International Paper Company (NYSE:IP) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsGeorge Staphos - Managing DirectorPhil Ng - Managing DirectorAndy Silvernail - Chairman and CEOMatthew McKellar - VPMike Roxland - Managing Director of Equity ResearchLance Loeffler - Senior VP and CFOMandi Gilliland - Senior Director of Investor RelationsConference Call ParticipantsAnthony Pettinari - Research AnalystMark Weintraub - Senior Analyst and Head of Business DevelopmentOperatorGood mornin ...

International Paper Company (NYSE:IP) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Speaker6Good morning and thank you for standing by. Welcome to International Paper Company's third quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, you will have an opportunity to ask questions. To ask a question, press star one on your telephone keypad. To withdraw your question, press star one again. As a reminder to ask a question, press star ...

Core Insights - Amcor's share price has decreased by 17.0% since the beginning of 2025, while BHP's share price is 14.3% below its 52-week high, suggesting potential investment opportunities in both companies [1] - Amcor is a global leader in packaging solutions, operating over 200 sites in 40 countries, focusing on innovation and sustainability [2] - BHP Group, a diversified natural resources company, has a long-standing reputation as a reliable dividend-paying investment and is a significant player in the Australian market [3][5] Amcor (AMC) Overview - Amcor's debt/equity ratio for FY24 is reported at 187.0%, indicating a leveraged position with more debt than equity, which necessitates stable returns and sufficient cash flow to manage interest payments [7] - The company has delivered an average dividend yield of 4.4% per year over the last five years, appealing to income-focused investors [7] - Amcor's return on equity (ROE) for FY24 is 18.4%, exceeding the typical benchmark of 10% for mature businesses [8] BHP Group Overview - BHP's debt/equity ratio for FY24 stands at 45.3%, reflecting a stronger equity position compared to debt [8] - The company has achieved an average dividend yield of 6.9% per year since 2019, making it attractive for dividend-seeking investors [8] - BHP reported an ROE of 19.7% for FY24, indicating strong profitability relative to equity [8] Investment Considerations - Both Amcor and BHP are considered mature or blue-chip businesses, with metrics such as debt/equity ratio, average yield, and ROE being critical for evaluating their financial health and investment potential [6]