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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
International Paper Company (IP) investor relations material
International Paper Company Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Strategic transformation and business overview
Transitioning to a pure sustainable packaging company after divesting the global cellulose fiber business, aiming for $24 billion in packaging revenue and leading market share in North America and Europe.
Aggressively shifting from a production-focused to a customer-driven organization using 80/20 and lean principles, resulting in a 40% EBITDA increase in North America despite market headwinds.
Major restructuring includes removing 3 million tons of capacity, closing over 10% of boxplants, and increasing capital investment in strategic assets by 50%, with continued reinvestment planned for two more years.
Decentralized corporate structure, reducing Memphis headcount from 2,700 to under 400, with a focus on customer engagement and cost efficiency.
Europe faces tougher market conditions due to economic weakness, tariffs, and war impacts, but is undergoing similar restructuring and decentralization, with announced closures and ongoing consultations.
Financial targets and operational outlook
Targeting $5 billion EBITDA by 2027, down from previous $5.5–$6 billion guidance due to $500 million+ profit headwinds in 2023; expects $600 million in cost and productivity benefits rolling into next year.
Plans to remove about $1.1 billion in costs by 2027, split roughly 60-40 between the U.S. and Europe, with additional gains from pricing and organic growth.
U.S. market expected to remain flat in volume next year, with the company aiming to outpace market growth by a few points; Europe expected to grow 1–2%.
$60 million in stranded costs from divestitures to be eliminated over the next year through transition agreements.
No 2026 guidance provided yet, with further details expected after Q4 results.
Market conditions and competitive positioning
North America has seen market share gains after years of decline, driven by improved customer service, innovation, and targeted investments.
U.S. market faces headwinds from tariffs, housing slowdown, and industrial recession, but these are seen as future tailwinds.
Europe is challenged by overcapacity, weak demand, and slow cost reduction due to structural factors, but the company maintains strong competitive positioning and expects a 50% ROI on restructuring.
Asset quality in European boxplants is generally strong, but mills are less advantaged than in the U.S.; focus is on improving integration and cost position.
AI adoption is accelerating across operations, with expectations for steady productivity gains rather than dramatic step changes.
Europe cost reduction strategy given market structure
Sustain North America EBITDA growth
Robustness of 2027 EBITDA target assumptions?
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Next International Paper Company earnings date
Citigroup 2025 Basic Materials Conference3 Dec, 2025
Next International Paper Company earnings date
Citigroup 2025 Basic Materials Conference3 Dec, 2025
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Frequently asked questions
International Packaging and Paper
International Paper is an American company with multinational operations that’s active in the production of paper and associated products. The company provides a range of products that include printing paper, packaging solutions for different industries, and cellulose fibers. It also manages numerous mills and production facilities worldwide. International Paper is headquartered in Corinth, New York, and its shares are listed on the NYSE.
A Merger Between 18 Mills
International Paper was formed in 1898 through the merger of 18 pulp and paper mills in the northeastern United States. Its early focus was on producing newsprint, with the company growing rapidly through acquisitions, expansions, and by supplying local industry with paper of various kinds. While the company still produces paper and various other related products, the advent of digital media has meant that International Paper has increased its focus on packaging products to better adapt to the time. Today, the company's primary operations encompass three core segments: Industrial Packaging, Global Cellulose Fibers, and Printing Papers.
Industrial Packaging, Global Cellulose Fibers, and Printing Papers
Industrial Packaging: This segment manufactures container boards, which are the raw materials for corrugated boxes – an essential component in packaging and shipping. The company also offers packaging solutions and services, catering to a wide range of industries, from food and beverage to industrial products.
Global Cellulose Fibers: In this segment, International Paper produces fluff, market, and specialty pulps. These materials are critical in the manufacture of products like diapers, tissue, and other personal hygiene products that are in constant demand globally.
Printing Papers: This segment involves the production of printing and writing papers used in both commercial and consumer settings. Products include high-quality papers used in office environments, commercial printing, and retail applications. As previously mentioned, the digital era has impacted the demand for traditional printing paper, this segment continues to be a significant part of International Paper’s portfolio.
Competitors
While International Paper is one of the largest companies in its niche in the world, they’re far from being the only publicly listed company with a focus on paper and packaging. Some publicly listed peers are WestRock Company, Smurfit Kappa Group, and Packaging Corporation of America.
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