GPGI, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
GPGI reported Q2 2026 pro forma adjusted net sales of $473.2M (down 4% YoY) and pro forma adjusted EBITDA of $113.9M (down 13% YoY), with EBITDA margin at 24.1% (down 230 bps). CompoSecure delivered record sales of $133.6M (up 11.7%) and EBITDA of $55.2M (up 13.6%); Husky sales declined to $339.6M (down 9.2%) with EBITDA of $64.9M (down 22.6%) due to macro headwinds. GPGI reiterated full-year 2026 guidance: pro forma adjusted net sales $1,950–$2,100M (flat YoY at midpoint), pro forma adjusted EBITDA $550–$610M (up 7% YoY), pro forma adjusted free cash flow $275–$325M, and targeting non-GAAP year-end net LTM leverage of ~3.0x.
Why this rating
Moderate event: guidance reiteration with mixed Q2 results (strong CompoSecure offset by weak Husky). At $665M market cap, Q2 EBITDA of ~$114M is material but company guided flat revenue YoY. Leverage at 3.9x near target. No material M&A or capital structure changes.
See more from August 6, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.