Overview
Packaging supplier's Q4 revenue slightly beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company returned approximately $160 mln to shareholders
Outlook
Silgan expects 2026 adjusted EPS between $3.70 and $3.90
Company projects 2026 free cash flow around $450 mln vs $445.2 mln in 2025
Silgan sees 2026 capital expenditures of $310 mln vs $307.1 mln in 2025
Result Drivers
DISPENSING PRODUCTS - Sales grew over 30% in 2025, driven by customer focus and innovation, despite challenges in personal and home care markets
METAL CONTAINERS - 7% growth in pet food markets offset isolated customer development, contributing to segment stability
CUSTOM CONTAINERS - Lower volumes due to exit from lower margin business impacted segment sales
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Slight Beat* | $1.47 bln | $1.46 bln (10 Analysts) |
Q4 Adjusted EPS | Beat | $0.67 | $0.64 (11 Analysts) |
Q4 Net Income | $18.20 mln | ||
Q4 Basic EPS | $0.17 | ||
Q4 Gross Profit | $252.70 mln | ||
Q4 Pretax Profit | $53.40 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the non-paper containers & packaging peer group is "buy"
Wall Street's median 12-month price target for Silgan Holdings Inc is $49.00, about 12% above its February 3 closing price of $43.76
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago
Press Release: ID:nBw3n9Xz0a
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)