Sealed Air beats Q4 sales and EPS expectations

Overview

• Packaging solutions provider's Q4 net sales beat analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company to be acquired by CD&R, becoming privately held

Outlook

• Sealed Air expects acquisition by CD&R to close in mid-2026

• Company will become privately held post-acquisition

• Sealed Air did not provide specific financial guidance

Result Drivers

• CURRENCY IMPACT - Favorable currency translation positively influenced net sales in both Food and Protective segments

• PRODUCTIVITY BENEFITS - Lower operating costs due to productivity benefits contributed to increased Adjusted EBITDA

• SPECIAL ITEMS EXPENSE - Decrease in Special Items expense, primarily driven by lower restructuring costs, impacted net earnings

Company press release: ID:nPn5W2wm0a

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the non-paper containers & packaging peer group is "buy."

• Wall Street's median 12-month price target for Sealed Air Corp is $42.15, about 0.6% above its February 27 closing price of $41.88

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago

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