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Reynolds Consumer Products (REYN)
NASDAQ:REYN
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear operational progress and financial discipline (share gains, improved service levels, strong free cash flow, reduced leverage, RGM and pricing success, and Q4 EBITDA growth) against persistent category and input-cost headwinds (pronounced foam declines, aluminum-driven foil elasticity risk, modest full-year EBITDA decline, and embedded headwinds in 2026 guidance). Management communicated confidence in their strategy, actionable plans (productivity, automation, RGM), and financial flexibility to invest, while acknowledging near-term volume and margin pressures.Company Guidance
Quarterly Revenue Growth
Net revenues of $1.03 billion in Q4 2025, representing 1% growth versus $1.02 billion in Q4 2024.
Full-Year Revenue and Cash Flow
Full-year net revenues of $3.7 billion, up 1% year-over-year, and strong free cash flow of $316 million for 2025.
Adjusted EBITDA and EPS Performance
Q4 adjusted EBITDA of $220 million, a 3% increase versus the year-ago quarter. Full-year adjusted EBITDA of $670 million (vs $678 million prior year). Adjusted EPS of $0.59 in Q4 (vs $0.58) and full-year adjusted EPS of $1.66 (vs $1.67).
Share Gains and Category Outperformance
Outperformed categories by over 1 point for 2025 and by 2 points in Q4. Broad share gains across the six largest core categories including Hefty waste and food bags, Reynolds Wrap, parchment, bakeware, and Hefty party cups.
Service Levels and Distribution Wins
High service levels with case fill rates in the high 90s and approximately five points of incremental distribution gained in Q4, supporting incremental shelf presence.
Revenue Growth Management (RGM) and Pricing Effectiveness
Approximately 11 points of pricing present in Q4 with only a 2-point decline in retail volumes in foil as per scanner data, reflecting improved RGM and pricing/price-pack optimization to offset commodity inflation.
Cost and Productivity Improvements
SG&A reductions: Q4 SG&A down 19% versus 2024 and full-year SG&A down 11% versus 2024. Manufacturing efficiencies, automation pipeline progress and productivity initiatives drove improved operating performance in H2 2025.
Balance Sheet and Capital Flexibility
Reduced net debt leverage to 2.1x (low end of target range), refinanced term loan, made $100 million voluntary principal payments, and maintained capacity to invest in growth (2026 CapEx expected in the low $200s million).
Guidance and Stability for 2026
2026 guidance targets adjusted EBITDA roughly flat (guidance $660M–$675M), net income $331M–$343M, and adjusted EPS $1.57–$1.63, reflecting management's expectation of stable results despite headwinds.
REYN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
REYN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $21.81 | $23.91 | +9.63% |
Oct 29, 2025 | $23.47 | $24.72 | +5.32% |
Jul 30, 2025 | $21.15 | $22.23 | +5.10% |
Apr 30, 2025 | $23.02 | $22.34 | -2.95% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Reynolds Consumer Products (REYN) report earnings?
Reynolds Consumer Products (REYN) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Reynolds Consumer Products (REYN) earnings time?
Reynolds Consumer Products (REYN) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REYN EPS forecast?
REYN EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.