Packaging supplier Silgan's Q4 EPS beats estimates on demand for dispensing products

Overview

• Packaging supplier's Q4 revenue slightly beat analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company returned approximately $160 mln to shareholders

Outlook

• Silgan expects 2026 adjusted EPS between $3.70 and $3.90

• Company projects 2026 free cash flow around $450 mln vs $445.2 mln in 2025

• Silgan sees 2026 capital expenditures of $310 mln vs $307.1 mln in 2025

Result Drivers

• DISPENSING PRODUCTS - Sales grew over 30% in 2025, driven by customer focus and innovation, despite challenges in personal and home care markets

• METAL CONTAINERS - 7% growth in pet food markets offset isolated customer development, contributing to segment stability

• CUSTOM CONTAINERS - Lower volumes due to exit from lower margin business impacted segment sales

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 3 "hold" and no "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 Silgan Holdings Inc is $49.00, about 12% above its February 3 closing price of $43.76

• The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw3n9Xz0a

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