Jun 2026 (Q2 FY26) — Jul 29, 2026
Reynolds Consumer Products Q2 FY26 — Solid Execution and Margin Expansion Amidst Commodity Headwinds
Read the full callReynolds Consumer Products (REYN) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Reynolds Consumer Products earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 877 | +7.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Mar 2026 | Not in the filed figures for the quarter to mar 2026. No older figure is substituted. | ||
| Net profit | 59.0 | +90.3% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
25 of 25 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EBITDA guide | $165 million to $175 million | Mar 2026 | Adjusted EBITDA of $171 million increased $8 million or approximately 5% versus the prior year. | Achieved |
| Full-year net revenue guide | minus 3% to plus 1% versus 2025 net revenues of $3.7 billion | Dec 2025 | We are increasing our full-year '26 net revenues outlook to low single-digit growth compared to 2025 net revenues of $3.721 billion from a previous guide midpoint of down 1%. | Revised Up |
| Full-year adjusted EBITDA guide | $660 million to $675 million | Dec 2025 | adjusted EBITDA of $660 million to $675 million | On Track |
21 of Reynolds Consumer Products Inc.'s 46 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 43 more targets are in the full ledger.
Claimed
- Gross margin improved by 200 basis points in Q2 and 120 basis points in the first half, driven by productivity initiatives.
- Adjusted EBITDA increased by 5% to $171 million in Q2 and 8% to $302 million in the first half.
- Adjusted EPS increased by 7% to $0.42 in Q2.
- Outperformed categories by 1 point on volume year-to-date, overcoming a 2-point private label distribution loss headwind.
- Hefty food bags grew e-commerce sales approximately 30% year-over-year, significantly outpacing the category.
Qualified
- Expected annualized commodity headwinds increased to $400 million, up from $200 million previously.
- Continued volume pressure in foam products within the Hefty Home & Tableware segment.
- The market remains highly promotional and competitive, requiring agile responses.
- Previously communicated private label distribution losses continue to impact certain segments.
Price
$22.66 +0.58% · +$0.13
Performance −4.2% 1Y
1Y: $23.66 on 14 Oct 2025 → $22.66. High $27.18 (2 Jul 2026), low $20.56 (29 Apr 2026).
- Previous close
- $22.53
- 52-week range
- $20.56 – $27.18
- One year
- −4.67%
Overview
- Symbol
- REYN
- Sector
- Consumer Staples
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
25 of 25 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EBITDA guide | $165 million to $175 million | Mar 2026 | Adjusted EBITDA of $171 million increased $8 million or approximately 5% versus the prior year. | Achieved |
| Full-year net revenue guide | minus 3% to plus 1% versus 2025 net revenues of $3.7 billion | Dec 2025 | We are increasing our full-year '26 net revenues outlook to low single-digit growth compared to 2025 net revenues of $3.721 billion from a previous guide midpoint of down 1%. | Revised Up |
| Full-year adjusted EBITDA guide | $660 million to $675 million | Dec 2025 | adjusted EBITDA of $660 million to $675 million | On Track |
Claimed
- Gross margin improved by 200 basis points in Q2 and 120 basis points in the first half, driven by productivity initiatives.
- Adjusted EBITDA increased by 5% to $171 million in Q2 and 8% to $302 million in the first half.
- Adjusted EPS increased by 7% to $0.42 in Q2.
- Outperformed categories by 1 point on volume year-to-date, overcoming a 2-point private label distribution loss headwind.
- Hefty food bags grew e-commerce sales approximately 30% year-over-year, significantly outpacing the category.
Qualified
- Expected annualized commodity headwinds increased to $400 million, up from $200 million previously.
- Continued volume pressure in foam products within the Hefty Home & Tableware segment.
- The market remains highly promotional and competitive, requiring agile responses.
- Previously communicated private label distribution losses continue to impact certain segments.
The full ledger
Open Reynolds Consumer Products Inc.’s full ledger
A free account opens 5 company ledgers a month. All 46 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
Reynolds Consumer Products Q1 FY26 — Strong Start Exceeds Expectations Amidst Macro Headwinds
Read the full callEvery analysed call
Reynolds Consumer Products earnings calls (REYN)
Financials
What the filings say
Net profit, year on year: +90% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 930 | 910 | 1,022 | 818 | 938 | 931 | 1,034 | 877 |
| Interest | 25 | 25 | 23 | 21 | 22 | 21 | 22 | 21 |
| Profit before tax | 115 | 113 | 158 | 42 | 96 | 102 | 153 | 77 |
| Tax rate | 15.7% | 23.9% | 24.1% | 26.2% | 24.0% | 22.6% | 22.9% | 23.4% |
| Net profit | 97 | 86 | 120 | 31 | 73 | 79 | 118 | 59 |
| EPS ($ per share) | 0.46 | 0.41 | — | 0.15 | 0.35 | 0.38 | — | 0.28 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | — | — | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | — | 233 | 365 | 431 | 537 | 694 | 802 |
| Total liabilities | 7,448 | 4,978 | 3,107 | 3,056 | 3,061 | 2,797 | 2,731 | 2,683 |
| Fixed assets | — | 537 | 612 | 677 | 722 | 732 | 758 | 823 |
| Total assets | 6,421 | 4,160 | 4,722 | 4,812 | 4,929 | 4,780 | 4,873 | 4,936 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 530 | 403 | 319 | 310 | 219 | 644 | 489 | 477 |
| Cash from investing | -554 | -128 | -143 | -141 | -128 | -110 | -120 | -161 |
| Cash from financing | 24 | -196 | 34 | -317 | -217 | -457 | -346 | -306 |
| Net cash flow | — | 79 | 210 | -148 | -126 | 77 | 22 | 10 |
| Capital expenditure | -82 | -109 | -143 | -141 | -128 | -104 | -120 | -161 |
| Free cash flow | 448 | 294 | 176 | 169 | 91 | 540 | 369 | 316 |
REYN revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reynolds Cooking and Kitchen Essentials | — | — | — | — | — | — | 36% | 33% | — |
| Hefty Waste and Cleanup | — | — | — | — | — | — | 26% | 25% | — |
| Hefty Home and Tableware | — | — | — | — | — | — | 21% | 23% | — |
| Hefty Storage and Organization | — | — | — | — | — | — | 18% | 19% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
REYN operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | 6,000On behalf of our 6,000 teammates at Reynolds Consumer Products, we appreciate your interest in the company, and we certainly wish everybody a great day.Source: earnings call transcript | 6,000And on behalf of our 6,000 teammates, we wish everybody a great day.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
94 filings between Dec 1, 2025 and Jun 1, 2026.
Open market
decisions to buy or sellPurchases
$99.1K
2 purchases by 1 insider
Sales
None
No insider sold shares.
Compensation
not trading decisions- 47
- Option exercise — converted options into shares
- 45
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Stangl Rolf | $99.1K | — | Mar 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 1, 2026 | Hooker Carlen Chief Commercial Officer | Tax withheld | 2,212 | $47.9K |
| Jun 1, 2026 | Hooker Carlen Chief Commercial Officer | Tax withheld | 5,779 | $125.2K |
| Jun 1, 2026 | Hooker Carlen Chief Commercial Officer | Option exercise | 5,201 | $0 |
| Jun 1, 2026 | Clark Ryan Gerard President, Hefty Tableware | Tax withheld | 2,649 | $57.4K |
| Jun 1, 2026 | Clark Ryan Gerard President, Hefty Tableware | Option exercise | 6,228 | $0 |
| Jun 1, 2026 | Clark Ryan Gerard President, Hefty Tableware | Option exercise | 15,097 | $0 |
| Jun 1, 2026 | Hooker Carlen Chief Commercial Officer | Option exercise | 13,587 | $0 |
| Jun 1, 2026 | Clark Ryan Gerard President, Hefty Tableware | Tax withheld | 6,421 | $139.1K |
| May 1, 2026 | Barnett Jill Chief Legal Officer | Tax withheld | 2,035 | $42.7K |
| May 1, 2026 | Barnett Jill Chief Legal Officer | Option exercise | 4,791 | $0 |
| Apr 30, 2026 | Barnett Jill Chief Legal Officer | Option exercise | 17,987 | $0 |
| Apr 30, 2026 | Barnett Jill Chief Legal Officer | Tax withheld | 7,520 | $154.6K |
| Apr 23, 2026 | Stangl Rolf Director | Option exercise | 9,322 | $0 |
| Apr 23, 2026 | GOTTSCHALK MARLA C Director | Option exercise | 6,568 | $0 |
| Mar 18, 2026 | Stangl Rolf Director | Purchase | 2,325 | $49.1K |
| Mar 18, 2026 | Stangl Rolf Director | Purchase | 2,380 | $50.0K |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Option exercise | 1,337 | — |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Tax withheld | 2,290 | $53.1K |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Option exercise | 6,312 | — |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Option exercise | 1,202 | — |
| Feb 1, 2026 | Estes Stephen C. Chief Administrative Officer | Option exercise | 3,020 | — |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Tax withheld | 1,811 | $42.0K |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Tax withheld | 1,734 | $40.2K |
| Feb 1, 2026 | Estes Stephen C. Chief Administrative Officer | Tax withheld | 1,317 | $30.5K |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Option exercise | 4,980 | — |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Tax withheld | 458 | $10.9K |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Tax withheld | 1,467 | $34.0K |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Option exercise | 8,808 | — |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Option exercise | 4,260 | — |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Tax withheld | 462 | $10.7K |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Option exercise | 1,678 | — |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Option exercise | 5,225 | — |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Tax withheld | 5,236 | $121.3K |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Option exercise | 19,182 | — |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Tax withheld | 1,885 | $43.7K |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Option exercise | 4,544 | — |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Tax withheld | 7,076 | $164.0K |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Option exercise | 20,142 | — |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Tax withheld | 1,729 | $40.1K |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Tax withheld | 2,200 | $51.0K |
| Feb 1, 2026 | Buckner Judith K. President, Reynolds Cook&Bake | Option exercise | 3,964 | — |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Tax withheld | 732 | $17.0K |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Tax withheld | 497 | $11.5K |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Tax withheld | 3,546 | $82.2K |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Option exercise | 3,651 | — |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Tax withheld | 1,456 | $33.7K |
| Feb 1, 2026 | Mayrhofer Chris VP, Controller & CAO | Option exercise | 1,344 | — |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Tax withheld | 1,351 | $32.0K |
| Feb 1, 2026 | Smith Lisa M President, Hefty Waste&Storage | Option exercise | 3,775 | — |
| Feb 1, 2026 | Corey Christopher President, Presto Products | Option exercise | 4,301 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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