International Paper Co /New/ (IP) Q4 2025 Earnings Call

Concluded Jan 29, 2026

Jan 29, 2026 0 turns

Period: FY2025 Q4
Runtime: —
Sources: 2 artifacts

8-K 10-K

Executive readout · one minute

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Regional differences between North America and EMEA 87 8020 performance system and strategy 71 EMEA separation announcement 24 Adjusted EBITDA growth outlook 19 Cost-out and synergies 13 Customer experience and commercial wins 12

Management tone

Confident

Net tone +72 · low hedging

Grounding quotes

“I'm very excited about that future, and I applaud the team for all the incredible work that they've done.”
“This is an important and very exciting day for International Paper.”
“we have achieved the highest customer satisfaction among direct competitors in North America and leading scores on customer experience relative to the other top players in EMEA”
“the year has started strong. We've seen a nice pickup in business here, and we're excited for the year to come and, in the years to come.”

Research coverage

2 live sources

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Revenue $6.01B +53.1% YoY

Diluted EPS -$4.52

Net income -$2.38B

Research materials

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8-K earnings release Filed Jan 29, 2026 10-K report Filed Feb 27, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks · derived: $1.00M
Shares repurchased: 22,426

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