3 messages
IP
International Paper: Revenue Growth Outpaces Margin Recovery
Aug 6, 2025, 08:03 PM
Quarterly Post-Earnings Summary
International Paper delivered strong Q2 revenue growth driven by acquisitions, but persistent margin pressures and integration costs continue to weigh on profitability and investor sentiment.
IP
International Paper: Margin Pressures Cloud DS Smith Integration
Jul 31, 2025, 08:05 PM
Quarterly Post-Earnings Summary
International Paper's Q2 revenue beat expectations, but margin compression and integration costs from the DS Smith acquisition weighed heavily on profitability, making Q3 margin recovery a key catalyst.
IP
IP: Integration Progress, Margin Stability, and EPS Levers
Jul 29, 2025, 02:07 PM
Earnings Outlook
International Paper's revenue and gross margin are rising on DS Smith integration and operational turnaround, but near-term margin expansion is limited by integration costs; Cellulose Fibers segment recovery could drive future EPS upside.