Graphic Packaging Company (GPK) Investor presentation summary

Company overview and market position

• Generated $8.6 billion in 2025 net sales with $1.4 billion adjusted EBITDA and over 22,000 employees worldwide.

• Operates more than 100 facilities in 25+ countries, serving over 3,000 customers with a portfolio of 3,100 patents.

• 96% of packaging sold is recyclable, with a diversified sales mix across food, beverage, foodservice, household, and health & beauty sectors.

• Recognized as a global leader in sustainable consumer packaging, partnering with major brands and retailers.

• Expanded capabilities over the past decade, now serving every aisle in superstores, QSRs, and e-commerce.

Innovation and sustainability

• Drives market opportunity through sustainable packaging innovations like CleanClose, Boardio, and EnviroClip.

• 880 million plastic packages replaced with paperboard; 96% of products designed to be recyclable.

• Launched RENEWABILITY initiative to educate communities on sustainability and recycling.

• 99% of purchased forest products are sustainably sourced; 49% of global renewable electricity covered by VPPAs.

• Achieved a 4% reduction in Scope 1 & 2 CO₂ emissions and 15% of facilities with zero LIFE injuries.

Financial performance and guidance

• Q2 2026 net sales were $2.19B, with adjusted EBITDA of $247M and margin of 11.3%.

• Adjusted EPS for Q2 2026 was $0.14, with adjusted cash flow of $138M and net leverage ratio at 4.7x.

• 2026 guidance projects net sales at the high end of $8.4B–$8.6B, adjusted EBITDA at the low end of $1.05B–$1.25B, and capital spending below $450M.

• Cost savings target for 2026 increased to $85M, with $75M inventory reduction achieved year-to-date.

• Adjusted cash flow for 2026 expected between $600M–$700M, with a focus on working capital efficiency and operational cost reduction.