Graphic Packaging has set Tuesday, February 3, 2026 as the tentative date for the release of fourth quarter and full year 2025 financial results. Accessibility StatementSkip Navigation ATLANTA, Sept. 30, 2025 /PRNewswire/ -- Graphic Packaging Holding Company (NYSE: GPK) ("Graphic Packaging", or "the Company"), a global leader in sustainable consumer packaging, will announce third quarter 2025 financial results before the market opens on Tuesday, November 4, with a call to discuss results at 10:00 a.m. ET. T ...

Core Viewpoint - Graphic Packaging Holding Company is a leader in sustainable consumer packaging and is committed to reducing the environmental footprint of its products [2]. Group 1: Company Overview - Graphic Packaging Holding Company is headquartered in Atlanta, Georgia, and specializes in designing and producing consumer packaging primarily from renewable or recycled materials [2]. - The company operates a global network of design and manufacturing facilities that serve well-known brands in various sectors, including food, beverage, foodservice, household, and other consumer products [2]. Group 2: Upcoming Events - Michael P. Doss, President and CEO of Graphic Packaging, will present at the Jefferies Industrials Conference on September 3rd at 8:50 am ET [1]. - The presentation will be available live and can be accessed later via a webcast on the Graphic Packaging website [1].

Core Insights - Graphic Packaging Holding Company has released its 2024 Impact Report, showcasing progress towards its Better by 2030 sustainability commitments [1][3] - The company's Vision 2030 strategy emphasizes innovation and sustainability to meet the growing demand for packaging solutions [3] Sustainability Goals - The Better by 2030 initiative includes climate action goals aimed at achieving net-zero greenhouse gas emissions by 2050, in line with the Paris Agreement [3][4] - Specific targets include reducing GHG emissions across operations and increasing the use of renewable fuel and electricity [3][4] Achievements and Metrics - Approximately 1 billion plastic packages have been replaced with paperboard packaging [6] - 97% of packaging products sold are characterized as recyclable [6] - Over 130 new patent applications have been filed [6] - Employee engagement survey participation reached over 20,000, with an 87% response rate [6] - 98% of global sites have implemented the Health Safety and Environment Excellence System [6] - 89% of purchased forest products are sustainably sourced [6] - Approximately 1 million metric tons of generated waste materials have been recycled [6] Renewable Energy Initiatives - The company plans to switch to 50% or more renewable electricity across all operations [4] - A virtual power purchase agreement (VPPA) is expected to cover 70% of electricity use in the EMEA region [6]

Financial Results Announcement - Graphic Packaging Holding Company will announce its second quarter 2025 financial results before the market opens on July 29, 2025 [1] - The conference call to discuss the results is scheduled for 10:00 a.m. ET on the same day [1] Conference Call Details - The conference call will be available via webcast on the Graphic Packaging investor website [2] - Participants can also join by telephone using the toll-free number 888-506-0062 or the international number 973-528-0011, with a participant access code of 582640 [2] - Telephone participants are advised to call in at least 10 minutes prior to the start of the call [2] - The webcast will be archived for replay starting at approximately 1:00 p.m. ET on July 29 [2] Future Financial Results - Graphic Packaging has tentatively scheduled the release of its third quarter 2025 financial results for November 4, 2025 [3] Company Overview - Graphic Packaging is a leader in sustainable consumer packaging, focusing on designs made primarily from renewable or recycled materials [4] - The company operates a global network of design and manufacturing facilities, serving well-known brands across various sectors including food, beverage, and household products [4]

Core Viewpoint - Graphic Packaging Holding Company has announced a new $1.5 billion share repurchase authorization, increasing the total available authorization to $1.865 billion as of April 30, 2025 [1][2]. Group 1: Share Repurchase Authorization - The new authorization allows for share repurchases through open market transactions, privately negotiated deals, and Rule 10b5-1 plans, depending on market conditions and the company's financial status [2]. - The previous share repurchase authorization from July 27, 2023, had $365 million remaining, which is now combined with the new authorization [1]. Group 2: Financial Strategy and Dividend - The company's President and CEO, Michael Doss, indicated that capital spending needs will decline significantly as the Vision 2025 investment nears completion, allowing for excess cash generation [3]. - The Board of Directors has approved a 10% increase in the quarterly dividend to $0.11 per share, which was paid on April 5, 2025, to stockholders of record as of March 15, 2025 [3]. Group 3: Commitment to Shareholder Returns - The company plans to measure potential investments against the alternative of repurchasing stock and aims to return a substantial amount of cash to shareholders through dividends and share repurchases in the future [4].

Core Insights - Berry Global reported revenue of $2.52 billion for the quarter ended March 2025, reflecting an 18.1% decrease year-over-year, but exceeded the Zacks Consensus Estimate by 2.69% [1] - Earnings per share (EPS) for the quarter was $1.55, down from $1.95 in the same quarter last year, and surpassed the consensus EPS estimate of $1.52 by 1.97% [1] Financial Performance Metrics - Net Sales in Consumer Packaging - International reached $970 million, exceeding the average estimate of $929.31 million, with a year-over-year change of +0.2% [4] - Net Sales in Flexibles amounted to $761 million, surpassing the average estimate of $749.68 million, showing a year-over-year increase of +7% [4] - Net Sales in Consumer Packaging - North America was $789 million, above the average estimate of $775.18 million, reflecting a +5.1% year-over-year change [4] - Operating EBITDA for Consumer Packaging - International was $168 million, compared to the average estimate of $160.91 million [4] - Operating EBITDA for Flexibles reached $126 million, slightly above the average estimate of $124.93 million [4] - Operating EBITDA for Consumer Packaging - North America was $142 million, below the average estimate of $150.66 million [4] Stock Performance - Berry Global's shares have returned -4.2% over the past month, while the Zacks S&P 500 composite experienced a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - The company achieved 2% organic volume growth and reported adjusted EPS growth of 16% year-over-year, amounting to $2.18 per share [6][14] - Operating EBITDA increased by 6% to $546 million compared to the previous year [14][26] - The company expects to generate over $1 billion in free cash flow in fiscal Q4 and anticipates cash proceeds exceeding $2 billion from strategic divestitures within the next year [9][21] Business Line Data and Key Metrics Changes - Consumer Packaging International division saw a revenue decline of 5% due to polymer cost pass-through, but organic volume growth of 1% was noted [15] - Consumer Packaging North America division's revenue increased by 3%, driven by 2% organic volume growth across various markets [17] - The Flexibles division experienced a 2% revenue decline, offset by a 2% organic volume increase [19] - Health, Hygiene and Specialties division's revenue remained flat, with a 2% organic volume increase [20] Market Data and Key Metrics Changes - The company noted a weaker demand environment driven by inflation, but saw improvements in promotional activity from customers [8][34] - In Europe, the company reported a growth rate increase from 5% to 7%, driven by differentiated products and regulatory changes [80] Company Strategy and Development Direction - The company is focused on optimizing its portfolio, applying lean transformation, and enhancing commercial excellence to drive growth [28] - A strategic goal is to increase consumer products focus from over 70% to over 80% of volume through divestitures [9][22] - The company aims to achieve a year-end leverage of 3.5x or lower by the end of fiscal 2024 [8][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the outlook, citing steady sequential improvement and customer focus on growth over price [8] - The company anticipates low single-digit volume growth in Q4, with potential upside if market conditions improve [39][86] - Management acknowledged the impact of inflation on consumer demand but noted a positive trend in promotional activities [34][117] Other Important Information - The company has reduced net debt by over $3 billion since mid-2019 and returned more than $1.5 billion to shareholders through share repurchases and dividends [23] - The company is in various stages of discussions regarding potential divestitures, which are expected to enhance its focus on higher growth areas [118] Q&A Session Summary Question: Interest expense guidance for Q4 - Management indicated that the increase in interest expense is primarily due to non-cash interest income that fell off in Q3 [31] Question: Market share trends in takeout cups - Management noted that foot traffic has been weaker due to inflation, but promotional activity is increasing, leading to optimism for volume growth [34][35] Question: Update on divestitures and capital deployment - Management confirmed a commitment to achieving a leverage target of 3.5 or lower and indicated that share buybacks are a priority due to undervalued stock [44] Question: Pilot program at Franklin and innovation pipeline - Management reported a 20% improvement in throughput at the Franklin facility and highlighted strong momentum in the innovation pipeline [51][55] Question: EBITDA guidance and cash flow generation - Management clarified that EBITDA guidance remains within the previously discussed range, with resin inflation being a significant factor [62][64] Question: Competitive activity and market dynamics - Management acknowledged increased competition but emphasized their ability to maintain margins and win market share without sacrificing profitability [75][76] Question: Volume growth outlook for fiscal Q4 and 2025 - Management expects similar low single-digit growth in Q4 and anticipates accelerating growth in 2025 based on performance in key markets [86][88]