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Dec 31, 2020

Sealed Air Q4 2020 Earnings Report

Sealed Air reported a 3% increase in net sales and a 14% increase in adjusted EPS for Q4 2020.

Key Takeaways

Sealed Air reported strong Q4 2020 results, with net sales increasing by 3% and adjusted EPS increasing by 14%. The company's performance was driven by strength in food retail, e-commerce, and automated equipment. They delivered Adjusted EBITDA growth of 9% and Adjusted EBITDA to free cash flow conversion greater than 50%.

Net sales increased 3% to $1.3 billion.

Net earnings of $138 million, $0.88 per share increased 10%.

Adjusted EPS increased 14% to $0.89.

Adjusted EBITDA increased 3% to $279 million.

Total Revenue
$1.34B
Previous year: $1.3B
+3.2%
EPS
$0.89
Previous year: $0.78
+14.1%
Adjusted EBITDA
$279M
Previous year: $271M
+3.0%
Gross Profit
$424M
Previous year: $429M
-1.1%
Cash and Equivalents
$549M
Previous year: $262M
+109.1%
Free Cash Flow
$556M
Previous year: $212M
+162.5%
Total Assets
$6.08B
Previous year: $5.77B
+5.5%

Sealed Air

Sealed Air

Sealed Air Revenue by Segment

Sealed Air Revenue by Geographic Location

Forward Guidance

For the full year 2021, Sealed Air expects net sales in the range of $5.1 billion to $5.2 billion and Adjusted EBITDA is expected to be in the range of $1.10 billion to $1.13 billion.

Positive Outlook

  • Net sales growth of 4.5% to 6.5% as reported.
  • Net sales growth of 2.5% to 4.5% in constant dollars.
  • Adjusted EBITDA is expected to be in the range of $1.10 billion to $1.13 billion.
  • Favorable currency translation of approximately 2%.
  • Adjusted EPS to be in the range of $3.25 to $3.40.

Challenges Ahead

  • Based on approximately 157 million shares outstanding.
  • Anticipated Adjusted Tax Rate of 26% to 27%.
  • Free Cash Flow in 2021 is expected to be $500 million to $550 million.
  • Capital expenditures of approximately $210 million.
  • Reinvent SEE restructuring and associated payments of approximately $40 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income