International Paper announced the progress on its Vision 2030 sustainability targets and published reporting against the Sustainability Accounting Standards Board (SASB) disclosures and Task Force on Climate-related Financial Disclosures (TCFD) recommendations. MEMPHIS, Tenn., May 16, 2024 /PRNewswire/ -- International Paper released its 2023 Sustainability Report, which illustrates the progress made on our Vision 2030 goals and outlines our commitment to building a better future for people, the planet and ...

Could IP go from buyer to target? Brazilian paper giant Suzano (SUZ -11.45%) has reportedly approached U.S. rival International Paper (IP 5.62%) about an all-cash $15 billion takeover. Shares of IP jumped 11.9% higher when the report surfaced, only to fall back to up 5% in the final hour of trading on Tuesday. Could International Paper go from buyer to seller? There's been a wave of consolidation in the paper and packaging industry. Last year, Smurfit Kappa Group agreed to acquire WestRock for $11.2 billion ...

NEW YORK, May 03, 2024 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating potential claims related to the below-listed proposed mergers. Kuehn Law may seek additional disclosures or other relief on behalf of the shareholders of these companies. Kuehn Law is investigating whether the Boards of the below companies 1) acted to maximize shareholder value, 2) failed to disclose material information, and 3) conducted a fair process: International Paper Company (NYSE:IP) click ...

A downtrend has been apparent in International Paper (IP) lately with too much selling pressure. The stock has declined 13.3% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround. How to Determine if a Stock is Oversold We use Relative Strength Index (RSI), one of the most commonly used technical indicat ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to _________________________________________ Commission File Number 001-03157 INTERNATIONAL PAPER COMPANY (Exact name of registrant as specified in its ch ...

财务数据和关键指标变化 - 第一季度收益与预期基本一致,代表了一个低谷,主要受到季节性销量低、OCC成本上升以及2023年销售价格指数下降的影响 [7][13] - 第一季度自由现金流为1.44亿美元,去年同期包括了1.93亿美元的最终IRS结算 [14] - 预计未来几个季度收益将大幅改善,受益于市场趋势向好和商业及成本改善举措 [14] 各条业务线数据和关键指标变化 工业包装 - 价格和产品组合改善带来约1.1亿美元的收益增加,主要得益于包装业务的"Go-to-Market"策略 [19][20] - 销量下降,主要受季节性因素和1月份冰冻天气的影响 [21][22] - 运营和成本上升,包括1月份冰冻天气和3月墨西哥Ixtac工厂火灾的影响 [23] - 预计第二季度价格和产品组合将进一步改善,销量也将增加 [31][32] 全球纤维素纤维 - 价格和产品组合改善,得益于优化策略和减少大宗商品级产品 [28][29] - 销量相对平稳,吸收浆的需求增加抵消了大宗商品级产品销量下降 [28] - 运营和成本上升,受1月份冰冻天气和通胀影响 [29] - 预计第二季度价格和产品组合将进一步改善,运营和成本也将有所好转 [34][35] 各个市场数据和关键指标变化 - 电商需求保持强劲,同比增长中个位数 [24] - 食品和饮料市场总体稳定,其中新鲜食品和外食渠道表现良好,加工食品有所改善 [24][25][26] - 蔬菜市场受西部地区降雨影响而有所下滑,但预计第二季度将恢复 [26] - 蛋白质市场正在改善,家禽仍是消费者的首选 [26] - 饮料市场受到消费者预算意识增强的拖累 [26] - 预计2024年行业箱需求将增长2%-3% [27] 公司战略和发展方向及行业竞争 - 包装业务"Go-to-Market"策略聚焦提升利润率和产品组合,已带来显著收益 [37][38][39] - 全球纤维素纤维业务通过优化策略,将资源集中在最有吸引力的客户和细分市场 [39] - 公司还通过优化生产系统实现了3.4亿美元的固定成本节约 [39] - 这些战略举措聚焦于提升利润率和推动有利可图的增长 [39] 管理层对经营环境和未来前景的评论 - 公司看到需求复苏的积极迹象,销售价格指数在整个组合中有所改善 [6] - 预计未来几个季度收益将大幅改善,受益于市场趋势向好和商业及成本改善举措 [14] - 对于行业箱需求,预计2024年将增长2%-3% [27] - 公司有信心通过执行商业和成本改善策略来提升利润率和推动有利可图的增长 [37][38][39] 问答环节重要的提问和回答 问题1 **Matthew McKellar提问** 询问包装业务"Go-to-Market"策略带来的收益与预期的差异 [47][48] **Thomas Hamic回答** 在本地客户层面超出预期,主要得益于商业团队的投入和执行,获得了更好的价格 [49][50] 问题2 **Mark Weintraub提问** 询问第二季度运营和成本大幅上升的原因 [55][56] **James P. Royalty和Thomas Hamic回答** 主要是应对需求复苏而增加的维护支出,以及通胀带来的成本上升,包括劳动力、材料、维修服务等 [57][58][59][60][61] 问题3 **Gabe Hajde提问** 询问维护支出的变化情况及其对应的投资回报 [96][97][98] **Mark Sutton、James P. Royalty和Thomas Hamic回答** 维护支出受到40%左右的通胀影响,公司正在有针对性地投入以提高可靠性和生产效率,预计能获得良好的投资回报 [98][99][100][101][102]

International Paper Company (IP) reported first-quarter 2024 adjusted earnings of 17 cents per share, missing the Zacks Consensus Estimate of 23 cents by a margin of 26%. The bottom line slumped 68% year over year due to a decline in volumes in corrugated packaging, as well as lower prices in both Industrial Packaging and Global Cellulose Fibers segments. Including one-time items, the company posted earnings per share of 16 cents from continuing operations in first-quarter 2024 compared with 49 cents in the ...

业绩总结 - 第一季度2024年销售额为46亿美元，较去年同期持平[8] - 第一季度2024年调整后的营业利润为1.47亿美元，较上一季度下降了1.21亿美元[8] - 第一季度2024年调整后的每股营业利润为0.17美元，较上一季度下降了0.24美元[8] - 第一季度2024年调整后的营业利润为4.2亿美元，较上一季度下降了1.15亿美元[8] - 第一季度2024年调整后的营业利润率为9.1%，较上一季度下降了2.5个百分点[8] - 第一季度2024年自由现金流为1.44亿美元，较上一季度下降了4.3亿美元[8] 用户数据 - 北美瓦楞纸包装部门的客户细分中，电子商务、运输和分销行业需求强劲，食品和饮料行业趋势向好，耐用品和非耐用品行业需求较软但有改善迹象[11] - 预计2024年行业纸箱需求增长约2%至3%[11] 未来展望 - 公司预计在2024年实现正向动量，市场增长预计为2%至3%，并将继续专注于提高利润和混合优势[28] 新产品和新技术研发 - 工业包装部门的第二季度盈利前景受益于价格和混合优势，预计将有稳定的销量和较低的固定成本[13] 市场扩张和并购 - 公司战略重点在于提高利润率和实现可持续增长，工业包装部门将优化战略以提高价值，全球纤维素纤维部门将专注于创新和成本结构优化[14] 负面信息 - 公司在2024年第一季度特殊项目税前亏损为3亿美元[31] - 公司在2024年第一季度特殊项目税后亏损为14亿美元，每股亏损0.04美元[32]

Exhibit 99.1 News Release International Paper Reports First Quarter 2024 Results MEMPHIS, Tenn. – April 25, 2024 – International Paper (NYSE: IP) today reported first quarter 2024 financial results. FIRST QUARTER 2024 HIGHLIGHTS • First quarter net earnings of $56 million ($0.16 per diluted share) • First quarter adjusted operating earnings (non-GAAP) of $61 million ($0.17 per diluted share) • First quarter results negatively impacted by approximately $52 million (pre-tax) due to January freeze and Ixtac, M ...

第一季度业绩预期 - International Paper Company (IP) 将于2024年4月25日开盘前公布第一季度业绩[1] - IP第一季度销售预期为44.5亿美元，较去年同期下降11.4%，每股盈利预期为22美分，同比下降58.5%[2] - IP预计2024年第一季度盈利将下降，受季节性低销量、低价格、高成本和一月冬季冻结的不利影响（预计影响为4000万美元）[5] 工业包装部门预测 - 工业包装部门的销量预计将在2024年第一季度下降3.5%，其中瓦楞纸板销量预计将下降7.5%，而纸板销量预计将增长9.4%[8] - 工业包装部门的营收预计将在第一季度下降10.3%，达到36.6亿美元，主要受到销量和价格下降的影响[10] 收购计划 - IP已宣布将收购DS Smith，以加强其在欧洲瓦楞纸板包装业务，并提高可持续包装的优先级，预计将在收购第一年对IP的盈利产生增值，并在第四年末每年至少提供5.14亿美元的税前现金协同效益[15] 股价表现 - IP股价过去一年下跌了2.8%，而行业增长了29.6%[17]