Packaging & containers

12 companies · $127B combined revenue · $12.7B operating profit

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The typical US-listed packaging & containers company grew revenue 6% and earnings -3.9% in its latest year, at a 11.5% operating margin, and 3 of 12 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

6%Median revenue growth
-3.9%Median earnings growth
-0.6%Median revenue growth, 3 yrs
-4.2%Median earnings growth, 3 yrs
11.5%Median operating margin
10.6%Median ROCE
Fastest revenue growthSmurfit Westrock SW47.7%Fastest earnings growthSonoco Products SON512%Highest ROCEKimberly Clark KMB23.6%Biggest margin gainSonoco Products SON+7.4 pts

Growth engines: the 4 Cylinders

All four working: 8% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more42%
  • Operating leverage · Operating income growing faster than a growing revenue50%
  • Margin expansion · Operating margin up 1 point or more17%
  • Debt reduction · Debt down 5% or more, or net cash17%

Combined revenue · 12 companies reporting in US dollars

Revenue
$0$50B$100B$150BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%5%10%15%FY21FY22FY23FY24FY25

All 12 companies

Median–6%-3.9%11.5%10.6%1.31x
KMBKimberly Clark$16.4B-2.1%▼-20.6%▼14.3%▲23.6%▲4.77x▼
SWSmurfit Westrock$31.2B47.7%▲119%▲5.5%▼4.5%▼0.74x▲
PKGPackaging Corp of America$9.0B7.2%▲-3.9%12.3%▲11.4%▲0.86x▲
BALLBALL$13.2B11.6%▲-77.2%▼11%▼10.3%▼1.29x▲
AVYAvery Dennison$8.9B1.1%▼-2.4%▲12%▲17.2%▲1.66x▼
CCKCROWN$12.4B4.8%▼74.1%▲12.6%▲15.5%▲1.96x▼
SONSonoco Products$7.5B41.7%▲512%▲13.5%▲11.8%▲1.20x▲
REYNReynolds Consumer Products$3.7B0.7%▼-14.5%▼12.9%▲11%▲0.70x▲
GEFGREIF$4.4B4.3%▼-25.2%▼7.8%▼6%▼1.31x
SLGNSilgan$6.5B10.7%▲4.4%▲9.2%▼8.6%▼1.91x▼
AMBPArdagh Metal Packaging$5.5B12%▲–4.4%▼6.2%▼–
GPKGraphic Packaging$8.6B-2.2%▼-32.5%▼9.4%▼8.4%▼1.66x▼

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).