Company Dossier · Materials
International Paper
- S&P 500
- Russell 1000
What International Paper is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $24.2 billion, up 35% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.49 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $2.16 billion, up 77% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.07 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.41 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.75 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 27, 2026): 2 risk factors added, 4 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.2 million on the open market.SEC Form 4
- 859 institutional managers reported a position at June 30, 2026 (+21 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 8 (3 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 13 — latest EPA enforcement case, Sep 21, 2026 →
Company Posture
How Company Posture is measured →What International Paper is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending89th pct
- Debt raised—
- Buybacks vs capex92nd pct
- Hiring filings82nd pct
- Deals and private raises81st pct
- Patent publications5th pct
Confident ↔ Hedging
Mixed
- Call sentiment46th pct
- Call confidence57th pct
- Guidance changes7th pct
- Risk factors added35th pct
- Insider open-market trades71st pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver64th pct
- Stress filings48th pct
Credit
How these are built →International Paper's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$9.2B
- Due within a year $1.0B
- Longer term $8.2B
- Default point $5.1B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (GCF US HOLDINGS, LLC)third_quarter 2026 · $0.1 million
- Oct 13, 2026LobbyingLobbying report (INTERNATIONAL PAPER)third_quarter 2026 · $0.6 million
- Sep 21, 2026Risk event
- Jul 24, 2026Risk event
- Jul 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)second_quarter 2026 · $0.1 million
- Jul 17, 20268-KDirector or officer changeItem 5.02
- Jul 14, 2026LobbyingLobbying report (INTERNATIONAL PAPER)second_quarter 2026 · $0.3 million
- May 21, 2026Risk event
- May 11, 20268-KShareholder vote resultsItem 5.07
- May 7, 2026Risk event
- May 6, 2026Risk event
- Apr 28, 2026Risk event
- Apr 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)first_quarter 2026 · $0.1 million
- Apr 20, 2026Risk event
- Apr 15, 2026LobbyingLobbying report (INTERNATIONAL PAPER)first_quarter 2026 · $0.4 million
- Apr 13, 2026Trademark
- Apr 13, 2026Trademark
- Apr 13, 2026Trademark
- Mar 24, 2026Trademark
- Mar 13, 2026Risk event
- Mar 2, 2026Risk event
- Feb 27, 202610-KAnnual report (10-K)2 risk factors added, 4 removed
- Feb 17, 2026Patent
- Feb 12, 2026Trademark
- Jan 28, 2026Risk event
- Jan 23, 20268-KAcquisition or sale completedItem 2.01
- Jan 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)fourth_quarter 2025 · $0.1 million
- Dec 23, 2025PatentPatent granted: CONTAINER FOR REPEATED USESUS 12503272
- Sep 23, 2025Patent
- Aug 21, 20258-KExit or restructuring costsItem 2.05
- Aug 21, 20258-KMaterial impairmentItem 2.06
- Aug 21, 20258-KMaterial agreement signedItem 1.01
- Aug 21, 20258-KExit or restructuring costsItem 2.05
- Aug 21, 20258-KMaterial impairmentItem 2.06
- Aug 21, 20258-KDirector or officer changeItem 5.02
- Aug 19, 2025Patent
- Jul 22, 2025Patent
- May 14, 20258-KDirector or officer changeItem 5.02
- May 14, 20258-KShareholder vote resultsItem 5.07
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Amcor AMCR | $23.5B | $1.2B | Jun 30, 2026 |
| Smurfit Westrock SW | $31.3B | $1.0B | Jun 30, 2026 |
| Packaging Corporation of America PKG | $9.5B | $0.7B | Jun 30, 2026 |
| Avery Dennison AVY | $9.3B | $1.1B | Jun 30, 2026 |
| Sonoco SON | $7.5B | $0.2B | Mar 29, 2026 |
| Sherwin-Williams SHW | $24.4B | $3.2B | Jun 30, 2026 |
| Freeport-McMoRan FCX | $25.3B | $1.8B | Jun 30, 2026 |
| Newmont NEM | $25.8B | $9.7B | Jun 30, 2026 |