Sep 2026 (Q3 FY26) — Oct 22, 2026
Sonoco Q3 FY26 — Resilient Performance Amidst Inflationary Headwinds and Consumer Volume Challenges
Read the full callSonoco earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,676 | −1.9% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 7.6 | +0.2 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 67.6 | +24.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
8 of 10 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Hartselle, Alabama wire and cable reels capacity expansion | increase capacity by approximately 15% when the new line opens at the end of Q2 FY26 | Mar 2026 | In the second quarter, we completed a $20 million expansion at our heart cell, Alabama wire and cable reels production center. | Achieved |
| 3-year Profitability Performance Plan savings | $150 million to $200 million | Mar 2026 | Our profitability performance plan contributed $0.07 during the quarter, marking the second consecutive quarter of realized benefits. | On Track |
2 of SONOCO PRODUCTS CO's 31 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 29 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $41.49 on 22 Oct 2025 → $50.12. High $60.56 (28 Jul 2026), low $39.27 (30 Oct 2025).
Overview
Guidance
8 of 10 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Hartselle, Alabama wire and cable reels capacity expansion | increase capacity by approximately 15% when the new line opens at the end of Q2 FY26 | Mar 2026 | In the second quarter, we completed a $20 million expansion at our heart cell, Alabama wire and cable reels production center. | Achieved |
| 3-year Profitability Performance Plan savings | $150 million to $200 million | Mar 2026 | Our profitability performance plan contributed $0.07 during the quarter, marking the second consecutive quarter of realized benefits. | On Track |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 31 tracked commitments, with each call’s wording and source.
Call summaries
Sonoco Q3 FY26 — Resilient Performance Amidst Inflationary Headwinds and Consumer Volume Challenges
Read the full callSonoco Q2 FY26 — Solid Execution and Strong Cash Flow
Read the full callSonoco Q1 FY26 — Solid Start Despite Headwinds, Profitability Plan Delivering
Read the full callEvery analysed call
Financials
Net profit, year on year: +24% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,279 | 1,355 | 1,363 | 1,709 | 1,910 | 2,131 | 1,768 | 1,676 |
| Operating profit | 96 | 102 | -54 | 127 | 176 | 195 | 520 | 127 |
| Operating margin | 7.5% | 7.5% | −4.0% | 7.4% | 9.2% | 9.2% | 29.4% | 7.6% |
| Interest | 29 | 61 | 53 | 56 | 64 | 61 | 52 | 44 |
| Profit before tax | 72 | 44 | -204 | 69 | 106 | 128 | 463 | 76 |
| Tax rate | 23.3% | 35.2% | 29.6% | 30.9% | 37.3% | 6.0% | 24.9% | 12.4% |
| Net profit | 91 | 51 | -43 | 54 | 493 | 123 | 332 | 68 |
| EPS ($ per share) | 0.92 | 0.52 | -0.44 | 0.55 | 4.97 | 1.24 | — | 0.68 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Reserves | 2,188 | 2,302 | 2,335 | 2,070 | 2,348 | 2,624 | 2,584 | 3,378 |
| Total liabilities | 2,811 | 3,311 | 3,367 | 3,224 | 4,980 | 4,760 | 10,222 | 7,531 |
| Fixed assets | 1,234 | 1,287 | 1,244 | 1,298 | 1,710 | 1,663 | 2,719 | 2,798 |
| Total assets | 4,583 | 5,126 | 5,277 | 5,073 | 7,053 | 7,192 | 12,508 | 11,162 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 590 | 426 | 706 | 299 | 509 | 883 | 834 | 690 |
| Cash from investing | -444 | -479 | -126 | -166 | -1,741 | -619 | -4,106 | 2,196 |
| Cash from financing | -274 | 77 | -163 | -514 | 1,294 | -352 | 3,668 | -2,987 |
| Net cash flow | -135 | 25 | 420 | -394 | 56 | -76 | 291 | -65 |
| Capital expenditure | -193 | -196 | -194 | -256 | -329 | -363 | -393 | -344 |
| Free cash flow | 397 | 230 | 511 | 43 | 180 | 520 | 441 | 346 |
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Consumer Packaging | 59% | -439% | 62% | 64% | 67% | 65% | 65% | 66% | +1.2% |
| Industrial Paper Packaging | 35% | 1063% | 33% | 31% | 27% | 32% | 35% | 34% | +9.4% |
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
| KPI | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Mill utilization rate North American URB mills | 95%Driving industrial growth with strong results from our North American URB mills as trade tons were up 6.4%, which boosted mill utilization rates to 95%.Source: earnings call transcript | 94%Productivity continued to be a key driver, while North America URB trade ton sales increased 10% year-over-year and mill utilization remained strong at 94%.Source: earnings call transcript | -1 pt |
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.
Q2 FY2026 · share of revenue
As SON cuts its regions in its filings; they can nest, so they need not add to 100%.
99 filings between Oct 28, 2025 and Aug 7, 2026.
Purchases
$1.56M
8 purchases by 3 insiders
Sales
$105.6K
3 sales by 3 insiders
Also filed: 3 gifts, 1 disposition to issuer, 1 code i.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Joachimczyk Paul | $1.21M | — | Apr 24, 2026 |
| Coker R. Howard | $249.4K | — | Aug 7, 2026 |
| Haley John R | $99.9K | — | Oct 28, 2025 |
| Haynes Ernest D III | — | $89.2K | Feb 27, 2026 |
| Florence John M | — | $15.3K | Jul 29, 2026 |
| Harrell James A. III | — | $1.2K | Feb 19, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | Coker R. Howard President & CEO | Gift | 4,345 | $0 |
| Aug 7, 2026 | Coker R. Howard President & CEO | Purchase | 4,345 | $249.4K |
| Jul 29, 2026 | Florence John M Gnl Council, Secy, VP | Option exercise | 6,859 | $373.5K |
| Jul 29, 2026 | Florence John M Gnl Council, Secy, VP | Sale | 261 | $15.3K |
| Jul 29, 2026 | Florence John M Gnl Council, Secy, VP | Tax withheld | 6,598 | $386.2K |
| Jun 30, 2026 | Joachimczyk Paul CFO | Tax withheld | 2,534 | $142.8K |
| Jun 30, 2026 | Joachimczyk Paul CFO | Option exercise | 8,348 | $0 |
| Apr 27, 2026 | Harrell James A. III Pres. Global Ind. Paper Pkg. | Code I | 6,753 | $340.2K |
| Apr 24, 2026 | Joachimczyk Paul CFO | Purchase | 8,058 | $400.0K |
| Feb 27, 2026 | Haynes Ernest D III Pres. Consumer Pkg Americas | Sale | 1,581 | $89.2K |
| Feb 25, 2026 | Coker R. Howard President & CEO | Gift | 2,060 | $0 |
| Feb 21, 2026 | Cheatham Jerry A Interim CFO | Tax withheld | 687 | $38.8K |
| Feb 21, 2026 | Cheatham Jerry A Interim CFO | Option exercise | 1,925 | $0 |
| Feb 21, 2026 | Coker R. Howard President & CEO | Option exercise | 20,947 | $0 |
| Feb 21, 2026 | Cairns Sean Pres Consumer Pkg EMEA/APAC | Option exercise | 1,848 | $0 |
| Feb 21, 2026 | Cairns Sean Pres Consumer Pkg EMEA/APAC | Tax withheld | 426 | $24.0K |
| Feb 21, 2026 | Harrell James A. III Pres. Global Ind. Paper Pkg. | Option exercise | 2,464 | $0 |
| Feb 21, 2026 | Haynes Ernest D III Pres. Consumer Pkg Americas | Tax withheld | 820 | $46.3K |
| Feb 21, 2026 | Gandhi Aditya CAO | Option exercise | 962 | $0 |
| Feb 21, 2026 | White Andrea B. Chief Human Resources Officer | Option exercise | 2,310 | $0 |
| Feb 21, 2026 | Fuller Rodger D Chief Operating Officer | Tax withheld | 2,688 | $151.7K |
| Feb 21, 2026 | Fuller Rodger D Chief Operating Officer | Option exercise | 6,161 | $0 |
| Feb 21, 2026 | Harrell James A. III Pres. Global Ind. Paper Pkg. | Tax withheld | 748 | $42.2K |
| Feb 21, 2026 | Florence John M Gnl Council, Secy, VP | Tax withheld | 935 | $52.8K |
| Feb 21, 2026 | Florence John M Gnl Council, Secy, VP | Option exercise | 3,080 | $0 |
| Feb 21, 2026 | Wood Adam VP Paper Products Europe | Tax withheld | 384 | $21.7K |
| Feb 21, 2026 | Coker R. Howard President & CEO | Tax withheld | 9,500 | $536.3K |
| Feb 21, 2026 | Gandhi Aditya CAO | Tax withheld | 343 | $19.4K |
| Feb 21, 2026 | Wood Adam VP Paper Products Europe | Option exercise | 816 | $0 |
| Feb 21, 2026 | White Andrea B. Chief Human Resources Officer | Tax withheld | 702 | $39.6K |
| Feb 21, 2026 | Haynes Ernest D III Pres. Consumer Pkg Americas | Option exercise | 1,848 | $0 |
| Feb 20, 2026 | Coker R. Howard President & CEO | Tax withheld | 7,768 | $438.5K |
| Feb 20, 2026 | Coker R. Howard President & CEO | Option exercise | 17,127 | $0 |
| Feb 20, 2026 | Cheatham Jerry A Interim CFO | Tax withheld | 113 | $6.4K |
| Feb 20, 2026 | Haynes Ernest D III Pres. Consumer Pkg Americas | Option exercise | 1,134 | $0 |
| Feb 20, 2026 | Cheatham Jerry A Interim CFO | Option exercise | 315 | $0 |
| Feb 20, 2026 | Wood Adam VP Paper Products Europe | Disposition to issuer | 314 | $17.7K |
| Feb 20, 2026 | Cairns Sean Pres Consumer Pkg EMEA/APAC | Tax withheld | 290 | $16.4K |
| Feb 20, 2026 | Cairns Sean Pres Consumer Pkg EMEA/APAC | Option exercise | 1,260 | $0 |
| Feb 20, 2026 | Gandhi Aditya CAO | Tax withheld | 169 | $9.5K |
| Feb 20, 2026 | Gandhi Aditya CAO | Option exercise | 473 | $0 |
| Feb 20, 2026 | White Andrea B. Chief Human Resources Officer | Tax withheld | 239 | $13.5K |
| Feb 20, 2026 | Fuller Rodger D Chief Operating Officer | Tax withheld | 1,529 | $86.3K |
| Feb 20, 2026 | Fuller Rodger D Chief Operating Officer | Option exercise | 5,037 | $0 |
| Feb 20, 2026 | Harrell James A. III Pres. Global Ind. Paper Pkg. | Option exercise | 1,952 | $0 |
| Feb 20, 2026 | Harrell James A. III Pres. Global Ind. Paper Pkg. | Tax withheld | 593 | $33.5K |
| Feb 20, 2026 | Florence John M Gnl Council, Secy, VP | Tax withheld | 78 | $4.4K |
| Feb 20, 2026 | Florence John M Gnl Council, Secy, VP | Option exercise | 78 | $0 |
| Feb 20, 2026 | White Andrea B. Chief Human Resources Officer | Option exercise | 787 | $0 |
| Feb 20, 2026 | Wood Adam VP Paper Products Europe | Option exercise | 668 | $0 |
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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