NYSE$SEE

Sealed Air Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Sealed Air's Q2 2024 results exceeded expectations, driven by strong demand in the Food business and accelerated benefits from the CTO2Grow program, offsetting continued pressure in the Protective business.

Sealed Air reported Q2 2024 financial results with net sales of $1.35 billion, a decrease of 3% as reported. Net earnings were $98 million, or $0.67 per diluted share, compared to $94 million, or $0.65 per diluted share in the prior year. Adjusted EBITDA was $285 million, up from $280 million in the prior year. The company is on track to generate $90 million of incremental cost savings for full-year 2024 through its CTO2Grow program.

  • Patrick Kivits joined Sealed Air as Chief Executive Officer.
  • Dustin Semach was promoted to President and Chief Financial Officer.
  • Food volume growth was driven by strong end-market demand.
  • Protective volume weakness is expected to persist throughout 2024 into 2025.

Headline financials

Total Revenue

$1.35B

Previous: $1.38B-2.6%
EPS

$0.67

Previous: $0.80-16.3%
Adjusted EBITDA

$285M

Previous: $280M+1.8%
Adjusted EBITDA Margin

21.2%

No prior period
Adjusted Net Earnings

$121M

No prior period
Capital Expenditures

-$106M

Previous: -$124M+14.5%
Free Cash Flow

$208M

Previous: -$130M+259.2%
Net Income

$98.3M

Previous: $99.1M-0.8%
Operating Income

$206M

Previous: $216M-4.9%
Gross Profit

$416M

Previous: $418M-0.5%
Cash & Equivalents

$389M

Previous: $285M+36.3%
Total Assets

$7.27B

Previous: $7.52B-3.4%
Stock-Based Comp

$6.8M

Previous: $1.9M+257.9%

Revenue & EPS history

Sealed Air · Revenue · Quarterly

$1.35B

Q2 2024-2.6%vs Q2 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

Sealed Air provided its outlook for Q3 2024 and full-year 2024.

Tailwinds

  • Net Sales: Q3 - $1.33 billion
  • Net Sales: Full Year - $5.2 to $5.6 billion
  • Adjusted EBITDA: Q3 - $265 million
  • Adjusted EBITDA: Full Year - $1.05 to $1.15 billion
  • Adjusted EPS: Full Year - $2.65 to $3.05

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 2024

Historical avgQ2 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%

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