International Paper's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $6,197 million (−0.4% vs a year earlier) |
| Diluted EPS (GAAP) | $-2.07 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.37 |
| Full-year guidance | Stated (no change given) |
Guidance
International Paper targets 2026 Packaging Solutions North America operating profit of $1.3–$1.4 billion and adjusted EBITDA of $2.27–$2.31 billion; EMEA guidance dropped.
Why this label: Only segment targets (Packaging Solutions North America operating profit and EBITDA) with no prior or direction; PS EMEA guidance dropped. No company-wide revenue/EPS guide.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| Packaging Solutions North America business segment operating profit | FY2026 | $1.3–$1.4 billion | not stated |
| Packaging Solutions North America adjusted EBITDA | FY2026 | $2.27–$2.31 billion | not stated |
| Packaging Solutions EMEA financial guidance | FY2026 | no longer provided | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| Packaging Solutions North America business segment operating profit | Q4 2026 | $460–$500 million |
| Packaging Solutions North America adjusted EBITDA | Q4 2026 | $700–$740 million |
From the release
Revenue: "Net Sales · $ · 6,197 · $ · 6,222"
Earnings per share: "Diluted Earnings (Loss) Per Share from Continuing Operations · $ · (2.07) · $ · (0.81)"
Packaging Solutions North America business segment operating profit: "Packaging Solutions North America Business segment operating profit: ◦ Fourth quarter 2026: $460-$500 million ◦ Full-Year 2026: $1.3-$1.4 billion"
Packaging Solutions North America adjusted EBITDA: "Packaging Solutions North America Adjusted EBITDA (non-GAAP): ◦ Fourth quarter 2026: $700-$740 million ◦ Full-Year 2026: $2.27-$2.31 billion"
Packaging Solutions EMEA financial guidance: "the Company is no longer including our existing Packaging Solutions EMEA financial guidance in our guidance framework and does not anticipate providing such guidance in the future"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 loss from continuing operations of $1.10 billion included a $1.38 billion EMEA goodwill impairment.
Source
International Paper earnings release (SEC filing), accession 0000051434-26-000147, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.