GPK
Market read
The latest filing evidence is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GPK's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Capital spending decreased compared to prior year due to the completion of a significant portion of the Waco, Texas recycled paperboard facility in the fourth quarter of 2025, which drove elevated capital spending in the prior period.”10-Q · Aug 4, 2026 ↗
“Interest Expense, Net increased primarily due to lower capitalized interest as a result of completion of the Waco project.”10-Q · Aug 4, 2026 ↗
“International Paperboard Packaging Net Sales increased due to favorable foreign currency exchange and innovation sales growth driven by conversions to the Company's sustainable consumer packaging solutions and mix, partially offset by lower pricing.”10-Q · Aug 4, 2026 ↗
“29 Table of Contents Income from Operations decreased due to lower pricing, higher commodity cost and other inflation (primarily labor and benefits), mix, weather, higher maintenance spend, and production curtailment impacts offset by cost savings from contin…”10-Q · Aug 4, 2026 ↗
Valuation discipline
Price/sales 0.3× · EV/sales 0.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GPK. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-07-29.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded improvement was identified.
“Income from Operations decreased due to lower pricing, higher commodity cost and other inflation (primarily labor and benefits), partially offset by favorable foreign currency exchange and cost savings from continuous improvement and other programs, including benefits from capital projects and productivity improvements.”
“27 Table of Contents First Six Months of 2026 Compared to First Six Months of 2025 Net Sales The components of the change in Net Sales are as follows: Six Months Ended June 30, Variances In millions 2025 Price Volume/ Mix Exchange/ Other 2026 Increase Percent Change Consolidated $ 4,324 $ (59) $ 16 $ 63 $ 4,344 $ 20 — % The Company's Net Sales for the six months ended June 30, 2026 increased by $20 million to $4,344 million from $4,324 million for the six months ended June 30, 2025, driven by higher volumes and a favorable foreign currency exchange of $77 million, partially offset by lower pricing of $59 million, the Croatia divestiture and other items.”
“Interest Expense, Net increased primarily due to lower capitalized interest as a result of completion of the Waco project.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In January 2023, the Company completed the acquisition of Tama Paperboard, LLC ("Tama"), a recycled paperboard manufacturing facility located in Tama, Iowa, from Greif Packaging LLC for approximately $100 million.”
“On May 1, 2024, the Company completed the sale of its Augusta, Georgia bleached paperboard manufacturing facility (the "Augusta Divestiture") to Clearwater Paper Corporation for a total consideration of $711 million.”
Depended on by
“Our major paperboard competitors include Smurfit Westrock, Graphic Packaging, Clearwater Paper, Sappi, Metsa Group, Stora Enso, CMPC and Billerud.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
GPK is currently a Participant in the organic co-movement group Information Services Tilt. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GPK; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.