International Paper Misses Q2 Sales, Guides Q3 EBITDA Below Consensus
IP sits 48% above its 52-week low of $29.26.
Summary
International Paper missed Q2 sales estimates and guided Q3 EBITDA below consensus, citing soft EMEA demand and a temporary mill closure.
Key Events · Earnings and Guidance · IP
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Q2 Sales Miss
Net sales of $6.004 billion missed the $6.18 billion consensus, driven by soft EMEA volume and geopolitical uncertainty.
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Loss from Continuing Operations
Loss from continuing operations was $12 million, compared to earnings of $75 million in Q2 2025.
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Adjusted EBITDA
Adjusted EBITDA from continuing operations was $587 million, down from $670 million in Q2 2025.
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Q3 Guidance Below Consensus
Q3 adjusted EBITDA guidance of $780–$830 million includes an $85 million negative impact from the temporary Pine Hill mill closure and is below the $850 million consensus.
Analysis · IP · Manufacturing
Soft EMEA volume drove a Q2 sales miss, with revenue of $6.004 billion falling short of the $6.18 billion consensus. The loss from continuing operations was $12 million, yet adjusted EBITDA reached $587 million. Looking ahead, Q3 adjusted EBITDA is guided to $780–$830 million—below the $850 million consensus—reflecting an $85 million headwind from the temporary Pine Hill mill closure. Full-year adjusted EBITDA guidance was set at $3.20–$3.40 billion. The miss and cautious outlook arrive amid ongoing portfolio optimization and the planned EMEA separation.
How filings like this one have moved
In the 30 days to Sep 16, 2026, 34.9% of the 1159 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, IP was trading at $43.24 on NYSE in the Manufacturing sector, with a market capitalization of approximately $22.6B. The 52-week trading range was $29.26 to $56.13. This filing was assessed with negative market sentiment and an importance score of 8 out of 10.