NYSE$SON

Sonoco Products Co · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Sonoco's Q3 2024 performance reflected strong productivity and seasonal demand, with earnings within expectations.

Sonoco reported a GAAP net income attributable to Sonoco of $51 million and an adjusted EBITDA of $281 million. The company saw increased consumer and industrial volumes, offset by price/cost headwinds. They reaffirmed full year 2024 guidance for Adjusted EBITDA and operating cash flow.

  • GAAP net income attributable to Sonoco was $51 million, with diluted earnings per share of $0.51 and Adjusted diluted earnings per share of $1.49.
  • Productivity improvements generated $39 million during the third quarter of 2024.
  • An agreement was entered into on June 24, 2024, to acquire Eviosys for approximately $3.9 billion, with completion expected in the fourth quarter of 2024.
  • A strategic review of the Thermoformed and Flexible Packaging business was announced to accelerate portfolio simplification, with the review expected to be completed in the fourth quarter of 2024.

Headline financials

Total Revenue

$1.68B

Previous: $1.71B-2.0%
EPS

$0.51

Previous: $1.46-65.1%
Industrial Adj EBITDA

$102M

No prior period
Industrial Adj EBITDA Margin

0.2%

No prior period
All Other Op Profit

$17.4M

No prior period
All Other Op Margin

0.2%

No prior period
All Other Adj EBITDA

$20.2M

No prior period
All Other Adj EBITDA Margin

0.2%

No prior period
Dividends Paid

$520K

No prior period
Adjusted Operating Profit

$174M

Previous: $213M-18.5%
Adjusted EBITDA

$281M

Previous: $280M+0.5%
Adjusted Net Income

$148M

No prior period
Consumer Segment Op Profit

$96.3M

No prior period
Consumer Op Profit Margin

0.1%

No prior period
Consumer Adj EBITDA

$122M

No prior period
Consumer Adj EBITDA Margin

0.2%

No prior period
Industrial Op Profit

$70.2M

No prior period
Industrial Op Margin

0.1%

No prior period
Capital Expenditures

-$271M

Previous: -$255M-6.5%
Free Cash Flow

-$220M

Previous: -$124M-77.6%
Net Income

$50.9M

Previous: $131M-61.1%
Operating Income

$128M

Previous: $163M-21.4%
Gross Profit

$359M

Previous: $364M-1.5%
Cash & Equivalents

$1.93B

Previous: $258M+648.5%
Total Assets

$9.04B

Previous: $7.27B+24.4%
Stock-Based Comp

$7.68M

Previous: $5.91M+29.9%

Revenue & EPS history

Sonoco · Revenue · Quarterly

$1.68B

Q3 2024-2%vs Q3 2023
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Revenue by segment

Sonoco · $1.52B total across 2 segments · Q3 2023

  • Consumer Packaging
    $938M-9.0%
  • Industrial Paper Packaging
    $580M-12.3%

Forward guidance

Sonoco provided fourth quarter 2024 Adjusted EPS guidance of $1.15 to $1.35 and full year 2024 Adjusted EPS guidance of $5.05 to $5.25. Full year 2024 cash flow from operating activities is expected to be $650 million to $750 million, and Adjusted EBITDA is expected to be $1,050 to $1,090.

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 Q3 2024

Historical avgQ3 2024

-0.5%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-0.7%

Avg return

30 days after

40%

27 / 68 earnings

Positive

+9.7%

Q4 2025

Best reaction

-12.3%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-0.6%-2.5%
Q4 2025+9.7%+9.3%+0.3%
Q3 2025-0.2%-3.2%-1.1%
Q1 2025-12.3%-3.8%-2.6%
Q4 2024-3.7%-3.2%-3.0%
Q3 2024-2.5%-4.2%-1.1%
Q2 2024-1.0%-6.8%+6.4%
Q1 2024-1.0%-0.8%+4.7%
Q4 2023+2.8%+0.0%+2.4%
Q3 2023+5.6%+7.5%+7.6%
Q2 2023+1.4%-2.1%-1.1%
Q1 2023-1.7%-0.8%-1.3%
Q4 2022-0.3%+0.4%-6.6%
Q3 2022-9.7%-10.6%-5.4%
Q2 2022+3.9%+5.3%+8.9%
Q1 2022-4.4%-8.5%-14.6%
Q4 2021-2.0%+0.4%-2.7%
Q3 2021-3.3%-3.7%-0.7%
Q2 2021-5.1%-4.1%-1.6%
Q1 2021+0.1%-0.4%+3.6%
Q4 2020-2.8%-3.0%+2.5%
Q3 2020-4.2%-9.2%+3.3%
Q2 2020+2.1%-0.1%+2.9%
Q1 2020+2.4%-4.4%-6.9%
Q4 2019+0.0%-0.1%-17.2%
Q3 2019-0.4%+0.1%+1.1%
Q2 2019-4.5%-5.0%-10.8%
Q1 2019-1.1%+0.6%+3.7%
Q4 2018-3.1%-1.3%-2.7%
Q3 2018+5.3%+1.8%+9.0%
Q2 2018+6.5%+5.2%+4.8%
Q1 2018+3.6%+3.6%+3.8%
Q4 2017-1.8%-3.3%-5.3%
Q3 2017+4.0%+2.4%+0.8%
Q2 2017-6.9%-6.7%-8.8%
Q1 2017+3.2%+2.9%-2.4%
Q4 2016-3.2%-2.1%-2.1%
Q3 2016-0.4%-2.2%+5.2%
Q2 2016+1.0%+1.8%+1.8%
Q1 2016-3.3%
Q4 2015+1.0%
Q3 2015+0.6%
Q2 2015-4.8%
Q1 2015-2.5%
Q4 2014+1.1%
Q3 2014+3.4%
Q2 2014-1.8%
Q1 2014+0.7%
Q4 2013+1.1%
Q3 2013+3.3%
Q2 2013+2.3%
Q1 2013-1.9%
Q4 2012+0.7%
Q3 2012+0.2%
Q2 2012-1.4%
Q1 2012+0.9%
Q4 2011+2.7%
Q3 2011+4.2%
Q2 2011-6.8%
Q1 2010-0.6%
Q1 2011-0.3%
Q4 2008-1.6%
Q4 2010-1.6%
Q3 2009-0.8%
Q3 2010-0.8%
Q4 2009-0.0%
Q2 2009-0.0%
Q2 2010-0.0%

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