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International Paper Set to Report Q1 Earnings: What's in Store?
IPInternational Paper(IP) ZACKS·2025-04-28 16:35

Core Viewpoint - International Paper Company is set to report its first-quarter 2025 results on April 30, following the acquisition of DS Smith, which is expected to significantly enhance its financial performance compared to the previous year [1][2]. Financial Performance Expectations - The Zacks Consensus Estimate for International Paper's first-quarter revenues is 6.61billion,reflectinga43.16.61 billion, reflecting a 43.1% increase from the same quarter last year [3]. - Earnings estimates have decreased by 16.7% over the past 60 days to 35 cents per share, indicating a 106% year-over-year increase from 17 cents reported in the previous year [3]. - The company has a history of earnings surprises, beating estimates in three of the last four quarters with an average surprise of 41.5% [5]. Segment Performance Insights - EMEA Packaging volumes are projected to reach 2,452 thousand short tons in Q1 2025, a significant increase from 340 thousand tons in Q1 2024, with revenues expected at 2.44 billion [7]. - North American Packaging Solutions is anticipated to see year-over-year volume increases in various categories, with revenues estimated at 3.79billionforthequarter[8][9].Overall,IndustrialPackagingsegmentvolumesareprojectedat6,165thousandshorttons,indicatinga54.53.79 billion for the quarter [8][9]. - Overall, Industrial Packaging segment volumes are projected at 6,165 thousand short tons, indicating a 54.5% year-over-year rise, with revenues expected to be 6.2 billion, reflecting a 62.9% increase [10]. Operating Profit Projections - The Industrial Packaging segment's operating profit is expected to surge by 73% to 373million,withNorthAmericanPackagingSolutionsprojectedat373 million, with North American Packaging Solutions projected at 285 million and EMEA Packaging at 87.7million[11].GlobalCelluloseFibersSegmentTheGlobalCelluloseFiberssegmentisexpectedtoreportvolumesof622thousandmetrictons,a14.787.7 million [11]. Global Cellulose Fibers Segment - The Global Cellulose Fibers segment is expected to report volumes of 622 thousand metric tons, a 14.7% year-over-year decline, with revenues estimated at 608 million, down 13.6% from the previous year [12]. Stock Performance - International Paper's stock has increased by 39.1% over the past year, outperforming the industry average growth of 23.6% [14].