Group 1 - U.S. stocks experienced a decline, with the Nasdaq Composite falling approximately 1% on Tuesday [1] - Sonoco Products Co reported quarterly earnings of $1.05 per share, surpassing the analyst consensus estimate of $1.00 per share [2] - The company achieved quarterly sales of $1.768 billion, exceeding the analyst consensus estimate of $1.762 billion [2] - Sonoco Products projected FY2026 adjusted earnings between $5.80 and $6.20 per share, compared to market estimates of $5.96 per share [2] - Following the positive earnings report, Sonoco shares increased by 8.9% to $56.25 on Tuesday [2]

Core Insights - Sonoco Products Company hosted an Investor Day to update investors on its value creation strategy, financial targets, and capital allocation plan [1] Financial Targets and Capital Allocation - Sonoco aims for approximately 200 basis points of margin expansion by 2028, translating to an incremental value of $150 million to $200 million [2] - The company targets adjusted EBITDA of approximately $1.5 billion by the end of 2028 and aims to expand adjusted EBITDA margins by around 200 basis points [6] - Cumulative cash flow from operations is targeted at approximately $2.5 billion from 2026 to 2028, with capital expenditures maintained at about 4% of sales during the same period [6] - Long-term net leverage is targeted to be below 2.5x by the end of 2028, with a commitment to return capital to shareholders through continued dividend payments and future share repurchases [6] Company Overview - Founded in 1899, Sonoco is a global leader in sustainable metal and paper packaging, with net sales of $7.5 billion in 2025 and approximately 22,000 employees across 265 operations in 37 countries [4] - The company emphasizes a culture of innovation and sustainability, aiming to provide better solutions for stakeholders [4]

Zeus Packaging Group has acquired Spain-based KOEX Packaging Solutions, according to an announcement on social networking platform LinkedIn. Financial terms of the deal remain undisclosed. The combined entity will offer integrated packaging services with a wider geographic reach for customers in Europe and North America. This development comes as Zeus projects its group revenue to reach €600m ($710.4m) by 2026, supported by a workforce exceeding 1,500 employees worldwide. Premium and retail packaging ...

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 ...

Thorlabs Sweden has adopted Stora Enso’s Papira biodegradable, wood-based cellulose foam for packing its optical and electronic equipment. Emballageteknik contributed its experience in packaging to tailor Papira into a solution suitable for precision products to replace traditional fossil-based foams. The design process aimed to deliver shock protection and ensure clean handling and consistent equipment performance. Thorlabs Sweden development manager Olle Rosenqvist said: “For us, protection and clean ...

Core Insights - Amcor has released a consumer insight report titled "Recycled Content, Real Impact," focusing on consumer perceptions of post-consumer recycled (PCR) content in packaging for supermarket products [1] Consumer Awareness and Behavior - 91% of European consumers are aware that some supermarket products, including food and beverages, contain recycled plastic in their packaging [2] - 76% of European grocery shoppers actively purchase products that utilize recycled materials in their packaging [3] Trust and Quality Perception - 63% of European consumers believe that the use of recycled content in packaging enhances their trust in a brand [4] - Over half (53%) of consumers feel that recycled plastic in packaging does not affect their perception of product quality, while 22% believe it improves quality, particularly among younger consumers aged 18 to 34, where 34% perceive higher quality [5] Sustainability Benefits and Consumer Expectations - Positive consumer attitudes towards PCR plastics are linked to sustainability benefits, with 67% citing reduced environmental impact, 53% for resource conservation, 43% for lower carbon footprint, and 40% for supporting a circular economy [6] - 79% of consumers desire independent certification of recycled materials on packaging, and 58% want clear indications of the percentage of recycled content used [7] Industry Recommendations - Amcor's lead researcher emphasizes the importance of third-party certification for consumer reassurance and credibility [8] - The European Union's mandatory recycled plastic targets set for 2030 encourage brand owners to start integrating PCR into their packaging now to establish traceability and technical validation [8] - Financial incentives for using PCR, such as reduced plastic taxes or bonuses in Extended Producer Responsibility (EPR) schemes, are available in some countries [9]

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]

Core Viewpoint - Graphic Packaging Holding Company, a leader in sustainable consumer packaging, will present at the Raymond James Institutional Investors Conference on March 2, 2026, at 11:35 am ET [1] Company Overview - Graphic Packaging is headquartered in Atlanta, Georgia, and specializes in designing and producing consumer packaging primarily from renewable or recycled materials [1] - The company is recognized for its innovation and commitment to reducing the environmental footprint of consumer packaging [1] - Graphic Packaging operates a global network of design and manufacturing facilities, serving well-known brands in various sectors including food, beverage, foodservice, household, and other consumer products [1]

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, " ...

Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S. small-cap equities reported modest gains in the fourth quarter of 2025. The quarter started as a continuation of the post-Liberation Day risk-on market environment, while it ended on a strong note, driven by a positive macroeconomic backdrop. Attractive valuations, earnings recovery, broadening of the market, and a shift from mega-ca ...