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Side-by-side financial comparison of GRAPHIC PACKAGING HOLDING CO (GPK) and ON Semiconductor (ON). 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 $1.6B, roughly 1.4× ON Semiconductor). ON Semiconductor runs the higher net margin — 16.4% vs 3.4%, a 13.1% gap on every dollar of revenue. On growth, GRAPHIC PACKAGING HOLDING CO posted the faster year-over-year revenue change (0.2% vs -10.0%). Over the past eight quarters, GRAPHIC PACKAGING HOLDING CO's revenue compounded faster (-3.5% CAGR vs -12.3%).
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...
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
GPK vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.6B |
| Net Profit | $71.0M | $255.0M |
| Gross Margin | 14.1% | 37.9% |
| Operating Margin | 7.4% | 17.0% |
| Net Margin | 3.4% | 16.4% |
| Revenue YoY | 0.2% | -10.0% |
| Net Profit YoY | -48.6% | -32.9% |
| EPS (diluted) | $0.24 | $0.63 |
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.
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.7B | ||
| Q1 24 | $2.3B | $1.9B |
| Q4 25 | $71.0M | $255.0M | ||
| Q3 25 | $142.0M | $170.3M | ||
| Q2 25 | $104.0M | $-486.1M | ||
| Q1 25 | $127.0M | — | ||
| Q4 24 | $138.0M | $379.9M | ||
| Q3 24 | $165.0M | $401.7M | ||
| Q2 24 | $190.0M | $338.2M | ||
| Q1 24 | $165.0M | $453.0M |
| Q4 25 | 14.1% | 37.9% | ||
| Q3 25 | 19.6% | 37.6% | ||
| Q2 25 | 18.7% | 20.3% | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.4% | 45.2% | ||
| Q3 24 | 22.3% | 45.4% | ||
| Q2 24 | 21.2% | 45.2% | ||
| Q1 24 | 23.0% | 45.8% |
| Q4 25 | 7.4% | 17.0% | ||
| Q3 25 | 10.7% | 13.2% | ||
| Q2 25 | 8.8% | -39.7% | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 11.4% | 23.7% | ||
| Q3 24 | 12.6% | 25.3% | ||
| Q2 24 | 14.5% | 22.4% | ||
| Q1 24 | 12.4% | 28.2% |
| Q4 25 | 3.4% | 16.4% | ||
| Q3 25 | 6.5% | 11.6% | ||
| Q2 25 | 4.7% | -33.6% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 6.6% | 22.1% | ||
| Q3 24 | 7.5% | 22.8% | ||
| Q2 24 | 8.5% | 19.5% | ||
| Q1 24 | 7.3% | 24.3% |
| Q4 25 | $0.24 | $0.63 | ||
| Q3 25 | $0.48 | $0.41 | ||
| Q2 25 | $0.34 | $-1.15 | ||
| Q1 25 | $0.42 | — | ||
| Q4 24 | $0.46 | $0.88 | ||
| Q3 24 | $0.55 | $0.93 | ||
| Q2 24 | $0.62 | $0.78 | ||
| Q1 24 | $0.53 | $1.04 |
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 | $2.9B |
| Total DebtLower is stronger | $5.0B | $3.4B |
| Stockholders' EquityBook value | $3.3B | $7.9B |
| Total Assets | $11.8B | $13.0B |
| Debt / EquityLower = less leverage | 1.51× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $261.0M | $2.9B | ||
| Q3 25 | $120.0M | $2.8B | ||
| Q2 25 | $120.0M | $3.0B | ||
| Q1 25 | $129.0M | — | ||
| Q4 24 | $157.0M | $3.0B | ||
| Q3 24 | $126.0M | $2.8B | ||
| Q2 24 | $125.0M | $2.7B | ||
| Q1 24 | $136.0M | $2.6B |
| Q4 25 | $5.0B | $3.4B | ||
| Q3 25 | $5.5B | $3.4B | ||
| Q2 25 | $5.4B | $3.4B | ||
| Q1 25 | $5.7B | — | ||
| Q4 24 | $5.1B | $3.4B | ||
| Q3 24 | $5.4B | $3.4B | ||
| Q2 24 | $4.9B | $3.4B | ||
| Q1 24 | $4.9B | $3.4B |
| Q4 25 | $3.3B | $7.9B | ||
| Q3 25 | $3.3B | $7.9B | ||
| Q2 25 | $3.2B | $8.0B | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.0B | $8.8B | ||
| Q3 24 | $3.0B | $8.6B | ||
| Q2 24 | $2.8B | $8.3B | ||
| Q1 24 | $2.9B | $8.1B |
| Q4 25 | $11.8B | $13.0B | ||
| Q3 25 | $11.9B | $13.1B | ||
| Q2 25 | $11.8B | $13.3B | ||
| Q1 25 | $11.5B | — | ||
| Q4 24 | $11.1B | $14.1B | ||
| Q3 24 | $11.2B | $13.9B | ||
| Q2 24 | $10.8B | $13.7B | ||
| Q1 24 | $11.3B | $13.5B |
| Q4 25 | 1.51× | 0.43× | ||
| Q3 25 | 1.67× | 0.43× | ||
| Q2 25 | 1.68× | 0.42× | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.71× | 0.38× | ||
| Q3 24 | 1.79× | 0.39× | ||
| Q2 24 | 1.75× | 0.41× | ||
| Q1 24 | 1.73× | 0.42× |
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 | $418.7M |
| Free Cash FlowOCF − Capex | — | $372.4M |
| FCF MarginFCF / Revenue | — | 24.0% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 7.34× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $521.0M | $418.7M | ||
| Q3 25 | $227.0M | $184.3M | ||
| Q2 25 | $267.0M | $602.3M | ||
| Q1 25 | $-174.0M | — | ||
| Q4 24 | $489.0M | $579.7M | ||
| Q3 24 | $187.0M | $465.8M | ||
| Q2 24 | $161.0M | $362.2M | ||
| Q1 24 | $3.0M | $498.7M |
| Q4 25 | — | $372.4M | ||
| Q3 25 | — | $106.1M | ||
| Q2 25 | — | $454.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $434.8M | ||
| Q3 24 | — | $293.6M | ||
| Q2 24 | — | $207.7M | ||
| Q1 24 | — | $276.3M |
| Q4 25 | — | 24.0% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 25.2% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 12.0% | ||
| Q1 24 | — | 14.8% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | 8.9% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | 7.34× | 1.64× | ||
| Q3 25 | 1.60× | 1.08× | ||
| Q2 25 | 2.57× | — | ||
| Q1 25 | -1.37× | — | ||
| Q4 24 | 3.54× | 1.53× | ||
| Q3 24 | 1.13× | 1.16× | ||
| Q2 24 | 0.85× | 1.07× | ||
| Q1 24 | 0.02× | 1.10× |
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% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
