The in-line Q2 print and maintained full-year EPS guidance suggest limited near-term catalyst for a significant move. The raised revenue outlook (+1% to +3%) signals pricing traction, but retail volume declines (down 5%) remain a headwind. Monitor Q3 guidance for flat revenue vs. prior year — any deviation from that trajectory would be the next catalyst.
Price Chart
Executive Summary
Reynolds Consumer Products reported Q2 2026 GAAP EPS of $0.42, in line with the $0.41 Street consensus, and net revenue of $944M, slightly above the $935.5M estimate. Revenue grew 0.6% YoY, driven by pricing actions that offset a 5% retail volume decline, while net income rose 22% to $89M on manufacturing efficiency gains. The company reiterated its full-year 2026 EPS guidance of $1.57-$1.63 and raised its full-year net revenue growth outlook to +1% to +3%, signaling confidence in pricing power despite a tough consumer environment.
Key Financial Metrics
Key Facts
- Q2 2026 GAAP EPS of $0.42 vs. $0.41 consensus (in line)
- Q2 2026 net revenue of $944M vs. $935.5M consensus (slight beat)
- Revenue grew 0.6% YoY to $944M from $938M
- Net income increased 22% YoY to $89M from $73M
- Adjusted EBITDA rose 4.9% to $171M from $163M
- Retail volumes declined 5% (2% excluding foam), offset by 7% pricing
- Full-year 2026 EPS guidance reiterated at $1.57-$1.63; revenue growth outlook raised to +1% to +3%
- Quarterly dividend maintained at $0.23 per share
- Net debt leverage at 2.1x, low end of target range
Financial Impact
Q2 EPS in line with consensus; revenue slightly above; full-year guidance maintained with revenue outlook raised modestly
Risk Factors
- Retail volumes declining 5% (2% ex-foam) signals potential demand weakness
- Hefty Home Tableware segment revenue down 10% YoY on foam declines
- Consumer cost sensitivity and promotional environment could pressure margins
- Tariff and commodity cost volatility may impact pricing and volume balance
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-050381 |
| Document: 0001628280-26-050381-index.html | 0001628280-26-050381 |
| Document: 0001628280-26-050381.txt | 0001628280-26-050381 |
| 8-K Data (Synthetic) | 0001628280-26-050381 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 14d ago | Court Ruling | $22.66 | awaiting T+60 | — | $22.98 (+1.41%) |
Jul 29, 2026 12w ago | 8-K | $25.70 $23.61 | ▼ −8.13% | ▼ −12.86% | $22.98 (−10.58%) |
Jun 11, 2026 19w ago | Institutional Cluster | $23.42 $21.85 | ▼ −6.70% | ▼ −11.10% | $22.98 (−1.88%) |
May 6, 2026 24w ago | 8-K | $21.91 $24.94 | ▲ +13.83% | ▲ +11.77% | $22.98 (+4.88%) |
Apr 9, 2026 28w ago | DEFA14A | $22.28 $26.46 | ▲ +18.76% | ▲ +7.98% | $22.98 (+3.14%) |
Mar 18, 2026 31w ago | DEFA14A | $20.87 $23.43 | ▲ +12.27% | ▼ −2.08% | $22.98 (+10.11%) |
US Market Status
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