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International Paper 8-K Report, Financial Results (Jul 30, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed July 30, 2026
Period End
July 30, 2026
Securities
IPINPAP
In the record · 2016–202610-K1110-Q328-K153

IP filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 153 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Mar ’18Mar ’18
  2. Material agreement8-K · Mar ’20Mar ’20
  3. Leadership change8-K · Apr ’22Apr ’22
  4. Impairment8-K · Aug ’25Aug ’25

01—Abstract

Summary

Summary of the 8-K filed July 30, 2026. Cited figures are marked; the original filing is the authoritative source.

International Paper Company issued a press release on July 30, 2026 reporting preliminary, unaudited results for the fiscal quarter ended June 30, 2026, furnished under Item 2.02 of this Form 8-K.

Second quarter net sales were $6.00 billiona, compared with $6.14 billion in the second quarter of 2025 and $5.97 billion in the first quarter of 2026. The company reported a loss from continuing operations of $12 million, or $(0.02) per diluted share, versus earnings of $75 million ($0.14) a year earlier. Adjusted EBITDA from continuing operations was $587 million, down from $670 million in the second quarter of 2025 and $677 million in the first quarter of 2026.

Adjusted operating earnings were $18 millionb ($0.04 per share), and free cash flow was $(7) million. By segment, Packaging Solutions North America operating profit was $204 million, compared with $248 million in the first quarter of 2026, with management citing higher planned maintenance outage costs and the Riverdale paper machine conversion, which was completed in the quarter. Packaging Solutions EMEA posted an operating loss of $(80) million, compared with $(51) million in the first quarter, reflecting lower volumes in a soft market and higher planned maintenance costs.

Net special items were an after-tax charge of $42 millionc ($0.08 per diluted share), mainly PS EMEA separation costs. The company also completed the NORPAC mill acquisition in Longview, Washington and the Delmarva corrugated facility acquisition in Dover, Delaware during the quarter. For 2026, International Paper targets full-year adjusted EBITDA from continuing operations of $3.20 to $3.40 billion and third-quarter adjusted EBITDA of $780 to $830 million, which includes an $85 million negative impact from the temporary mill closure in Pine Hill, Alabama.

The company states it intends to file its Form 10-Q on August 6, 2026, which will finalize these preliminary results. Management continues to prepare for the planned separation of its EMEA packaging business.

02—Key points

Key Highlights

  1. Second quarter net sales of $6.00 billion, versus $6.14 billion in the second quarter of 2025 and $5.97 billion in the first quarter of 2026.
  2. Loss from continuing operations of $12 million, or $(0.02) per diluted share, compared with earnings of $75 million ($0.14) in the second quarter of 2025.
  3. Adjusted EBITDA from continuing operations of $587 million, down from $670 million a year earlier; adjusted operating EPS of $0.04 versus $0.18.
  4. Cash provided by operating activities of $526 million and free cash flow of $(7) million in the quarter.
  5. PS EMEA operating loss widened to $(80) million from $(51) million in the first quarter, amid soft demand and higher maintenance costs.
  6. PS North America operating profit fell to $204 million from $248 million in the first quarter, reflecting planned outage costs and the Riverdale machine conversion.
  7. Full-year 2026 adjusted EBITDA target of $3.20 to $3.40 billion; third-quarter target of $780 to $830 million, including an $85 million impact from the Pine Hill, Alabama mill closure.

03—Questions

Frequently Asked Questions

  1. What were International Paper's second-quarter 2026 results?

    The company reported net sales of $6.00 billion, a loss from continuing operations of $12 million ($(0.02) per diluted share), and adjusted EBITDA from continuing operations of $587 million. These results are preliminary and unaudited and will be finalized in the Form 10-Q to be filed August 6, 2026.

  2. What drove the decline in segment profitability?

    In North America, operating profit fell to $204 million from $248 million in the first quarter, due to higher planned maintenance outage costs and Riverdale conversion costs, partly offset by lower input costs. In EMEA, the operating loss widened to $(80) million, reflecting lower sales volumes in a soft market, higher planned maintenance costs and paper prices not yet recovered in box pricing.

  3. What guidance did the company provide for 2026?

    International Paper expects full-year 2026 adjusted EBITDA from continuing operations of $3.20 to $3.40 billion and third-quarter adjusted EBITDA of $780 to $830 million. The third-quarter outlook includes an $85 million negative impact from the temporary mill closure in Pine Hill, Alabama.

  4. What are the net special items affecting the quarter?

    Net special items were an after-tax charge of $42 million ($0.08 per diluted share). The largest component was $43 million in pre-tax PS EMEA separation costs, along with $9 million in severance and other costs and $5 million in NORPAC acquisition transaction costs, partly offset by $11 million in pre-tax net gains on business sales and impairments.

  5. What is the status of the planned EMEA separation?

    The company stated it continued preparing for the separation of its EMEA packaging business as previously communicated, and the filing refers to planned separation of its North America and EMEA operations into two independent public companies. The filing does not provide a completion date for the separation.

04—Continue

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