY20212022-01-26EPS$0.78 vs $0.89-12.4%Rev$2.67B vs ——EODHD
- Q3 FY20212021-10-26EPS$1.35 vs $1.44-6.3%Rev$4.91B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $-0.04 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $0.15 | $0.14 | +7.1% | $5.97B | — | — | EODHD |
| Q4 FY2025 | 2026-01-28 | $-4.52 | $0.26 | -100.0% | $6.01B | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $-0.43 | $0.59 | -100.0% | $6.22B | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $0.20 | $0.41 | -51.2% | $6.77B | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.23 | $0.37 | -37.8% | $5.90B | — | — | EODHD |
| Q4 FY2024 | 2025-01-29 | $-0.02 | $0.03 | -100.0% | $4.58B | — | — | EODHD |
| Q3 FY2024 | 2024-10-30 | $0.44 | $0.25 | +76.0% | $4.69B | — | — | EODHD |
| Q2 FY2024 | 2024-07-23 | $1.41 | $0.41 | +100.0% | $4.73B | — | — | EODHD |
| Q1 FY2024 | 2024-04-24 | $0.17 | $0.22 | -22.7% | $4.62B | — | — | EODHD |
| Q4 FY2023 | 2024-01-31 | $0.41 | $0.35 | +17.1% | $4.60B | — | — | EODHD |
| Q3 FY2023 | 2023-10-25 | $0.64 | $0.58 | +10.3% | $4.61B | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $0.59 | $0.39 | +51.3% | $4.68B | — | — | EODHD |
| Q1 FY2023 | 2023-04-26 | $0.53 | $0.46 | +15.2% | $5.02B | — | — | EODHD |
| Q4 FY2022 | 2023-01-30 | $0.87 | $0.69 | +26.1% | $5.13B | — | — | EODHD |
| Q3 FY2022 | 2022-10-26 | $1.01 | $1.20 | -15.8% | $5.40B | — | — | EODHD |
| Q2 FY2022 | 2022-07-27 | $1.24 | $1.08 | +14.8% | $5.39B | — | — | EODHD |
| Q1 FY2022 | 2022-04-27 | $0.76 | $0.56 | +35.7% | $5.24B | — | — | EODHD |
| Q4 FY2021 | 2022-01-26 | $0.78 | $0.89 | -12.4% | $2.67B | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $1.35 | $1.44 | -6.3% | $4.91B | — | — | EODHD |
Source: EODHD. IP reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks IP's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 80% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 7 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.07 | $2.97 | +3.4% | -1.2% | -2.9% |
| Q4 FY2026 | $3.47 | $2.98 | +16.4% | +1.4% | -0.5% |
| Q3 FY2026 | $3.58 | $3.09 | +15.8% | -6.9% | -9.2% |
| Q2 FY2026 | $3.51 | $3.22 | +9.1% | -4.4% | -7.0% |
| Q1 FY2025 | $3.23 | $3.10 | +4.3% | -4.0% | -2.9% |
| Q4 FY2025 | $3.57 | $3.03 | +17.9% | -3.7% | -0.9% |
| Q3 FY2025 | $3.50 | $3.06 | +14.3% | -6.3% | -6.1% |
| Q2 FY2025 | $3.48 | $3.09 | +12.6% | -6.8% | -9.2% |
| Q1 FY2024 | $3.60 | $3.26 | +10.5% | +1.1% | +2.7% |
| Q4 FY2024 | $3.59 | $3.24 | +10.8% | -7.5% | -4.6% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Andrew K SilvernailCEO5 mo8 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Lance LoefflerCFO1 yr 2 mo5 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- William Thomas HamicPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Timothy S NichollsPresident4 mo16 callsCurrentSample
PRESIDENT since 2026 • 2/2 beats (100%) • last call held guidance Q3 FY2026
- Melissa S FloresSVP & CHRO5 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Holly G GoughnourVP & Chief Accounting Officer1 yr 2 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for IP.
$ curl https://api.spokenalpha.com/v1/companies/IPFAQ
Frequently asked about IP
Where can I find INTERNATIONAL PAPER CO /NEW/'s (IP) earnings call transcripts?
Spoken Alpha indexes IP's earnings call transcripts at https://spokenalpha.com/companies/IP. Each call links to attributed speakers and parsed analyst Q&A. INTERNATIONAL PAPER CO /NEW/'s own investor relations page is at https://www.internationalpaper.com/investors.
When was INTERNATIONAL PAPER CO /NEW/'s most recent earnings call?
INTERNATIONAL PAPER CO /NEW/ (IP) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is IP in?
INTERNATIONAL PAPER CO /NEW/ (IP) operates in the Consumer Cyclical sector (Packaging & Containers industry).