earnings
confidence high
sentiment negative
materiality 0.75
Graphic Packaging Q4/FY2025 net income down 33%; FY2026 Adj. EBITDA guidance $1.05B-$1.25B
GRAPHIC PACKAGING HOLDING CO
2025-FY EPS reported
$1.48
revenue$8,617,000,000
- Full-year 2025 net sales $8.6B (-2% YoY); net income $444M vs $658M; adj. EPS $1.80 vs $2.49.
- Q4 2025 adj. EBITDA $311M (14.8% margin) vs $404M (19.3%) a year ago; decline driven by price/volume and inventory reduction.
- Waco, TX project substantially complete; total expected spend $1.67B with $1.58B spent through year-end 2025.
- FY2026 guidance: Net sales $8.4B-$8.6B, adj. EBITDA $1.05B-$1.25B, adj. EPS $0.75-$1.15.
- Initiating comprehensive review of operations/footprint and selective portfolio review to improve cost structure and free cash flow.