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Sealed Air Corporation

Sealed Air Corporation

NYSE•SEE
CEO: Mr. Dustin J. Semach
セクター: Consumer Cyclical
業種: Packaging & Containers
上場日: 1980-03-17
Sealed Air Corporation provides packaging solutions in the Americas, Europe, the Middle East, Africa, Asia, Australia, and New Zealand. It operates through two segments, Food and Protective. The Food segment offers integrated packaging materials and automation equipment solutions to provide food safety, shelf life extension, reduce food waste, automate processes, and optimize total cost for food processors in the fresh red meat, smoked and processed meats, poultry, seafood, plant-based, fluids and liquids and cheese markets under the CRYOVAC, CRYOVAC Grip & Tear, CRYOVAC Darfresh, LIQUIBOX, Simple Steps, and Optidure brands. This segment sells its solutions directly to customers through its sales, marketing, and customer service personnel. The Protective segment provides shrink films, bagging systems, foam, inflatable, and suspension and retention packaging solutions to protect goods to e-commerce, consumer goods, pharmaceutical and medical devices, and industrial manufacturing markets under the SEALED AIR, BUBBLE WRAP, AUTOBAG, Instapak, and Korrvu brands. This segment sells its solutions through supply distributors, as well as directly to fabricators, original equipment manufacturers, contract manufacturers, logistics partners, and e-commerce/fulfillment operations. The company was incorporated in 1960 and is headquartered in Charlotte, North Carolina.
連絡先情報
2415 Cascade Pointe Boulevard, Charlotte, NC, 28208, United States
980-221-3235
www.sealedair.com
時価総額
$6.18B
PER (TTM)
16.0
22.3
配当利回り
1.9%
52週高値
$44.27
52週安値
$22.78
52週レンジ
89%
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$1.35B+0.46%
直近4四半期の推移

EPS

$1.26+100.25%
直近4四半期の推移

フリーCF

$119.60M+3.82%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Net Earnings Surge 69.7% GAAP Net earnings reached $461.7M for nine months ended September 30, 2025, reflecting a strong 69.7% growth.
Diluted EPS Increased 45.9% Diluted EPS from continuing operations was $2.70, showing a substantial 45.9% increase compared to the prior year period.
Sales Decline Modest Net sales totaled $3.96B (9M 2025), down 1.5% reported, driven by volume softness in Protective segment.
Adjusted EBITDA Growth Non-GAAP Adjusted EBITDA from continuing operations grew 2.0% to $856.3M for the nine months ended September 30.

リスク要因

Operating Cash Flow Decreased Net cash provided by operating activities fell $149.4M to $334.4M for nine months, driven by tax payments and working capital.
Protective Segment Volume Softness Protective segment constant currency sales declined 5% due to unfavorable pricing and softness in the industrial market.
Argentina FX Remeasurement Loss Recorded $10.7M remeasurement loss in Other expense, net due to heightened foreign currency exchange risk in Argentina.
Debt Ratings Below Investment Corporate ratings are below investment grade; company remains compliant with leverage covenants as of September 30, 2025.

見通し

Credit Facility Maturity Extended Amended credit agreement extended final maturity for credit facilities to October 31, 2030, post period end.
Share Repurchase Program Active $536.5M remains authorized for share repurchases under the $1.0B program as of September 30, 2025.
Restructuring Savings Target CTO2Grow Program concluded, anticipating full annualized savings target of $160M by year-end 2025.
Tax Reform Legislation Incorporated Company incorporated impact of OBBB Act, including elective R&D deduction, into year-to-date effective tax rate.

同業比較

売上高 (TTM)

Lear CorporationLEA
$23.26B
-0.2%
Group 1 Automotive, Inc.GPI
$22.57B
+13.2%
Graphic Packaging Holding CompanyGPK
$8.62B
-2.2%

粗利益率 (最新四半期)

Frontdoor, Inc.FTDR
57.2%
+0.7pp
Choice Hotels International, Inc.CHH
53.5%
+3.8pp
Kontoor Brands, Inc.KTB
45.8%
+1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
LEA$7.27B16.48.7%18.5%
SEE$6.18B16.043.2%60.3%
MTH$5.64B12.38.7%24.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.5%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月24日
|
EPS:$0.72
|
売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月4日|
    売上高: $1.35B+0.5%
    |
    EPS: $1.26+100.3%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月5日|
    売上高: $1.34B-0.8%
    |
    EPS: $0.63-6.0%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月7日|
    売上高: $1.27B-4.3%
    |
    EPS: $0.78+36.8%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月26日|
    売上高: $5.39B-1.8%
    |
    EPS: $1.82-23.2%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $1.35B-2.7%
    |
    EPS: $0.63+61.5%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $1.35B-2.6%
    |
    EPS: $0.67-2.9%
    予想を上回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月2日|
    売上高: $1.33B-1.4%
    |
    EPS: $0.57+32.6%
    予想を上回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月27日|
    売上高: $5.49B-2.7%
    |
    EPS: $2.37-29.7%
    予想を下回る