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International Paper IP Packaging Solutions EMEA Segment — Impairment of goodwill

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Other financials

Income statement

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Revenue$6.0B-2.2%
Gross profit$1.7B-3.5%
Net income-$12.0M-116%
EPS (diluted)-$0.02-114%

Balance sheet

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Cash & equivalents$726.0M-36.0%
Total debt$10.0B-7.1%
Total equity$14.5B-22.4%
Total assets$36.5B-13.8%

Cash flow

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Operating cash flow$526.0M+10.5%
CapEx$533.0M+26.3%
Free cash flow$94.0M+115%

Valuation

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Market cap$22.37B-8.5%
Enterprise value$31.61B-7.2%
P/S0.9×-0.3×

Profitability

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Gross margin29.8%+1.6pp
Net margin-14.2%-14.3pp
FCF margin-0%-5.6pp

Returns & leverage

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Return on equity-20.8%-21.0pp
Debt / equity0.7×+0.1×
Current ratio1.1×-0.2×

Where this comes from

Reported directly by International Paper in its filing.

Tagged under the XBRL concept us-gaap:GoodwillImpairmentLoss.

The source filing: International Paper’s 10-K, filed February 27, 2026.

Filed
Feb 27, 2026, 4:25 PM EST
Fiscal year
FY2025
Accession
0000051434-26-000055

During 2025, the Company incurred a $2.47 billion impairment charge related to the PS EMEA business segment.

Item 7A. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET

FAQ

What is International Paper's packaging solutions EMEA segment — impairment of goodwill?
International Paper (IP) reported packaging solutions EMEA segment — impairment of goodwill of $617.5M in Q4 2025.
What does packaging solutions EMEA segment — impairment of goodwill mean?
This represents a non-cash charge recognized when the carrying amount of goodwill in the EMEA packaging segment exceeds its implied fair value. It indicates that the underlying business units are underperforming relative to the expectations set at the time of acquisition. This is a critical indicator of asset quality and strategic success.

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