Valued at a market cap of $21 billion, International Paper Company (IP) is a global leader in fiber-based packaging, pulp, and paper products, with operations spanning North America, Latin America, Europe, North Africa, and the Middle East. Headquartered in Tennessee, the company primarily serves industrial and consumer markets through its corrugated packaging and cellulose fibers businesses. The company is expected to release its fiscal Q4 2025 results before the market opens on Thursday, Jan. 29. Ahead ...

智通财经APP获悉，尽管特朗普政府的关税政策和消费者信心摇摆不定持续给美国企业带来阻力，但美 国材料类股票在2026年的盈利增速有望攀升至五年来的最高水平。行业研究数据显示，材料板块2026年 盈利预计将增长20%——该板块涵盖钢铁制造商纽柯钢铁(NUE.US)、涂料制造商宣伟公司(SHW.US)到 包装制造商Smurfit WestRock(SW.US)、鲍尔包装(BALL.US)在内的一系列公司，该板块的盈利增速预计 将仅次于科技板块。 2026年材料板块盈利增速将超过标普500指数 行业研究分析师理查德·伯克在11月的一份报告中指出，美国对钢铁进口征收的关税赋予了国内钢铁生 产商定价权。他指出："只要基于232条款的50%关税保持不变，美国钢铁生产商就应继续替代进 口。"他所指的是特朗普用来征收关税的贸易法案。 伯克补充称，纽柯钢铁在美国拥有最广泛的产品线和闲置产能。该公司在12月的一份声明中表示，受能 源、基础设施、数据中心和制造业推动，其积压订单量在进入2026年之际呈现增长趋势。该公司表示， 当前的贸易政策应能"带动经营状况持续逐步改善"。纽柯钢铁的同行Steel Dynamics(STLD.US ...

ab 25 December 2025 Global Research Global Pulp & Paper P&P Digester: Another US$20/t BEKP price hike in Asia Suzano raised BEKP prices another US$20/t for January in Asia, and US$120/t in Europe and North America. The increase comes on top of the US$20/t announcement on December 15, which our channel checks indicate has been fully implemented, with imported prices rising to the US$550-570/t range. In our view, a few factors are driving this uptrend in prices (i) woodchips prices rising US$30-40/t from July ...

MEMPHIS, Tenn., Dec. 17, 2025 /PRNewswire/ -- International Paper (NYSE: IP) will release fourth-quarter and full-year 2025 earnings on January 29, 2026, before the opening of the New York Stock Exchange. The company will host a webcast to discuss earnings and current market conditions, beginning at 10 a.m. ET (9 a.m. CT). All interested parties are invited to listen to the webcast via the company's website by clicking on the Investors tab and going to the Events & Presentations page at https://www.interna ...

International Paper Company (IP) transforms renewable resources into essential, everyday products that sustain the global economy. As a global leader in fiber-based solutions, the company designs packaging that protects and showcases goods, supports worldwide commerce, and helps keep consumers safe. It also produces renewable materials such as pulp used in diapers, tissue, and other personal care products, while advancing circular solutions that promote recycling, cut waste, and support a more sustainable ...

British shoppers are preparing to spend big this Christmas, with new data suggesting a record festive season, but damaged parcels are impacting retailer profits.Research commissioned by DS Smith, an International Paper company and leading provider of sustainable fibre-based packaging, reveals that nearly one in four UK shoppers (23%) received a damaged parcel in the past year – the equivalent of over 12 million Brits.But four in five retailers (81%) say damaged deliveries are a problem for their business, w ...

Group 1: Company Overview - International Paper Company (NYSE:IP) is a major global player in packaging and paper, focusing on corrugated packaging, industrial papers, and consumer packaging [5] Group 2: Recent Developments - In November, International Paper announced the shutdown of two US packaging plants in Compton, California, and Louisville, Kentucky, as part of cost-cutting and consolidation efforts due to softer demand, affecting approximately 218 employees [3] - The company has been restructuring its business throughout the year, including the sale of its global cellulose fibers unit to American Industrial Partners for $1.5 billion in August, aimed at sharpening its focus on sustainable packaging [4] Group 3: Market Analysis - JPMorgan analyst Detlef Winckelmann adjusted the price target for International Paper to $46 from $48, maintaining a Neutral stance, citing excess supply challenges across the paper and packaging industry for 2026, although he noted a structural capacity reset in the US corrugated packaging market that may support pricing [2]

Core Thesis - The article presents a bearish outlook on International Paper Company, contrasting it with a bullish perspective that highlights new leadership and potential growth opportunities [1] Company Overview - International Paper Company produces and sells renewable fiber-based packaging and pulp products across North America, Latin America, Europe, and North Africa [2] - As of November 28th, IP's share price was $39.48, with trailing and forward P/E ratios of 38.15 and 17.95 respectively [1][2] Valuation Concerns - IP is trading at a historically high valuation, with a projected 2025E EBITDA multiple of 11.2x, nearly three times its historical average and 50% higher than Smurfit WestRock, despite weaker margins and higher leverage [2] Leadership and Strategy - The bullish thesis is anchored on new CEO Andy Silvernail, who has a strong operational track record and a refocused capital allocation strategy, along with perceived pricing power in a concentrated North American containerboard industry [3] Financial Projections - Silvernail's targets for 2027 include an EBITDA of $5.5–$6.0 billion and a near tripling of free cash flow, driven by synergies from the DS Smith acquisition and above-market volume growth [4] - However, these projections face significant economic and structural challenges, including stagnant U.S. corrugated box shipments and a decline in IP's market share from 35% in 2013 to 28% in 2024 [4] Acquisition Impact - The $10 billion DS Smith acquisition adds high leverage and complexity to IP, potentially constraining further M&A opportunities, with uncertain synergies due to competitive pressures [4] Cash Flow and Dividend Concerns - IP's free cash flow has averaged $0.7 billion annually over the past three years, while the company maintains a $1 billion dividend, necessitating borrowing in 2025 [5] - The aggressive 2027 targets depend on favorable pricing and unprecedented volume growth, which are inconsistent with long-term trends [5] Market Outlook - Realistic multiples and baseline earnings suggest IP shares could trade 40–50% lower, between $25–$30, while an upside to $60 reflects inflated expectations [6] - Market focus may shift from the narrative of the "Silvernail era" to concerns over dividend sustainability and operational realities, especially if economic conditions worsen or EBITDA underperforms [6] - Potential catalysts for market shifts include likely earnings disappointments in Q3–Q4 2025, leading to revisions for 2026 and skepticism towards 2027 guidance [6]

Group 1 - The company has undergone significant changes in 2025, including commercial improvements and cost reductions, alongside a transformation in its operational footprint [1][2] - A radical decentralization strategy has been implemented, which includes the arrival of new leadership and the announcement of mill closures in North America [2] - The market conditions have evolved differently than initially anticipated at the beginning of the year, impacting the company's strategic focus [3]

Company Overview - Curaleaf Holdings, Inc. is a significant player in the U.S. cannabis industry, involved in the cultivation, manufacturing, and sale of cannabis and hemp products, including flowers, edibles, oils, and vape items [1] Market Focus - The company distributes its products through an extensive network of dispensaries, indicating a strong market presence and distribution capability [1] Research Approach - The analysis emphasizes a focus on small- to mid-cap companies, which are often overlooked by investors, while also occasionally reviewing large-cap companies to provide a comprehensive view of the equity markets [1]