Reynolds Consumer Products Q4 Earnings Call Highlights

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MarketBeat

Wed, February 4, 2026 astatine 10:22 AM CST 8 min read

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Quarter bushed guidance: Q4 nett gross was $1.03B (+1% YoY) with adjusted EBITDA of $220M (+3%) and adjusted EPS $0.59, driven by wide stock gains (outperformed categories by ~2 points), though gross borderline was pressured astir 190 bps by commodity/tariff betterment pricing and maturation successful low‑margin non‑retail.
Stronger currency and outgo posture: Reynolds generated $316M of escaped currency travel for 2025, refinanced its word indebtedness and made $100M of voluntary main payments to decorativeness the twelvemonth astatine 2.1x nett leverage, portion SG&A declined materially connected delayering and tighter outgo controls.
2026 outlook: astir level EBITDA amid headwinds: Management expects continued aluminum and class unit and guided adjusted EBITDA of $660–675M (roughly flat), nett revenues down 3% to up 1%, EPS $1.57–1.63, and elevated CapEx successful the low‑$200M scope to enactment automation and strategical initiatives.
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Reynolds Consumer Products (NASDAQ:REYN) executives said the institution closed 2025 with “solid fourth-quarter execution” amid a challenging operating situation that included commodity inflation, tariff pressure, and a value-focused consumer. Management pointed to wide marketplace stock gains, improved profitability successful the quarter, and continued advancement connected strategical initiatives spanning innovation, gross maturation management, and manufacturing productivity.

Chief Executive Officer Scott Huckins said the institution delivered sequential quarterly betterment done 2025, aided by innovation and expanding gross maturation absorption capabilities. He said Reynolds “outperformed our categories by implicit 1 constituent successful 2025 and by 2 points successful the 4th quarter,” driven by stock gains crossed “the overwhelming majority” of categories, including its six largest halfway categories.

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Huckins cited gains successful Hefty Waste Bags, Hefty Food Bags, Reynolds Wrap, Reynolds Parchment, Reynolds Bakeware, and Hefty Party Cups, on with beardown show successful store marque offerings. He added that the institution maintained precocious work levels, with lawsuit capable rates successful the “high 90s.”

Chief Financial Officer Nathan Lowe reported fourth-quarter nett revenues of $1.03 billion, up 1% from $1.02 cardinal a twelvemonth earlier. Adjusted EBITDA was $220 million, a 3% year-over-year summation and “the lone 4th of EBITDA maturation successful 2025,” portion adjusted EPS was $0.59 versus $0.58 successful the prior-year quarter. Lowe said results exceeded each guided metrics.