IP International Paper Co.

$IP Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.37 up 186.05% YoY • Reported revenue of $6.2B down -0.40% YoY • International Paper targets fourth-quarter 2026 Packaging Solutions North America operating profit of $460M and Adjusted EBITDA of $700M; full-year 2026 targets are $1.35B and $2.27B, respectively.

🎯 $IP | BULLISH SETUP Materials / Packaging & Containerboard 🐂 ⭐ Setup Quality Grade: A- 📌 Grade Justification: • Profitability: Premier Industrial Packaging Operator ($11.5B+ market cap, ~$18.0B+ annual revenue, strong free cash flow generation & high dividend yield). • Revenue Growth: DS Smith integration synergies & industrial containerboard price realization driving margin expansion into FY27. • Technical Setup: A- Grade Cleanliness (1W multi-year green trendline support retest holding $29.00–$32.77 spot with triple-bottom / inverse H&S base). • Wall St Target: +20%–35%+ Upside ($42.00–$48.00+ consensus price targets). 🏬 Profile: Leading global producer of renewable fiber-based packaging, corrugated boxes, and absorbent pulp solutions.#ip #optionsflow #hovdid

$IP reported earnings before the open today. EPS beat estimates: $0.37 vs. $0.29 expected, according to Stock Meadow. What do you think?

$IP Can International Paper still reach its July $3.20B-$3.40B full-year adjusted EBITDA target now that it guides only North America after a $1.38B EMEA write-down? 🏢 International Paper, the corrugated box maker, posted a Q3 2026 loss from continuing operations of $1.10B ($2.07 a share) on a $1.38B non-cash goodwill write-down of its EMEA unit, about 8% of its $17.68B market value at $33.38 (16:00 ET, Oct 27, 2026) ✂️ Citing the planned EMEA separation and UK regulatory requirements, the company dropped EMEA guidance, so its July 30 $3.20B-$3.40B full-year adjusted EBITDA target gives way to $2.27B-$2.31B for North America alone 📈 On the other side, Q3 adjusted EBITDA of $843M beat the company's own $780M-$830M target, and North America operating profit more than doubled to $427M from $204M in Q2 📅 Next: EMEA Capital Markets Day in London on November 3, 2026, then the 10-Q on or about November 4, 2026 Source: PR Newswire release, Oct 28 + SEC 8-K, Jul 30

$IP reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: IP has beaten EPS estimates in 3 of its last 8 reports. Analysts expect EPS of $0.29. What are you watching for?

$IP Hate to take that potential 1 billion hit on a possible spinoff sale, but I think the geographic market focus will pay off in the end.

$IP International Paper confirmed today it is in early talks with potential bidders for its EMEA packaging business after unsolicited approaches, running a possible sale alongside the planned spinoff. FT reported Lone Star and Atlas Holdings are exploring bids valuing the unit at less than 6 billion dollars. That business is largely DS Smith, which IP bought for 7.2 billion dollars. Stock was the top performer in the S&P 500 Thursday, up about 7 percent. Truist argued a sale would give IP cash to delever and fund its North America upgrades, and the standalone business could re-rate.

$IP IP is jumping, near 34.34, up about 7.65 percent, on reports that private equity firms Lone Star and Atlas Holdings are preparing separate offers for its European packaging business. For context, International Paper said in January that it planned to separate that business, built around the DS Smith deal it completed in 2025, into its own public company. The stock fell hard on that news, so a sale would be a different path. I couldn't find the underlying report, so I'd treat the details as unconfirmed until IP or the bidders say something. Preparing offers also isn't the same as making one, and nothing I've seen says IP would accept. If a buyer does step up, the value of the European unit versus the spinoff plan becomes the key question. Follow me for more on this one.