Workflow
国际纸业(IP)
icon
搜索文档
International Paper Names Tom Hamic To New Leadership Role
Prnewswire· 2024-08-27 05:00
Tom Hamic named Executive Vice President and President of North American Packaging Solutions MEMPHIS, Tenn., Aug. 26, 2024 /PRNewswire/ -- Today, International Paper (NYSE:IP) announced its Board of Directors elected Tom Hamic to a newly created role: Executive Vice President and President of North American Packaging Solutions, reporting to CEO Andy Silvernail. Effective September 1, Hamic will be responsible for leading the company's Container and Containerboard businesses in North America.International Pa ...
NFWF Announces $2.5 Million in Grants to Restore Hardwood Forests and Wetland Habitats in the Lower Mississippi Alluvial Valley
GlobeNewswire News Room· 2024-08-26 22:00
Washington D.C., Aug. 26, 2024 (GLOBE NEWSWIRE) -- The National Fish and Wildlife Foundation (NFWF) today announced $2.5 million in grants to improve, restore and expand important forest and wetland habitats in the Lower Mississippi Alluvial Valley. The grants will generate $2.9 million in matching contributions from grantees for a total conservation impact of $5.4 million. The grants were awarded through the Lower Mississippi Alluvial Valley Restoration Fund (LMAV Fund), a partnership between NFWF and the ...
International Paper (IP) Up 3.8% Since Last Earnings Report: Can It Continue?
ZACKS· 2024-08-24 00:37
It has been about a month since the last earnings report for International Paper (IP) . Shares have added about 3.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is International Paper due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. International Paper Q2 Earnings ...
International Paper Makes Senior Leadership Announcement
Prnewswire· 2024-08-13 21:25
Senior Vice President Tom Plath to leave company at end of yearMEMPHIS, Tenn., Aug. 13, 2024 /PRNewswire/ -- International Paper (NYSE:IP) announced today that Tom Plath, Senior Vice President of Human Resources and Corporate Affairs, will leave the company at the end of the year.During his 33-year career with IP, Plath has served in a number of roles in HR, operations, marketing and general management. He was named an officer in 2013 and was elected senior vice president in 2017. His role was expanded in 2 ...
International Paper CEO to Speak at Jefferies 2024 Industrials Conference
Prnewswire· 2024-08-13 04:15
MEMPHIS, Tenn., Aug. 12, 2024 /PRNewswire/ -- International Paper Chief Executive Officer Andy Silvernail will speak at Jefferies 2024 Industrials Conference on September 4, 2024. The presentation is scheduled to begin at 8:05 a.m. eastern time and will be followed by a question and answer session.All interested parties are invited to listen to the webcast via the company's website by clicking on the Investors tab and going to the Events & Presentations page at https://www.internationalpaper.com/investors/e ...
Why International Paper (IP) Might be Well Poised for a Surge
ZACKS· 2024-07-27 01:21
Investors might want to bet on International Paper (IP) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.Analysts' growing optimism on the earnings prospects of this global paper and packaging company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between ...
International Paper (IP) is a Great Momentum Stock: Should You Buy?
ZACKS· 2024-07-27 01:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
International Paper(IP) - 2024 Q2 - Quarterly Report
2024-07-27 00:12
财务业绩 - 公司第二季度净收益为4.98亿美元,每股摊薄收益为1.41美元[142] - 公司第二季度调整后营业收益为1.93亿美元,每股摊薄收益为0.55美元[142] - 公司第二季度净销售额为47.34亿美元,较上一季度增加2%,较去年同期增加1%[163] - 第二季度销量增加带动净销售额增长[163,176] - 第二季度税前利润为2.06亿美元,较上一季度增加121%,较去年同期减少19%[172,174,175] - 第二季度税前利润增加主要得益于销售价格上涨和销量增加[174] - 第二季度营业成本较上一季度下降2%,较去年同期持平[164] - 第二季度销售及管理费用较上一季度增加27%,较去年同期增加35%,主要是员工福利成本上升[165] - 第二季度税率为-142%,较上一季度下降,主要由于内部法律实体重组产生的税收利益[180,181] - 第二季度自由现金流为3.11亿美元,较去年同期增加17%[157,158,159] - 公司完成了Ilim合资企业的出售[178] - 公司在2024年第二季度的营业收入为37.31亿美元,较2024年第一季度增长3%,较2023年第二季度增长1%[188] - 2024年第二季度的营业利润为2.91亿美元,较2024年第一季度增长35%,较2023年第二季度下降4%[188] - 北美工业包装业务2024年第二季度的销售额为36.28亿美元,较2024年第一季度增长4%,较2023年第二季度增长2%[189] - 北美工业包装业务2024年第二季度的营业利润为2.81亿美元,较2024年第一季度增长46%,较2023年第二季度下降1%[190] - 全球纤维素纤维业务2024年第二季度的销售额为7.17亿美元,较2024年第一季度增长2%,较2023年第二季度增长3%[197] - 全球纤维素纤维业务2024年第二季度的营业利润为3100万美元,较2024年第一季度增长166%,较2023年第二季度增长3%[198] - 公司2024年上半年的经营活动现金流为7.6亿美元,较2023年同期下降13%[199] - 公司2024年上半年的资本支出为4.49亿美元,较2023年同期下降26%[200] 工业包装业务 - 公司工业包装业务价格和产品组合较上一季度有所提高,主要得益于之前指数变动的实现以及出口定价和产品组合的提升[144] - 公司工业包装业务销量较上一季度有所增加,但仍落后于整体包装市场[143] - 公司预计第三季度工业包装业务价格和产品组合将有所改善,但销量和运营成本将有所上升[145,146] 纤维素纤维业务 - 公司全球纤维素纤维业务销量与上一季度持平,吸收浆的需求增加抵消了大宗商品等级销量的下降[144] - 公司预计第三季度全球纤维素纤维业务价格和产品组合将有所改善,但销量和运营成本将有所上升[146] 收购DS Smith - 公司正在推进收购DS Smith的交易,预计将于2024年第四季度完成[147] 非经营性项目 - 公司剔除非经营性养老金费用和特殊项目后的调整后营业收益为非GAAP指标[148,149] - 公司第二季度特殊项目支出主要包括环境修复调整、收购DS Smith相关成本以及内部法律实体重组带来的税收利益[153,154] 财务状况 - 公司2024年6月30日的总债务为5.57亿美元,较2024年3月31日减少8百万美元[201] - 公司维持投资级信用评级对其融资策略很重要,截至2024年6月30日公司的长期信用评级为标普BBB和穆迪Baa2[204] - 预计未来12个月及以后可以通过现有现金余额和经营现金流来满足预计资本支出、偿还现有债务、满足营运资金和股息支付以及回购普通股和/或债务[207] - 公司将继续依靠债务和资本市场来满足大部分不由经营现金流提供的长期资金需求[207] - 2024年和2023年上半年公司分别支付了3.21亿美元和3.22亿美元的普通股股息,每股0.925美元[210] - 公司的养老金计划目前已完全资助,未来12个月内无需进行现金缴纳[210] - 2015年公司对木材抵押融资结构进行了重组,2022年9月与国税局达成和解,支付了2.52亿美元联邦所得税和5800万美元利息[211] 其他 - 公司没有对关键会计政策和重大会计估计进行任何变更[212,213,214] - 公司提醒投资者关注一些可能影响未来业绩的风险因素,如并购整合、气候变化、原材料成本上涨、汇率波动等[215,216]
International Paper (IP) Q2 Earnings Beat, Dip Y/Y on Low Prices
ZACKS· 2024-07-25 02:16
International Paper Company (IP) reported second-quarter 2024 adjusted earnings of 55 cents per share, which surpassed the Zacks Consensus Estimate of 40 cents by 38%. The bottom line declined 7% year over year due to lower year-over-year prices in both the Industrial Packaging and Global Cellulose Fibers segments.Including one-time items, such as an environmental remediation adjustment, combination costs related to the acquisition of DS Smith (DITHF) , strategic advisory fees and a tax benefit resulting fr ...
International Paper(IP) - 2024 Q2 - Earnings Call Presentation
2024-07-25 01:42
业绩总结 - 2024年第二季度销售额为47亿美元,与2023年第二季度持平[23] - 调整后的EBIT为3亿美元,较2023年第二季度的3.26亿美元下降[23] - 调整后的每股收益为0.55美元,较2023年第二季度的0.59美元下降[23] - 调整后的EBITDA为5.61亿美元,较2023年第二季度的5.70亿美元下降[23] - 调整后的EBITDA利润率为11.9%,较2023年第二季度的12.2%下降[23] - 自由现金流为1.67亿美元,较2023年第二季度的2.61亿美元下降[23] - 2024年第二季度的箱子出货量同比下降7.2%[27] - 由于价格指数上涨,第二季度的价格/混合收入增加了4500万美元[27] - 北美地区第二季度销售额为3628百万美元,较第一季度的3486百万美元增长了4.1%[47] 未来展望 - 预计2024年第三季度收益将因销量下降和成本上升而降低[25] - 预计2024年行业纸箱需求增长约1%至2%[45] - 2024财年的公司费用预计在7000万至8000万美元之间[30] - 2024财年的利息费用预计约为2.2亿美元[30] - 2024财年的运营税率预期在20%至22%之间[30] 成本与支出 - 第二季度2024年全球输入成本较第一季度减少200万美元,影响每股收益为0.00美元[73] - 木材成本下降1%,废纸箱(OCC)上涨11%,天然气成本下降19%,电力成本下降2%,化学复合材料上涨1%[73] - 2023年与工厂关闭和机器停机相关的费用为4.22亿美元[92] - 2023年的资本支出为11亿美元[62] - 2023年公司向股东返还了8.39亿美元[62] 其他信息 - 公司在可靠性方面的支出有所增加[24] - 第三季度工业包装的维护停机费用增加了4400万美元[30] - 全球纤维素业务在第二季度的营业利润为310万美元,较第一季度的亏损4700万美元有所改善[54] - 调整后的EBITDA比率使用穆迪的方法计算,调整后的债务包括资产负债表债务、经营租赁/递延税负债和债务发行费用[94] - 自由现金流为非GAAP财务指标,等于经营活动提供的现金减去资本项目投资的现金[93] - 调整后的每股收益(EPS)为非GAAP财务指标,基于调整后的经营收益计算[88] - 调整后的EBIT为业务部门经营利润,定义为持续经营的收益(损失)[89] - 2024年预计的有效所得税率未提供GAAP指标的对比,因为无法量化某些必要的金额[84] - 公司无法提供中期EBITDA目标的GAAP对比,因为该目标是公司长期目标的综合体[85]