Core Insights - Sealed Air Corporation (SEE) is set to report its fourth-quarter 2025 results on March 2, with net sales expected to decline by 2.4% year-over-year to $1.34 billion and earnings projected to fall by 4% to 72 cents per share [1][4]. Financial Performance - The Zacks Consensus Estimate for fourth-quarter net sales is $1.34 billion, reflecting a 2.4% decrease from the previous year [1]. - The earnings estimate for the fourth quarter is 72 cents per share, indicating a year-over-year decline of 4% [1]. - Sealed Air's earnings have historically exceeded Zacks Consensus Estimates, with an average surprise of 21.1% over the last four quarters [2][3]. Segment Analysis - The Protective segment is expected to see a volume decline of 3.4%, leading to a projected sales drop of 6.5% to $421 million [10]. - The Food segment's sales are anticipated to decrease by 1.1% to $912 million, although adjusted EBITDA may rise by 0.4% to $209 million [9][10]. - Overall, Sealed Air's volumes are projected to decline by 1.9%, with a pricing decrease of 1.3% expected for the quarter [10]. Strategic Initiatives - The company's "Reinvent SEE Strategy" is contributing to productivity gains and helping to mitigate supply chain challenges, which is expected to positively impact operating margins in the fourth quarter [11]. Stock Performance - Over the past year, Sealed Air's stock has increased by 30.1%, significantly outperforming the industry average growth of 0.9% [12].

The upcoming report from Sealed Air (SEE) is expected to reveal quarterly earnings of $0.72 per share, indicating a decline of 4% compared to the year-ago period. Analysts forecast revenues of $1.34 billion, representing a decline of 2.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earnings disclosure, it is crucial ...

Sealed Air (NYSE:SEE) 2026 Extraordinary General Meeting February 25, 2026 08:00 AM ET Company ParticipantsDustin Semach - President and CEOStefanie Holland - Vice President, General Counsel, and SecretaryVictor W. LaTessa - RepresentativeOperatorGood morning, and welcome to Sealed Air Corporation's special meeting of stockholders. I would now like to turn the meeting over to the President and CEO of Sealed Air Corporation, Ted Doheny.Dustin SemachGood morning, ladies and gentlemen. I'm Ted Doheny, Presiden ...

RS Investments, an investment management company, released its fourth-quarter 2025 investor letter for “RS Large Cap Value Strategy”. A copy of the letter can be downloaded here. The RS Value team seeks to invest in profitable companies with capable management teams. Despite investors facing many concerns entering the new year, domestic equities delivered strong results in the fourth quarter and 2025, with the S&P 500® Index gaining 2.7% in Q4 and 17.9% in 2025. Looking ahead, the firm believes that intrigu ...

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Company Overview - Sealed Air Corporation provides packaging and protective solutions primarily in food safety and product protection markets, leveraging proprietary brands and automation technologies [3][7] - The company serves a diversified customer base, including food processors, e-commerce businesses, consumer goods companies, pharmaceutical firms, and industrial manufacturers globally [7] Financial Performance - As of February 13, 2026, Sealed Air's stock price was $41.93, with a market capitalization of $6.2 billion [2] - The company's revenue for the trailing twelve months (TTM) was $5.3 billion, and net income for the same period was $396.4 million [2] - Over the past year, Sealed Air's shares returned 26.3%, significantly outperforming the S&P 500 index's return of 13.2% [5] Recent Developments - Kiltearn Partners LLP fully exited its position in Sealed Air, selling 335,500 shares in the fourth quarter, which previously accounted for 2.4% of its assets under management (AUM) [1][6] - Following this transaction, Kiltearn Partners now holds only 28 positions, with its top five holdings making up over 44% of its AUM [4] Sales Outlook - Sealed Air's third-quarter sales experienced a decline of 1% after adjusting for foreign-currency translation effects, and management anticipates a sales decrease of 2% to 3% for the year [5]

Core Viewpoint - The acquisition of SEE by private equity firm CD&R for approximately $6.2 billion at a price of $42.15 per share in cash is a significant development in the market [1] Group 1: Acquisition Details - SEE has reached a definitive agreement to be acquired by CD&R for about $6.2 billion [1] - The acquisition price is set at $42.15 per share in cash [1] - The transaction is expected to be completed by mid-2026, pending shareholder and regulatory approvals [1] Group 2: Market Impact - Following the acquisition, SEE will be delisted from the New York Stock Exchange [1]

Group 1: KEFI Gold and Copper PLC - KEFI Gold and Copper PLC has secured a US$20 million equity-ranking royalty to finance its Tulu Kapi gold project in Ethiopia, completing a US$340 million funding package with contractors mobilized and ground broken [1] Group 2: Pan African Resources PLC - Pan African Resources PLC anticipates a significant increase in half-year earnings, with earnings per share (EPS) projected to exceed 7 US cents, driven by higher gold prices and a 51% increase in production [1] Group 3: Seeing Machines Ltd - Seeing Machines Ltd reported the production of nearly 580,000 vehicles equipped with its driver-monitoring systems in the second quarter of its 2026 financial year, indicating growing demand ahead of new EU safety regulations set to take effect in July 2026 [1] Group 4: Imaging Biometrics Ltd - Imaging Biometrics Ltd plans to refocus on its core clinical products following a strategic review, expecting a small profit in 2026 and indicating that no new funding will be required this year [1] Group 5: accesso Technology Group PLC - accesso Technology Group PLC intends to return up to £14.5 million through a £3 per share tender, citing strong cash reserves and projecting approximately $155 million in revenue for 2025 [1] Group 6: Tooru PLC - Tooru PLC has raised £180,000 through a retail offer and share placing, bringing the total for its latest investment round to £980,000, which will be used to enhance stock levels and support future acquisitions [1]

Group 1 - Sealed Air Corporation (NYSE:SEE) is recognized as one of the top 8 paper and plastic packaging stocks favored by hedge funds, with a consensus sentiment of Neutral as of February 6 [1] - The stock has coverage from 8 analysts, with 2 Buy ratings and 6 Hold ratings, and a projected median 1-year price target of $44.03, indicating an upside of over 5% [1] - Michael Roxland from Truist Financial raised the price target for Sealed Air from $45 to $49, reflecting a revised upside potential of over 17% [3] Group 2 - Sealed Air Corporation specializes in Food and Protective packaging solutions, offering products under brands such as CRYOVAC, LIQUIBOX, BUBBLE WRAP, Optidure, and AUTOBAG [5] - The company operates through two segments, providing integrated solutions focused on food safety, shelf life extension, waste reduction, bagging systems, suspensions, and retention packaging [5] Group 3 - Roxland noted that some Consumer Packaged Goods (CPGs) are effectively increasing volumes and maintaining price gains, although he anticipates challenges in packaging volumes in early 2026 due to limited promotions [4] - There is expected continued momentum for Beverage cans in North America and Europe, with predictions that containerboard producers will successfully raise prices due to disciplined supplies [4]

Core Viewpoint - The article emphasizes the importance of value investing and highlights Sealed Air (SEE) as a strong candidate for value investors due to its attractive valuation metrics [2][4]. Company Analysis - Sealed Air (SEE) currently holds a Zacks Rank of 2 (Buy) and an "A" grade for Value, indicating it is among the best value stocks available [3]. - The stock is trading at a P/E ratio of 10.49, significantly lower than the industry average of 14.36, suggesting it may be undervalued [3]. - SEE's Forward P/E has fluctuated between 7.72 and 12.18 over the past year, with a median of 10.36, further supporting its undervaluation [3]. - The P/CF ratio for SEE stands at 9.48, which is attractive compared to the industry's average P/CF of 14.97, indicating strong operating cash flow relative to its valuation [3]. - Over the past 12 months, SEE's P/CF has ranged from 6.55 to 10.32, with a median of 8.58, reinforcing the notion of its undervaluation [3]. Industry Context - The article notes that value investing remains a popular strategy, focusing on identifying companies undervalued by the market, which aligns with the current analysis of Sealed Air [2]. - The metrics discussed, such as P/E and P/CF ratios, are traditional valuation tools that value investors utilize to identify potential investment opportunities [2].