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International Paper

IP

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LongbridgeAI

Q2 FY2026 EarningsQ2 FY26 results presented a mixed performance: revenue of $6.00B missed the $6.22B consensus by 3.51%, while GAAP EPS of -$0.02 beat the expected -$0.0362. Gross margin significantly outperformed at 27.65% vs. 25.13% expected, driven by successful pricing realization in Packaging Solutions North America (PS NA) and disciplined cost management. Despite a $12M GAAP net loss, the company reported adjusted operating earnings of $18M, bolstered by a 1.7% increase in daily box shipments. Management anticipates sequentially higher adjusted EBITDA in Q3 FY26, supported by lower maintenance downtime and ongoing pricing momentum.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: International Paper(IP) the Revenue is 6.004 B (-11.28%), Miss estimate;the EBIT is 99 M (-60.87%), Beat estimate;the EPS is -0.02 (-114.3%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
6.00B11.28%
6.22B8.05%
-0.22B3.23%
EBITExceed expectations
0.10B60.87%
0.07B72.22%
+0.03B11.35%
EPSExceed expectations
-0.02114.29%
-0.0362125.82%
+0.016211.53%

Upcoming earnings report - Q3 FY2026

Available dateOct 28, 2026
Estimate Revenue$6.249 B
Estimate EBIT$299.68 M
Estimate EPS$0.2995

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf