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Dec 31, 2025
International Paper Q4 2025 Earnings Report
International Paper reported a net loss of $2.384 billion in the fourth quarter of 2025, with net sales of $6.006 billion. The company also announced plans to create two independent public companies.
Key Takeaways
International Paper experienced a significant net loss of $2.384 billion in Q4 2025, primarily due to a $2.47 billion pre-tax non-cash goodwill impairment charge related to its PS EMEA business segment. Despite this, net sales increased to $6.006 billion, and the company announced a strategic plan to separate into two independent public companies.
Net sales for Q4 2025 were $6.006 billion, an increase from $3.922 billion in Q4 2024.
The company reported a net loss of $2.384 billion in Q4 2025, compared to a net loss of $147 million in Q4 2024.
A significant pre-tax non-cash goodwill impairment charge of $2.47 billion was recorded in Q4 2025, primarily impacting the PS EMEA segment.
International Paper announced its intent to form two independent, publicly traded packaging solutions companies in North America and EMEA.
Revenue by Segment
Forward Guidance
For 2026, International Paper anticipates adjusted EBITDA from continuing operations to be between $3.5 billion and $3.7 billion for the full year, and between $740 million and $760 million for the first quarter. These targets are based on above-industry growth but do not reflect future price realization.
Positive Outlook
- Anticipated full-year 2026 adjusted EBITDA of $3.5-$3.7 billion.
- Expected first quarter 2026 adjusted EBITDA of $740-$760 million.
- Meaningful progress expected on commercial and cost-out initiatives.
- Ongoing transformation investments are expected to build momentum.
- Confidence in achieving targets for 2026.
Challenges Ahead
- Future price realization is not reflected in the financial targets.
- Impact of recent winter storm across the US has not yet been fully assessed.
- Special items excluded from target setting are difficult to predict and quantify.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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