Highest-materiality recent filing
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 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.
New CEO Robbert Rietbroek (formerly PepsiCo, Kimberly-Clark, Primo Brands) acknowledges declining volumes, margin pressure, elevated debt, and stock price decline.
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).
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.
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).
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).
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.
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 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.
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 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