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Sep 30, 2025
International Paper Q3 2025 Earnings Report
International Paper reported a net loss in Q3 2025 due to strategic actions and asset impairments despite sequential improvement in adjusted EBITDA.
Key Takeaways
International Paper posted a net loss of $1.1 billion in Q3 2025, driven by charges including accelerated depreciation and restructuring costs. Despite this, adjusted EBITDA improved sequentially as the company progressed with its transformation strategy.
Q3 2025 net sales totaled $6.22 billion, up from $3.98 billion in Q3 2024.
Reported net loss of $1.1 billion, including $676 million from discontinued operations.
EPS from continuing operations was $(0.81); adjusted operating EPS was $(0.43).
Free cash flow for the quarter was $150 million, reflecting solid cash generation amid restructuring.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
International Paper reaffirmed its transformation strategy despite short-term losses, aiming for a leaner, more focused global packaging company.
Positive Outlook
- 28% sequential adjusted EBITDA improvement in packaging segments.
- Progress on transformation plan with mill closures and portfolio reshaping.
- Positive momentum in North America with year-over-year box shipment growth in September.
- Strong free cash flow of $150 million amid restructuring.
- Improved adjusted EBITDA to $859 million from $670 million in Q2.
Challenges Ahead
- Net loss of $1.1 billion driven by discontinued operations and impairments.
- $675 million in accelerated depreciation negatively impacted earnings.
- Significant restructuring costs of $342 million weighed on results.
- Discontinued operations led to an after-tax loss of $676 million.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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