Graphic Packaging Company (GPK) Investor presentation summary

Leadership and organizational strength

• Executive team brings decades of global CPG and finance experience, with proven operational and M&A expertise.

• Leadership has implemented a Transformation Office and engaged external advisors to drive productivity and cost savings.

Strategic review and operational assessment

• Comprehensive 90-day review of structure, operations, and portfolio initiated, including on-site assessments and stakeholder engagement.

• Overcapacity in North American and European paperboard markets is pressuring pricing and margins.

• Actions underway to retain talent, optimize reporting, and enhance commercial strategy.

Financial performance and guidance

• 2025 net sales were $8.6B, with adjusted EBITDA of $1.4B and adjusted free cash flow of $169M.

• 2026 guidance targets net sales of $8.4B–$8.6B, adjusted EBITDA of $1.05B–$1.25B, and free cash flow of $700M–$800M.

• Net leverage ratio increased to 3.8x in 2025, with a goal to achieve investment grade by 2030.