Graphic Packaging cuts FY25 adjusted EPS view to $1.75-$2.25 from $2.53-$2.78

Consensus $2.50. Cuts FY25 revenue view to $8.2B-$8.5B from $8.7B-$8.9B, consensus $8.67B. Cuts FY25 adjusted EBITDA view to $1.4B-$1.6B from $1.68B-$1.78B. The company said, “The Company currently expects full-year 2025 Net Sales, Adjusted EBITDA, and Adjusted EPS, including foreign exchange impact, of $8.2 billion to $8.5 billion, $1.4 billion to $1.6 billion, and $1.75 to $2.25, respectively. The reductions from prior guidance reflect an expectation of a 2% volume decline and $80 million of input cost inflation at the midpoint. The range of guidance has been widened to reflect higher macroeconomic and consumer spending uncertainty. Full-year 2025 capital spending is currently expected to be in the range of $700 million as the Company’s Waco, Texas recycled paperboard investment moves toward completion later this year.”