Core Viewpoint - Sonoco Products (SON) shares surged 30% year-to-date, reaching a 52-week high of $57.83 after beating Q4 earnings and providing strong guidance for 2026, raising questions about the sustainability of this momentum [1] Group 1: Financial Performance - Sonoco's adjusted operating profit increased by 47.1% year-over-year, driven by the acquisition of Eviosys, which boosted Consumer Packaging revenue by 62.1% to $1.14 billion [1] - The company reported adjusted earnings of $1.05 per share, exceeding the consensus estimate of $1.01 [1] - Operating cash flow declined by 17.28% to $689.8 million in 2025, influenced by one-time divestiture taxes and working capital needs from the Eviosys integration [1] Group 2: Strategic Initiatives - Sonoco reduced its net debt by $2.7 billion in 2025, lowering the leverage ratio to approximately 3.0x [1] - The company completed a portfolio transformation, simplifying its Consumer Packaging segment by consolidating its global Metal Packaging and Rigid Paper Containers businesses [1] - The 2026 guidance projects adjusted earnings of $5.80 to $6.20 per share, indicating a 20% improvement excluding divested businesses [1] Group 3: Market Position and Valuation - Sonoco trades at a forward price-to-earnings ratio of 9x, which is below historical averages for the packaging sector, suggesting potential for multiple expansion [1] - The company offers a 4.1% dividend yield, supported by 42 consecutive years of increases, appealing to income-focused investors [1] Group 4: Technical Indicators and Market Sentiment - The stock's 14-day relative strength index reached 82.11, indicating it is in overbought territory [1] - Sonoco's stock is trading near the analyst consensus price target of $57.88, with mixed ratings of five Buy and five Hold [1] - Management acknowledged headwinds in the market, including uncertain conditions and softer volumes in rigid paper packaging [1]

PresentationRoger SchrumHead of Investor Relations & Global Marketing Communications Let me make sure we're there. Again, good morning, everyone, and thanks for joining us at today's Sonoco's 2026 Investor Day. I'm Roger Schrum. I'm Head of Investor Relations for the company. And it's been my honor to work for Sonoco for 20 years, although I did have a couple of years off for good behavior. This morning, Howard Coker, our President and CEO; and Paul Joachimczyk, our Chief Financial Officer, will start with ...

Management declared the multi-year portfolio transformation complete, having reduced 20 diversified businesses into two core segments: Consumer and Industrial. The shift toward consumer-facing markets now accounts for over two-thirds of sales, aimed at improving earnings predictability and durability through economic cycles. Record performance in U.S. Metal Packaging was driven by food can unit growth of 9% for the full year, significantly exceeding reported industry averages. Industrial segment mar ...

Sonoco Products Company (NYSE:SON) 2026 Investor Day February 17, 2026 08:00 AM ET Company ParticipantsErnest Haynes - President of Consumer Packaging AmericasHoward Coker - President and CEOJames Harrell - President of Industrial Paper PackagingPaul Joachimczyk - CFORoger Schrum - Head of Investor RelationsSeàn Cairns - President of Consumer Packaging EMEA APACNone - Video NarratorConference Call ParticipantsAnuja Shah - Stock AnalystFiona Shang Equity Research Associate - Equity Research AnalystGabe Hajde ...

HARTSVLLE, S.C., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Sonoco Products Company (“Sonoco” or the “Company”) (NYSE: SON), a global leader in high-value sustainable metal and paper packaging, today hosted an Investor Day in which it provided investors with an update on its value creation strategy, financial targets and capital allocation plan, led by President and Chief Executive Officer Howard Coker and members of the senior leadership team. 2026-2028 Financial Targets and Capital Allocation Priorities During its ...

Geopolitical uncertainty and tariffs could affect the company’s ability to meet all of its projections in 2026, said James Harrell, president of industrial paper packaging. But growth in data centers and artificial intelligence is expected to boost Sonoco’s industrial sector, he said, as should customer preference for recycled packaging to meet sustainability goals.Executives outlined a three-year plan. One target is for net leverage of lower than 2.5x by the end of 2028. Executives anticipate capital expen ...

Our Future is in Sonoco Investor Day | February 17, 2026 T ® SONOCO AGENDA Sonoco Investor Day 2026 | | Welcome/Introduction | Roger Schrum · Head of Investor Relations | | --- | --- | --- | | 2 | Fourth Quarter Review | Howard Coker · President and CEO | | | 2026 Outlook | Paul Joachimczyk · Chief Financial Officer | | 3 | Strategic Vision | Howard Coker · President and CEO | | | Our Future is In Focus | | | | Industrial Paper Packaging | James Harrell · President | | 5 | Consumer Packaging, EMEA / APAC | ...

February 16, 2026 Sonoco Reports Fourth Quarter and Full Year 2025 Results Company Hosting New York Investor Day Meeting February 17th Hartsville, S.C., U.S. - Sonoco Products Company ("Sonoco" or the "Company") (NYSE: SON), a global leader in high- value sustainable packaging, today reported financial results for the fourth quarter and full year ended December 31, 2025. Summary: 2026 Guidance: *Note: References in today's news release to consolidated "net sales," "operating profit," and "adjusted operating ...

Core Viewpoint - Sonoco Products Company (NYSE:SON) is a leading player in sustainable packaging solutions, showcasing strong financial performance in its latest earnings report [1] Financial Performance - On February 16, 2026, SON reported an earnings per share (EPS) of $1.05, surpassing the estimated $1.01 [2] - Revenue for the period reached approximately $1.77 billion, exceeding the estimated $1.76 billion [2] - The company's U.S. GAAP net income for the fourth quarter was $332.2 million, a significant improvement from a loss of $43 million in the same period in 2024 [3] - GAAP operating profit increased to $520.2 million, up from $56.1 million in the previous year [3] Valuation Metrics - SON has a price-to-earnings (P/E) ratio of approximately 8.20, indicating a positive market valuation of its earnings [4] - The price-to-sales ratio stands at about 0.83, suggesting the stock is valued at less than its annual sales [4] - The enterprise value to sales ratio is approximately 1.68, reflecting the company's total valuation relative to its sales [4] Financial Health - Despite a debt-to-equity ratio of about 1.63, SON maintains a current ratio of approximately 0.92, indicating its ability to cover short-term liabilities with short-term assets [5] - The earnings yield is approximately 12.19%, making SON an attractive option for investors based on its earnings [5]

Quarterly Financial Review 4th Quarter 2025 February 18, 2026 CONOCO FORWARD-LOOKING STATEMENTS / NON-GAAP FINANCIAL MEASURES Statements includiod herein that are not hislonical in nature, ane intended to be, and are hereby identified as "for ward-kooking statements" for purposes of the safe harb 1934, as amended. In addition, the Cornpary and its representatives may from time to time make other oral or witten statements that ane also "forward-Lobking statements: " tbeleve," "can, " considel, " "pontinue, " ...