Graphic Packaging Q1 sales and adjusted EPS beat estimates

Graphic Packaging Holding

05/05/2026 11:45

Overview

US sustainable packaging maker's Q1 sales rose 2%, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company cut over 500 jobs and plans to divest non-core Croatian assets

Outlook

Graphic Packaging reaffirms 2026 net sales guidance of $8.4 bln to $8.6 bln

Company expects 2026 adjusted EBITDA of $1.05 bln to $1.25 bln

Graphic Packaging sees 2026 adjusted cash flow between $700 mln and $800 mln

Result Drivers

VOLUME AND FX - Sales growth was driven by a 1% increase in volume and $50 mln favorable foreign exchange impact, partially offset by lower pricing

COST INFLATION AND LOWER PRICING - Adjusted EBITDA declined due to unfavorable net performance, lower price, volume and mix, and input and other cost inflation

COST REDUCTION ACTIONS - Company executed cost reduction and operational efficiency initiatives, including workforce reductions and portfolio simplification

Company press release: ID:nPn77Bhna

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$2.16 bln
$2.05 bln (10 Analysts)
Q1 Adjusted EPS
Beat
$0.09
$0.06 (10 Analysts)
Q1 EPS
-$0.14
Q1 Net Income
-$43 mln
Q1 Operating Income
$19 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the paper packaging peer group is "buy."

Wall Street's median 12-month price target for Graphic Packaging Holding Co is $10.50, about 9.8% above its May 4 closing price of $9.56

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 8 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)