NYSE$SEE

Sealed Air Corp · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Sealed Air's Q2 2021 financial results were announced, revealing a net sales increase and strategic investments in automation, digital, and sustainability.

Sealed Air reported a 15% increase in net sales, reaching $1.3 billion, driven by demand for automated and sustainable packaging solutions. Adjusted EBITDA rose by 1%, while the company is increasing its investment in automation, digital, and sustainability, alongside returning capital to shareholders through share repurchases and dividend increases.

  • Net sales increased by 15% to $1.3 billion, or 11% on a constant currency basis.
  • Net earnings increased by 8% to $109 million, with EPS up 11% to $0.71.
  • Adjusted EBITDA increased by 1% to $263 million, and Adjusted EPS increased by 4% to $0.79.
  • The company authorized a new $1 billion share repurchase program and increased its quarterly cash dividend by 25%.

Headline financials

Total Revenue

$1.33B

Previous: $1.15B+15.4%
EPS (adj)

$0.79

Previous: $0.76+3.9%
Adjusted EBITDA

$263M

Previous: $260M+1.2%
Capital Expenditures

-$97.1M

Previous: -$83.6M-16.1%
Free Cash Flow

$102M

Previous: $129M-20.9%
Net Income

$108M

Previous: $100M+8.0%
Operating Income

$197M

Previous: $186M+5.9%
Gross Profit

$401M

Previous: $390M+2.8%
Cash & Equivalents

$273M

Previous: $290M-5.7%
Total Assets

$6.01B

Previous: $5.76B+4.3%
Stock-Based Comp

$11.9M

Previous: $10.3M+15.5%

Revenue & EPS history

Sealed Air · Revenue · Quarterly

$1.33B

Q2 2021+15.4%vs Q2 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Sealed Air · $1.33B total across 2 segments · Q2 2021

  • Food
    $737M+9.5%
  • Protective
    $592M+23.8%

Forward guidance

SEE has updated its full year 2021 outlook, expecting net sales in the range of $5.4 billion to $5.5 billion and Adjusted EPS to be in the range of $3.45 to $3.60. The company continues to expect full year Adjusted EBITDA to be in the range of $1.12 billion to $1.15 billion and Free Cash Flow in the range of $520 million to $570 million.

Tailwinds

  • Net sales are expected to increase by 10% to 12% as reported and 8% to 10% in constant dollars.
  • A favorable currency impact of approximately 2% is expected.
  • Adjusted EBITDA is projected to be in the range of $1.12 billion to $1.15 billion.
  • Adjusted EPS is forecasted to be in the range of $3.45 to $3.60.
  • Free Cash Flow is expected to be in the range of $520 million to $570 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 Q2 2021

Historical avgQ2 2021

+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%

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