Monitor upcoming quarters for signs of margin improvement from the Profitability Performance Plan, as the stock may react negatively if inflationary pressures persist and full-year EPS guidance is further reduced.
Price Chart
Executive Summary
Sonoco reported Q1 2026 adjusted EPS of $1.20, matching consensus, but guided to the low end of its full-year EPS range ($5.80–$6.20) due to inflationary pressures and uncertain demand. Revenue declined 1.9% YoY to $1.68B, driven by the prior-year divestiture of ThermoSafe.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS was $1.20, matching the $1.20 consensus estimate.
- Revenue was $1.68B, down 1.9% YoY, missing the $1.71B consensus.
- Company maintained full-year 2026 adjusted EBITDA guidance of $1.25B–$1.35B but lowered EPS guidance to the low end of the $5.80–$6.20 range.
- Adjusted EBITDA declined 18.1% YoY to $277M, and cash flow from operations was a use of $368M, primarily due to a one-time tax payment on 2025 divestitures.
Financial Impact
Adjusted EPS met expectations, but revenue decline and lowered full-year EPS guidance indicate near-term headwinds.
Risk Factors
- Lower-than-expected full-year EPS due to inflationary pressures and weak demand.
- Industrial segment operational challenges and a fire at a recycling facility impacting profitability.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000091767-26-000019 |
| Document: son-20260421.htm | 0000091767-26-000019 |
| Document: 0000091767-26-000019-index-headers.html | 0000091767-26-000019 |
| Document: 0000091767-26-000019-index.html | 0000091767-26-000019 |
| Document: 0000091767-26-000019.txt | 0000091767-26-000019 |
| 8-K Data (Synthetic) | 0000091767-26-000019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 22, 2026 10w ago | Press Release | $56.32 $58.33 | ▲ +3.57% | ▲ +0.26% | $48.79 (−13.37%) |
Jul 15, 2026 11w ago | Press Release | $53.73 $58.10 | ▲ +8.13% | ▲ +5.79% | $48.79 (−9.19%) |
Jun 11, 2026 16w ago | Institutional Cluster | $50.53 $55.06 | ▼ −8.96% | ▼ −7.07% | $48.79 (+3.44%) |
May 11, 2026 20w ago | 8-K | $51.07 $49.90 | ▼ −2.29% | ▼ −1.99% | $48.79 (−4.46%) |
Apr 29, 2026 22w ago | Insider Cluster | $49.15 $49.52 | ▲ +0.75% | ▼ −5.29% | $48.79 (−0.73%) |
Apr 29, 2026 22w ago | Insider Cluster | $49.15 $49.52 | ▲ +0.75% | ▼ −5.29% | $48.79 (−0.73%) |
Apr 24, 2026 23w ago | Insider Cluster | $47.94 $48.67 | ▲ +1.51% | ▼ −2.51% | $48.79 (+1.76%) |
Apr 21, 2026 23w ago | 8-K | $47.08 $46.36 | ▼ −1.54% | ▼ −4.70% | $48.79 (+3.63%) |
Apr 21, 2026 23w ago | Press Release | $47.08 $46.36 | ▲ +1.54% | ▲ +4.70% | $48.79 (−3.63%) |
Apr 17, 2026 23w ago | Press Release | $56.21 $46.94 | ▼ −16.49% | ▼ −20.69% | $48.79 (−13.20%) |
US Market Status
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