Webcast Details Title: Greif, Inc. Q3 2025 Earnings Conference Call URL: https://edge.media-server.com/mmc/p/8uz4ugmk About Greif Greif is a global leader in industrial packaging products and services and is pursuing its vision: being the best customer service company in the world. The Company produces steel, plastic and fiber drums, intermediate bulk containers, reconditioned containers, jerrycans and other small plastics, containerboard, corrugated sheets and products, uncoated recycled paperboard, coated ...

Financial Performance - Q2 2025 - Loews Corporation's net income was $391 million, or $1.87 per share, compared to $369 million, or $1.67 per share in Q2 2024[14] - The company repurchased 3.0 million shares at a cost of $260 million since March 31, 2025[14] - Book value per share increased to $84.42 as of June 30, 2025, from $79.49 as of December 31, 2024[14] - Dividends from subsidiaries totaled $189 million in Q2 2025[14] - The parent company held $3.4 billion in cash and investments as of June 30, 2025[8, 14] Subsidiary Performance - Q2 2025 - CNA's net income attributable to Loews was $274 million, down from $291 million year-over-year[15, 27] - Boardwalk's net income attributable to Loews increased to $88 million from $70 million year-over-year[15, 30] - Loews Hotels' net income attributable to Loews decreased to $28 million from $35 million year-over-year[15, 32] CNA Financial Highlights - CNA's net written premiums increased to $2.846 billion in Q2 2025 from $2.674 billion in Q2 2024[27] - CNA's underlying combined ratio was 91.7% in Q2 2025, compared to 91.6% in Q2 2024[27] Boardwalk Pipeline Highlights - Boardwalk's operating revenue increased to $534 million in Q2 2025 from $477 million in Q2 2024[30] - Boardwalk's EBITDA was $274 million in Q2 2025, compared to $240 million in Q2 2024[30] Loews Hotels & Co Highlights - Loews Hotels & Co's revenue increased to $254 million in Q2 2025 from $251 million in Q2 2024[32] - Loews Hotels & Co's Adjusted EBITDA was $109 million in Q2 2025, compared to $98 million in Q2 2024[32]

Core Viewpoint - AptarGroup reported strong Q2 2025 earnings, with adjusted EPS of $1.66 exceeding estimates and GAAP revenue of $966 million surpassing forecasts, driven by margin improvement and sales growth in key segments despite macroeconomic uncertainties [1][2][5]. Financial Performance - Adjusted EPS for Q2 2025 was $1.66, up 18% from $1.41 in Q2 2024 [2] - GAAP revenue reached $966 million, a 6% increase from $910 million in the prior year [2] - Adjusted EBITDA was $218 million, reflecting a 13% year-over-year growth [2] - Adjusted EBITDA margin improved to 22.6%, up 1.4 percentage points from 21.2% in Q2 2024 [2] - Free cash flow was reported at $65.8 million, down 12.7% from $75.4 million in the previous year [2] Company Overview and Strategic Focus - AptarGroup specializes in packaging and dispensing systems for pharmaceuticals, beauty, food, and beverages, with products including nasal sprays and closures for food containers [3] - The company prioritizes innovation, regional manufacturing, and sustainability, focusing on R&D for advanced packaging solutions [4] Segment Performance - The Pharma segment accounted for 46% of sales, with a 7% revenue increase year-over-year and an adjusted EBITDA margin of 35.4% [5][8] - The Beauty segment saw a 4% revenue rise, with an adjusted EBITDA margin of 14.1% [6] - The Closures segment reported an 8% sales growth, achieving an adjusted EBITDA margin of 16.9% [7][8] Innovation and Product Development - New product launches included proprietary drug delivery systems and recyclable dispensers, with a focus on localizing supply chains to mitigate trade risks [10] - The Active Material Science division experienced an 11% increase in core sales, driven by demand for advanced drug delivery solutions [5] Capital Allocation and Shareholder Returns - The company returned $100 million to shareholders through buybacks and dividends, with year-to-date returns totaling $210 million [11] - Ongoing investments in plant and equipment highlight the company's commitment to expansion and operational improvement [11] Outlook - For Q3 2025, management projects adjusted EPS between $1.53 and $1.61, indicating flat performance compared to Q3 2024 [12] - Anticipated challenges include normalizing sales of naloxone and elevated cough and cold inventory in Europe [12] - The company continues to focus on sustainable packaging solutions to meet industry demands [13]

Company Overview - AptarGroup is a global supplier of innovative dispensing, sealing, and active packaging solutions for various markets including beauty, personal care, home care, prescription drugs, consumer health care, injectables, food, and beverages [12] - The company manufactures products such as dispensing pumps, closures, aerosol valves, and elastomeric primary packaging components, with facilities located in North America, Europe, Asia, and South America [12] Investment Analysis - AptarGroup currently holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating a solid position in the market [13] - The company is projected to experience year-over-year earnings growth of 4.3% for the current fiscal year, supported by upward revisions in earnings estimates from three analysts in the last 60 days [13] - The Zacks Consensus Estimate for AptarGroup's earnings has increased by $0.01 to $5.88 per share, with an average earnings surprise of +8.3% [13][14]

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $1.66, an increase of 18% compared to the prior year quarter [4][16] - Reported sales increased by 6%, with core sales growing by 3% year-over-year [15][22] - Adjusted EBITDA was $218 million, reflecting a 13% increase from the previous year [15] Business Line Data and Key Metrics Changes - Pharma segment core sales increased by 3%, with prescription sales up 8% and injectables up 9% [17][18] - Consumer Healthcare core sales decreased by 14% due to inventory management issues in Europe [17] - Beauty segment core sales increased by 1%, driven by stronger tooling sales, while fragrance and skincare saw a 4% decline [19] - Closures segment core sales increased by 7%, with food sales up 13% [20][21] Market Data and Key Metrics Changes - North America saw growth in Consumer Healthcare, while Europe struggled with excess inventory from a weaker cold and flu season [6][17] - The beverage market remained strong, with no significant issues reported despite competitor challenges [74] Company Strategy and Development Direction - The company announced the acquisition of Mod3 Pharma's clinical trial manufacturing capabilities, expanding its services in the Pharma sector [7] - Focus on innovation in drug delivery systems and expansion into new markets, including systemic nasal drug delivery [30] - Continued emphasis on cost management and operational efficiencies across all segments [22][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the Pharma segment, despite challenges in the Consumer Healthcare division [27][30] - Anticipated continued growth in the Injectables market and a strong pipeline of new products [28][30] - Legal expenses related to intellectual property rights are expected to increase, impacting short-term profitability [25][84] Other Important Information - The company repurchased approximately 1 million shares for about $150 million in the first half of the year [14] - Recognized as one of Time Magazine's World Most Sustainable Companies for the second consecutive year [11] Q&A Session Summary Question: Can you provide more details on naloxone sales normalizing? - Management indicated that naloxone sales are expected to grow more slowly due to uncertainty in nontraditional distribution channels and recent federal guidance affecting funding [38][40] Question: What caused the extended downturn in Consumer Healthcare? - Management explained that post-COVID demand spikes led to inventory buildup, which is now being worked off, contributing to the downturn [54] Question: Can you elaborate on the legal expenditures related to intellectual property? - Management confirmed ongoing litigation to protect intellectual property rights, which is expected to continue for several quarters [61][84] Question: What is the outlook for the Beauty segment? - Management noted that while the Prestige Beauty market has faced challenges, recent tariff clarity may improve conditions moving forward [68][70]

Financial Performance - Q2 2025 reported sales grew by 6% to $966 million[7, 14], with core sales growth of 3%[7, 14] - Q2 2025 reported earnings per share (EPS) increased by 25% to $167[7, 16] - Q2 2025 adjusted EPS grew by 18% to $166[7, 19] - Q2 2025 adjusted EBITDA increased by 13% to $218 million[21] - Year-to-date 2025 reported sales increased by 2% to $1853 million[33], with core sales growth of 2%[33] - Year-to-date 2025 reported EPS increased by 10% to $283[35] - Year-to-date 2025 adjusted EBITDA increased by 8% to $402 million[41] Segment Performance - Aptar Pharma's Q2 2025 sales increased by 7% to $443 million[24], with a 130 basis point improvement in adjusted EBITDA margin to 354%[24] - Aptar Beauty's Q2 2025 sales increased by 4% to $335 million[27], with a 20 basis point improvement in adjusted EBITDA margin to 141%[27] - Aptar Closures' Q2 2025 sales increased by 8% to $189 million[30], with a 130 basis point improvement in adjusted EBITDA margin to 169%[30] Outlook - The company expects Q3 2025 adjusted EPS to be between $153 and $161[44]

Core Insights - Sealed Air Corporation (SEE) is set to report its second-quarter 2025 results on August 5, with net sales estimated at $1.32 billion, reflecting a 1.9% decline year-over-year [1][6] - The consensus estimate for earnings is 72 cents per share, indicating a year-over-year decline of 13.3% and a 1.4% decrease in estimates over the past 60 days [2][6] Financial Performance - Sealed Air has a history of exceeding earnings estimates, with an average surprise of 20.6% over the last four quarters [4] - The company's earnings per share (EPS) for the last four quarters were reported as follows: 0.81, 0.75, 0.79, and 0.83, with respective surprises of 20.90%, 11.94%, 19.70%, and 29.69% [5][4] Segment Analysis - The Food segment is projected to generate net sales of $891 million, a 0.3% decline from the previous year, with a slight volume decrease of 0.2% [10][9] - The Protective segment is expected to see net sales of $424 million, down 6% year-over-year, continuing a trend of volume declines for 13 consecutive quarters [11][8] - Overall, Sealed Air's volumes are anticipated to dip by 1.7%, with a minimal pricing growth of 0.1% for the quarter [11] Strategic Initiatives - The company's "Reinvent SEE Strategy" is expected to enhance productivity and mitigate supply chain challenges, positively impacting operating margins in the upcoming quarter [12] Stock Performance - Over the past year, Sealed Air's stock has decreased by 20%, compared to a 7.9% decline in the industry [13]

ZURICH, July 30, 2025 /PRNewswire/ -- Amcor plc (NYSE: AMCR; ASX: AMC) will announce its fiscal 2025 fourth quarter and full year results for the three month and twelve month period ended 30 June 2025, before the US market opens on Thursday 14 August 2025. A conference call and webcast to discuss the results will be held at 8.00am US Eastern Daylight Time / 10.00pm Australian Eastern Standard Time on Thursday 14 August 2025. For those wishing to participate in the call, please use the following dial-in numb ...

Group 1 - Ball Corporation's board declared a cash dividend of 20 cents per share, payable on September 16, 2025, to shareholders of record as of September 2, 2025 [1] - Edmund "Ted" Doering has been elected as the new Chief Information Officer (CIO) of Ball Corporation, succeeding Brian Gabbard, who will retire at the end of September [2] - Ted Doering brings over 30 years of global IT leadership experience, previously serving as executive vice president and CIO at Berry Global, and has expertise in value creation and enterprise risk management [2] Group 2 - Ball Corporation will announce its second quarter 2025 earnings on August 5, 2025, before trading begins on the New York Stock Exchange [3] - A quarterly conference call will be held at 9 a.m. Mountain Time on the same day to discuss the company's results and performance [3] - A replay and transcript of the conference call will be available within 48 hours on Ball's website [4] Group 3 - Ball Corporation specializes in innovative and sustainable aluminum packaging solutions for various sectors, employing 16,000 people globally [4] - The company reported net sales of $11.80 billion for 2024, excluding the divested aerospace business [4]

AptarGroup, Inc. (NYSE: ATR ) designs and manufactures a wide variety of drug delivery and consumer product dispensing solutions for an array of different end markets. The company operates through three reportable segments: Pharma, Beauty, and Closures. ATR has a current market capI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Div ...