North America volumes - Higher sales volumes in North America driven by domestic business growth, seasonal improvement, and an additional shipping day
EMEA weakness - Lower sales volumes in EMEA due to soft market conditions, geopolitical uncertainty, and weak consumer sentiment
Cost actions and input costs - Cost-out actions and lower energy input costs in EMEA partially offset by higher recovered fiber costs and delayed box pricing
Key details and analyst coverage
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$6.004 bln
$6.18 bln (8 Analysts)
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the paper packaging peer group is "buy"
Wall Street's median 12-month price target for International Paper Co is $42.00, about 1.5% below its July 29 closing price of $42.64
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 18 three months ago
Outlook for Q3 and full-year 2026
International Paper expects Q3 adjusted EBITDA from cont ops of $780-$830 mln, including $85 mln negative impact from Pine Hill mill closure
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