IP

International Paper Company

IP · International Paper Company · Materials

Up next day
5/12
42%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±1.7%
typical swing on earnings
Price when beating
0.0%
avg over 6 beats
Biggest single move
-5.4%
'26.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 3 of 6 beats (50%)
Reaction is erratic and hard to predict
Avg 0.0% on a beat, -1.1% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Materials sector avg (34 peers)
This
-0.6%
Sector
-0.1%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
3xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 28Before open
'26.9 expectedEst. EPS $0.32
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
-5.4%
After 5 days -6.1%
vs Consensus$-0.04$0.04+205.4% beat
Beat by +205.4% but stock -5.4%
EPS
$0.04
YoY -80%
Revenue
$6.0B
YoY -11%
Next-Q guidance
N/A
Price around earnings
vs market -6.1%p+30% run-up before

Earnings trend · last 12 quarters

EPS$0.04YoY -80%
'23.9'26.6
Revenue$6.0BYoY -11%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
5x42%
Met expectations
good · up ↑
0x
Disappointment
weak · down ↓
6x50%
Good earnings ignored
good · down ↓
1x8%
← Weak earningsStrong earnings →

Weak earnings, price down — reacts honestly to earnings · 6 of 12q (50%)

Community · IP

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