earnings
confidence high
sentiment positive
materiality 0.80
GPGI Q4 2025 organic revenue up 17%, Pro Forma Adj. EBITDA up 41%; guides FY26
GPGI, Inc.
- Q4 2025 non-GAAP net sales $118M (+17% YoY); GAAP net income $43.3M vs loss of $48.4M in Q4 2024.
- Pro Forma Adj. EBITDA $43.0M (+41%); margin 36.5% (+640 bps).
- FY 2025 GAAP net loss $136M; non-GAAP net sales $462M (+10%); Pro Forma Adj. EBITDA $171M (+24%).
- FY 2026 guidance: Pro Forma Adj. net sales $2,183-$2,228M, Adj. EBITDA $620-$650M, FCF $325-$375M.
- Appointed Graham Robinson CEO of CompoSecure, Rob Domodossola CEO of Husky Technologies; initiated quarterly cash dividend.
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