The earnings call reflects a balanced sentiment. While there are notable achievements in innovation and strategic investments, challenges persist with higher project costs and a fluctuating consumer market. The company's proactive measures and strategic planning offer optimism for future growth.

Company Guidance -

Q3 2025

During Graphic Packaging's second quarter 2025 earnings call, the company provided guidance for the rest of the year and beyond. Key financial metrics included sales of $2.2 billion, an adjusted EBITDA of $336 million, an adjusted EBITDA margin of 15.3%, and an adjusted EPS of $0.42. The company is expecting its 2025 capital expenditures to reach $850 million, with a decline to 5% of sales in 2026. Free cash flow for 2025 is projected to remain unchanged despite higher spending, due to lower cash taxes and reduced working capital. Looking ahead, the company anticipates free cash flow in 2026 to be between $700 million and $800 million, with expectations for 2027 and beyond to reach $900 million to $1 billion. The ongoing investment in the Waco recycled paperboard project is expected to contribute significantly to EBITDA in 2026, with an expected annual increase of $80 million in both 2026 and 2027. The company also highlighted the completion of its Vision 2025 transformation program and the strategic decision to curtail production to manage inventory levels, which impacted adjusted EBITDA margin but is expected to normalize in the second half of the year.

Solid Second Quarter Financial Performance

Graphic Packaging reported sales of $2.2 billion, with an adjusted EBITDA of $336 million and an adjusted EBITDA margin of 15.3%. Adjusted EPS was $0.42, and volumes in the Americas were modestly better than expected, driven by increased promotion in the beverage sector.

Waco Facility Investment Nearing Completion

The Waco recycled paperboard investment is on schedule to begin production in the fourth quarter. This project is a major part of the Vision 2025 transformation program, expected to enhance cost-efficiency and sustainability.

Innovation Sales Growth

Graphic Packaging delivered innovation sales growth of $61 million in the second quarter, on track to reach the 2% of sales growth target for the full year. This growth highlights the company's strong position in innovation and adaptability to market needs.

Improved Recycling Specifications

The Recycled Materials Association's decision to include paper cups in their recycling specifications is a significant achievement, aligning with the company's focus on sustainability and recycling efforts.

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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