Core Viewpoint - Graphic Packaging (GPK) reported quarterly earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, but down from $0.64 per share a year ago, indicating a +7.41% earnings surprise [1][2] Financial Performance - The company achieved revenues of $2.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.09%, although this is a decrease from $2.22 billion in the same quarter last year [2] - Over the last four quarters, Graphic Packaging has exceeded consensus EPS estimates two times and revenue estimates two times [2] Stock Performance and Outlook - Graphic Packaging shares have declined approximately 42.3% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] - The company's current Zacks Rank is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Earnings Expectations - The consensus EPS estimate for the upcoming quarter is $0.48 on revenues of $2.04 billion, and for the current fiscal year, it is $1.95 on revenues of $8.52 billion [7] - The trend of estimate revisions prior to the earnings release was unfavorable, which may impact future stock movements [6] Industry Context - The Containers - Paper and Packaging industry is currently ranked in the bottom 31% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8]

Core Insights - The article compares two companies in the Containers - Paper and Packaging sector: Karat Packing (KRT) and Packaging Corp. (PKG), focusing on which stock may be undervalued [1] Valuation Metrics - KRT has a forward P/E ratio of 14.90, while PKG has a forward P/E of 19.80, indicating KRT may be more attractively priced [5] - KRT's PEG ratio is 1.23, compared to PKG's PEG ratio of 1.44, suggesting KRT has a better growth-to-price ratio [5] - KRT's P/B ratio is 3.02, while PKG's P/B ratio is 3.82, further indicating KRT's relative undervaluation [6] Analyst Outlook - KRT currently holds a Zacks Rank of 2 (Buy), reflecting a more favorable earnings estimate revision trend compared to PKG, which has a Zacks Rank of 3 (Hold) [3][7] - The improving earnings outlook for KRT positions it as a superior value option in the current market [7] Value Grades - KRT has a Value grade of B, while PKG has a Value grade of C, highlighting KRT's stronger valuation metrics [6]

Company Performance - Karat Packing (KRT) reported quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.60 per share, but showing an increase from $0.49 per share a year ago, resulting in an earnings surprise of -5.00% [1] - The company posted revenues of $123.99 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.01%, and an increase from $112.6 million year-over-year [2] - Over the last four quarters, Karat Packing has surpassed consensus EPS estimates only once [2] Stock Outlook - The stock has underperformed the market, losing about 10.9% since the beginning of the year, while the S&P 500 gained 7.9% [3] - The current consensus EPS estimate for the coming quarter is $0.45 on revenues of $125 million, and for the current fiscal year, it is $1.59 on revenues of $462 million [7] Industry Context - The Containers - Paper and Packaging industry, to which Karat Packing belongs, is currently ranked in the bottom 21% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - MRC Global reported quarterly earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, but down from $0.31 per share a year ago, indicating an earnings surprise of +8.70% [1] Financial Performance - The company posted revenues of $798 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.35%, although this is a decrease from year-ago revenues of $832 million [2] - Over the last four quarters, MRC has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance - MRC shares have increased approximately 12.4% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates of $0.32 for the coming quarter and $0.87 for the current fiscal year, alongside revenues of $832.9 million and $3.04 billion respectively [7] - The estimate revisions trend for MRC was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Steel - Pipe and Tube industry, to which MRC belongs, is currently in the top 23% of over 250 Zacks industries, suggesting a positive outlook as the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Group 1: Earnings Performance - Sealed Air reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and up from $0.83 per share a year ago, representing an earnings surprise of +23.61% [1] - The company has surpassed consensus EPS estimates for the last four quarters, with revenues of $1.34 billion for the quarter ended June 2025, which also exceeded the Zacks Consensus Estimate by 1.26% [2] Group 2: Stock Performance and Outlook - Sealed Air shares have declined approximately 14.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] Group 3: Estimate Revisions and Industry Context - The trend of estimate revisions for Sealed Air was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $0.75 on revenues of $1.33 billion, and for the current fiscal year, it is $3.07 on revenues of $5.29 billion [7] - The Containers - Paper and Packaging industry, to which Sealed Air belongs, is currently ranked in the bottom 28% of Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - Graphic Packaging reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, but down from $0.60 per share a year ago, indicating a +5.00% earnings surprise [1] - The company posted revenues of $2.2 billion for the quarter, surpassing the Zacks Consensus Estimate by 1.17%, but down from $2.24 billion year-over-year [2] Financial Performance - Over the last four quarters, Graphic Packaging has only surpassed consensus EPS estimates once [2] - The company has experienced a decline of approximately 14.8% in share price since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] Future Outlook - The earnings outlook for Graphic Packaging is uncertain, with current consensus EPS estimates at $0.57 for the coming quarter and $1.97 for the current fiscal year, with revenues expected to be $2.15 billion and $8.5 billion respectively [7] - The Zacks Rank for Graphic Packaging is currently 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Containers - Paper and Packaging industry is currently ranked in the top 38% of over 250 Zacks industries, suggesting that companies in the top 50% tend to outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, Karat Packing, is expected to report quarterly earnings of $0.61 per share, reflecting a year-over-year increase of +24.5% [9]

Core Viewpoint - Karat Packing (KRT) reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.31 per share, but down from $0.40 per share a year ago, indicating a 17.5% year-over-year decline in earnings [1][2] Financial Performance - The company achieved revenues of $103.62 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.26% and showing a year-over-year increase from $95.61 million [2] - Over the last four quarters, Karat Packing has only surpassed consensus EPS estimates once and has topped revenue estimates just once [2] Stock Performance - Karat Packing shares have declined approximately 11.2% since the beginning of the year, compared to a decline of 4.3% for the S&P 500 [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.51 on revenues of $121.97 million, and for the current fiscal year, it is $1.60 on revenues of $461.89 million [7] - The trend of estimate revisions for Karat Packing has been unfavorable leading up to the earnings release [6] Industry Context - The Containers - Paper and Packaging industry, to which Karat Packing belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Company Performance - Sealed Air reported quarterly earnings of $0.81 per share, exceeding the Zacks Consensus Estimate of $0.67 per share, and showing an increase from $0.78 per share a year ago, representing an earnings surprise of 20.90% [1] - The company posted revenues of $1.27 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.26%, although this is a decrease from year-ago revenues of $1.33 billion [2] - Over the last four quarters, Sealed Air has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance and Outlook - Sealed Air shares have declined approximately 18.6% since the beginning of the year, in contrast to the S&P 500's decline of 3.9% [3] - The company's current consensus EPS estimate for the upcoming quarter is $0.76 on revenues of $1.32 billion, and for the current fiscal year, it is $2.99 on revenues of $5.31 billion [7] - The estimate revisions trend for Sealed Air is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Containers - Paper and Packaging industry, to which Sealed Air belongs, is currently ranked in the bottom 33% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Sealed Air's stock performance [5]

Core Viewpoint - AptarGroup reported quarterly earnings of $1.20 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, but down from $1.26 per share a year ago, indicating a 4.76% year-over-year decline in earnings [1][2] Financial Performance - The company achieved revenues of $887.31 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.37% and down from $915.45 million year-over-year, reflecting a revenue decline of 3.9% [2] - Over the last four quarters, AptarGroup has surpassed consensus EPS estimates four times but has not beaten consensus revenue estimates during the same period [2] Stock Performance - AptarGroup shares have decreased by approximately 4.6% since the beginning of the year, while the S&P 500 has declined by 5.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.40, with projected revenues of $927.02 million, while the estimate for the current fiscal year is $5.55 on $3.66 billion in revenues [7] - The industry outlook is critical, as the Containers - Paper and Packaging sector is currently in the bottom 16% of Zacks industries, which may impact stock performance [8]

Core Viewpoint - Berry Global reported quarterly earnings of $1.55 per share, exceeding the Zacks Consensus Estimate of $1.52 per share, but down from $1.95 per share a year ago, indicating a 20.51% year-over-year decline in earnings [1][2] Financial Performance - The company achieved revenues of $2.52 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.69%, but down from $3.08 billion in the same quarter last year, reflecting a year-over-year revenue decline of 17.99% [2] - Over the last four quarters, Berry Global has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Berry Global shares have increased approximately 4.5% since the beginning of the year, contrasting with the S&P 500's decline of 5.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.75 on revenues of $2.52 billion, and for the current fiscal year, it is $6.21 on revenues of $9.9 billion [7] - The estimate revisions trend for Berry Global is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Containers - Paper and Packaging industry, to which Berry Global belongs, is currently ranked in the bottom 17% of over 250 Zacks industries, suggesting potential challenges ahead [8]