Exhibit 99.1 International Paper Reports Third Quarter 2025 Results MEMPHIS, Tenn. – October 30, 2025 – International Paper (NYSE: IP; LSE: IPC) (the "Company") today reported third quarter 2025 earnings (loss) from continuing operations of $(426) million and adjusted operating earnings (loss) (non-GAAP) of $(224) million. Third quarter 2025 earnings (loss) from continuing operations and adjusted operating earnings (loss) (non-GAAP) include $675 million of accelerated deprecation associated with our mill cl ...

Core Insights - International Paper Company (IP) is set to report its third-quarter 2025 results on October 30, with expected revenues of $6.89 billion, reflecting a 47% year-over-year growth, while earnings per share (EPS) are projected to decline by 20.5% to 53 cents [1][7] Financial Performance - The Zacks Consensus Estimate for IP's third-quarter revenues is $6.89 billion, indicating a 47% increase from the previous year [1] - The earnings estimate has decreased by 3.6% over the past 60 days, suggesting a decline in profitability [1] - IP's earnings surprise history shows that the company has beaten estimates in two of the last four quarters, with an average surprise of 18.3% [3][4] Segment Performance - The Packaging Solutions EMEA segment is expected to generate net sales of $2.37 billion, a significant increase from $0.32 billion in the same quarter last year, with an operating profit projected at $54.2 million [10] - Packaging Solutions North America is anticipated to see a 6.3% year-over-year increase in net sales to $3.87 billion, with operating profit expected to rise by 112.7% to $404 million [11] - The Global Cellulose Fibers segment is forecasted to experience a 10.6% decline in net sales to $635 million, but an operating profit increase of 84.4% to $73.8 million is expected [11] Market Dynamics - The company is facing weak packaging demand due to inflationary pressures affecting consumer behavior, leading to a shift towards non-discretionary goods [12] - Despite these challenges, stable demand in the e-commerce sector and growth initiatives are expected to mitigate some of the negative impacts [12] Strategic Developments - On January 31, 2025, International Paper completed the acquisition of DS Smith, enhancing its position in sustainable packaging solutions [9] - The company plans to sell its Global Cellulose Fibers business for $1.5 billion, aligning with its strategy to focus on sustainable packaging [13][14] Stock Performance - International Paper's stock has increased by 4.1% over the past year, outperforming the industry average growth of 2.3% [15]

Company Overview - International Paper (IP) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.53, reflecting a +20.5% change, and revenues anticipated at $6.89 billion, up 47% from the previous year [3]. Earnings Expectations - The earnings report is scheduled for October 30, and the stock may rise if results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 6.45% over the last 30 days, indicating a bearish sentiment among analysts [4][12]. Earnings Surprise Prediction - The Most Accurate Estimate for International Paper is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.63%, which complicates the prediction of an earnings beat [12]. - The company holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [12]. Historical Performance - In the last reported quarter, International Paper was expected to post earnings of $0.38 per share but only achieved $0.20, resulting in a surprise of -47.37% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Another player in the paper industry, Smurfit Westrock (SW), is expected to report earnings of $0.68 per share, indicating a year-over-year change of +41.7%, with revenues projected at $7.98 billion, up 4% [18]. - Smurfit Westrock's consensus EPS estimate has been revised down by 6.2% in the last 30 days, but it currently has a positive Earnings ESP of +2.94%, suggesting a higher likelihood of beating the consensus [19][20].

Core Viewpoint - International Paper Company (NYSE:IP) is recognized for its potential in profit growth and strategic transformation, leading to a positive outlook for investors [2][3][4]. Group 1: Company Overview - International Paper manufactures a diverse range of products including paper, packaging, and cellulose fiber, which are essential in everyday items like diapers and feminine hygiene products [2]. - The company has a strong dividend history, maintaining uninterrupted payments since 1986, currently offering a quarterly dividend of $0.4625 per share with a yield of 3.88% as of October 21 [5]. Group 2: Recent Developments - On October 17, Stifel upgraded International Paper's rating from Hold to Buy, setting a new price target of $57.80, citing the company's strategic transformation as a key factor for expected profitability and margin expansion [3]. - The firm noted tangible progress in the company's turnaround efforts, including the $1.5 billion sale of its underperforming Global Cellulose Fiber business [4]. Group 3: Strategic Direction and Challenges - Analysts highlighted that while the initial optimism around CEO Andy Silvernail's appointment has stabilized, the company now has a clearer strategic direction [4][5]. - Challenges remain, particularly regarding the integration of the DS Smith acquisition, but ongoing initiatives are expected to help the company reach its 2027 adjusted EBITDA goal of $5.5 billion to $6.0 billion [4][5].

Group 1 - ProAmpac is a global flexible packaging specialist headquartered in Cincinnati, operating under Pritzker Private Capital since 2016, with over 50 manufacturing sites [2] - The company generates a little over two-thirds of its total revenue from recyclable products, as stated in its 2025 Impact Report [2] - ProAmpac's recent acquisitions include PAC Worldwide, a specialist in e-commerce packaging, and UP Paper, a recycled kraft paper producer, along with Gelpac, which produces multiwall paper and poly-woven packaging [2] Group 2 - ProAmpac's "fiberization" strategy aims to expand into less common applications for fiber-based packaging, such as frozen foods and overwraps, while also offering to-go food containers and cold cuts packs [3] - The acquisition of International Paper's bag converting operations marks ProAmpac's first expansion into California, enhancing its portfolio in kraft paper bags [4] - This expansion allows ProAmpac to provide more customized solutions for grocery, convenience store, and quick-service restaurant customers, including handled shopping bags and self-opening sacks [4]

Upgrades - Baird upgraded Zions Bancorp (ZION) to Outperform from Neutral with an unchanged price target of $65, advising investors to take advantage of the selloff in shares [2] - Stifel upgraded International Paper (IP) to Buy from Hold with an unchanged price target of $57.80, noting that initial exuberance following the CEO's appointment has been replaced by more realistic expectations [2] - HSBC upgraded Freeport-McMoRan (FCX) to Buy from Hold with a price target of $50, up from $43, citing record-high precious metal prices and copper's outperformance due to supply disruptions [2] - KeyBanc upgraded AppFolio (APPF) to Overweight from Sector Weight with a $285 price target, indicating renewed confidence in the company's momentum following customer conversations at its annual conference [3] - UBS upgraded Deere (DE) to Buy from Neutral with a price target of $535, down from $545, expecting 2026 to be the last year of earnings downturn before recovery in 2027 [4] Downgrades - TD Cowen downgraded Booz Allen (BAH) to Hold from Buy with a price target of $105, down from $125, anticipating a reduction in fiscal 2026 guidance [5] - Barclays double downgraded AST SpaceMobile (ASTS) to Underweight from Overweight with an unchanged price target of $60, citing excessive stock valuation despite attractive opportunities [5] - Raymond James downgraded Bank OZK (OZK) to Market Perform from Outperform without a price target, reducing next year's EPS forecast by roughly 12% due to softer loan growth expectations and higher expenses [5] - Raymond James downgraded Graphic Packaging (GPK) to Market Perform from Outperform without a price target, indicating that recent share weakness limits differentiation [5] - Raymond James downgraded Silgan Holdings (SLGN) to Outperform from Strong Buy with a price target of $53, down from $60, while still constructive on the company, taking a more conservative approach due to caution from Q2 items [5]

Core Insights - International Paper's CEO Andy Silvernail will present at the Baird 2025 Global Industrial Conference on November 11, 2025, at 9:30 a.m. ET, followed by a Q&A session [1] - Interested parties can access the webcast on the company's website, with a replay available approximately three hours after the presentation [2] - International Paper is a global leader in sustainable packaging solutions, headquartered in Memphis, Tennessee, with operations in over 30 countries and employing more than 65,000 team members [3] - The company reported net sales of $18.6 billion for 2024 and acquired DS Smith in 2025, enhancing its position in the North American and EMEA markets [3] - A quarterly dividend of $0.4625 per share has been declared for the period from October 1, 2025, to December [4] - The company will release its third-quarter earnings on October 30, 2025, before the opening of the New York Stock Exchange [5]

Group 1 - The article discusses the upcoming Q3 earnings release for International Paper, scheduled for October 30, and mentions the profit warning from Mondi, indicating challenges within the sector [1] - It highlights that buy-side hedge professionals are conducting fundamental, income-oriented, long-term analysis across various sectors in developed markets globally [1]

Group 1 - RIT Capital Partners holds $20,319,880 worth of International Paper Company (NYSE:IP) shares, representing 2.55% of its portfolio, indicating significant investment interest [1] - Analysts at UBS have reiterated their "Buy" rating on International Paper Company (IP) with a price target of $60, following a visit to the company's Aurora, Illinois plant [2] - The analysts noted that the company has undergone transformative operational shifts, improving productivity and commercial execution across box plant operations, which is expected to enhance margins and shareholder returns [3] Group 2 - International Paper Company operates across North America, Latin America, Europe, and North Africa, focusing on manufacturing and selling renewable fiber-based packaging and pulp products [4]

Company Overview - International Paper Company (IP) has a market capitalization of $24.1 billion and is a global producer of renewable fiber-based packaging and pulp products, operating through its Industrial Packaging and Global Cellulose Fibers segments [1] Upcoming Earnings - The company is expected to release its fiscal Q3 2025 results on October 30, with analysts projecting an adjusted EPS of $0.53, representing a 20.5% increase from $0.44 in the same quarter last year [2] - For fiscal 2025, analysts forecast an adjusted EPS of $1.53, which is a 35.4% increase from $1.13 in fiscal 2024, and a further surge to $3.08 in fiscal 2026, marking a 101.3% year-over-year increase [3] Stock Performance - Over the past 52 weeks, shares of International Paper have declined by 5.2%, underperforming the S&P 500 Index, which gained 12.2%, but the decline is less severe than the Materials Select Sector SPDR Fund's 9.1% drop [4] - The stock experienced a significant drop of 12.9% on July 31 following disappointing Q2 2025 results, where adjusted EPS was reported at $0.20, falling short of analyst expectations due to increased input costs and muted demand in Europe [5] Analyst Ratings - Analysts maintain a cautiously optimistic view on IP stock, with a consensus "Moderate Buy" rating. Among 13 analysts, six recommend a "Strong Buy," one a "Moderate Buy," four suggest a "Hold," and two advise "Strong Sells." The average price target for the stock is $54.11, indicating a potential upside of 17.4% from current levels [6]