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Dec 31, 2025
Graphic Packaging Q4 2025 Earnings Report
Graphic Packaging reported its financial results for the fourth quarter and full-year 2025.
Key Takeaways
Graphic Packaging Holding Company experienced a challenging fourth quarter and full-year 2025, with declines in net income and adjusted EBITDA. Net sales remained flat in Q4 but decreased for the full year. The company is initiating a comprehensive review of operations and portfolio to improve cost structure and drive free cash flow.
Fourth quarter 2025 Net Sales were $2,103 million, flat compared to $2,095 million in Q4 2024.
Net Income in fourth quarter 2025 was $71 million, a decrease from $138 million in Q4 2024.
Adjusted EBITDA for Q4 2025 decreased 23% to $311 million from $404 million in Q4 2024, primarily due to lower packaging price and volume, and increased costs.
The company affirmed its 2026 Adjusted Free Cash Flow target of $700 million to $800 million and initiated a comprehensive review of operations and portfolio.
Revenue by Geographic Location
Forward Guidance
For 2026, Graphic Packaging expects Net Sales between $8.4 billion and $8.6 billion, Adjusted EBITDA between $1.05 billion and $1.25 billion, and Adjusted EPS between $0.75 and $1.15. The company also anticipates Adjusted Free Cash Flow in the range of $700 million to $800 million and capital spending of approximately $450 million.
Positive Outlook
- Affirming 2026 Adjusted Free Cash Flow target of $700 million to $800 million.
- Initiated a comprehensive review of operations and footprint to improve cost structure.
- Selective review of portfolio to focus resources on value creation.
- Priorities for 2026 include driving operational excellence and exceptional customer service.
- Focus on strengthening the balance sheet and returning capital to shareholders.
Challenges Ahead
- Expected 2026 Net Sales of $8.4 billion to $8.6 billion, indicating potential continued revenue pressure.
- Anticipated 2026 Adjusted EBITDA of $1.05 billion to $1.25 billion, a decline from 2025.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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