Label maker CCL's Q3 sales beat estimates

CCL Industries

11/11/2025 22:43

Overview

CCL Industries Q3 sales rose 6.3%, beating analyst expectations

Adjusted EPS for Q3 increased 11% yr/yr, reflecting strong operational performance

Company returned C$155.8 mln to shareholders via dividends and share repurchases

Outlook

Company expects modest currency translation tailwind for Q4 2025 earnings

Company well-positioned for global expansion with C$1.1 bln cash-on-hand

Company sees geopolitical and trade environment as challenging

Result Drivers

CCL SEGMENT PERFORMANCE - CCL Segment achieved 6.6% organic sales growth, driven by strong sales in aluminum aerosols, bottles, and label sales in the Middle East and Asia

CHECKPOINT IMPROVEMENT - Checkpoint's results improved due to strong gains in Europe and Asia, offsetting lower North American profitability

INNOVIA CHALLENGES - Innovia's sales declined 3.6% due to startup costs in Germany, despite productivity gains in the UK and growth in Poland

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
C$1.97 bln
C$1.92 bln (9 Analysts)
Q3 Net Income
C$210.80 mln
Q3 Gross Profit
C$595 mln
Q3 Pretax Profit
C$282.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", no "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$92.50, about 13.7% above its November 10 closing price of C$79.87

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nACSysWf2a

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(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.)