Canada's CCL Industries Q4 adjusted profit misses estimates

CCL Industries

25/02/2026 22:44

Overview

Canada's specialty label maker's Q4 sales rose 3.5%, meeting analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company returned $523.7 mln to shareholders via dividends and share buybacks in 2025

Outlook

CCL Industries plans $470 mln in capital expenditures for 2026

Company expects modest foreign currency tailwind in Q1 2026

Result Drivers

CURRENCY TRANSLATION - Positive currency translation contributed 2.7% to sales growth and 3.0% to operating income

SEGMENT PERFORMANCE - CCL Segment and Avery posted organic sales growth of 3.6% and 3.8%, respectively, partly offset by declines in Checkpoint and Innovia

HIGHER TAXES - Increased tax expenses negatively impacted adjusted EPS by $0.08

Company press release: ID:nACSRm9gna

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Meet
C$1.88 bln
C$1.88 bln (7 Analysts)
Q4 Adjusted EPS
Miss
C$1.03
C$1.10 (4 Analysts)
Q4 Net Income
C$171.10 mln
Q4 Gross Profit
C$540.80 mln
Q4 Pretax Profit
C$238.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "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 CCL Industries Inc is C$99.00, about 11.2% above its February 25 closing price of C$89.01

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)