Judge denies motion to dismiss containerboard price-fixing lawsuit against International Paper Company. Proceeding price-fixing lawsuit creates risk of financial penalties and operational scrutiny for International Paper Company.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | 2 | — | 1 | — | 1 | — | — | — | — |
| Sell | — | 1 | — | — | — | — | — | — | — | — | 2 | — |
| total | individual payouts | |
|---|---|---|
| 2028 | ‡‡‡‡ |
|
| 2027 | ‡‡‡‡‡ |
|
| 2026 | 1.80 |
—
—
—
|
| 2025 | 1.85 |
—
—
—
—
|
| 2024 | 1.85 |
—
—
—
—
|
| 2023 | 1.85 |
—
—
—
—
|
| 2022 | 1.85 |
—
—
—
—
|
| 2021 | 1.92 |
—
—
—
—
|
| 2020 | 1.94 |
—
—
—
—
|
| 2019 | 1.91 |
—
—
—
—
|
| 2018 | 1.82 |
—
—
—
—
|
| 2017 | 1.76 |
—
—
—
—
|
| 2016 | 1.69 |
—
—
—
—
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 1,113.00 | 1,062.00 | 1,145.00 | 726.00 |
| Receivables | 3,059.00 | 2,402.00 | 3,791.00 | 4,253.00 |
| Inventory | 1,889.00 | 1,486.00 | 2,012.00 | 1,961.00 |
| Other | 547.00 | 1,474.00 | 3,158.00 | 1,304.00 |
| 6,608.00 | 6,424.00 | 10,106.00 | 8,244.00 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 2,442.00 | 2,110.00 | 3,902.00 | 4,128.00 |
| ST’ Debt | — | — | — | — |
| Other | 982.00 | 344.00 | 502.00 | — |
| 3,959.00 | 4,258.00 | 7,899.00 | 7,506.00 |
| 10y | 5y | 3y | |
| Sales | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | ‡‡‡ | ‡‡‡ | ‡‡‡ |
| Book Value | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 5,971.00 | 6,004.00 | — | — |
—
|
| ’25 | 5,264.00 | 6,142.00 | 6,222.00 | 6,006.00 |
23,634.00
|
| ’24 | 4,619.00 | 4,734.00 | 3,979.00 | 2,503.00 |
15,835.00
|
| ’23 | 5,020.00 | 4,682.00 | 4,613.00 | 1,718.00 |
16,033.00
|
| ’22 | 5,237.00 | 5,389.00 | 5,402.00 | 5,133.00 |
21,161.00
|
| ’21 | 4,593.00 | 4,770.00 | 4,914.00 | 5,086.00 |
19,363.00
|
| ’20 | 5,352.00 | 4,866.00 | 5,123.00 | 2,224.00 |
17,565.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 611.00 | 526.00 | — | — |
—
|
| ’25 | (288.00) | 476.00 | 605.00 | 905.00 |
1,698.00
|
| ’24 | 395.00 | 365.00 | 521.00 | 397.00 |
1,678.00
|
| ’23 | 345.00 | 528.00 | 468.00 | 492.00 |
1,833.00
|
| ’22 | 588.00 | 390.00 | 435.00 | 761.00 |
2,174.00
|
| ’21 | 512.00 | 766.00 | 645.00 | 107.00 |
2,030.00
|
| ’20 | 649.00 | 890.00 | 735.00 | 789.00 |
3,063.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 115.00 | 3.00 | — | — |
—
|
| ’25 | (535.00) | 64.00 | 165.00 | 365.00 |
59.00
|
| ’24 | 145.00 | 170.00 | 310.00 | 223.00 |
848.00
|
| ’23 | 6.00 | 262.00 | 241.00 | 187.00 |
696.00
|
| ’22 | 408.00 | 210.00 | 197.00 | 441.00 |
1,256.00
|
| ’21 | 423.00 | 633.00 | 614.00 | (88.00) |
1,582.00
|
| ’20 | 364.00 | 640.00 | 616.00 | 700.00 |
2,320.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 0.11 | (0.02) | — | — |
—
|
| ’25 | (0.24) | 0.14 | (2.09) | (4.52) |
(6.95)
|
| ’24 | 0.16 | 1.41 | 0.42 | (0.42) |
1.57
|
| ’23 | 0.49 | 0.68 | 0.47 | (0.82) |
0.82
|
| ’22 | 0.95 | 1.38 | 2.64 | (0.90) |
4.10
|
| ’21 | 0.88 | 1.09 | 2.20 | 0.28 |
4.47
|
| ’20 | (0.36) | 0.67 | 0.52 | 0.39 |
1.22
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 30.69 | 29.01 | 32.70 | 35.56 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 50.23 | 41.89 | 60.36 | 60.15 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 39,000 | 39,000 | 37,000 | 62,602 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.54 | 0.41 | 0.43 | 0.38 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 21,161.00 | 16,033.00 | 15,835.00 | 23,634.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 28.44% | 28.20% | 28.03% | 29.61% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,511.00 | 402.00 | 369.00 | (3,368.00) | — | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7.14% | 2.51% | 2.33% | (14.25%) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,504.00 | 288.00 | 557.00 | (3,516.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,040.00 | 1,432.00 | 1,305.00 | 2,882.00 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 58.21 | 46.22 | 45.61 | 46.74 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡ | ‡‡‡‡ | ‡‡‡ | 4.14 | 0.83 | 1.57 | (6.95) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 5.98 | 5.28 | 4.83 | 3.36 | — | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (2.53) | (3.28) | (2.39) | (3.24) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.46 | 2.01 | 2.44 | 0.12 | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 23.38 | 24.08 | 23.54 | 29.32 | — | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 363.50 | 346.90 | 347.20 | 505.70 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8.62 | 44.56 | 33.64 | 0.00 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.61 | 0.79 | 1.18 | 0.84 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.51 | 1.52 | 2.29 | 1.34 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.84 | 1.08 | 1.47 | 1.18 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 14.17 | 24.84 | 27.43 | 472.62 | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,174.00 | 1,833.00 | 1,678.00 | 1,698.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (918.00) | (1,137.00) | (830.00) | (1,639.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,256.00 | 696.00 | 848.00 | 59.00 | — | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,770.00 | 2,649.00 | 2,166.00 | 2,207.00 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 5,726.00 | 5,455.00 | 5,362.00 | 8,839.00 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 4,922.00 | 4,342.00 | 4,300.00 | 7,694.00 | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8,497.00 | 8,355.00 | 8,173.00 | 14,827.00 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 6.12% | 1.22% | 2.42% | (11.57%) | — | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8.86% | 4.32% | 3.53% | 0.56% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 17.11% | 3.42% | 6.74% | (30.57%) | — | — | — |
ROE
|
International Paper (IP), a century-old packaging leader, demonstrates resilience amid e-commerce growth and sustainability trends, but faces cyclical revenue swings—from a 2022 peak of $21.2 billion down to $18.6 billion in 2024—tied to demand volatility and pricing pressures. The transformative $7 billion all-stock acquisition of DS Smith promises scale, $100 million in annual cost savings, and revenue forecasts rebounding to $25.7 billion by 2027, bolstered by insider buys like the CEO’s recent 50,000-share purchase signaling confidence despite short-term integration hurdles.
Profitability remains under pressure, with gross margins dipping to 28%, projected 2025 net losses of $3.5 billion, and free cash flow plunging 95%, though recovery to $1.5 billion net income by 2027 is anticipated alongside ROIC improvement. The balance sheet shows strength with equity up 88% historically, but the deal lifts debt to $8.8 billion and dilutes shares 46%, elevating leverage risks that demand vigilant monitoring for dividend sustainability at 3-4% yields.
Trading at forward P/E of 17x by 2027 with a reasonable 1x P/S, IP offers value for steady income seekers, decoupling stock highs (near $60) from profit dips thanks to its defensive moat. Cautious analysts eye 10% upside potential but flag execution risks; a hold for portfolios, with buys on dips priming 10-20% returns over 2-3 years if synergies deliver—dive deeper for the full risk-reward breakdown.
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