Equity Profile

IP

International Paper Company

MaterialsPaper & Plastic Packaging Products & Materials$17.8B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

International Paper Company (IP) is a leading global producer of paper and packaging products. Operating in the materials sector, it plays a crucial role in the supply chain for various industries, including consumer goods and e-commerce, which have seen increased demand in recent years.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, important for assessing overall performance.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IP Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

+170.10%

Avg Stock Reaction

-4.07%

Last Quarter Recap

In Q1 2026, International Paper reported an EPS of $0.15, missing estimates by 14.77%. The stock reacted negatively, dropping 9.41% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for International Paper are cautious given its recent earnings misses and the volatility in the materials sector. Investors are looking for signs of recovery in profitability and revenue growth.

Bull Case

If International Paper can demonstrate improved operational efficiency and better-than-expected demand for its products, it could see a positive market reaction.

Bear Case

Conversely, continued earnings misses or weak guidance could lead to further declines in stock price, as investor confidence wanes.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

Given the company's recent performance, any guidance on EPS will be crucial for assessing future profitability.

How is International Paper addressing operational efficiencies?

Investors will be keen to understand management's strategies to improve margins and overall financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in demand for packaging products driven by e-commerce growth.

Supporting Evidence

Recent trends in consumer spending indicate a shift towards online shopping, which could benefit packaging companies.

Options pricing suggests a significant move, indicating that investors are bracing for potential surprises.

The company's historical performance shows that it can rebound quickly from downturns when market conditions improve.

Key Risk

If the company reports stronger-than-expected demand for its products, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether the company can recover from its recent earnings misses and improve its financial performance.

Bull Confirmed If

A return to profitability with EPS exceeding $0.20 would confirm a positive outlook.

Bear Confirmed If

An EPS below $0.10 would indicate ongoing struggles and confirm bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±15.7%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±15.7% while IP has averaged ±7.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

53.0%

Calls (76K)P/C Ratio: 7.92Puts (109K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If International Paper beats expectations, history suggests the stock could rise by around 4.15%, confirming a recovery narrative.

In-Line / Cautious

If results are in line but cautious, the stock may see muted movement as investors await clearer guidance.

Miss

A miss could lead to a decline of about 9.00%, reinforcing concerns about the company's profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the packaging segment.
2Management's commentary on cost management strategies.
3Insights into supply chain challenges and their impact on operations.
4Guidance on expected EPS for the next quarter.
5Discussion on market conditions and competitive landscape.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, important for assessing overall performance.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IP Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

+170.10%

Avg Stock Reaction

-4.07%

Last Quarter Recap

In Q1 2026, International Paper reported an EPS of $0.15, missing estimates by 14.77%. The stock reacted negatively, dropping 9.41% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If International Paper can demonstrate improved operational efficiency and better-than-expected demand for its products, it could see a positive market reaction.

Bear Case

Conversely, continued earnings misses or weak guidance could lead to further declines in stock price, as investor confidence wanes.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

Given the company's recent performance, any guidance on EPS will be crucial for assessing future profitability.

How is International Paper addressing operational efficiencies?

Investors will be keen to understand management's strategies to improve margins and overall financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in demand for packaging products driven by e-commerce growth.

Supporting Evidence

Recent trends in consumer spending indicate a shift towards online shopping, which could benefit packaging companies.

Options pricing suggests a significant move, indicating that investors are bracing for potential surprises.

The company's historical performance shows that it can rebound quickly from downturns when market conditions improve.

Key Risk

If the company reports stronger-than-expected demand for its products, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether the company can recover from its recent earnings misses and improve its financial performance.

Bull Confirmed If

A return to profitability with EPS exceeding $0.20 would confirm a positive outlook.

Bear Confirmed If

An EPS below $0.10 would indicate ongoing struggles and confirm bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±15.7%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±15.7% while IP has averaged ±7.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

53.0%

Calls (76K)P/C Ratio: 7.92Puts (109K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If International Paper beats expectations, history suggests the stock could rise by around 4.15%, confirming a recovery narrative.

In-Line / Cautious

If results are in line but cautious, the stock may see muted movement as investors await clearer guidance.

Miss

A miss could lead to a decline of about 9.00%, reinforcing concerns about the company's profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the packaging segment.
2Management's commentary on cost management strategies.
3Insights into supply chain challenges and their impact on operations.
4Guidance on expected EPS for the next quarter.
5Discussion on market conditions and competitive landscape.