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The Zacks Paper and Related Products industry is set to benefit from increased packaging needs, driven by rising e-commerce activities. Sustained demand from consumer-oriented sectors, such as food, beverages, and healthcare, lends further support. The industry's growth is propelled by the escalating consumer inclination toward paper as an environmentally friendly packaging choice amid rising environmental awareness. Key players, such as Suzano (SUZ) , International Paper (IP) , Klabin (KLBAY) and Sappi (SP ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended 12/31/2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from - to - Commission File No. 1-3157 INTERNATIONAL PAPER COMPANY (Exact name of registrant as specified in its charter) New York 13-0872805 (State or other jurisdiction of incorporatio ...

Fourth Quarter & Full-Year 2023 Earnings Forward-Looking Statements Certain statements in this presentation that are not historical in nature may be considered “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by the use of forward-looking or conditional words such as “expects,” “anticipates,” “believes,” “estimates,” “could,” “should,” “can,” “forecast,” “intend,” “look,” “may,” “will, “remain,” “confident,” ...

财务数据和关键指标变化 - 2023年全年收入和利润较上年有所下降,主要受到需求下降、销售价格下降和成本上涨的影响 [18][19] - 第四季度营业利润为每股0.41美元,较上一季度的0.64美元有所下降 [22] 各条业务线数据和关键指标变化 工业包装业务 - 销售价格和产品组合因指数变动和出口价格下降而有所下降,但被商业举措带来的利润改善所抵消 [26] - 销量有所增加,得益于箱板需求的改善 [27] - 运营成本有所上升,主要由于第三季度的一次性利好因素在第四季度未能重复 [27] 全球纤维素纤维业务 - 销售价格和产品组合因指数变动而有所下降,但被高档和特种浆粕销量增加所抵消 [37] - 销量相对平稳,公司正在减少大宗商品浆粕的销售 [37] - 运营成本有所上升,主要由于第三季度的一次性利好因素在第四季度未能重复 [37] 各个市场数据和关键指标变化 北美箱板市场 - 电商需求保持强劲,2023年同比增长约30% [30] - 食品和饮料行业相对稳定,其中新鲜食品表现良好 [32] - 耐用品和非耐用消费品行业受压,预计2024年将有所改善 [33] - 预计2024年行业箱板需求将增长约3% [34] 浆粕出口市场 - 纸浆需求在第四季度持续改善,各地区库存已基本正常化 [39] - 工业行业在欧洲和亚洲仍然疲软,但预计随着经济改善将会复苏 [39] 公司战略和发展方向 工业包装业务 - 公司正在实施以提高利润和产品组合为目标的新的营销策略,包括投资提升服务能力和生产效率 [51][52][53][54] - 短期内可能会在销量增长上落后于行业,但长期将与市场同步增长,并提高盈利能力 [54] 全球纤维素纤维业务 - 公司正在优化业务结构,减少大宗商品浆粕的敞口,集中发展高附加值的特种浆粕 [56][57][58][59] - 已采取措施优化产能布局和降低固定成本,预计将带来约9000万美元的EBITDA改善 [60] 管理层对经营环境和未来前景的评论 - 公司有信心在2024年继续推进改善措施,预计需求环境将持续改善 [40][41][70] - 第一季度可能是2024年的业绩低点,受到季节性因素和去年冬季风暴影响 [44] - 公司有信心通过商业和运营举措在2024年实现超过4亿美元的收益改善 [42] 问答环节重要的提问和回答 问题1 **Philip Ng 提问** 询问公司是否可以提供不包括价格变动影响的2024年EBITDA和自由现金流的范围预测 [99][100] **Timothy Nicholls 回答** 公司目前选择不提供全年业绩预测,将继续密切关注市场变化,可能在下一季度提供更多信息 [101] 问题2 **Mark Weintraub 提问** 询问公司在重新定位营销策略方面的进展,以及未来是否有望恢复市场份额增长 [102][103][104][105][106][107][108] **William Hamic 回答** 公司正在投资提升产能和服务能力,并调整销售激励机制,预计未来几个季度内将恢复市场份额增长 [109][110][143][144][145] 问题3 **Gabe Hajde 提问** 询问公司是否正在试图摆脱指数定价,以及一季度指导中的68百万美元利润改善是否与此相关 [121][122][123][124][125][126][127][128] **Mark Sutton 回答** 公司一直在与客户评估指数定价机制的适用性,如果认为不再适合,将寻求其他定价方式。但公司不会对具体定价策略做出预测 [124][125][126][127][128]

财务表现 - International Paper Company (IP)2023年第四季度调整后每股收益为41美分，超过了Zacks Consensus Estimate的34美分，增长了21%[1] - 公司在2023年第四季度的营业额为46亿美元，较去年同期下降了10%，未达到Zacks Consensus Estimate的47亿美元[3] - 公司在2023年实现了来自其“Building a Better IP”计划的2.6亿美元收益，超出预期[6] 工业包装部门表现 - 工业包装部门的销售额为38亿美元，较去年同期下降了8%，运营利润同比下降24%至3.15亿美元[7] - 工业包装部门的总体销量为407.4万短吨，较去年同期增长2%，高于预期[12] 全球纤维素部门表现 - 全球纤维素部门的销售额在2023年第四季度同比下降22%，运营亏损为5800万美元[13] 财务状况 - 公司在2023年的长期债务为54.6亿美元，较2022年底的48.2亿美元增加[15] - International Paper在2023财年实现了每股调整后盈利2.16美元，超过了Zacks Consensus Estimate的2.10美元[16]

营收情况 - International Paper (IP) 2023年第四季度营收为46亿美元，同比下降10.4% [1] - 营收低于市场预期1.91%，每股收益超出预期20.59% [2] 业务部门情况 - 公司的净销售额在全球纤维素纤维、工业包装和公司间部门分别为656百万美元、38.4亿美元和1.03亿美元 [5][6][7] - 全球纤维素纤维部门的营运利润为-5800万美元，工业包装部门的营运利润为3.15亿美元 [8][9] 股票表现 - 国际纸业股票过去一个月的回报率为-1.4%，目前具有Zacks排名1（强烈买入），预示着在短期内可能会跑赢整个市场 [10]

International Paper (IP) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 20.59%. A quarter ago, it was expected that this global paper and packaging company would post earnings of $0.59 per share when it actually produced earnings of $0.64, delivering a surprise of 8.47%. Over the la ...

International Paper Company (IP) is scheduled to report fourth-quarter 2023 results, before the opening bell, on Feb 1. Q4 Estimates The Zacks Consensus Estimate for IP’s fourth-quarter sales is pegged at $4.68 billion, suggesting an 8.8% fall from the prior-year quarter’s reported figure. The consensus mark for earnings is pegged at 34 cents per share, indicating a year-over-year slump of 61%. Earnings estimates have remained unchanged in the past 30 days. Q3 Performance In the last reported quarter, Inter ...

Wall Street analysts expect International Paper (IP) to post quarterly earnings of $0.34 per share in its upcoming report, which indicates a year-over-year decline of 60.9%. Revenues are expected to be $4.68 billion, down 8.8% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Ahead of a company's earnings disclosure, it is crucia ...