IP
International Paper Company38.61
+0.01+0.03%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
20.39BP/E (TTM)
-Basic EPS (TTM)
-1.18Dividend Yield
0.05%Recent Filings
10-Q
8-K
8-K
Antitrust clearance for GCF sale
International Paper cleared a key antitrust hurdle on September 24, 2025, with the FTC granting early termination of the HSR Act waiting period for its planned sale of the Global Cellulose Fibers business to Absorbent Fiber Topco. Signed August 20, 2025, the deal transfers all GCF equity interests to the buyer, pending other regulatory nods and closing conditions. Progress accelerates divestiture. Yet regulatory risks linger until full approvals.
8-K
Mill closures and GCF sale
International Paper committed to closing its Riceboro and Savannah mills on August 20, 2025, slashing containerboard capacity by 1.43 million tons by September's end and cutting 980 jobs. This 80/20 strategy move incurs $158 million in pre-tax cash charges and $570 million in non-cash depreciation, while a $250 million Riverdale mill investment offsets some capacity loss by Q3 2026. Yet the divestiture of its $2.8 billion Global Cellulose Fibers business to AIP for $1.5 billion sharpens focus on packaging. Regulatory hurdles could delay the sale.
8-K
IP sells GCF for $1.5B
International Paper signed a deal on August 20, 2025, to sell its Global Cellulose Fibers business to American Industrial Partners for $1.5 billion, including $190 million in preferred stock, subject to regulatory approvals and expected to close by year-end. This divestiture, part of a packaging focus, triggers a $700-900 million non-cash impairment in Q3 2025 and classifies GCF as discontinued operations. Senior VP Clayton Ellis will depart post-closing. Regulatory hurdles could delay completion.
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