Highest-materiality recent filing
Graphic Packaging issues $141.4M tax-exempt green bonds due 2064
Principal $141.4M at 5.00% annual interest; mandatory purchase date June 1, 2030.
Graphic Packaging Q1 net loss $43M; adj EPS $0.09 vs $0.51 YoY; restructure cuts 500+ roles
Net loss ($43M) vs net income $127M YoY; diluted EPS ($0.14) vs $0.42.
Graphic Packaging appoints Jeffrey M. Stafeil to Board as Class I Director
Jeffrey M. Stafeil appointed to the Board effective March 8, 2026.
Graphic Packaging Amends Credit Agreement to Raise Leverage Covenant and Limit Share Buybacks
Leverage ratio covenant increased from 4.25x to 5.00x for quarters ending March–December 2026, then to 4.75x through June 2027.
Graphic Packaging Q4/FY2025 net income down 33%; FY2026 Adj. EBITDA guidance $1.05B-$1.25B
Full-year 2025 net sales $8.6B (-2% YoY); net income $444M vs $658M; adj. EPS $1.80 vs $2.49.
Graphic Packaging General Counsel Lauren Tashma to depart; transition started Jan 6
Lauren S. Tashma, EVP, General Counsel and Secretary, initiated transition; vacated role Jan 6, 2026.
New CEO Robbert Rietbroek (formerly PepsiCo, Kimberly-Clark, Primo Brands) acknowledges declining volumes, margin pressure, elevated debt, and stock price decline.
Graphic Packaging grants $2M cash bonus and $2M RSUs to EVP Yost for retention through 2027
Cash retention bonus of $2M payable Jan 2, 2027 if Yost remains employed, or earlier on certain termination events.
Graphic Packaging names Robbert Rietbroek CEO effective Jan 1, 2026; stock fell ~50% in past year
Robbert Rietbroek to become President and CEO on January 1, 2026, succeeding prior leadership.
Graphic Packaging appoints Robbert Rietbroek as CEO effective Jan 1, 2026; Michael Doss steps down
Michael Doss steps down as CEO effective Dec 31, 2025; will receive separation benefits under existing employment agreement.
Graphic Packaging Q3 adj. EPS $0.58, revenue $2.19B; cuts FY25 guidance on weak demand
Net income $142M ($0.48) vs $165M ($0.55) YoY; adj. net income $172M ($0.58) vs $194M ($0.64).
Graphic Packaging enters $400M delayed draw term loan facility to repay 2026 notes
$400M delayed draw term loan; single drawing between Mar 15, 2026 and Apr 15, 2026.
GPK CFO Stephen Scherger resigns; Charles Lischer named interim CFO effective Nov 7, 2025
Stephen R. Scherger resigned as EVP and CFO; effective Nov 7, 2025 to close Q3 reporting.
Director Dean A. Scarborough resigns from Graphic Packaging board
Dean A. Scarborough resigned as director effective August 6, 2025.
Graphic Packaging Q2 adjusted EPS $0.42 vs $0.60 YoY; net sales down 1% to $2.2B
Net income $104M ($0.34 diluted EPS) versus $190M ($0.62) in Q2 2024; adjusted net income $128M ($0.42).
Shareholders remove supermajority voting; advisory proposal for annual director elections passes
Stockholders approved Charter amendment removing supermajority voting provisions (274,424,830 for, 267,207 against).
Graphic Packaging President Americas resigns; Joseph Yost assumes role effective May 1, 2025
EVP & President Americas Maggie Bidlingmaier resigned effective May 1, 2025; employment ends June 2, 2025.
Graphic Packaging Q1 adjusted EPS $0.51 misses; FY guidance cut on weak demand
Net sales $2.12B (-6% YoY); Adjusted EBITDA $365M vs $443M prior year.
Q4 net sales $2,095M (-7% YoY); full-year net sales $8,807M (-7% YoY).
Investor meeting held December 2, 2024; presentation attached as Exhibit 99.1.
Graphic Packaging Q3 net sales down 6% to $2.22B; adj. EBITDA $433M; guidance updated
Net sales $2,216M vs $2,349M in Q3 2023, down 6%; packaging volumes returned to positive growth.
GPK CFO Scherger and EVP Yost terminate employment pacts; severance plan enhanced
CFO Stephen Scherger and President International Joseph Yost voluntarily terminated their employment agreements effective Sept 26, 2024.
Q3 Adjusted EBITDA reduced by $20M to $25M due to severe weather and electrical substation damage at three facilities.
Graphic Packaging Q2 net sales $2.24B (-6% YoY); adj. EBITDA $402M; reaffirms FY guidance
Net sales $2,237M vs $2,392M in Q2 2023; net income $190M ($0.62 EPS) vs $150M ($0.49 EPS).
Graphic Packaging appoints Andrew Callahan to Board of Directors as Class I Director
Effective July 19, 2024, Andrew Callahan appointed to the Board as a Class I Director.
Graphic Packaging enters $1.9B revolver, extends maturities to 2029
Fifth Amended and Restated Credit Agreement signed June 3, 2024; extends $500M Term A-1 and €200M Euro Term loans to June 1, 2029.
All three director nominees elected: Aziz Aghili (253.4M for), Philip Martens (244.0M for), Lynn Wentworth (262.4M for).
Graphic Packaging completes $500M offering of 6.375% senior notes due 2032
$500M aggregate principal of 6.375% senior unsecured notes due July 15, 2032 issued.
Graphic Packaging launches $500M senior notes offering to refinance revolver debt
Offered $500M in senior notes due 2032 via private placement to qualified institutional buyers.
Graphic Packaging prices $500M senior notes at 6.375% due 2032 to repay revolver
Issued $500M aggregate principal of senior notes due 2032 at par, interest rate 6.375%.
Graphic Packaging Q1 sales down 7%, Adj. EBITDA $443M, guidance updated for Augusta sale
Net sales $2,259M (-7% YoY); net income $165M ($0.53 EPS) vs $207M ($0.67).
Also effective on May 1, 2025, Mr. Joseph P. Yost, currently the Executive Vice President and President, International of the Company since January 5, 2022, assumed the position of Executive Vice President and President, Americas.
Effective May 1, 2025, Ms. Maggie Bidlingmaier, Executive Vice President and President, Americas, resigned her position at Graphic Packaging Holding Company (the “Company”).
Effective July 19, 2024, the Board of Directors of Graphic Packaging Holding Company (the “Company”) appointed Mr. Andrew Callahan to the Board of Directors.
Max materiality 0.85 · Median 0.60 · Most common event earnings