Overview

* Graphic Packaging Q2 2025 sales beat analyst expectations, per LSEG data

* Adjusted EPS for Q2 beats consensus, reflecting better-than-expected volumes

* Co repurchased $111 mln in shares, reducing outstanding shares by 1.6%

Outlook

* Graphic Packaging ( GPK ) expects 2025 net sales of $8.4 bln to $8.6 bln

* Company anticipates adjusted EBITDA of $1.45 bln to $1.55 bln in 2025

* Graphic Packaging ( GPK ) forecasts adjusted EPS of $1.90 to $2.20 for 2025

* Company sees 2025 capital spending at approximately $850 mln

Result Drivers

* PROMOTIONAL ACTIVITY - Modestly better than expected volumes driven by promotional activity, per CEO Michael Doss

* DIVESTITURE IMPACT - $40 mln impact from divestiture of Augusta, GA facility and reduced open market sales participation

* PRICE PRESSURE - Decline in Adjusted EBITDA driven by $23 mln decrease in price and inflation in labor and input costs

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $2.20 $2.16

bln bln (10

Analysts

)

Q2 Beat $0.42 $0.4 (10

Adjusted Analysts

EPS )

Q2 EPS $0.34

Q2 $128 mln

Adjusted

Net

Income

Q2 Net $104 mln

Income

Q2 $193 mln

Operatin

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the paper packaging peer group is "buy"

* Wall Street's median 12-month price target for Graphic Packaging Holding Co ( GPK ) is $25.00, about 7.5% above its July 28 closing price of $23.13

* The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)