Q3 25 EPS
$1.92
MISS 0.32%
Est. $1.93
Q3 25 Revenue
$2.13B
MISS 1.00%
Est. $2.15B
vs S&P Since Q3 25
+16.0%
BEATING MARKET
SON +25.2% vs S&P +9.2%
Market Reaction
Did SON Beat Earnings? Q3 2025 Results
Sonoco Products came up just short of Wall Street's targets in Q3 2025, with adjusted EPS of $1.92 missing the $1.93 consensus by 0.32% and revenue of $2.13 billion falling 1.00% below the $2.15 billion estimate, even as the top line climbed 27.2% ye… Read more Sonoco Products came up just short of Wall Street's targets in Q3 2025, with adjusted EPS of $1.92 missing the $1.93 consensus by 0.32% and revenue of $2.13 billion falling 1.00% below the $2.15 billion estimate, even as the top line climbed 27.2% year over year. The headline driver was the Eviosys acquisition, which transformed the Consumer Packaging segment, lifting its sales 117% and pushing adjusted EBITDA up 37% to $386.44 million for the quarter. Notably, the stock edged higher following the report, reflecting investor focus on the company's strategic reshaping rather than the modest misses. Adding to that narrative, Sonoco announced an agreement to sell its ThermoSafe business for up to $725 million, with proceeds earmarked to chip away at a net debt load of approximately $4.90 billion. Management did temper the outlook, trimming full-year 2025 adjusted EPS guidance to $5.65 to $5.75 from roughly $6.00, citing anticipated volume weakness in Metal Packaging and Industrial EMEA amid a softening macroeconomic backdrop.
Key Takeaways
- • Sales added from Metal Packaging EMEA business following December 2024 Eviosys acquisition
- • Strong price/cost environment in U.S. metal packaging business
- • Price increases implemented to offset inflation and tariffs
- • Productivity from procurement savings, production efficiencies, and fixed cost reduction initiatives
- • Favorable impact of foreign exchange rates
- • 80% year-over-year improvement in operating cash flow driven by working capital improvement
SON YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
SON Revenue by Segment
With YoY comparisons, source: SEC Filings
“I'm incredibly proud of our team's strong operating performance in the third quarter as we achieved record top-line and bottom-line performance along with margin expansion despite challenging market conditions and higher than expected interest costs.”
— Howard Coker, Q3 2025 Earnings Press Release
SON Earnings Trends
SON vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SON EPS Trend
Earnings per share: estimate vs actual
SON Revenue Trend
Quarterly revenue: estimate vs actual
SON Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.20 | $1.20 | -0.31% | $1.68B | -1.97% |
| Q4 25 BEAT FY | $1.00 | $1.05 | +5.50% | $1.77B | +0.67% |
| FY Full Year | — | $5.71 | — | $7.52B | — |
| Q3 25 MISS | $1.93 | $1.92 | -0.32% | $2.13B | -1.00% |
| Q2 25 MISS | $1.49 | $1.37 | -7.80% | $1.91B | -0.51% |
| Q1 25 MISS | $1.41 | $1.38 | -1.89% | $1.71B | -16.23% |