Q4 25 EPS
$1.05
BEAT +5.50%
Est. $1.00
Q4 25 Revenue
$1.77B
BEAT +0.67%
Est. $1.76B
vs S&P Since Q4 25
-17.6%
TRAILING MARKET
SON -10.2% vs S&P +7.4%
Full Year 2025 Results
FY 25 EPS
$5.71
FY 25 Revenue
$7.52B
Market Reaction
Did SON Beat Earnings? Q4 2025 Results
Sonoco delivered a mixed fourth quarter for fiscal 2025, posting revenue that topped expectations while earnings fell short of what Wall Street had penciled in. The industrial and consumer packaging company reported Q4 revenue of $1.77 billion, up 3.… Read more Sonoco delivered a mixed fourth quarter for fiscal 2025, posting revenue that topped expectations while earnings fell short of what Wall Street had penciled in. The industrial and consumer packaging company reported Q4 revenue of $1.77 billion, up 3.4% year over year and 3.14% above the $1.71 billion consensus estimate, yet adjusted diluted EPS of $1.05 missed the $1.22 consensus by 13.77%, a gap that underscored the complexity of digesting transformative portfolio moves. The central driver was the December 2024 acquisition of Eviosys, which bolted on a substantial Metal Packaging EMEA operation and pushed Consumer Packaging segment sales to a record $1.14 billion, up 62.1%, with segment adjusted EBITDA margins expanding 110 basis points to 15.2%. Net debt fell sharply to roughly $3.95 billion, bringing leverage to approximately 3.0x adjusted EBITDA after a year of aggressive divestitures. Looking ahead, management is targeting 2026 adjusted EPS of $5.80 to $6.20 and adjusted EBITDA of $1.25 billion to $1.35 billion, with analysts at Truist recently raising their price target to $69 on confidence in Sonoco's restructured, margin-focused portfolio.
Key Takeaways
- • Eviosys acquisition adding Metal Packaging EMEA sales
- • Price increases implemented to offset inflation and tariffs
- • Favorable impact of foreign exchange rates
- • Productivity from procurement savings, production efficiencies, and fixed cost reduction initiatives
- • Positive price/cost environment
- • Consumer Packaging segment achieved record Q4 sales, operating profit and adjusted EBITDA
- • Industrial Paper Packaging expanded operating profit and adjusted EBITDA margins for ninth consecutive quarter
SON YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SON Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our Sonoco team executed well despite a difficult macroeconomic environment, delivering strong operating results, reducing net debt by approximately 40% year-over-year and lowering the Company's net leverage ratio to approximately 3.0x.”
— Howard Coker, Q4 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% |