IPC Co.

IPC reported production of 43,000 BOE/day for Q1 2026 (upper end of guidance), operating cash flow of US$68 million and net profit of US$13 million. Despite strong operating metrics, the share fell 4.2% after the results, weighed down by a US$30 million increase in net debt (to US$513 million) and negative free cash flow due to higher capital expenditures. The company raised its 2026 capex guidance to US$163 million and expects operating cash flow of US$220–340 million, based on a Brent price of US$70–90 per barrel. » More on de.investing.com

Shares of International Paper hit a new 52-week low of $35.56, with a one-year performance of -29.38%. Despite the weakness in the share price, the company offers a dividend yield of 4.79% and has a 56-year streak of dividend payments. For Q4 2025 International Paper missed EPS expectations significantly (-$0.08 vs. expected $0.27) but beat revenue at $6.01 billion. Analysts cite a price decline in raw corrugated paper and a stalling pulp rally as headwinds, while Argus maintains a buy rating with a $50.00 price target. » More on de.investing.com

International Paper shares fell about 5.9% in pre-market trading after RISI reported a $20 per ton month-on-month decline in domestic prices for containerboard base paper. JPMorgan analyst Detlef Winckelmann attributes the price fall to weak demand, price concessions by integrated producers and stronger imports from Europe. The collapse in raw paper prices is seen as a negative signal for US packaging companies, as these prices are an important revenue driver and point to a weakening of the domestic market. » More on de.investing.com