Earnings Alerts

Graphic Packaging Holding Company (GPK) Earnings Forecast Cut as Leadership Transition Takes Place

By December 9, 2025 No Comments
  • Graphic Packaging lowered its adjusted earnings per share (EPS) forecast for the fiscal year to a range of $1.75 to $1.95, compared to the previous forecast of $1.80 to $2 and market estimates of $1.89.
  • The company’s expected adjusted EBITDA is now between $1.38 billion and $1.43 billion, slightly down from the previous forecast of $1.40 billion to $1.45 billion, with analyst estimates at $1.42 billion.
  • Graphic Packaging maintains its net sales forecast at $8.4 billion to $8.6 billion, close to the market estimate of $8.56 billion.
  • Robbert Rietbroek will become CEO on January 1, succeeding Michael P. Doss who will step down.
  • The company is taking additional steps to reduce inventory in the fourth quarter, including accelerating plans due to early progress with the startup of the Waco, Texas recycled paperboard manufacturing facility.
  • Production curtailments are anticipated to affect fourth quarter operating results by $15 million, which adds to a previously announced $15 million impact.
  • Analyst evaluations for Graphic Packaging consist of 3 buy ratings, 9 hold ratings, and no sell ratings.

Graphic Packaging Holding Company on Smartkarma




Analyst Coverage of <a href="https://smartkarma.com/entities/graphic-packaging-holding-company">Graphic Packaging Holding Company</a>

Analysts on Smartkarma, such as Baptista Research, have been closely monitoring Graphic Packaging Holding Company. In their recent research reports, Baptista Research highlighted key insights into the company’s performance and market conditions.

In one report titled “Graphic Packaging: Shift In Consumer Trends Towards Grocery Spending & Other Critical Developments,” Baptista Research acknowledges Graphic Packaging’s balanced outlook following the third-quarter results. The company achieved $2.2 billion in sales, with an adjusted EBITDA of $383 million and an adjusted EBITDA margin of 17.5%. The report also praises Graphic Packaging’s innovation platform for driving market outperformance and creating new opportunities in paperboard packaging.

Another report by Baptista Research, “Graphic Packaging International: An Insight Into Its Market Conditions,” delves into the company’s performance in the second quarter of 2025. Despite a mixed financial landscape, Graphic Packaging demonstrated resilience with $2.2 billion in sales and an adjusted EBITDA of $336 million, resulting in an adjusted EBITDA margin of 15.3%. The report also mentions the company’s adjusted earnings per share of $0.42, showcasing its sustainable consumer packaging leadership.



A look at Graphic Packaging Holding Company Smart Scores

FactorScoreMagnitude
Value4
Dividend4
Growth4
Resilience3
Momentum3
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Graphic Packaging Holding Company, a leading provider of paperboard and packaging solutions, demonstrates strong scores across various key factors according to Smartkarma Smart Scores. With solid ratings in Value, Dividend, and Growth categories, the company showcases its potential for long-term growth and profitability. Additionally, its respectable Resilience score highlights its ability to navigate challenges effectively. While there is room for improvement in Momentum, overall, Graphic Packaging Holding Company seems well-positioned for continued success in the industry.

Specializing in manufacturing folding cartons for renowned food and beverage companies, Graphic Packaging Holding Company stands out as an integrated supplier of paperboard packaging solutions. Its focus on catering to multinational beverage and consumer products firms emphasizes its strategic positioning within the market. With impressive ratings across key performance factors, the company’s future outlook appears promising, reflecting a strong foundation for sustained growth and value creation.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars