Graphic Packaging Sees Consumer, Competitive Headwinds Drag Earnings in 2026

Dow Jones02-03 20:24
 

By Adriano Marchese

 

Graphic Packaging Holding shares slipped in premarket trading Tuesday after the company said that continued softer consumer demand and rising competition will slow revenue and adjusted earnings in 2026.

Its shares were recently trading 6% lower at $13.90.

The consumer packaging company on Tuesday said it expects full-year revenue in the range of $8.4 billion to $8.6 billion in 2026, with analysts on FactSet expecting the midpoint of $8.5 billion.

Adjusted earnings per share are expected to be between 75 cents and $1.15, which is below analyst expectations of $1.74 billion.

Adjusted earnings before interest, taxes, depreciation and amortization are expected to fall in the year to a range of $1.05 billion and $1.25 billion, down from $1.4 billion in 2025, and below forecasts of $1.39 billion.

In the fourth quarter, Graphic Packaging posted a decline in net income to $71 million, or 24 cents a share, down from $138 million, or 46 a share, in the same quarter a year ago.

Graphic Packaging said that it was hit by a net charge from nonrecurring and special items and amortization of purchased intangibles of $14 million and $41 million, respectively.

Excluding the special items and other one-off costs, adjusted earnings were 29 cents a share. According to FactSet, analysts were expecting 35 cents a share.

Net sales were $2.1 billion, flat from the previous year's fourth quarter, but came in above analysts' forecast of $2.03 billion.

Chief Executive Robbert Rietbroek said that consumer affordability pressures created a difficult environment for customers and that competitive intensity will remain a near-term challenge.

 

Write to Adriano Marchese at adriano.marchese@wsj.com

 

(END) Dow Jones Newswires

February 03, 2026 07:24 ET (12:24 GMT)

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