•
Jun 30, 2021

International Paper Q2 2021 Earnings Report

Delivered solid earnings growth and strong cash generation.

Key Takeaways

International Paper reported solid earnings growth and strong cash generation in the second quarter of 2021. The company achieved strong revenue growth while navigating a challenging supply chain and input cost environment. Looking ahead, IP expects demand to remain strong and margins to expand meaningfully.

Second quarter net earnings attributable to International Paper of $432 million ($1.09 per diluted share), compared with $349 million ($0.88 per diluted share) in the first quarter of 2021 and $266 million ($0.67 per diluted share) in the second quarter of 2020

Second quarter adjusted operating earnings (non-GAAP) of $421 million ($1.06 per diluted share) compared with $299 million ($0.76 per diluted share) in the first quarter of 2021 and $305 million ($0.77 per diluted share) in the second quarter of 2020.

Second quarter cash provided by operations of $766 million and year-to-date of $1.3 billion compared with $1.5 billion year-to-date in the same period of 2020

Monetized remaining investment in Graphic Packaging for approximately $400 million

Total Revenue
$5.62B
Previous year: $4.87B
+15.4%
EPS
$1.06
Previous year: $0.77
+37.7%
Gross Profit
$1.37B
Previous year: $1.44B
-4.9%
Cash and Equivalents
$706M
Previous year: $847M
-16.6%
Free Cash Flow
$633M
Previous year: $638M
-0.8%
Total Assets
$31.4B
Previous year: $32.5B
-3.3%

International Paper

International Paper

International Paper Revenue by Segment

Forward Guidance

Looking ahead to the third quarter, we expect demand to remain strong and margins to expand meaningfully as realization of prior price movements outpaces input and transportation costs, and we step down from our highest maintenance outage quarter.