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Sep 30, 2023

International Paper Q3 2023 Earnings Report

Reported third quarter 2023 financial results.

Key Takeaways

International Paper's third quarter results met expectations, driven by demand recovery and Building a Better IP initiatives, which exceeded full-year targets. The company focused on cost control and operational reliability but expressed dissatisfaction with absolute results in the challenging macro environment.

Net earnings were $165 million ($0.47 per diluted share); Adjusted operating earnings (non-GAAP) were $224 million ($0.64 per diluted share).

$75 million of earnings achieved from Building a Better IP initiatives, bringing year-to-date to $195 million, exceeding full-year targets.

Cash provided by operations of $468 million, bringing year-to-date to $1.3 billion.

Returned $160 million to shareholders in dividends, bringing year-to-date to $679 million in share repurchases and dividends.

Total Revenue
$4.61B
Previous year: $5.4B
-14.6%
EPS
$0.64
Previous year: $1.01
-36.6%
Gross Profit
$1.27B
Previous year: $1.57B
-19.3%
Cash and Equivalents
$1.15B
Previous year: $511M
+124.9%
Free Cash Flow
$240M
Previous year: $197M
+21.8%
Total Assets
$24B
Previous year: $24.9B
-3.7%

International Paper

International Paper

International Paper Revenue by Segment

Forward Guidance

International Paper is taking actions to structurally reduce fixed costs in its mill system, while optimizing its supply chain and investing in its box capabilities to grow with customers.

Revenue & Expenses

Visualization of income flow from segment revenue to net income