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

Silgan Holdings

04/02/2026 10:41

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$1.47 bln
$1.46 bln (10 Analysts)
Q4 Adjusted EPS
Beat
$0.67
$0.64 (11 Analysts)
Q4 Net Income
$18.20 mln
Q4 Basic EPS
$0.17
Q4 Gross Profit
$252.70 mln
Q4 Pretax Profit
$53.40 mln


*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

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.)