Core Insights - Ball Corporation reported fourth-quarter 2025 adjusted earnings per share (EPS) of 91 cents, exceeding the Zacks Consensus Estimate of 90 cents, with an 8% year-over-year improvement driven by higher volumes and favorable price/mix [2][10] - Total sales reached $3.35 billion, up from $2.88 billion in the prior year, surpassing the Zacks Consensus Estimate of $3.11 billion, with global aluminum packaging shipments increasing by 4.1% year over year [3][10] Financial Performance - The cost of sales increased to $2.7 billion, a 17.9% rise from the previous year, while gross profit was $648 million, reflecting a 9.6% increase from $591 million [4] - Gross margin contracted to 19.4% from 20.5% in the prior year, indicating pressure from rising costs [4] - Selling, general and administrative expenses rose by 16% year over year to $150 million, while comparable segment operating earnings increased by 14% to $409 million [5] Segment Performance - Beverage Packaging North and Central America segment revenues grew by 22% year over year to $1.57 billion, with operating earnings of $159 million, up 12% [6] - Beverage Packaging EMEA segment sales were $971 million, a 17.6% increase year over year, with operating earnings of $123 million, marking 36.7% growth [7] - Beverage Packaging South America segment revenues rose by 12% to $633 million, with operating earnings slightly up by 0.8% to $127 million [8] Cash Flow and Debt - Cash and cash equivalents at the end of 2025 were $1.2 billion, up from $0.9 billion at the end of 2024, with cash generated from operating activities amounting to $1.26 billion [9] - Adjusted free cash flow reached a record $956 million in 2025, while long-term debt increased to $6.99 billion from $5.31 billion [9] Shareholder Returns and Acquisitions - The company returned $1.54 billion to shareholders through share repurchases and dividends in 2025 [11] - In January 2026, Ball Corp. completed the acquisition of an 80% stake in European beverage can manufacturer Benepack for €184 million ($217 million) [12] Overall Performance and Outlook - Ball Corp. achieved a record adjusted EPS of $3.57 in 2025, a 13% increase from the prior year, with total sales rising by 11.6% to $13.16 billion [13] - The company anticipates year-over-year growth in comparable EPS to exceed 10% in 2026, with projected free cash flow above $900 million [14]

Core Insights - The company aims to enhance brand perception, enable sustainability goals, and deliver exceptional quality and reliability, which are seen as substantial opportunities for improving performance and creating shareholder value [1][5] - The company recognizes the critical role of packaging in consumer purchasing decisions and is aware of the challenges and opportunities faced by customers in the evolving market [2][10] - The CEO has initiated a comprehensive operational and business review to unlock the company's full potential and drive stronger performance for stakeholders [6][9] Company Overview - Graphic Packaging is positioned as a world-class company with strong relationships with respected consumer brands and retailers, supported by an industry-leading asset base [5][12] - The company operates approximately 100 packaging facilities, including the highest quality recycled paperboard manufacturing facilities in North America [5][18] - The company has a strong focus on innovation and technical capabilities to build deeper customer relationships [5][23] Operational Challenges and Strategies - The company acknowledges the need to address overcapacity in the commodity bleached paperboard markets and the impact of macroeconomic uncertainty on consumer purchasing patterns [10][11] - Immediate steps are being taken to right-size the cost structure and reduce inventory levels to enhance profitability and drive free cash generation [11][12] - A transformation office has been established to drive operational improvements and enhance productivity without disrupting customer service [8][16] Financial Performance and Projections - In Q4, net sales were $2.1 billion, essentially flat year-over-year, with adjusted EBITDA of $311 million, reflecting competitive pricing pressures and softer packaging volumes [28][29] - For the full year, net sales were $8.6 billion, down approximately 2%, with adjusted EBITDA around $1.4 billion [29][30] - The company expects adjusted free cash flow to be between $700 million and $800 million in 2026, driven by reduced capital spending and inventory optimization [21][33] Growth Strategy - The company is focused on disciplined organic growth, prioritizing markets with the best long-term opportunities while reducing exposure to less favorable markets [21][22] - Partnerships with key consumer packaged goods companies and quick service restaurants are being emphasized to drive volume growth and innovation [22][63] - The company aims to accelerate the speed of commercialization for innovative packaging solutions to meet evolving customer needs [24][23] Capital Allocation and Debt Management - The company’s capital allocation strategy prioritizes reducing leverage, returning capital to shareholders, and optimizing the portfolio over time [25][44] - The current net leverage stands at 3.8 times, with plans to pay down approximately $500 million of debt in 2026 [25][42] - The company remains committed to returning capital through dividends and opportunistic share repurchases as leverage declines [26][44]

Core Viewpoint - Smurfit Westrock plc has declared a quarterly dividend of $0.4523 per share, payable on March 18, 2026, to shareholders of record as of February 17, 2026 [1][1][1] Dividend Details - The ex-dividend date is set for February 17, 2026, which is also the record date for shareholders [1][1] - The default payment currency for the dividend is U.S. Dollar for shareholders holding ordinary shares through a Depository Trust Company (DTC) participant [1][1] - Shareholders can elect to receive the dividend in Pounds Sterling or Euro by providing instructions to the Company's Depositary Interest provider by February 27, 2026 [1][1] Company Overview - Smurfit Westrock is a leading provider of paper-based packaging solutions globally, employing approximately 100,000 people across 40 countries [1][1][1] Upcoming Financial Announcements - The company plans to release its financial results for the fourth quarter and full year ended December 31, 2025, along with a Medium-Term investor update on February 11, 2026 [1][1] - The earnings release and related materials will be available on the company's website [1][1]

February 3, 2026 Ron Lewis Chief Executive Officer Full Year & Fourth Quarter 2025 Earnings Dan Rabbitt Chief Financial Officer Forward-Looking Statement This presentation contains "forward-looking" statements concerning future events and financial performance. Words such as "aims", "goals," "vision," and similar expressions typically identify forward looking statements, which are generally any statements other than statements of historical fact. For example, the forward-looking statements in this presentat ...

Core Insights - Graphic Packaging Holding Company reported a decrease in net sales and net income for the year 2025 compared to 2024, with net sales at $8.6 billion and net income at $444 million [1][3] - The company is focusing on operational excellence, customer service, cost structure improvement, and generating substantial free cash flow to strengthen its balance sheet and return capital to shareholders [4] Financial Performance - **Net Sales**: Fourth quarter 2025 net sales were $2,103 million, slightly up from $2,095 million in the same quarter of 2024. Full-year 2025 net sales decreased by 2% to $8,617 million from $8,807 million in 2024 [5][6] - **Net Income**: Fourth quarter net income was $71 million, or $0.24 per diluted share, down from $138 million, or $0.46 per diluted share in the same quarter of 2024. Full-year net income was $444 million, or $1.48 per diluted share, compared to $658 million, or $2.16 per diluted share in 2024 [2][3] - **EBITDA**: Fourth quarter EBITDA decreased by 19% to $305 million from $376 million in the same quarter of 2024. Full-year EBITDA decreased by 20% to $1,342 million from $1,677 million in 2024 [7][8] Operational Highlights - **Capital Expenditures**: Capital expenditures in the fourth quarter of 2025 were $127 million, down from $310 million in the same quarter of 2024. Full-year capital expenditures were $935 million, compared to $1,203 million in 2024 [10] - **Debt Levels**: Total debt for full-year 2025 was $5,592 million, an increase from $5,209 million in 2024. The net debt was $5,331 million, up from $5,052 million in 2024, resulting in a net leverage ratio of 3.8x compared to 3.0x in 2024 [9] Future Guidance - The company expects 2026 net sales to be between $8.4 billion and $8.6 billion, with adjusted EBITDA projected between $1.05 billion and $1.25 billion. The anticipated adjusted free cash flow for 2026 is between $700 million and $800 million [12][13]

Ball Reports Strong Fourth Quarter and Full-Year 2025 Results [Accessibility Statement] Skip NavigationHighlights- Focused on advancing sustainable aluminum packaging while driving 10–plus percent comparable diluted EPS growth, increasing EVA, generating strong free cash flow, and sustaining long–term value creation in 2026 and beyond- In 2026, expect comparable diluted earnings per share growth of 10-plus percent and free cash flow greater than $900 million- Completed acquisition of majority stake in Europ ...

Core Viewpoint - International Paper's CEO Andy Silvernail will present at the Bank of America Securities 2026 Global Agriculture and Materials Conference on February 26, 2026, at 8:15 a.m. Eastern Time, followed by a Q&A session [1]. Group 1: Event Details - The presentation will be accessible via a webcast on the company's website under the Investors tab, specifically on the Events & Presentations page [2]. - A replay of the webcast will be available approximately three hours after the live presentation [2]. Group 2: Company Overview - International Paper (NYSE: IP; LSE: IPC) focuses on delivering innovative and sustainable packaging solutions, aiming to empower customers, teammates, and shareholders [3]. - The company is recognized as a leader in corrugated packaging, collaborating with various industry partners to enhance supply chains, promote sustainability, and create lasting value for stakeholders [3].

Core Insights - Sonoco has initiated a Virtual Power Purchase Agreement (VPPA) with ENGIE North America for the Big Sampson Wind Project, which will supply over 83% of Sonoco's U.S. electricity needs [1][2]. Company Initiatives - The VPPA will provide an estimated 140 megawatts of electricity annually, covering approximately 83% of Sonoco's U.S. electricity consumption in 2025 and about 52% of Big Sampson's expected output capacity for a 15-year term [2]. - This initiative aligns with Sonoco's sustainability goals, aiming to reduce global Scope 1 and Scope 2 emissions by 25% by 2030 from a 2020 baseline, with the VPPA expected to help reduce carbon emissions by approximately 19% [3]. Project Details - The Big Sampson Wind Project consists of 60 wind turbines, each with a generating capacity of 4.5 megawatts, and is expected to create long-term tax revenues exceeding $60 million for Crockett County and local school districts over its 15-year lifespan [6][7]. - The project employed around 400 skilled construction professionals during its development phase and will maintain 10 to 15 full-time operational staff [6]. Industry Context - ENGIE North America, a leader in the net zero energy transition, has over seven gigawatts of renewable energy production in operation or under construction across the U.S. and Canada [5]. - The partnership between Sonoco and ENGIE is expected to accelerate the addition of new clean power to the U.S. grid, supporting economic growth and meeting increasing energy demand [6].

Key Takeaways AMCR will report Q2 FY26 results on Feb. 3, with revenues seen at $5.55B and earnings of 83 cents per share.AMCR's outlook reflects a major revenue boost from the Berry Global merger, offsetting volume pressure.AMCR's segments face volume declines, cushioned by price/mix gains, currency benefits and acquisitions.Amcor Plc (AMCR) is scheduled to report second-quarter fiscal 2026 results on Feb. 3, after the closing bell.The Zacks Consensus Estimate for AMCR’s fiscal second-quarter revenues is p ...

Core Viewpoint - TriMas has announced significant corporate developments, including a scheduled earnings conference call, a new Chief Financial Officer appointment, an increased share repurchase authorization, and the sale of its Aerospace segment for $1.45 billion [1]. Group 1: Earnings Conference Call - TriMas will host its fourth quarter and full year 2025 earnings conference call on February 26, 2026, at 10 a.m. Eastern Time, following the earnings release at 8 a.m. the same day [1]. - The conference call will be accessible via phone and webcast, with a replay available from February 26 to March 12 [1]. Group 2: Leadership Changes - Paul Swart has been appointed as the new Chief Financial Officer, effective December 15, 2025, succeeding Teresa Finley [1]. Group 3: Share Repurchase Authorization - The Board of Directors has increased the share repurchase authorization to a total of $150 million, adding to the $65.4 million remaining from the previous authorization [1]. Group 4: Sale of Aerospace Segment - TriMas has entered into a definitive agreement to sell its Aerospace segment for approximately $1.45 billion, with the transaction representing an enterprise value multiple of about 18 times the last twelve months adjusted EBITDA [1].