International Paper (IP) Q2 FY26 earnings call

International Paper demonstrated tangible progress in Q2 FY26 through strong operational execution and strategic investments, exceeding internal expectations despite a complex operating environment. The company is actively simplifying its business and strengthening its cost structure, with significant capital deployed to high-return projects. While macro headwinds and geopolitical uncertainties persist, management remains focused on driving efficiency and profitable growth, with a clear path towards the planned EMEA separation.