Graphic Packaging Q3 sales beat estimates

Graphic Packaging Holding

04/11/2025 11:37

Overview

Graphic Packaging Q3 net sales down 1% yr/yr, but beat analyst expectations

Adjusted EPS for Q3 misses analyst estimates

Company repurchased $39 mln in shares, reducing net shares by 2.3% year-to-date

Outlook

Graphic Packaging expects 2025 net sales of $8.4 bln to $8.6 bln

Company anticipates 2025 adjusted EBITDA of $1.40 bln to $1.45 bln

Graphic Packaging sees 2025 adjusted EPS between $1.80 and $2.00

Result Drivers

INNOVATION SALES GROWTH - Co's innovation efforts opened new markets for paperboard packaging

INVENTORY REDUCTION - Co reduced inventories sequentially, aiding cost management

WACO FACILITY PROGRESS - Waco, Texas facility produced first saleable rolls ahead of schedule, enhancing future production efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$2.19 bln
$2.17 bln (10 Analysts)
Q3 Adjusted EPS
Miss
$0.58
$0.59 (10 Analysts)
Q3 EPS
$0.48
Q3 Adjusted Net Income
$172 mln
Q3 Net Income
$142 mln
Q3 Operating Income
$234 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 10 "hold" and no "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 $22.25, about 29.6% above its November 3 closing price of $15.66

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPn5stPjLa

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