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Side-by-side financial comparison of GRAPHIC PACKAGING HOLDING CO (GPK) and Schneider National, Inc. (SNDR). 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 $1.2B, roughly 1.7× Schneider National, Inc.). GRAPHIC PACKAGING HOLDING CO runs the higher net margin — 3.4% vs 1.6%, a 1.7% gap on every dollar of revenue. On growth, GRAPHIC PACKAGING HOLDING CO posted the faster year-over-year revenue change (0.2% vs -1.2%). Over the past eight quarters, Schneider National, Inc.'s revenue compounded faster (-2.8% CAGR vs -3.5%).
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...
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
GPK vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.2B |
| Net Profit | $71.0M | $20.4M |
| Gross Margin | 14.1% | — |
| Operating Margin | 7.4% | 2.7% |
| Net Margin | 3.4% | 1.6% |
| Revenue YoY | 0.2% | -1.2% |
| Net Profit YoY | -48.6% | -21.8% |
| EPS (diluted) | $0.24 | $0.12 |
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 | — | $1.2B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.2B | $1.3B |
| Q1 26 | — | $20.4M | ||
| Q4 25 | $71.0M | $22.1M | ||
| Q3 25 | $142.0M | $19.4M | ||
| Q2 25 | $104.0M | $36.0M | ||
| Q1 25 | $127.0M | $26.1M | ||
| Q4 24 | $138.0M | $32.6M | ||
| Q3 24 | $165.0M | $30.6M | ||
| Q2 24 | $190.0M | $35.3M |
| 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 | — | 2.7% | ||
| Q4 25 | 7.4% | 2.6% | ||
| Q3 25 | 10.7% | 2.4% | ||
| Q2 25 | 8.8% | 3.9% | ||
| Q1 25 | 10.5% | 3.0% | ||
| Q4 24 | 11.4% | 3.2% | ||
| Q3 24 | 12.6% | 3.3% | ||
| Q2 24 | 14.5% | 3.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 3.4% | 1.6% | ||
| Q3 25 | 6.5% | 1.3% | ||
| Q2 25 | 4.7% | 2.5% | ||
| Q1 25 | 6.0% | 1.9% | ||
| Q4 24 | 6.6% | 2.4% | ||
| Q3 24 | 7.5% | 2.3% | ||
| Q2 24 | 8.5% | 2.7% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.24 | $0.13 | ||
| Q3 25 | $0.48 | $0.11 | ||
| Q2 25 | $0.34 | $0.20 | ||
| Q1 25 | $0.42 | $0.15 | ||
| Q4 24 | $0.46 | $0.19 | ||
| Q3 24 | $0.55 | $0.17 | ||
| Q2 24 | $0.62 | $0.20 |
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 | $227.8M |
| Total DebtLower is stronger | $5.0B | — |
| Stockholders' EquityBook value | $3.3B | $3.0B |
| Total Assets | $11.8B | $4.9B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $227.8M | ||
| Q4 25 | $261.0M | $41.8M | ||
| Q3 25 | $120.0M | $235.7M | ||
| Q2 25 | $120.0M | $205.1M | ||
| Q1 25 | $129.0M | $154.3M | ||
| Q4 24 | $157.0M | $165.5M | ||
| Q3 24 | $126.0M | $231.6M | ||
| Q2 24 | $125.0M | $157.2M |
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $390.9M | ||
| Q3 25 | $5.5B | $509.8M | ||
| Q2 25 | $5.4B | $512.7M | ||
| Q1 25 | $5.7B | $565.8M | ||
| Q4 24 | $5.1B | $420.8M | ||
| Q3 24 | $5.4B | $124.7M | ||
| Q2 24 | $4.9B | $125.8M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.3B | $3.0B | ||
| Q2 25 | $3.2B | $3.0B | ||
| Q1 25 | $3.2B | $3.0B | ||
| Q4 24 | $3.0B | $3.0B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $2.8B | $3.0B |
| Q1 26 | — | $4.9B | ||
| Q4 25 | $11.8B | $4.8B | ||
| Q3 25 | $11.9B | $5.0B | ||
| Q2 25 | $11.8B | $5.0B | ||
| Q1 25 | $11.5B | $5.0B | ||
| Q4 24 | $11.1B | $4.9B | ||
| Q3 24 | $11.2B | $4.6B | ||
| Q2 24 | $10.8B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 0.13× | ||
| Q3 25 | 1.67× | 0.17× | ||
| Q2 25 | 1.68× | 0.17× | ||
| Q1 25 | 1.80× | 0.19× | ||
| Q4 24 | 1.71× | 0.14× | ||
| Q3 24 | 1.79× | 0.04× | ||
| Q2 24 | 1.75× | 0.04× |
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 | $92.9M |
| Free Cash FlowOCF − Capex | — | $48.1M |
| FCF MarginFCF / Revenue | — | 3.9% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | 7.34× | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | $521.0M | $186.0M | ||
| Q3 25 | $227.0M | $184.2M | ||
| Q2 25 | $267.0M | $175.5M | ||
| Q1 25 | $-174.0M | $91.7M | ||
| Q4 24 | $489.0M | $199.5M | ||
| Q3 24 | $187.0M | $206.4M | ||
| Q2 24 | $161.0M | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $56.2M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | 7.34× | 8.42× | ||
| Q3 25 | 1.60× | 9.49× | ||
| Q2 25 | 2.57× | 4.88× | ||
| Q1 25 | -1.37× | 3.51× | ||
| Q4 24 | 3.54× | 6.12× | ||
| Q3 24 | 1.13× | 6.75× | ||
| Q2 24 | 0.85× | 5.17× |
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% |
SNDR
Segment breakdown not available.
