Loading...
•
Sep 30
Reynolds Q3 2025 Earnings Report
Reynolds Consumer Products reported its financial results for the third quarter ended September 30, 2025, showing increased revenue and adjusted EPS, and lifting its full-year guidance.
Key Takeaways
Reynolds Consumer Products delivered a strong third quarter in 2025, with net revenues increasing by 2% to $931 million, driven by growth across all four business units and share gains in most categories. The company effectively managed a dynamic cost environment, leading to an increase in Adjusted Net Income and Adjusted EPS, and subsequently raised its full-year revenue and adjusted EPS guidance.
Net Revenues increased by 2% to $931 million, compared to $910 million in Q3 2024, with Retail Net Revenues up 1%.
Adjusted Net Income rose to $88 million from $86 million in Q3 2024, and Adjusted EPS increased to $0.42 from $0.41 in Q3 2024.
All four business units (Reynolds Cooking & Baking, Hefty Waste & Storage, Hefty Tableware, Presto Products) delivered improved results, driven by share gains and better alignment of pricing with costs.
The company lifted its full-year 2025 revenue and adjusted EPS guidance, reflecting confidence in continued performance and strategic initiatives.
Reynolds
Reynolds
Reynolds Revenue by Segment
Revenue by Segment
Reynolds Cooking & Baking Revenue
CapyFin.comHefty Waste & Storage Revenue
CapyFin.comHefty Tableware Revenue
CapyFin.comPresto Products Revenue
CapyFin.comUnallocated Revenue
CapyFin.com Forward Guidance
For the full year 2025, Reynolds Consumer Products expects Net Revenues to be flat to down 1% compared to 2024, with Net Income projected between $294 million and $302 million. Adjusted Net Income is expected to be between $337 million and $345 million, and Adjusted EBITDA between $655 million and $665 million. Diluted EPS is forecasted to be $1.40 to $1.44, and Adjusted EPS $1.60 to $1.64.
Positive Outlook
- Full-year 2025 Adjusted Net Income guidance of $337 million to $345 million.
- Full-year 2025 Adjusted EPS guidance of $1.60 to $1.64.
- Full-year 2025 Adjusted EBITDA guidance of $655 million to $665 million.
- Fourth quarter 2025 Adjusted Net Income guidance of $117 million to $125 million.
- Fourth quarter 2025 Adjusted EPS guidance of $0.56 to $0.60.
Challenges Ahead
- Full-year 2025 Net Revenues expected to be flat to down 1% compared to 2024.
- Fourth quarter 2025 Net Revenues expected to be down 1% to down 5% compared to Q4 2024.
- Full-year 2025 Net Income guidance of $294 million to $302 million, which is lower than the Adjusted Net Income.
- Full-year 2025 EPS guidance of $1.40 to $1.44, which is lower than the Adjusted EPS.
- Estimated $40 million of pre-tax CEO transition costs and strategic investments in cost savings and revenue growth initiatives for the full year 2025.
Revenue & Expenses
Visualization of income flow from segment revenue to net income