NYSE$CCK

Crown Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Crown Holdings, Inc. reported its financial results for the fourth quarter and full year ended December 31, 2024.

Crown Holdings, Inc. delivered strong fourth-quarter results with a 12% increase in segment income compared to the prior year, driven by a 17% improvement in combined global beverage can segment income due to 4% global volume growth. The company also achieved record adjusted free cash flow for the full year 2024 and significantly reduced net debt.

  • Fourth-quarter diluted earnings per share were $3.02, with adjusted diluted earnings per share increasing by 28% to $1.59.
  • Full-year diluted earnings per share were $3.55, and adjusted diluted earnings per share increased by 9% to $6.41.
  • The company generated a record $814 million in adjusted free cash flow and reduced net debt by $878 million, achieving an adjusted net leverage ratio of 2.7x.
  • Segment income in the fourth quarter increased to $428 million, up from $382 million in the prior year, primarily due to improved global beverage operations.

Headline financials

Total Revenue

$2.9B

Previous: $2.86B+1.6%
EPS (adj)

$1.59

Previous: $1.24+28.2%
Adjusted Diluted EPS Growth

1.6%

No prior period
Segment Income Growth

428000000.0%

No prior period
Adjusted Net Leverage Ratio

2.7

No prior period
Capital Expenditures

-$149M

Previous: -$179M+16.8%
Net Income

$358M

Previous: $32M+1018.8%
Operating Income

$351M

Previous: $341M+2.9%
Gross Profit

$546M

Previous: $486M+12.3%

Revenue & EPS history

Crown · Revenue · Quarterly

$2.9B

Q4 2024+1.6%vs Q4 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Crown · $3.07B total across 5 segments · Q3 2023

  • Americas Beverage
    $1.3B
  • Transit Packaging
    $554M
  • European Beverage
    $536M
  • Other
    $377M
  • Asia Pacific
    $307M

Forward guidance

Crown Holdings, Inc. expects full-year 2025 adjusted diluted earnings per share to be in the range of $6.60 to $7.00, with adjusted free cash flow of approximately $800 million after estimated capital spending of $450 million. First-quarter 2025 adjusted diluted earnings per share is expected to be between $1.20 and $1.30.

Tailwinds

  • Expected full year 2025 adjusted diluted earnings per share in the range of $6.60-$7.00.
  • Expected full year 2025 adjusted free cash flow of approximately $800 million.
  • Multi-year global beverage can expansion program substantially completed, leading to significantly reduced capital expenditures.
  • Manufacturing platform will allow meeting existing and additional demand.
  • First quarter 2025 adjusted diluted earnings per share expected to be in the range of $1.20 to $1.30.

Headwinds

  • Industrial activity remains sluggish, impacting Transit Packaging.
  • The adjusted effective tax rate is expected to approximate 25% for full year 2025.
  • Estimated capital spending of $450 million for full year 2025.
  • Unavailability of reliable forecasts for certain items like gains/losses on business sales, restructuring costs, and tax law changes, which could impact GAAP earnings.
  • Potential for higher interest rates and energy prices due to inflation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.5%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.1%

Avg return

30 days after

51%

35 / 69 earnings

Positive

+8.8%

Q2 2024

Best reaction

-15.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-1.4%-4.4%
Q4 2025-0.9%-3.2%-8.2%
Q3 2025+5.5%+4.7%+1.5%
Q2 2025-0.5%-0.4%-4.6%
Q1 2025+8.0%+8.0%+9.7%
Q4 2024+2.6%+5.3%+7.8%
Q3 2024+3.9%+2.3%-4.4%
Q2 2024+8.8%+10.4%+15.2%
Q1 2024+1.8%+2.3%+2.1%
Q4 2023-13.9%-16.0%-14.6%
Q3 2023+4.2%+1.5%+5.1%
Q2 2023+5.8%+4.0%-3.2%
Q1 2023+3.1%+8.8%+0.5%
Q4 2022-1.1%-3.5%-4.4%
Q3 2022-15.8%-18.9%-1.6%
Q2 2022+5.6%+3.8%+7.0%
Q1 2022-10.6%-7.8%-14.7%
Q4 2021+3.6%+4.8%+9.4%
Q3 2021-3.6%-1.0%+5.2%
Q2 2021-1.0%-6.3%+3.6%
Q1 2021-1.1%+0.5%-0.3%
Q4 2020+4.7%+5.6%+3.9%
Q3 2020+4.5%+8.6%+14.9%
Q2 2020+3.6%+3.6%+9.1%
Q1 2020-5.4%-5.9%+0.1%
Q4 2019+5.5%+5.3%-0.2%
Q3 2019+7.4%+10.5%+17.2%
Q2 2019-1.1%+2.4%+10.2%
Q1 2019+0.8%+3.1%+8.0%
Q4 2018+2.1%+3.6%+6.2%
Q3 2018-3.0%-6.1%+3.3%
Q2 2018-1.9%-5.5%-9.4%
Q1 2018-2.3%-5.2%-15.6%
Q4 2017-4.3%-6.5%-6.0%
Q3 2017+1.1%+1.4%-2.4%
Q2 2017-1.0%-0.9%-4.6%
Q1 2017+0.5%+2.4%+2.8%
Q4 2016-1.3%-2.0%-0.6%
Q3 2016-2.2%-2.5%-4.8%
Q2 2016+2.3%+2.3%+4.4%
Q1 2016+2.2%
Q4 2015+5.3%
Q3 2015+2.2%
Q2 2015-3.2%
Q1 2015-0.2%
Q4 2014+6.8%
Q3 2014+5.4%
Q2 2014-4.7%
Q1 2014+1.4%
Q4 2013-0.1%
Q3 2013-1.5%
Q2 2013+4.2%
Q1 2013-1.9%
Q4 2012-2.0%
Q4 2011-1.7%
Q3 2012+0.5%
Q2 2012+5.8%
Q1 2012-0.6%
Q4 2010+0.0%
Q3 2011+0.0%
Q2 2011+2.5%
Q1 2010+2.4%
Q1 2011-0.3%
Q4 2008-1.0%
Q3 2010-0.4%
Q3 2009-0.4%
Q2 2010+0.5%
Q4 2009+0.5%
Q2 2009+0.5%

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