Graphic Packaging Holding Company, along with its subsidiaries, provides extensive fiber-based packaging solutions for clients across the food, beverage, foodservice, and broader ...
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$0.44 per share
Est. EPS $0.25 · Revenue $2.17B · 7 analysts
$0.44 per share
Est. EPS $0.24 · Revenue $2.11B · 7 analysts
EPS $0.42 · Revenue $2.12B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $8.6B | -2.2% | +1.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $444.0M | -32.5% | +155.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +18.7% | -17.5% | -5.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +10.1% | -23.0% | +7.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +5.2% | -31.0% | +155.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-81.0M | +77.7% | +129.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -0.9% | +77.2% | +129.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 175.8% | -2.9% | +1.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.30x | -11.0% | -2.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $11.8B | +5.7% | -0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.48 vs 1.86 | -20.6% | 0.08 vs 0.25 | -67.9% |
| Revenue Surprise | $8.6B vs $8.5B | +0.8% | $2.2B vs $2.2B | +0.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Narvekar Nikhil | officer: SVP and CIO | Service-Based Restricted Stock Units | A | 22,066 | — |
| Jul 29, 2026 | Lischer Charles D | officer: SVP, CAO and Interim CFO | Service-Based Restricted Stock Units | A | 44,131 | — |
| Jul 29, 2026 | Fallan Scott | officer: SVP & President, International | Service-Based Restricted Stock Units | A | 44,131 | — |
| Jul 10, 2026 | Spence Elizabeth | — | — | — | 0 | — |
| Jul 1, 2026 | Fishbein Daniel S. | officer: EVP, Gen Counsel & Secretary | Service-Based Restricted Stock Units | A | 188,502 | — |
Operator: Greetings. Welcome to the Graphic Packaging Holding Company's Second Quarter 2026 Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to your host, Melanie Skijus, Vice President, Investor Relations. You may begin. Melanie Skijus: Good morning. Thank you for joining Graphic Packaging's Second Quarter 2026 Earnings Results Conference Call. Today's presentation will include forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections. These risks and uncertainties include, but are not limited to the factors identified in today's press release and in our SEC filings. We have with us today Robbert Rietbroek, President and Chief Executive Officer; and Chuck Lischer, Senior Vice President and Interim Chief Financial Officer. During this call, we will reference our second quarter 2026 earnings presentation that can be found in the Investor Relations section of our website at www.graphicpkg.com and company-directed slides if you are participating today through the webcast. Now let me turn the call over to Robbert. Robbert Rietbroek: Thank you, Melanie, and good morning, everyone. Our second quarter performance reflects the disciplined execution of our global teams and the resilience of our business model. In a consumer environment that remains challenged and uneven, we delivered results that were in line to modestly above expectations. Our competitive advantages continue to set us apart, including the strength of our diversified portfolio, the breadth of our capabilities, our industry-leading assets and global integrated packaging network and our long-standing partnerships with the world's leading brands, QSRs and retailers. For the quarter, net sales were $2.2 billion. Adjusted EBITDA was $247 million, adjusted EPS was $0.14 and adjusted cash flow was $138 million. Volumes were steady year-over-year despite the impact of higher gas prices on consumer consumption behavior. Importantly, adjusted EBITDA landed at the top of our guidance range with margins expanding sequentially to 11.3%, a direct reflection of stronger cost discipline, operational improvements and agility in the organization we have been building throughout the year. These actions are generating meaningful savings that help us navigate the current inflationary environment with confidence. Adjusted cash flow showed strong improvement from the prior year period, increasing $55 million. Across our end markets, we continued to see strength in food and health and beauty. Outperformance in the Food segment was driven by steady demand for center of the store staples where dry cereal, pasta and snack bars remain affordable choices for value-focused consumers. Within our international business, dry tea sales experienced growth, benefiting …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Robbert E. Rietbroek | President, Chief Executive Officer & Director | USD 2,249,911 | Male | 1974 | Active |
Joseph Yost | Executive Vice President & President of Americas | USD 941,753 | Male | 1967 | Active |
Scott LeBeau | Executive Vice President of Paperboard Manufacturing | USD 785,419 | Male | 1971 | Active |
Charles D. Lischer | Senior Vice President, Chief Accounting Officer & Interim Chief Financial Officer | USD 630,832 | Male | 1969 | Active |
Karel Van Der Mandele | Senior VP, Chief Transformation Officer & Interim Chief Human Resources Officer | — | Male | — | Active |
Ruth E. Davila | Vice President of Global Communications | — | Female | — | Active |
Daniel S. Fishbein | Executive VP of General Counsel & Secretary | — | Male | 1974 | Active |
Jean-Francois Roche | Senior Vice President & Chief Commercial Officer | — | Male | 1967 | Active |
Nikhil Narvekar | Senior Vice President & Chief Information Officer | — | Male | 1973 | Active |
Scott Fallan | Senior Vice President & President of International | — | Male | 1978 | Active |
Spencer H. Maurer | Senior Vice President of Supply Chain | — | Male | 1969 | Active |
Elizabeth Spence | Executive Vice President of Human Resources | — | Female | 1980 | Active |
Melanie Skijus | Vice President of Investor Relations | — | Female | — | Active |
Michelle Fitzpatrick | VP & Chief Sustainability Officer | — | Female | — | Active |
Graphic Packaging (NYSE: GPK) reported second-quarter 2026 results that management said were in line to modestly above expectations, as cost-reduction initiatives and operational improvements helped offset elevated inflation and uneven consumer demand. Net sales declined 1% from a year earlier to $2.2 billion, while adjusted EBITDA totaled $247 million, down $89 million year over year. Adjusted
Graphic Packaging NYSE: GPK reported second-quarter 2026 results that management said were in line to modestly above expectations, as cost-reduction initiatives and operational improvements helped offset elevated inflation and uneven consumer demand.
Graphic Packaging Holding Company (GPK) Q2 2026 Earnings Call Transcript
Graphic Packaging (GPK) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.42 per share a year ago.
Net Sales were $2,188 million; Innovation Sales Growth added $40 million. Net Income of $24 million; Adjusted EBITDA of $247 million, strong execution despite elevated inflation.
