Core Viewpoint - Banks are preparing to issue approximately $7.9 billion in debt to finance Clayton Dubilier & Rice's proposed acquisition of Sealed Air Corp, with the transaction expected to occur this month [1] Financing Details - The financing package will include about $4.5 billion in leveraged loans, divided between US dollars and euros [2] - A consortium of banks, including JPMorgan Chase, Wells Fargo, BNP Paribas, Goldman Sachs Group, and UBS Group, is involved in the debt issuance and has begun discussions with investors [2][4] - The loans may be set at a margin of roughly three percentage points over the Secured Overnight Financing Rate [3] Acquisition Overview - Clayton Dubilier & Rice agreed to purchase Sealed Air, known for inventing Bubble Wrap, for an enterprise value of $10.3 billion, with the deal expected to be completed by mid-2026 [3] - Once the acquisition is finalized, Sealed Air will operate as a private entity and will no longer be listed on the New York Stock Exchange [4]

Key Takeaways BALL is slated to report Q4 results on Feb. 3, with net sales expected to rise 8% y/y to $3.11 billion.Ball Corp faces softer demand from muted spending, but efficiency gains and cost cuts support margins.BALL saw volume recovery through Q3, with growth expected across packaging segments despite mixed income.Ball Corporation (BALL) is scheduled to report fourth-quarter 2025 results on Feb. 3, before the opening bell.The Zacks Consensus Estimate for BALL’s net sales is pegged at $3.11 billion, ...

Banks are preparing to sell about $7.9 billion in debt as early as February to finance Clayton Dubilier & Rice’s buyout of packaging firm Sealed Air Corp. https://t.co/kuXf38yIHK ...

Core Viewpoint - Amcor plc, a packaging company, has shown mixed performance in the market, with significant revenue growth but underperformance compared to broader indices over the past year [2][4]. Company Overview - Amcor plc is valued at a market cap of $20.4 billion and is based in Zurich, Switzerland, focusing on flexible and rigid packaging products for various markets including food and beverage, healthcare, and personal care [1]. Market Performance - Over the past 52 weeks, Amcor's shares have declined by 10%, while the S&P 500 Index has increased by 15.4%. However, year-to-date, Amcor's stock is up 5.3%, outperforming the S&P 500's 1.8% return [2]. - Amcor has also underperformed compared to the Invesco S&P 500 Equal Weight Materials ETF, which rose by 9.8% over the past year [3]. Financial Results - In Q1, Amcor reported a total revenue increase of 71.3% year over year to $5.7 billion, attributed to the acquisition of Berry Global and strong volume growth, although it fell short of analyst expectations by 1.4% [4]. - The adjusted EPS for the same period improved by 19.1% to $0.19, meeting consensus estimates [4]. Future Earnings Expectations - For fiscal 2026, analysts project Amcor's EPS to grow by 13.2% year over year to $4.02, with a mixed earnings surprise history [5]. Analyst Ratings - Among 16 analysts covering Amcor, the consensus rating is a "Moderate Buy," with 11 "Strong Buy" and five "Hold" ratings [6]. - The mean price target is $52.50, indicating a 19.6% premium from current levels, while the highest price target of $60 suggests a potential upside of 36.7% [7].

Core Insights - Huhtamaki has appointed Riikka Tieaho as Executive Vice President for Sustainability, Corporate Affairs & Legal, and General Counsel, effective no later than June 1, 2026 [1][2] - Riikka brings 20 years of legal and leadership experience, previously serving as General Counsel at Wolt and holding positions at Nokia [2] - The appointment aims to strengthen Huhtamaki's sustainability and governance efforts while driving profitable growth [3][4] Company Overview - Huhtamaki is a leading global provider of sustainable packaging solutions, with a history of over 100 years and operations in 36 countries [6][7] - The company reported net sales of EUR 4.1 billion in 2024 and employs around 18,000 professionals [7] - Huhtamaki is listed on the Nasdaq Helsinki and is headquartered in Espoo, Finland [7] Executive Team Structure - The Global Executive Team now includes Ralf K. Wunderlich (President and CEO), Fredrik Davidsson (President, Foodservice Packaging), and other key executives, with Riikka Tieaho joining as the latest member [5]

IP to Create Two Independent Public Companies; Fourth Quarter and Full Year 2025 Earnings January 29, 2026 Forward-looking Statements Certain statements in this presentation that are not historical in nature may be considered "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "expects," "anticipates," "believes," "estimates," "could," "shou ...

Core Viewpoint - International Paper Company plans to separate into two independent, publicly traded companies, focusing on North America and EMEA Packaging, leading to a more tailored investment strategy for each entity [1][2]. Group 1: Company Structure and Leadership - The North America business will include legacy International Paper and DS Smith assets, while the EMEA Packaging unit will combine packaging operations in Europe, the Middle East, and Africa [2]. - Andy Silvernail will remain as chairman and CEO of International Paper, with Lance Loeffler as CFO and Tom Hamic as president of Packaging Solutions North America [3]. - Tim Nicholls is expected to lead the EMEA Packaging business as CEO, with David Robbie serving as chairman [3]. Group 2: Spin-off Details - The spin-off is anticipated to be completed within 12 to 15 months, allowing each company to pursue focused management structures and capital allocation approaches [2]. - The transaction will be structured as a spin-off of the combined EMEA Packaging business to shareholders, with International Paper retaining a significant ownership stake [4]. - The new EMEA Packaging company is expected to be listed on both the London Stock Exchange and the New York Stock Exchange [4].

Pretium Packaging has confirmed a pre-packaged Chapter 11 bankruptcy process after entering an agreement with its current lenders and majority owner, Clearlake Capital Group. The move is intended to power the long-term growth of the business, which was acquired by Clearlake in 2020. The restructuring plan was confirmed after an earlier report by Bloomberg. Under the proposed restructuring, Pretium’s total funded debt is set to decrease by more than $900m. The company will also gain access to over $175m ...

Core Insights - International Paper reported a significant loss from continuing operations of $2.84 billion for the full year 2025, which includes $0.63 billion in restructuring charges, $0.96 billion in non-cash accelerated depreciation, and a $2.47 billion pre-tax non-cash goodwill impairment charge [1][3] - The company plans to create two independent public companies focused on packaging solutions in North America and EMEA, aiming to enhance operational efficiency and financial performance [1][2] Financial Performance - Full-Year 2025 Financial Summary: - Net Sales: $23.634 billion, up from $15.835 billion in 2024 - Loss from Continuing Operations: $2.84 billion compared to a profit of $725 million in 2024 - Adjusted EBITDA: $2.976 billion, up from $1.636 billion in 2024 [1][5] - Fourth Quarter 2025 Financial Summary: - Net Sales: $6.006 billion, compared to $3.922 billion in Q4 2024 - Loss from Continuing Operations: $2.363 billion, down from a profit of $88 million in Q4 2024 - Adjusted EBITDA: $758 million, compared to $443 million in Q4 2024 [1][5] Segment Information - The company operates through two segments: Packaging Solutions North America (PS NA) and Packaging Solutions EMEA (PS EMEA) - PS NA reported net sales of $15.175 billion for the full year 2025, while PS EMEA reported $8.451 billion [2][3] - PS NA's operating profit for Q4 2025 was $319 million, while PS EMEA reported a loss of $223 million [2][3] Strategic Initiatives - The company is executing a profitable growth strategy, focusing resources on areas with the highest potential for success, resulting in a 37% year-over-year adjusted EBITDA improvement in North America [1][2] - The separation into two independent companies is expected to be completed within 12-15 months, contingent on customary conditions [2][3] Impairment Charges - A significant non-cash goodwill impairment charge of $2.47 billion was recorded for the PS EMEA segment as of December 31, 2025 [3][6] - The company also reported net special items in Q4 2025 amounting to a net after-tax charge of $2.32 billion, compared to $53 million in Q4 2024 [3][6] Future Outlook - For 2026, the company anticipates adjusted EBITDA of $3.5 billion to $3.7 billion, with a first-quarter target of $740 million to $760 million [1][2] - The targets are based on above-industry growth but do not account for future price realization [1][2]

Group 1 - Monroe Capital LLC acted as the administrative agent and joint lead arranger for a senior credit facility to support the investment in Norton Packaging by Platinum Equity [1] - Norton Packaging, founded in 1901 and headquartered in Hayward, CA, provides high-performance rigid packaging solutions across various categories including paints and coatings, chemicals and cleansers, food products, and lubricants [1]