Reynolds Consumer Products Inc (REYN)
NASDAQ:REYN
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.4Last Year’s EPS
0.39Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but resilient picture: the company reported a strong start to 2026 with solid revenue growth (7%), margin expansion (~60 bps), adjusted EBITDA and EPS improvement, category share gains, and tangible product/operational momentum. However, material headwinds remain — notably approximately $200 million of annualized commodity cost pressure, intensified promotional/private-label activity (a ~3-point Q1 headwind), an cautious full-year revenue outlook (-3% to +1%), and discretionary category pressure (foam). Management communicated confidence in offsetting cost inflation through pricing, productivity and efficiency, but also emphasized increased macro uncertainty and potential demand elasticity in the back half of the year.Company Guidance
Top-Line Revenue Growth
Net revenues of $877 million in Q1 2026, representing 7% growth versus $818 million in Q1 2025; retail revenues of $804 million were $37 million higher than prior year and retail volume growth was +2%. Management outperformed categories by ~2 percentage points and reported share gains across the majority of the portfolio.
Profitability and Margin Expansion
Gross margin expanded by ~60 basis points; core profitability increased approximately 200 basis points. Adjusted EBITDA was $131 million versus $117 million a year ago (up roughly 12%), and adjusted EPS increased by more than 20% year-over-year.
Category and Volume Outperformance
Category-level strength included Parchment volumes outperforming category by 10 points and Foil volumes outperforming by 4 points. Hefty Food Bag volumes outperformed the category by more than 10 points for Press-to-Close and slider offerings. Hefty Party Cups delivered 15 points of volume growth.
Operational Execution and Service Levels
Company emphasized strong operational execution with high service levels and consistent case fill (described as remaining in the high range in the quarter), supporting retail partners and enabling capture of demand amid volatile supply chains; manufacturing and cost-savings initiatives are progressing and supporting earnings performance.
Innovation and Brand Momentum
New product momentum: Reynolds countertop prep paper launch has generated over 1 billion impressions; Parchment Bags received a major consumer-voted 2026 product recognition; additional Hefty innovations (scented and color series) and expanded product portfolios reinforced brand relevance and drove engagement.
Financial Position and Capital Allocation
Net leverage of 2.1x as of March 31, 2026, providing financial flexibility. Management reiterated disciplined capital allocation and reiterated full-year earnings guidance (net income/adjusted net income $331M–$343M, adjusted EBITDA $660M–$675M, and EPS/adjusted EPS $1.57–$1.63).
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 |
|---|---|---|---|
May 06, 2026 | $21.06 | $21.68 | +2.92% |
Feb 04, 2026 | $21.36 | $23.42 | +9.63% |
Oct 29, 2025 | $22.99 | $24.21 | +5.32% |
Jul 30, 2025 | $20.72 | $21.77 | +5.10% |
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 Inc (REYN) report earnings?
Reynolds Consumer Products Inc (REYN) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Reynolds Consumer Products Inc (REYN) earnings time?
Reynolds Consumer Products Inc (REYN) earnings time is at Aug 12, 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 (Q2) is 0.4.