International Paper Company Earnings Recaps
Q3 2025
Oct 31, 2025
International Paper reported robust growth in adjusted EBITDA, achieving a 40% increase year-to-date despite challenging macro conditions, underscoring the effectiveness of its ongoing transformation strategy.
Key takeaways
- Adjusted EBITDA increased by 40% year-to-date compared to 2024, with a margin expansion of 370 basis points.
- The company is streamlining operations by closing mills and exiting non-core businesses, transitioning exclusively to sustainable packaging solutions.
- North America showed significant gains with a 28% sequential growth in Packaging Solutions EBITDA, despite a revised forecast of flat industry box shipments.
- A focus on customer experience and the rollout of the 80/20 Lighthouse model are driving operational efficiencies and market share gains in North America.
- The completion of the GCF sale and further cost-cutting measures are expected to enhance financial performance into 2026.