The earnings call highlighted significant strategic initiatives such as the Waco investment and share repurchase plan, reflecting confidence in long-term growth. However, it also revealed immediate challenges including significant input cost inflation, weaker volumes, and a challenging consumer environment, resulting in flat revenue and declining margins.
Company Guidance
In the Graphic Packaging First Quarter 2025 earnings call, the company provided guidance reflecting the challenges faced due to weak consumer volumes and significant input cost inflation. Despite these hurdles, the company remained focused on innovation and execution, expecting to generate substantial cash flow in the coming years. For the first quarter, Graphic Packaging reported sales of $2.1 billion, an adjusted EBITDA of $365 million, and margins of 17.2%, with adjusted EPS at $0.51. The company adjusted its guidance to reflect a higher level of uncertainty, projecting a 2% volume decline and broad-based inflation of $80 million. A $40 price increase on recycled and unbleached paperboard grades was announced to help offset costs, with the expectation of margin improvements later in the year. The board also approved a new $1.5 billion share repurchase authorization, reflecting confidence in the company's future cash flow and commitment to returning capital to stockholders.
Waco Recycled Paperboard Investment on Track
The Waco recycled paperboard investment is on track for startup with hiring effectively complete and training well underway. The facility is expected to generate substantial excess cash over the next several years.
New $1.5 Billion Share Repurchase Authorization
The board approved a new $1.5 billion share repurchase authorization, reflecting confidence in the company's Vision 2030 priorities and business model.
Innovation Sales Growth
Innovation sales growth came in at $44 million for the quarter, with a target of at least 2% growth in 2025.
Sustainable Consumer Packaging Leadership
Graphic Packaging remains a global leader in sustainable consumer packaging with a broad consumer staples packaging portfolio.
---
Graphic Packaging (GPK) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
GPK Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 01, 2025
$25.31
$21.37
-15.57%
Feb 04, 2025
$27.10
$26.43
-2.47%
Oct 29, 2024
$30.12
$28.44
-5.58%
Jul 30, 2024
$27.70
$28.77
+3.86%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Graphic Packaging (GPK) report earnings?
Graphic Packaging (GPK) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Graphic Packaging (GPK) earnings time?
Graphic Packaging (GPK) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.