Reynolds Q4 revenue beats analyst expectations on higher pricing

Reynolds Consumer Products

04/02/2026 12:08

Overview

Household products maker's Q4 revenue grew, beating analyst expectations

Adjusted net income for Q4 slightly beat analyst estimates

Adjusted EBITDA for Q4 beat analyst expectations, aided by pricing actions and productivity improvements

Outlook

Full-year 2026 net revenues expected to be -3% to +1% compared to 2025

First quarter 2026 net revenues expected to be -3% to +1% compared to Q1 2025

Company expects full-year 2026 adjusted EBITDA between $660 mln and $675 mln

Result Drivers

PRICING ACTIONS - Co's Q4 results benefited from pricing actions to recover increased input costs, contributing to Adjusted EBITDA growth

BRANDED SHARE GAINS - Reynolds reported strong branded share gains in Reynolds Wrap, bakeware, and parchment, despite retail volume decreases

NON-RETAIL REVENUE - Significant growth in non-retail revenues, particularly in Reynolds Cooking & Baking, driven by higher aluminum sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.03 bln
$1.008 bln (5 Analysts)
Q4 EPS
$0.56
Q4 Adjusted Net Income
Slight Beat*
$125 mln
$124.17 mln (5 Analysts)
Q4 Net Income
$118 mln
Q4 Adjusted EBITDA
Beat
$220 mln
$215.45 mln (6 Analysts)

*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 "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Reynolds Consumer Products Inc is $26.00, about 19.2% above its February 3 closing price of $21.81

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw868Sqqa

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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.)