GPGI, Inc. Class A (GPGI) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to the GPGI Second Quarter Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be the question and answer session. To ask a question during the session, you need to press star 1 1 on your telephone keypad. You will then hear an automatic message advising your hand is raised. To withdraw a question, please press star 1 and 1 again. Please be advised that today's conference has been recorded. I would now like to hand the conference over to our first speaker today, Dave Marshall. Please go ahead. Good morning and welcome to GPGI's second quarter conference call. This morning's remarks will include forward-looking statements which are subject to risks and uncertainties that could cause actual results to differ materially, including those disclosed in our SEC filings available at SEC.gov and on our IR website. Additionally, definitions and reconciliations of non-GAAP measures used today appear in today's press release and earnings presentation, which are available in our SEC filings and on our IR website. As a reminder, following the Resolute Holdings spinoff, GPGI accounts for GPGI holdings, including our CompostSecure and Husky businesses, under the equity method of accounting in accordance with GAAP. With that, I will turn over the call to Executive Chairman Dave Cody. Good morning, everyone. GPGI continues to execute with discipline and focus with our customers at the center of everything we do. In the second quarter, we continued to see progress across the platform and delivered results that were consistent with both our expectations and the guidance range we introduced last quarter. The results were driven by continued strength at Compass Secure...