International Paper misses Q1 estimates, shares dip

Published 30/04/2025, 11:10
International Paper misses Q1 estimates, shares dip

MEMPHIS - International Paper (NYSE:IP) reported first quarter 2025 earnings that fell short of analyst expectations on Wednesday.

The company’s shares were down -1.64% in premarket trading following the release.

The packaging and paper products company posted adjusted earnings per share of $0.23, missing the consensus estimate of $0.45. Revenue came in at $5.9 billion, below analyst projections of $6.48 billion.

Net sales increased 27.7% YoY to $5.9 billion, primarily driven by the acquisition of DS Smith. However, overall market demand was softer than anticipated in both North America and EMEA regions.

"This year’s first quarter results reflect higher sales and earnings, primarily driven by the DS Smith acquisition, sales price increases, and cost out," said CEO Andy Silvernail. "We also made good progress on growing our market position in our North American packaging business."

The company reported a net loss of $105 million or -$0.24 per share, compared to net earnings of $56 million or $0.16 per share in Q1 2024. The results included $271 million in pre-tax charges related to the closure of its Red River containerboard mill.

Free cash flow was -$618 million, impacted by transformation costs and incentive compensation payouts.

International Paper did not provide specific guidance for the upcoming quarters or full year 2025. However, Silvernail noted the company is focusing on actions within its control to drive commercial excellence and cost reductions across the organization amid an uncertain macroeconomic environment.

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