Sealed Air beats Q4 sales and EPS expectations

Sealed Air

02/03/2026 12:04

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net sales
Beat
$1.40 bln
$1.34 bln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.77
$0.73 (8 Analysts)
Q4 EPS
$0.30
Q4 Net Income
$44 mln
Q4 Operating profit
$159.30 mln


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

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.)