Workflow
Containers - Paper and Packaging
icon
Search documents
Is Andritz (ADRZY) Stock Outpacing Its Industrial Products Peers This Year?
ZACKS· 2025-07-21 14:41
The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Andritz (ADRZY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.Andritz is a member of our Industrial Products group, which includes 189 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank inc ...
Packaging Corp. (PKG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-16 15:07
The market expects Packaging Corp. (PKG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better ...
Sonoco (SON) Soars 5.0%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-02 12:16
Company Overview - Sonoco's shares increased by 5% to close at $45.74, following a notable trading volume, contrasting with a 2.6% loss over the past four weeks [1] - The company is set to report its second quarter 2025 results on July 23, which has contributed to the recent stock rally [1] Financial Performance - In Q1 2025, Sonoco reported adjusted earnings per share of $1.38, marking a 23% improvement from the same quarter last year [2] - The company's net sales reached $1.71 billion in Q1 2025, reflecting a 31% year-over-year increase, driven by the Eviosys acquisition and growth in the EMEA region [2] Earnings Expectations - For the upcoming quarterly report, Sonoco is expected to post earnings of $1.46 per share, indicating a year-over-year growth of 14.1% [3] - Revenue projections for the next quarter are set at $1.9 billion, which represents a 17% increase compared to the previous year [3] Market Sentiment - The consensus EPS estimate for Sonoco has remained stable over the last 30 days, suggesting that stock price movements may not continue without changes in earnings estimate revisions [4] - Sonoco currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook in the market [5]
Greif (GEF) Surpasses Q2 Earnings Estimates
ZACKS· 2025-06-04 22:16
Greif (GEF) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.19%. A quarter ago, it was expected that this industrial packaging company would post earnings of $0.72 per share when it actually produced earnings of $0.39, delivering a surprise of -45.83%.Over the last four quarters, t ...
Karat Packing (KRT) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-05-09 00:56
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]
3 Packaging Stocks to Keep an Eye on Despite Industry Headwinds
ZACKS· 2025-05-07 17:36
Industry Overview - The Zacks Containers - Paper and Packaging industry is experiencing weak demand due to lower consumer spending amid inflation, but pricing actions by industry players are expected to mitigate the impacts of supply-chain disruptions and elevated costs [1][4] - The industry is supported by rising e-commerce activities and increasing demand for sustainable packaging options due to environmental concerns [1][5] Market Dynamics - The industry has faced volume declines as consumers reduce spending and inventory levels, impacting top-line performance [4] - Supply-chain disruptions and higher costs for materials, labor, and transportation, along with tariffs, are adding pressure on margins [4] - Companies are implementing pricing strategies and cost-reduction actions to counter these challenges [4] E-commerce Impact - E-commerce accounted for over 19% of global retail sales in 2023, with revenues projected to reach $4.3 trillion by 2025, growing at a CAGR of 8% from 2025 to 2029 [5] - The U.S. online retail market is expected to exceed $1.5 trillion by 2026, while China's e-commerce market is projected to reach $2 trillion by 2027 [5] - The industry has significant exposure (over 60%) to consumer-oriented markets, ensuring stable demand for packaging solutions [5] Eco-Friendly Trends - There is a growing preference for biodegradable packaging materials driven by increased consumer awareness of environmental issues [6] - The industry is adopting new technologies and innovative products to meet this demand, including incorporating recycled content into production [6] Industry Performance - The Zacks Containers - Paper and Packaging industry ranks 149 out of 246 Zacks industries, placing it in the bottom 39% [8][9] - The industry has underperformed the S&P 500, declining 13.3% over the past year compared to the S&P 500's growth of 9.1% [10] Valuation Metrics - The industry is currently trading at a forward 12-month EV/EBITDA ratio of 19.76X, higher than the S&P 500's 12.88X and the Industrial Products sector's 19.30X [13] - Over the last five years, the industry has traded between 16.28X and 24.25X, with a median of 20.60X [16] Company Highlights - **Brambles (BXBLY)**: Reported a 1% year-over-year revenue increase to $4.9 billion, with expectations of 4-5% revenue growth in fiscal 2025 and underlying profit growth of 8-11% [17][18] - **AptarGroup (ATR)**: The Pharma segment is seeing healthy demand for drug delivery systems, with a focus on acquisitions to expand technology and market presence [22][23] - **Amcor (AMCR)**: Recently merged with Berry Global, expecting $260 million in pre-tax synergies in fiscal 2026 and projected annual cash flow exceeding $3 billion by FY28 [26][27]
Sealed Air (SEE) Q1 Earnings and Revenues Surpass Estimates
ZACKS· 2025-05-06 13:10
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]
AptarGroup (ATR) Q1 Earnings Top Estimates
ZACKS· 2025-05-01 23:25
AptarGroup (ATR) came out with quarterly earnings of $1.20 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.45%. A quarter ago, it was expected that this maker of consumer-product dispensing systems would post earnings of $1.26 per share when it actually produced earnings of $1.52, delivering a surprise of 20.63%.Over the la ...
Graphic Packaging (GPK) Q1 Earnings and Revenues Lag Estimates
ZACKS· 2025-05-01 12:45
Graphic Packaging (GPK) came out with quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -8.93%. A quarter ago, it was expected that this packaging company would post earnings of $0.63 per share when it actually produced earnings of $0.59, delivering a surprise of -6.35%.Over the last four quarters, t ...
Berry Global (BERY) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-04-30 13:26
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]