Latest news with #CrownCork&Seal
Yahoo
08-05-2025
- Business
- Yahoo
Q1 Earnings Highs And Lows: Packaging Corporation of America (NYSE:PKG) Vs The Rest Of The Industrial Packaging Stocks
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at industrial packaging stocks, starting with Packaging Corporation of America (NYSE:PKG). Industrial packaging companies have built competitive advantages from economies of scale that lead to advantaged purchasing and capital investments that are difficult and expensive to replicate. Recently, eco-friendly packaging and conservation are driving customers preferences and innovation. For example, plastic is not as desirable a material as it once was. Despite being integral to consumer goods ranging from beer to toothpaste to laundry detergent, these companies are still at the whim of the macro, especially consumer health and consumer willingness to spend. The 8 industrial packaging stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 0.9%. While some industrial packaging stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.2% since the latest earnings results. Founded in 1959, Packaging Corporation of America (NYSE: PKG) produces containerboard and corrugated packaging products as well as displays and package protection. Packaging Corporation of America reported revenues of $2.14 billion, up 8.2% year on year. This print exceeded analysts' expectations by 1.5%. Overall, it was a strong quarter for the company with a solid beat of analysts' sales volume estimates and a decent beat of analysts' adjusted operating income estimates. Commenting on reported results, Mark W. Kowlzan, Chairman and CEO, said, 'A new first quarter revenue record was achieved to begin the new year. In the Packaging segment we had excellent implementation of our previously announced price increases and, although we began to see some pullback in the middle of the quarter related to the uncertainty created by global trade tensions, box demand was solid and exceeded a very strong comparative period in last year's first quarter. Outstanding operational performance and scheduled outage execution at our mills delivered record first quarter containerboard production to meet this demand, and we ended the quarter at targeted inventory levels. Our Paper segment continued to achieve impressive margins with both volume and prices slightly above original estimates. Across the Company, continued emphasis on operational efficiency, cost reduction initiatives, and capital project execution helped minimize the persistent inflation we see throughout most of our cost structure.' Unsurprisingly, the stock is down 3.4% since reporting and currently trades at $180. Is now the time to buy Packaging Corporation of America? Access our full analysis of the earnings results here, it's free. Formerly Crown Cork & Seal, Crown Holdings (NYSE:CCK) produces packaging products for consumer marketing companies, including food, beverage, household, and industrial products. Crown Holdings reported revenues of $2.89 billion, up 3.7% year on year, outperforming analysts' expectations by 1.5%. The business had a very strong quarter with an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. The market seems happy with the results as the stock is up 8.2% since reporting. It currently trades at $97.10. Is now the time to buy Crown Holdings? Access our full analysis of the earnings results here, it's free. Founded in 1991, Graphic Packaging (NYSE:GPK) is a provider of paper-based packaging solutions for a wide range of products. Graphic Packaging Holding reported revenues of $2.12 billion, down 6.2% year on year, in line with analysts' expectations. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations and full-year EBITDA guidance missing analysts' expectations significantly. Graphic Packaging Holding delivered the slowest revenue growth and weakest full-year guidance update in the group. As expected, the stock is down 13.6% since the results and currently trades at $21.85. Read our full analysis of Graphic Packaging Holding's results here. Established in 1898, International Paper (NYSE:IP) produces containerboard, pulp, paper, and materials used in packaging and printing applications. International Paper reported revenues of $5.90 billion, up 27.8% year on year. This result lagged analysts' expectations by 1.5%. It was a softer quarter as it also logged a miss of analysts' Cellulose Fibers revenue estimates and a significant miss of analysts' adjusted operating income estimates. International Paper scored the fastest revenue growth but had the weakest performance against analyst estimates among its peers. The stock is down 7.8% since reporting and currently trades at $43.88. Read our full, actionable report on International Paper here, it's free. Started with a $200 loan in 1880, Ball (NYSE:BLL) manufactures aluminum packaging for beverages, personal care, and household products as well as aerospace systems and other technologies. Ball reported revenues of $3.10 billion, up 7.8% year on year. This print beat analysts' expectations by 6.7%. It was a stunning quarter as it also put up a solid beat of analysts' organic revenue and adjusted operating income estimates. Ball achieved the biggest analyst estimates beat among its peers. The stock is down 2.3% since reporting and currently trades at $50.66. Read our full, actionable report on Ball here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Yahoo
08-05-2025
- Business
- Yahoo
Q1 Industrial Packaging Earnings: Ball (NYSE:BALL) Impresses
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how Ball (NYSE:BALL) and the rest of the industrial packaging stocks fared in Q1. Industrial packaging companies have built competitive advantages from economies of scale that lead to advantaged purchasing and capital investments that are difficult and expensive to replicate. Recently, eco-friendly packaging and conservation are driving customers preferences and innovation. For example, plastic is not as desirable a material as it once was. Despite being integral to consumer goods ranging from beer to toothpaste to laundry detergent, these companies are still at the whim of the macro, especially consumer health and consumer willingness to spend. The 8 industrial packaging stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 0.9%. While some industrial packaging stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.2% since the latest earnings results. Started with a $200 loan in 1880, Ball (NYSE:BLL) manufactures aluminum packaging for beverages, personal care, and household products as well as aerospace systems and other technologies. Ball reported revenues of $3.10 billion, up 7.8% year on year. This print exceeded analysts' expectations by 6.7%. Overall, it was a stunning quarter for the company with an impressive beat of analysts' organic revenue and adjusted operating income estimates. "We delivered strong first quarter results, returning $612 million to shareholders. Our solid financial foundation, leaner operating model and focused growth strategy enabled us to drive meaningful volume and comparable diluted earnings per share growth. While we remain mindful of heightened geopolitical uncertainty in select markets, we are confident in our ability to meet our 2025 objectives. Our commitment to operational excellence remains central to our strategy. We continue to unlock manufacturing efficiencies, invest in innovation and sustainability, and tightly manage our cost structure. These actions position us well to navigate near-term challenges and consistently deliver long-term value for our shareholders," said Daniel W. Fisher, chairman and chief executive officer. Ball achieved the biggest analyst estimates beat of the whole group. Investor expectations, however, were likely higher than Wall Street's published projections, leaving some wishing for even better results (analysts' consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 2.3% since reporting and currently trades at $50.66. Is now the time to buy Ball? Access our full analysis of the earnings results here, it's free. Formerly Crown Cork & Seal, Crown Holdings (NYSE:CCK) produces packaging products for consumer marketing companies, including food, beverage, household, and industrial products. Crown Holdings reported revenues of $2.89 billion, up 3.7% year on year, outperforming analysts' expectations by 1.5%. The business had a very strong quarter with an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. The market seems happy with the results as the stock is up 8.2% since reporting. It currently trades at $97.10. Is now the time to buy Crown Holdings? Access our full analysis of the earnings results here, it's free. Founded in 1991, Graphic Packaging (NYSE:GPK) is a provider of paper-based packaging solutions for a wide range of products. Graphic Packaging Holding reported revenues of $2.12 billion, down 6.2% year on year, in line with analysts' expectations. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Graphic Packaging Holding delivered the slowest revenue growth and weakest full-year guidance update in the group. As expected, the stock is down 13.6% since the results and currently trades at $21.85. Read our full analysis of Graphic Packaging Holding's results here. Founded in 1959, Packaging Corporation of America (NYSE: PKG) produces containerboard and corrugated packaging products as well as displays and package protection. Packaging Corporation of America reported revenues of $2.14 billion, up 8.2% year on year. This print surpassed analysts' expectations by 1.5%. Overall, it was a strong quarter as it also put up an impressive beat of analysts' sales volume estimates and a decent beat of analysts' adjusted operating income estimates. The stock is down 3.4% since reporting and currently trades at $180. Read our full, actionable report on Packaging Corporation of America here, it's free. Founded as Kum Kleen Products, Avery Dennison (NYSE:AVY) is a manufacturer of adhesive materials, display graphics, and packaging products, serving various industries. Avery Dennison reported revenues of $2.15 billion, flat year on year. This result was in line with analysts' expectations. Aside from that, it was a slower quarter as it recorded EPS guidance for next quarter missing analysts' expectations. The stock is down 1.9% since reporting and currently trades at $171.66. Read our full, actionable report on Avery Dennison here, it's free. In response to the Fed's rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed's 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump's presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Yahoo
11-04-2025
- Business
- Yahoo
3 Reasons to Avoid CCK and 1 Stock to Buy Instead
Crown Holdings trades at $81.71 per share and has stayed right on track with the overall market, losing 11.9% over the last six months while the S&P 500 is down 9.9%. This may have investors wondering how to approach the situation. Is there a buying opportunity in Crown Holdings, or does it present a risk to your portfolio? See what our analysts have to say in our full research report, it's free. Even with the cheaper entry price, we're cautious about Crown Holdings. Here are three reasons why you should be careful with CCK and a stock we'd rather own. Formerly Crown Cork & Seal, Crown Holdings (NYSE:CCK) produces packaging products for consumer marketing companies, including food, beverage, household, and industrial products. In addition to reported revenue, constant currency revenue is a useful data point for analyzing Industrial Packaging companies. This metric excludes currency movements, which are outside of Crown Holdings's control and are not indicative of underlying demand. Over the last two years, Crown Holdings's constant currency revenue averaged 4.6% year-on-year declines. This performance was underwhelming and implies there may be increasing competition or market saturation. It also suggests Crown Holdings might have to lower prices or invest in product improvements to accelerate growth, factors that can hinder near-term profitability. Forecasted revenues by Wall Street analysts signal a company's potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Crown Holdings's revenue to rise by 1.7%. While this projection implies its newer products and services will catalyze better top-line performance, it is still below the sector average. We track the long-term change in earnings per share (EPS) because it highlights whether a company's growth is profitable. Crown Holdings's EPS grew at an unimpressive 4.6% compounded annual growth rate over the last five years. On the bright side, this performance was better than its flat revenue and tells us management responded to softer demand by adapting its cost structure. Crown Holdings doesn't pass our quality test. Following the recent decline, the stock trades at 12× forward price-to-earnings (or $81.71 per share). This valuation multiple is fair, but we don't have much confidence in the company. There are superior stocks to buy right now. We'd suggest looking at one of our top digital advertising picks. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Comfort Systems (+751% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
