The strong Q1 beat with reiterated full-year guidance suggests management is confident in the outlook. Monitor Q2 guidance for any revision given the uncertain macro environment, but the stock should see positive momentum from the volume-driven beat and margin expansion.
Price Chart
Executive Summary
Reynolds Consumer Products reported Q1 2026 net revenues of $877M (up 7% YoY) and GAAP EPS of $0.28, beating the consensus estimate of $0.24. Adjusted EBITDA rose 12% to $131M, driven by retail volume growth and manufacturing efficiencies, while the company reiterated its full-year 2026 earnings outlook.
Key Financial Metrics
Key Facts
- Net revenues of $877M vs $818M in Q1 2025, up 7%
- GAAP EPS of $0.28 vs $0.15 in Q1 2025, up 87%
- Adjusted EPS of $0.28 vs $0.23 in Q1 2025, up 22%
- Adjusted EBITDA of $131M vs $117M in Q1 2025, up 12%
- Retail volumes up 2% overall, excluding foam up 4%
- Reynolds Cooking Kitchen Essentials segment revenues up 21% to $314M
- Full-year 2026 outlook reiterated: EPS $1.57-$1.63, Adjusted EBITDA $660M-$675M
- Quarterly dividend of $0.23 per share declared
Financial Impact
Revenue beat of $54.5M vs consensus ($877M actual vs $822.5M est); EPS beat of $0.04 vs consensus ($0.28 actual vs $0.24 est)
Risk Factors
- Macroeconomic uncertainty and tariff impacts on input costs
- Competitive pressure in waste bags segment (Hefty Waste Clean-Up volumes down 1%)
- Foam category headwinds (8-point drag on Hefty Home Tableware volumes)
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-030890 |
| Document: 0001628280-26-030890-index.html | 0001628280-26-030890 |
| Document: 0001628280-26-030890.txt | 0001628280-26-030890 |
| 8-K Data (Synthetic) | 0001628280-26-030890 |
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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