Graphic Packaging Holding Company to Host Third-Quarter 2026 Earnings Conference Call on November 3

Graphic Packaging (GPK) shares rose 4.6% in pre-market trading after JPMorgan upgraded the stock to Overweight, citing a compelling valuation opportunity despite a lowered price target of $11.50. The company's stock has declined 19% since Q2 2026 earnings, underperforming the S&P 500. JPMorgan acknowledged headwinds but noted a potential upside in FY27 earnings. Bank of America also adjusted its price target to $13, maintaining a Neutral rating.

Graphic Packaging (GPK) shares rose 4.9% premarket after JPMorgan upgraded it to Overweight, lowering its price target to $11.50. The stock fell 19% since Q2 2026 earnings, citing input cost inflation and guidance concerns. JPMorgan notes improved supply/demand dynamics and attractive valuation at 10x 2027 P/E with a 5% dividend yield.

Graphic Packaging Holding Company (GPK) reported Q2 2026 net sales of $2.2 billion, down 1% year over year, and adjusted EBITDA of $247 million, down from $336 million. Adjusted EPS was $0.14. For 2026, it guided net sales to $8.4-$8.6 billion and lowered adjusted EBITDA to $1.05-$1.25 billion, citing higher inflation. It raised 2026 cost savings to $85 million and cut capex below $450 million.

Graphic Packaging International (GPI) reported Q2 2026 net sales of $2.19B, down 0.7% year over year, and net income of $24M versus $104M in Q2 2025. The company lowered 2026 guidance, citing higher expected input inflation, and now targets $85M cost savings, up from $60M. It also expects inventory to end at 18% to 19% of sales.

Graphic Packaging reported Q2 2026 net income of $24m, down 77% from $104m a year earlier, with special items and purchased-intangible amortization totaling $17m. Adjusted Q2 net income fell to $41m from $128m. Q2 net sales edged down 1% to $2.18bn. The company expects 2026 net sales $8.4bn to $8.6bn and adjusted EBITDA $1.05bn to $1.25bn.

Graphic Packaging Holding (GPK) reported Q2 CY2026 revenue of $2.19B, flat year over year, but above Wall Street expectations. Full-year revenue guidance of $8.5B (midpoint) was 1.4% below analysts’ estimates. Non-GAAP EPS was $0.14, 14.8% above consensus. Management cited cost savings, pricing actions, and facility optimization to offset inflation.