Company Overview - Sealed Air Corporation provides packaging and protective solutions primarily in food safety and product protection markets, leveraging proprietary brands and automation technologies [3][7] - The company serves a diversified customer base, including food processors, e-commerce businesses, consumer goods companies, pharmaceutical firms, and industrial manufacturers globally [7] Financial Performance - As of February 13, 2026, Sealed Air's stock price was $41.93, with a market capitalization of $6.2 billion [2] - The company's revenue for the trailing twelve months (TTM) was $5.3 billion, and net income for the same period was $396.4 million [2] - Over the past year, Sealed Air's shares returned 26.3%, significantly outperforming the S&P 500 index's return of 13.2% [5] Recent Developments - Kiltearn Partners LLP fully exited its position in Sealed Air, selling 335,500 shares in the fourth quarter, which previously accounted for 2.4% of its assets under management (AUM) [1][6] - Following this transaction, Kiltearn Partners now holds only 28 positions, with its top five holdings making up over 44% of its AUM [4] Sales Outlook - Sealed Air's third-quarter sales experienced a decline of 1% after adjusting for foreign-currency translation effects, and management anticipates a sales decrease of 2% to 3% for the year [5]

以上内容基于公开资料整理，不构成投资建议。 经济观察网希悦尔(SEE)已达成最终协议，将被私募股权公司CD&R以约62亿美元的价格收购，收购价 格为每股42.15美元现金。该交易预计于2026年年中完成，但需获得股东批准和监管机构批准，届时希 悦尔将从纽约证券交易所退市。 ...

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Group 1 - Sealed Air Corporation (NYSE:SEE) is recognized as one of the top 8 paper and plastic packaging stocks favored by hedge funds, with a consensus sentiment of Neutral as of February 6 [1] - The stock has coverage from 8 analysts, with 2 Buy ratings and 6 Hold ratings, and a projected median 1-year price target of $44.03, indicating an upside of over 5% [1] - Michael Roxland from Truist Financial raised the price target for Sealed Air from $45 to $49, reflecting a revised upside potential of over 17% [3] Group 2 - Sealed Air Corporation specializes in Food and Protective packaging solutions, offering products under brands such as CRYOVAC, LIQUIBOX, BUBBLE WRAP, Optidure, and AUTOBAG [5] - The company operates through two segments, providing integrated solutions focused on food safety, shelf life extension, waste reduction, bagging systems, suspensions, and retention packaging [5] Group 3 - Roxland noted that some Consumer Packaged Goods (CPGs) are effectively increasing volumes and maintaining price gains, although he anticipates challenges in packaging volumes in early 2026 due to limited promotions [4] - There is expected continued momentum for Beverage cans in North America and Europe, with predictions that containerboard producers will successfully raise prices due to disciplined supplies [4]

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of a ...

Group 1 - The packaging industry is experiencing significant layoffs, particularly among manufacturers specializing in plastics, but other material handlers are also affected [1] - International Paper plans to close at least seven facilities in Europe, the Middle East, and Africa, resulting in a reduction of at least 700 employees by 2026 [2] - Dow is laying off 4,500 employees, approximately 13% of its workforce, as part of a cost-cutting initiative, with a noted 11% year-over-year decline in packaging and specialty plastics sales volumes in Q4 2025 [2] - Sealed Air is permanently closing a facility in City of Industry, California, affecting 51 employees, with separations occurring in phases starting around April 30 [2] - Tekni-Plex is closing a facility in Milwaukee, impacting 39 employees, with separations scheduled from March 27 through April 30 [2] - Waddington North America, a Novolex company, is permanently closing a plant in Bremen, Georgia, affecting 49 employees, with separation dates from March 31 to May 29 [2]

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Core Insights - Sealed Air Corporation celebrates National Bubble Wrap® Appreciation Day, highlighting its legacy of innovation in protective packaging [1][4] - The company is launching a limited, fan-focused Big Game "Pop Pack" activation to engage customers and celebrate the brand [7] Company History and Innovation - The BUBBLE WRAP® brand was invented in 1957 by Alfred W. Fielding and Marc Chavannes, initially intended as a textured wall covering, but found its true purpose in protective packaging, leading to the establishment of Sealed Air Corporation in 1960 [3] - Sealed Air has evolved from a single product to a comprehensive protective packaging portfolio, positioning itself as a one-stop shop for end-to-end protection solutions [3] Employee and Customer Engagement - The company acknowledges the contributions of over 16,000 employees who are essential to its manufacturing excellence and customer service [5] - Sealed Air expresses gratitude to its customers and partners for their trust in the company's expertise [5] Cultural Impact - The BUBBLE WRAP® brand is recognized not only for its protective qualities but also for its cultural significance, providing moments of creativity and stress relief [6] Product Features and Market Position - The barrier-bubble technology of BUBBLE WRAP® is designed to retain air longer than non-barrier alternatives, ensuring consistent cushioning during shipping [9] - Sealed Air's portfolio includes 90% recycled content BUBBLE WRAP® packaging, alongside innovations in fiber-based cushioning and void-fill systems [9] - The company's solutions are engineered to enhance operational efficiency, benefiting a range of businesses from global e-commerce to local shops [9] Financial Overview - In 2024, Sealed Air generated $5.4 billion in sales and employs approximately 16,400 people across 117 countries [10]

Investment Rating - The report indicates a positive outlook for the private equity (PE) industry, highlighting a resurgence in deal activity and a strong market environment, suggesting a favorable investment rating for the sector in 2025 [8][9]. Core Insights - The private equity sector experienced a significant rebound in 2025, with total deal activity surpassing 9,000 transactions and an aggregate value of approximately $1.2 trillion, marking only the second time in history that deal value exceeded $1 trillion [8][34]. - The second half of 2025 saw a strong recovery in deal flow, compensating for a slowdown in Q2 due to market volatility, with 4,560 deals valued at $632.2 billion [35]. - The report emphasizes the importance of mega-sized transactions, with 150 megadeals totaling $567.8 billion, surpassing previous years and indicating a strong appetite for large-scale investments [9][34]. Summary by Sections Executive Summary - The PE industry rebounded strongly in 2025, achieving a total deal value of $1,155.5 billion, with a year-over-year growth of 36.3% [7]. - Exit activity also saw significant growth, with exit values reaching $728.1 billion, a 90.1% increase from the previous year [7]. Deals - The total number of PE deals in 2025 was 9,019, with a deal count increase of 5.9% year-over-year [7]. - Buyout/LBO transactions accounted for $616.6 billion, reflecting a 57.4% increase compared to 2024 [7]. Fundraising - Fundraising in 2025 was noted as the weakest since 2020, with significant declines in both fund count and capital raised, despite increasing exit activity [12]. - The dry powder in the PE market reached an all-time high of $1.1 trillion, indicating potential for future deal-making [12]. Performance - The report highlights a bifurcation in the market, with large, high-conviction investments performing well, while lower and middle market activities remained muted [72]. - The healthcare sector saw a notable increase in deal value, driven by a few mega-transactions, with a 43.4% rise in total PE-backed healthcare deal value [72]. Valuations - Median global M&A EV/EBITDA multiples reached 10x, recovering from previous lows and indicating a strong valuation environment for PE deals [81]. - PE buyout valuations showed a mixed trend, with EBITDA multiples adjusting down slightly to 12.3x, while revenue multiples increased significantly to 2.5x [82].

Group 1 - Sealed Air Corporation will release its fourth quarter and full year 2025 results on March 2, 2026, before U.S. markets open [1] - The financial results will be accessible on Sealed Air's investor homepage [1] - Due to the pending acquisition by CD&R, Sealed Air will not hold a conference call this quarter or provide guidance for 2026 [1] Group 2 - Sealed Air is a leading global provider of packaging solutions, focusing on sustainable materials, automation, and services [2] - The company generated $5.4 billion in sales in 2024 and employs approximately 16,400 people across 117 countries/territories [2] - Sealed Air's product offerings include well-known brands such as CRYOVAC, LIQUIBOX, SEALED AIR, AUTOBAG, and BUBBLE WRAP [2]