SLGN
Silgan Holdings Inc.40.58
+0.18+0.45%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Bankruptcy resolution favors Silgan; healthcare doubles.
Q&A detailed a favorable metal containers customer bankruptcy auction outcome, positioning Silgan to retain broth/fruit supply and vie for vegetable cans colocated with a new buyer—no further EBITDA hit expected beyond 2025 offsets. Vayner integration unlocked commercial wins like valve tech for legacy customers and deodorant growth, bolstering DSC's mid-single-digit outlook. Healthcare pipeline could double that ~$200M unit in 3-5 years. Destocking ended in DSC; Custom sees minor Q1 carryover. Guidance embeds conservative macro hedges. Management stayed supplier.
Key Stats
Market Cap
4.34BP/E (TTM)
13.80Basic EPS (TTM)
2.94Dividend Yield
0.02%Recent Filings
10-K
FY2025 results
Silgan Holdings posted $6.5B in FY2025 net sales, up 10.7% y/y, driven by Weener Packaging's Q4 addition and higher volumes across segments, while metal containers passed through elevated raw material costs. Dispensing closures surged 17.5% to $2.7B on acquisition boost and organic dispensing gains, yet beverage closures dipped from weather; metal containers rose 8.2% to $3.1B with pet food momentum, custom dipped 1.8%. EBIT climbed to $598M (9.2% margin) via $30M cost savings from rationalizations, including late-2025 Europe closure. Q4 repurchases hit $8.7M under refreshed $500M authorization. Debt stands at $4.36B with $1.48B revolver room. Crop yields threaten metal container demand.
8-K
Silgan's 2025 sales hit $6.5B
Silgan Holdings reported 2025 net sales of $6.5B, up 11% from $5.9B, with net income at $288.4M or $2.70/share versus $276.4M or $2.58/share prior year. Dispensing and Specialty Closures hit record adjusted EBIT of $420M after Weener integration and 30% dispensing sales growth, while metal pet food volumes rose 7%; free cash flow climbed 14% to $445.2M. Growth continues in 2026.
8-K
CFO succession completed
Silgan Holdings elected Shawn C. Fabry as EVP and CFO effective November 6, 2025, promoting the 48-year-old veteran from corporate development after leading finance at key units. Kimberly Ulmer shifts to SVP and Chief Accounting Officer; Alexander Hutter rises to SVP, Strategy and IR. Robert B. Lewis retires from EVP role March 31, 2026, but stays on the board. Succession smooths leadership transition.
10-Q
Q3 FY2025 results
Silgan's Q3 sales hit $2.01B, up 15% y/y from $1.75B, fueled by Weener Packaging's contribution and metal containers' higher volumes, while gross margins slipped to 16.3% from 16.8%. Operating income climbed to $199M (up 19% y/y), diluted EPS held at $1.06, matching 107M shares. Cash dipped to $389M amid seasonal working capital strain and $236M capex, yet revolver availability exceeds $900M after issuing €600M 4¼% notes due 2031 to repay Euro loans. Rationalization charges fell to $7M from $19M. Debt weighs heavy at $4.9B.
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