Sonoco Q4 revenue rises 29.7%, beats estimates on Titan acquisition impact

Sonoco Products

16/02/2026 23:53

Overview

Sustainable packaging firm's Q4 revenue rose 29.7%, slightly beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company completed sale of ThermoSafe business, reducing net debt by $965 mln

Outlook

Sonoco targets full-year adjusted EPS of $5.80 to $6.20

Company expects 2026 adjusted EBITDA of $1.25 bln to $1.35 bln

Sonoco projects 2026 cash flow from operations at $700 mln to $800 mln

Result Drivers

ACQUISITION IMPACT - Revenue growth driven by acquisition of Titan Holdings I B.V., enhancing Metal Packaging EMEA business

THERMOSAFE SALE - Gain from sale of ThermoSafe business unit boosted net income

PRICE AND FX BENEFITS - Higher prices and favorable foreign exchange rates supported revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$1.77 bln
$1.76 bln (9 Analysts)
Q4 Adjusted EPS
Beat
$1.05
$1 (9 Analysts)
Q4 EPS
$3.33
Q4 Net Income
$332 mln
Q4 Operating profit
$520 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 5 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the paper packaging peer group is "buy"

Wall Street's median 12-month price target for Sonoco Products Co is $53.00, about 2.6% above its February 13 closing price of $51.67

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nGNX6lVhMr

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.)