Sealed Air Stock Set to Report Q4 Earnings: What's in Store?

Core Insights - Sealed Air Corporation (SEE) is set to report its fourth-quarter 2025 results on March 2, with net sales expected to decline by 2.4% year-over-year to $1.34 billion and earnings projected to fall by 4% to 72 cents per share [1][4]. Financial Performance - The Zacks Consensus Estimate for fourth-quarter net sales is $1.34 billion, reflecting a 2.4% decrease from the previous year [1]. - The earnings estimate for the fourth quarter is 72 cents per share, indicating a year-over-year decline of 4% [1]. - Sealed Air's earnings have historically exceeded Zacks Consensus Estimates, with an average surprise of 21.1% over the last four quarters [2][3]. Segment Analysis - The Protective segment is expected to see a volume decline of 3.4%, leading to a projected sales drop of 6.5% to $421 million [10]. - The Food segment's sales are anticipated to decrease by 1.1% to $912 million, although adjusted EBITDA may rise by 0.4% to $209 million [9][10]. - Overall, Sealed Air's volumes are projected to decline by 1.9%, with a pricing decrease of 1.3% expected for the quarter [10]. Strategic Initiatives - The company's "Reinvent SEE Strategy" is contributing to productivity gains and helping to mitigate supply chain challenges, which is expected to positively impact operating margins in the fourth quarter [11]. Stock Performance - Over the past year, Sealed Air's stock has increased by 30.1%, significantly outperforming the industry average growth of 0.9% [12].