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Dec 27, 2025
Glatfelter Q1 2026 Earnings Report
Magnera reported its first quarter 2026 results, meeting expectations and reaffirming full-year guidance.
Key Takeaways
Magnera delivered a strong first quarter, with net sales increasing by 13% to $792 million and operating income reaching $14 million. Adjusted EBITDA grew by 11% to $93 million, reinforcing the company's full-year 2026 guidance for Adjusted EBITDA and free cash flow. The company also made $27 million in debt payments, demonstrating confidence in cash flow generation.
Net sales increased by 13% to $792 million, driven by a merger and favorable foreign currency changes.
Operating income was $14 million, a significant improvement from a loss of $22 million in the prior year.
Adjusted EBITDA rose by 11% to $93 million, with a contribution of $8 million from the merger.
The company reaffirmed its fiscal year 2026 guidance for Adjusted EBITDA ($380 - $410 million) and free cash flow ($90 - $110 million).
Revenue by Geographic Location
Forward Guidance
Magnera reaffirmed its fiscal year 2026 guidance, expecting Adjusted EBITDA between $380 million and $410 million and free cash flow between $90 million and $110 million.
Positive Outlook
- Reaffirmed full-year 2026 Adjusted EBITDA guidance of $380 - $410 million.
- Reaffirmed full-year 2026 free cash flow guidance of $90 - $110 million.
- Anticipated cash flow from operations of $170 - $190 million.
- Expected comparable Adjusted EBITDA to increase by approximately 9% versus prior year.
- Continued focus on cost optimization, portfolio differentiation, and commercial excellence to drive long-term shareholder value.
Challenges Ahead
- No specific negative guidance points were provided in the report.
- Potential for market softness in Europe to continue impacting organic volume.
- Competitive pressures in South America could persist.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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