NYSE$SEE

Sealed Air Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Sealed Air's Q1 2024 financial results were announced, showing mixed performance with revenue slightly down but earnings up.

Sealed Air reported Q1 2024 results with net sales of $1.33 billion, a 1% decrease year-over-year. However, net earnings increased by 33% to $83 million, and adjusted EBITDA rose by 4% to $278 million. The company reaffirmed its full-year 2024 outlook.

  • Net sales decreased by 1% to $1.33 billion, both as reported and on a constant currency basis.
  • Net earnings increased by 33% to $83 million.
  • Adjusted EBITDA increased by 4% to $278 million.
  • Cash flow from operations increased by 141% to $125 million.

Headline financials

Total Revenue

$1.33B

Previous: $1.35B-1.4%
EPS

$0.56

Previous: $0.74-24.3%
Adjusted EBITDA

$278M

Previous: $267M+4.2%
Adjusted EBITDA Margin

20.9%

No prior period
Adjusted Net Earnings

$113M

No prior period
Net Leverage Ratio

3.6

No prior period
Capital Expenditures

-$47.1M

Previous: -$64.9M+27.4%
Free Cash Flow

$78M

Previous: -$13M+700.0%
Net Income

$82M

Previous: $61.9M+32.5%
Operating Income

$185M

Previous: $170M+9.1%
Gross Profit

$401M

Previous: $405M-1.1%
Cash & Equivalents

$353M

Previous: $303M+16.4%
Total Assets

$7.2B

Previous: $7.36B-2.1%
Stock-Based Comp

$8.5M

Previous: $17.6M-51.7%

Revenue & EPS history

Sealed Air · Revenue · Quarterly

$1.33B

Q1 2024-1.4%vs Q1 2023
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Sealed Air · $1.38B total across 2 segments · Q3 2023

  • Food
    $893M+7.6%
  • Protective
    $488M-14.5%

Forward guidance

For the full year 2024, SEE continues to expect net sales in the range of $5.2 to $5.6 billion and Adjusted EBITDA to be in the range of $1.05 to $1.15 billion. For the second quarter 2024, SEE expects net sales and Adjusted EBITDA to be approximately $1.3 billion and $260 million, respectively, and Adjusted EPS to be in the range of $0.60 to $0.70.

Tailwinds

  • Net sales are expected to be in the range of $5.2 to $5.6 billion for the full year 2024.
  • Adjusted EBITDA is projected to be between $1.05 and $1.15 billion for the full year 2024.
  • Adjusted EPS is forecasted to be in the range of $2.65 to $3.05 for the full year 2024.
  • Free Cash Flow is expected to be in the range of $325 to $425 million for 2024.
  • For the second quarter 2024, SEE expects net sales to be approximately $1.3 billion.

Headwinds

  • The company has not provided guidance for the most directly comparable U.S. GAAP financial measures.
  • Second quarter 2024 Adjusted EBITDA to be approximately $260 million.
  • Second quarter 2024 Adjusted EPS to be in the range of $0.60 to $0.70.
  • Cash tax payments are expected to be in the range of $155 to $165 million.
  • Capital expenditures expected to be approximately $230 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.2%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.4%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+13.7%

Q3 2023

Best reaction

-12.5%

Q2 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.1%+0.3%+0.5%
Q3 2025+5.2%+7.9%+24.2%
Q2 2025+3.4%+1.2%+11.5%
Q1 2025+5.7%+11.0%+15.5%
Q4 2024+5.8%+6.4%-8.0%
Q3 2024-4.6%-4.1%-1.7%
Q2 2024-3.7%-4.9%-1.7%
Q1 2024+9.6%+13.2%+21.1%
Q4 2023-5.5%-3.7%+3.1%
Q3 2023+13.7%+9.3%+11.9%
Q2 2023-10.3%-13.4%-23.8%
Q1 2023-12.1%-11.1%-20.8%
Q4 2022-7.9%-5.1%-15.5%
Q3 2022-10.9%-8.7%+10.9%
Q2 2022-8.3%-9.8%-13.0%
Q1 2022+6.4%+1.9%-1.1%
Q4 2021+8.1%+8.1%+6.6%
Q3 2021+5.0%+6.7%+7.1%
Q2 2021+3.0%+4.3%+9.6%
Q1 2021+13.5%+13.8%+15.3%
Q4 2020-2.5%-3.1%-0.5%
Q3 2020-1.1%-0.3%+9.7%
Q2 2020+11.3%+11.6%+8.6%
Q1 2020+1.0%+8.9%+24.4%
Q4 2019-3.4%-6.4%-33.8%
Q3 2019-7.1%-5.6%-7.4%
Q2 2019+6.5%+9.6%-3.2%
Q1 2019-4.5%-4.8%-10.1%
Q4 2018+5.7%+4.3%+10.6%
Q3 2018+2.8%+5.3%+12.9%
Q2 2018-0.5%-6.0%-8.0%
Q1 2018+1.7%+0.9%+0.6%
Q4 2017-6.1%-6.0%+0.7%
Q3 2017+2.7%+3.1%+9.6%
Q2 2017+2.3%+0.7%-0.3%
Q1 2017-6.5%-8.4%-4.5%
Q4 2016-4.8%-6.2%-10.0%
Q3 2016+4.4%+4.8%+9.1%
Q2 2016-3.9%-6.4%-4.6%
Q1 2016-10.1%
Q4 2015+4.6%
Q3 2015-4.2%
Q2 2015+5.1%
Q1 2015+6.4%
Q4 2014+10.5%
Q3 2014+4.0%
Q2 2014+1.4%
Q1 2014+3.0%
Q4 2013+1.8%
Q3 2013+5.8%
Q2 2013+8.2%
Q1 2013-1.6%
Q4 2012+5.9%
Q3 2012+1.0%
Q2 2012-12.5%
Q1 2012-6.6%
Q4 2011-1.1%
Q3 2011-3.5%
Q2 2011-9.0%
Q1 2010+1.4%
Q1 2011+1.3%
Q4 2010+1.1%
Q4 2008+1.1%
Q3 2010-1.4%
Q3 2009-1.4%
Q2 2009-3.5%
Q2 2010-3.5%
Q4 2009-3.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro