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Side-by-side financial comparison of GRAPHIC PACKAGING HOLDING CO (GPK) and Old Dominion (ODFL). Click either name above to swap in a different company.
GRAPHIC PACKAGING HOLDING CO is the larger business by last-quarter revenue ($2.1B vs $1.3B, roughly 1.6× Old Dominion). Old Dominion runs the higher net margin — 17.9% vs 3.4%, a 14.5% gap on every dollar of revenue. On growth, GRAPHIC PACKAGING HOLDING CO posted the faster year-over-year revenue change (0.2% vs -2.9%). Over the past eight quarters, GRAPHIC PACKAGING HOLDING CO's revenue compounded faster (-3.5% CAGR vs -5.6%).
Graphic Packaging International is a Fortune 500 corporation based in Atlanta, Georgia, United States. It designs and manufactures packaging solutions for commercial products. GPI manufactures paperboard and folding cartons for a wide range of popular consumer goods, particularly beverages and packaged food. The company operates paperboard mills in Kalamazoo, Michigan; Macon, Georgia; Middletown, Ohio; Prosperity, South Carolina; Texarkana, Texas; and West Monroe, Louisiana, that use recycled...
Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.
GPK vs ODFL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.3B |
| Net Profit | $71.0M | $238.3M |
| Gross Margin | 14.1% | — |
| Operating Margin | 7.4% | 23.8% |
| Net Margin | 3.4% | 17.9% |
| Revenue YoY | 0.2% | -2.9% |
| Net Profit YoY | -48.6% | -6.4% |
| EPS (diluted) | $0.24 | $1.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.2B | $1.5B |
| Q1 26 | — | $238.3M | ||
| Q4 25 | $71.0M | $229.5M | ||
| Q3 25 | $142.0M | $270.9M | ||
| Q2 25 | $104.0M | $268.6M | ||
| Q1 25 | $127.0M | $254.7M | ||
| Q4 24 | $138.0M | $263.1M | ||
| Q3 24 | $165.0M | $308.6M | ||
| Q2 24 | $190.0M | $322.0M |
| Q1 26 | — | — | ||
| Q4 25 | 14.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 22.3% | — | ||
| Q2 24 | 21.2% | — |
| Q1 26 | — | 23.8% | ||
| Q4 25 | 7.4% | 23.3% | ||
| Q3 25 | 10.7% | 25.7% | ||
| Q2 25 | 8.8% | 25.4% | ||
| Q1 25 | 10.5% | 24.6% | ||
| Q4 24 | 11.4% | 24.1% | ||
| Q3 24 | 12.6% | 27.3% | ||
| Q2 24 | 14.5% | 28.1% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 3.4% | 17.6% | ||
| Q3 25 | 6.5% | 19.3% | ||
| Q2 25 | 4.7% | 19.1% | ||
| Q1 25 | 6.0% | 18.5% | ||
| Q4 24 | 6.6% | 19.0% | ||
| Q3 24 | 7.5% | 21.0% | ||
| Q2 24 | 8.5% | 21.5% |
| Q1 26 | — | $1.14 | ||
| Q4 25 | $0.24 | $1.10 | ||
| Q3 25 | $0.48 | $1.28 | ||
| Q2 25 | $0.34 | $1.27 | ||
| Q1 25 | $0.42 | $1.19 | ||
| Q4 24 | $0.46 | $1.23 | ||
| Q3 24 | $0.55 | $1.43 | ||
| Q2 24 | $0.62 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $261.0M | $288.1M |
| Total DebtLower is stronger | $5.0B | $40.0M |
| Stockholders' EquityBook value | $3.3B | $4.4B |
| Total Assets | $11.8B | $5.7B |
| Debt / EquityLower = less leverage | 1.51× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $288.1M | ||
| Q4 25 | $261.0M | $120.1M | ||
| Q3 25 | $120.0M | $46.6M | ||
| Q2 25 | $120.0M | $24.1M | ||
| Q1 25 | $129.0M | $97.2M | ||
| Q4 24 | $157.0M | $108.7M | ||
| Q3 24 | $126.0M | $74.2M | ||
| Q2 24 | $125.0M | $104.6M |
| Q1 26 | — | $40.0M | ||
| Q4 25 | $5.0B | $20.0M | ||
| Q3 25 | $5.5B | $65.0M | ||
| Q2 25 | $5.4B | $150.0M | ||
| Q1 25 | $5.7B | $40.0M | ||
| Q4 24 | $5.1B | $40.0M | ||
| Q3 24 | $5.4B | $40.0M | ||
| Q2 24 | $4.9B | $40.0M |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.3B | $4.3B | ||
| Q3 25 | $3.3B | $4.3B | ||
| Q2 25 | $3.2B | $4.2B | ||
| Q1 25 | $3.2B | $4.2B | ||
| Q4 24 | $3.0B | $4.2B | ||
| Q3 24 | $3.0B | $4.2B | ||
| Q2 24 | $2.8B | $4.1B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $11.8B | $5.5B | ||
| Q3 25 | $11.9B | $5.5B | ||
| Q2 25 | $11.8B | $5.6B | ||
| Q1 25 | $11.5B | $5.5B | ||
| Q4 24 | $11.1B | $5.5B | ||
| Q3 24 | $11.2B | $5.4B | ||
| Q2 24 | $10.8B | $5.3B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 1.51× | 0.00× | ||
| Q3 25 | 1.67× | 0.02× | ||
| Q2 25 | 1.68× | 0.04× | ||
| Q1 25 | 1.80× | 0.01× | ||
| Q4 24 | 1.71× | 0.01× | ||
| Q3 24 | 1.79× | 0.01× | ||
| Q2 24 | 1.75× | 0.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $521.0M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 7.34× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $521.0M | $310.3M | ||
| Q3 25 | $227.0M | $437.5M | ||
| Q2 25 | $267.0M | $285.8M | ||
| Q1 25 | $-174.0M | $336.5M | ||
| Q4 24 | $489.0M | $401.1M | ||
| Q3 24 | $187.0M | $446.5M | ||
| Q2 24 | $161.0M | $387.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $264.5M | ||
| Q3 25 | — | $343.5M | ||
| Q2 25 | — | $98.7M | ||
| Q1 25 | — | $248.4M | ||
| Q4 24 | — | $230.1M | ||
| Q3 24 | — | $203.7M | ||
| Q2 24 | — | $149.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | 18.1% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 13.9% | ||
| Q2 24 | — | 10.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 15.9% |
| Q1 26 | — | — | ||
| Q4 25 | 7.34× | 1.35× | ||
| Q3 25 | 1.60× | 1.61× | ||
| Q2 25 | 2.57× | 1.06× | ||
| Q1 25 | -1.37× | 1.32× | ||
| Q4 24 | 3.54× | 1.52× | ||
| Q3 24 | 1.13× | 1.45× | ||
| Q2 24 | 0.85× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
ODFL
Segment breakdown not available.
