The earnings call highlighted strong innovation growth and a commitment to strategic investments like the Waco facility. However, challenges remain with uneven consumer volumes and increased project costs impacting near-term financial metrics.

Company Guidance -

Q3 2025

During the Graphic Packaging Second Quarter 2025 Earnings Call, the company reported sales of $2.2 billion and an adjusted EBITDA of $336 million, with an adjusted EBITDA margin of 15.3% and adjusted EPS of $0.42. Despite uneven volumes, particularly in consumer staples, the company highlighted modest volume improvements driven by promotional activities. The Waco recycled paperboard project is on schedule, with 2025 capital expenditures estimated at $850 million, up from previous estimates due to higher labor and engineering costs. However, 2026 capital spending is expected to decline to 5% of sales. Notably, the company plans to reduce inventories, which is anticipated to offset the 2025 higher spending with lower cash taxes and working capital improvements. Looking forward, Graphic Packaging aims to enhance its free cash flow, projected at $700 million to $800 million in 2026, supported by the Waco investment and improved margins in the second half of 2025.

Innovation Sales Growth

Delivered innovation sales growth of $61 million in the second quarter and are on track to reach the 2% of sales growth target for the full year.

Waco Recycled Paperboard Investment

The Waco investment is on schedule to start production in the fourth quarter, expected to generate $160 million in EBITDA by 2027.

Share Repurchase Program

Repurchased 1.6% of the company's outstanding shares in Q2 at an average price of $22.26 per share, with $1.75 billion available under share repurchase authorizations.

Recycled Materials Association Update

Included paper cups in their single stream and dual stream recycling specifications, significant for Graphic Packaging as a major producer of paper cups.

Graphic Packaging (GPK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GPK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.59 / -	0.64	―	―	―
Jul 29, 2025	2025 (Q2)	0.40 / 0.42	0.6	-30.00% (-0.18)
May 01, 2025	2025 (Q1)	0.57 / 0.51	0.66	-22.73% (-0.15)
Feb 04, 2025	2024 (Q4)	0.63 / 0.59	0.75	-21.33% (-0.16)
Oct 29, 2024	2024 (Q3)	0.68 / 0.64	0.74	-13.51% (-0.10)
Jul 30, 2024	2024 (Q2)	0.56 / 0.60	0.66	-9.09% (-0.06)
Apr 30, 2024	2024 (Q1)	0.63 / 0.66	0.77	-14.29% (-0.11)
Feb 20, 2024	2023 (Q4)	0.70 / 0.75	0.59	27.12% (+0.16)
Oct 31, 2023	2023 (Q3)	0.71 / 0.74	0.67	10.45% (+0.07)
Aug 01, 2023	2023 (Q2)	0.73 / 0.66	0.6	10.00% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GPK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$23.13	$22.46	-2.90%
May 01, 2025	$25.18	$21.26	-15.57%
Feb 04, 2025	$26.97	$26.29	-2.52%
Oct 29, 2024	$29.97	$28.30	-5.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Graphic Packaging (GPK) report earnings?

Graphic Packaging (GPK) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Graphic Packaging (GPK) earnings time?

Graphic Packaging (GPK) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GPK EPS forecast?

GPK EPS forecast for the fiscal quarter 2025 (Q3) is 0.59.

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