Overview

* Graphic Packaging ( GPK ) Q3 net sales down 1% yr/yr, but beat analyst expectations

* Adjusted EPS for Q3 misses analyst estimates

* Company repurchased $39 mln in shares, reducing net shares by 2.3% year-to-date

Outlook

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

* Company anticipates 2025 adjusted EBITDA of $1.40 bln to $1.45 bln

* Graphic Packaging ( GPK ) sees 2025 adjusted EPS between $1.80 and $2.00

Result Drivers

* INNOVATION SALES GROWTH - Co's innovation efforts opened new markets for paperboard packaging

* INVENTORY REDUCTION - Co reduced inventories sequentially, aiding cost management

* WACO FACILITY PROGRESS - Waco, Texas facility produced first saleable rolls ahead of schedule, enhancing future production efficiency

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $2.19 $2.17

bln bln (10

Analysts

)

Q3 Miss $0.58 $0.59

Adjusted (10

EPS Analysts

)

Q3 EPS $0.48

Q3 $172 mln

Adjusted

Net

Income

Q3 Net $142 mln

Income

Q3 $234 mln

Operatin

g Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 10 "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 $22.25, about 29.6% above its November 3 closing price of $15.66

* The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release:

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(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.)