International Paper (IP) Earnings Call Transcript

Image source: The Motley Fool.

Thursday, January 29, 2026 astatine 10 a.m. ET

• Chairman & Chief Executive Officer — Andrew K. Silvernail

• Chief Financial Officer — Lance T. Loeffler

• CEO, EMEA Packaging Business — Tim Nichols

We volition statesman by walking done the separation announcement for the EMEA packaging business. Then we volition sermon our 2025 afloat twelvemonth and 4th fourth results followed by our outlook for Packaging Solutions North America and Packaging Solutions EMEA. We volition adjacent retired the telephone with Q&A. So present fto maine crook the telephone implicit to Andrew K. Silvernail, who volition commencement connected descent four.

Andrew K. Silvernail: Thanks, Mandi. Good morning, bully afternoon, everybody. Thank you for joining america to sermon the adjacent steps successful our translation journey. Today, I'm excited to denote our program to make 2 publically traded scaled determination packaging solution leaders successful North America and EMEA. I admit that this enactment is understandably a astonishment to astir of you. But during this call, I'll locomotion you done wherefore this is the close measurement to accelerate worth instauration for some businesses. My nonsubjective contiguous is to reply a fewer captious questions. What, why, and wherefore now?

We look guardant to helping you recognize however this swift decisive enactment is simply a continuation of our 8020 focused strategy and accelerant toward our ambitions and supports our eventual objective, which, arsenic always, is to maximize semipermanent worth for our shareholders. But first, turning to Slide five. I privation to anchor you successful our halfway strategy and however we operationalize it done our 8020 show system. While our portfolio is changing, the halfway strategical principles and the operating exemplary are not. 8020 is the operator for our transformation. The lens we usage to find wherever to play and however to win, and it guides america connected however we run each day.

The 4 elements of 8020 are simplify, segment, resource, and grow, and they guarantee that resources are focused connected the highest worth areas crossed geographies, customers, and products. The 8020 methodology is besides however we thrust sustainable worth instauration done our virtuous rhythm arsenic we physique an advantaged outgo presumption and a precocious comparative proviso presumption each delivered for world-class lawsuit experience. I'm present connected descent six. The acquisition of DS Smith strengthened our determination footprint and positions some businesses successful North America and EMEA to beforehand our virtuous cycle. Through the exertion of 8020, we person made important advancement connected gathering an enhanced outgo position.