Graphic Packaging Company (GPK) Investor presentation summary

Company overview and market position

• Generated $8.6 billion in 2025 net sales with over 22,000 employees and operations in more than 25 countries.

• Holds a diversified portfolio across food, beverage, foodservice, household, and health & beauty sectors.

• Over 96% of packaging sold is recyclable, supporting sustainability goals.

• Maintains a global network with 100+ facilities and 3,000+ customers.

• Recognized as a global leader in sustainable consumer packaging and innovation.

Financial performance and guidance

• Q1 2026 net sales rose 2% year-over-year to $2,156M, but adjusted EBITDA fell 36% to $232M.

• Q1 2026 net income was a loss of $43M, with adjusted EPS at $0.09.

• 2026 guidance reaffirmed: net sales of $8.4B–$8.6B, adjusted EBITDA of $1.05B–$1.25B, and adjusted EPS of $0.75–$1.15.

• Capital spending for 2026 expected at ~$450M, with adjusted cash flow guidance of $700M–$800M.

• Net leverage ratio increased to 4.4x in Q1 2026, with a target of below 2.5x by 2030.

Strategic priorities and operational initiatives

• Focused on disciplined organic growth, operational efficiencies, and cost initiatives.

• Committed to optimizing operations and portfolio to core competencies.

• Prioritizing free cash flow growth through inventory rationalization and reduced capital spending.

• Deploying free cash flow to pay down debt and return capital to shareholders via dividends.

• Capital allocation priorities: reduce leverage, return capital, and maintain disciplined capital spending at 5% of sales.