International Paper Co Stock Price, News & Analysis

International Paper (NYSE: IP) reported third quarter 2025 results: net sales $6.22B, adjusted EBITDA from continuing operations $859M and adjusted operating loss $(224)M. GAAP net earnings (loss) was $(1.102B) and earnings from continuing operations was $(426M). Results include $675M of accelerated depreciation tied to mill closures and 80/20 actions; adjusted Q3 EBITDA including discontinued Global Cellulose Fibers was $1.01B. The company agreed to divest Global Cellulose Fibers to American Industrial Partners for $1.5B (with $190M preferred stock consideration). Free cash flow was $150M. Segments: PS NA operating loss $(166)M; PS EMEA operating loss $(58)M.

ProAmpac (no ticker) acquired the bag converting operations of International Paper (NYSE:IP), adding manufacturing sites in California, Oregon, and Texas. The deal expands ProAmpac’s converting capabilities and supports its Fiberization of Packaging® strategy to supply customizable kraft paper bags for grocery, convenience, and quick-service restaurant markets.

The acquired operations produce handled shopping bags, self-opening sacks, and smaller formats, and the transaction is described as strengthening US west coast capacity and redundancy. Terms were not disclosed.

International Paper (NYSE:IP) CEO Andy Silvernail will speak at the Baird 2025 Global Industrial Conference on Tuesday, November 11, 2025. The presentation begins at 9:30 a.m. ET (8:30 a.m. CT) and will include a question-and-answer session.

Investors can listen via webcast on the company's Investors & Presentations page at https://www.internationalpaper.com/investors/events-presentations. A replay will be available on the website approximately three hours after the presentation.

International Paper (NYSE: IP) declared quarterly dividends for the Oct 1–Dec 31, 2025 period: a $0.4625 per share dividend on common stock and a $1.00 per share dividend on cumulative $4.00 preferred stock. Both dividends are payable on December 16, 2025 to holders of record at the close of business on November 14, 2025.

International Paper (NYSE: IP) has scheduled its third-quarter earnings release for October 30, 2025, before the New York Stock Exchange opens. The company will host a webcast at 10 a.m. EDT to discuss earnings and market conditions.

Investors can access the webcast through IP's website under the Investors tab. For those preferring teleconference participation, dial-in numbers are provided with conference ID 1092296. A webcast replay will be available on the website shortly after the call, while an audio-only replay will be accessible for 90 days.

Kraton Corporation and International Paper (NYSE:IP) have executed strategic agreements to maintain uninterrupted site services at Kraton's Savannah, Georgia facility. The partnership ensures continuity of essential services from International Paper, enabling Kraton to maintain production of critical pine chemical products while investing in future infrastructure.

The agreement demonstrates both companies' commitment to supply reliability and operational continuity in the pine chemicals industry. Kraton will continue investing in its Savannah facility to enable long-term independent operations, while International Paper reaffirms its position as a long-term partner in the pine chemicals market.

Sylvamo (NYSE: SLVM) announced that its supply agreement with International Paper (NYSE: IP) will be impacted by IP's planned conversion of the No. 16 paper machine at its Riverdale mill in Selma, Alabama. The machine, which currently provides Sylvamo with 260,000 short tons of cutsize uncoated freesheet annually, will be converted to produce containerboard by Q3 2026.

CEO Jean-Michel Ribiéras stated that the Riverdale supply agreement was not part of Sylvamo's long-term strategy, noting that the company has been preparing for this transition since its 2021 spinoff through strategic investments in North America.

International Paper (NYSE: IP) has announced the sale of its Global Cellulose Fibers (GCF) division to American Industrial Partners (AIP). GCF, which generated $2.5 billion in revenue in 2024, is a leading global producer of absorbent fluff pulp used in personal care products.

The division employs 3,300 associates across manufacturing facilities in the U.S., Canada, and Poland. The transaction is expected to close in Q4 2025, subject to regulatory approvals. GCF's strategic position is strengthened by its sustainable wood basket, established customer relationships, and well-invested facilities.

International Paper (NYSE: IP) announced major strategic changes including the $1.5 billion sale of its Global Cellulose Fibers (GCF) business to American Industrial Partners (AIP). The GCF business, which generated $2.8 billion in revenue in 2024, employs 3,300 people globally across nine manufacturing facilities.

Additionally, IP announced significant changes to its North American packaging business, including a $250 million investment to convert the Riverdale mill in Selma, Alabama, and the closure of multiple facilities including the Savannah containerboard mill, Savannah packaging facility, and Riceboro operations. These changes will result in approximately 1,100 job cuts and a net reduction of one million tons in annual containerboard capacity.