International Paper (IP)
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-11-04
$35.65+1.51%
Close 2026-11-04 · 1-day change
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-11-04
QuarterlyIQ Insights · IP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-11-04.
The screen ranks IP against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 49% of the time over the next year (vs 53% for the rest of the cohort, n=1963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 50% of the last 2 guided quarters · 21.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
As a result of the planned separation of the EMEA packaging business and the subsequent U.K.
Stated in 4 of 8 supplied quarters. Management reported: “As a result of the planned separation of the EMEA packaging business and the subsequent U.K.” “regulatory requirements, the Company is no longer including our existing Packaging Solutions EMEA financial guidance in our guidance framework and does not anticipate providing such guidance in the future.” Revenue was $6.197 billion in 2026-Q3.
“As a result of the planned separation of the EMEA packaging business and the subsequent U.K.”
“In EMEA, we accelerated cost-out actions, advanced transformational investments and continued preparing for the separation as previously communicated.””
“We remain confident in our strategy, and the planned separation will enable our North America and EMEA businesses to operate independently and deliver stronger performance .”
“CREATION OF TWO INDEPENDENT PUBLIC COMPANIES In a separate press release today, the Company announced its intent to form two independent, public companies through the separation of its PS NA and PS E…”
“In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for…
Stated in 6 of 8 supplied quarters. Management reported: ““In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for our customers.” “In EMEA, we executed well on our ongoing restructuring and cost-out initiatives, while the macro environment continued to weigh on results and pace of margin recovery.”” Revenue was $6.197 billion in 2026-Q3.
We remain focused on building an advantaged cost position, delivering a superior customer experience and strengthening our relative supply position,” Silvernail added.
Stated in 4 of 8 supplied quarters. Management reported: “We remain focused on building an advantaged cost position, delivering a superior customer experience and strengthening our relative supply position,” Silvernail added.” ““In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for our customers.” Revenue was $6.197 billion in 2026-Q3.
“In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for…
Stated in 3 of 8 supplied quarters. Management reported: ““In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for our customers.” ““Looking ahead to the second half of the year, our priorities remain clear: execute with discipline, improve reliability and performance across our network, mitigate rising input costs in a dynamic environment and deliver commercial and cost-out initiatives,” Silvernail added.” Revenue was $6.197 billion in 2026-Q3.
Maintain disciplined capital management and actively manage costs and cash flow amid a volatile operating environment.
Over the trailing year it converted -4.43x of net income into operating cash flow.
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by M&A activity. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-04.
““In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for…”
““Looking ahead to the second half of the year, our priorities remain clear: execute with discipline, improve reliability and performance across our network, mitigate rising input costs in a dynamic e…”
“We're updating our outlook to reflect the volatile environment, with a strong focus on managing cost and cash flow.”
““As we enter 2026, we anticipate meaningful progress on our commercial and cost-out initiatives and expect to deliver $3.5 - $3.7B of adjusted EBITDA for the full year and $740-760 million in the fir…”
“We are accelerating actions and remain fully committed to executing our transformation plan — delivering commercial excellence, securing an advantaged cost position, and building a differentiated, su…”
“Overall, we have exceeded our expectations on commercial actions and are on target to achieve cost-out actions before the end of year.””
“We remain focused on building an advantaged cost position, delivering a superior customer experience and strengthening our relative supply position,” Silvernail added.”
“We are accelerating actions and remain fully committed to executing our transformation plan — delivering commercial excellence, securing an advantaged cost position, and building a differentiated, su…”
“We remain focused on securing an advantaged cost position, delivering superior customer experience, and maintaining a high relative supply position as we continue our transformation into a differenti…”
“In this uncertain macroeconomic environment, we are focusing on actions within our control as we accelerate our 80/20 execution to drive commercial excellence and cost out across the company.””
““In North America, we are improving our operational performance, building a structurally lower-cost business and realizing the benefits of prior pricing actions, while continuing to create value for…”
““Looking ahead to the second half of the year, our priorities remain clear: execute with discipline, improve reliability and performance across our network, mitigate rising input costs in a dynamic e…”
““Looking ahead,” Silvernail added, “our priorities are clear: execute with discipline, improve reliability and performance across our network and manage capital with rigor.”