Reynolds Consumer Products (NASDAQ:REYN – Get Free Report) issued its quarterly earnings results on Wednesday. The company reported $0.28 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.03, FiscalAI reports. Reynolds Consumer Products had a net margin of 8.09% and a return on equity of 15.86%. The company had revenue of $877.00 million for the quarter, compared to the consensus estimate of $822.42 million. During the same period in the previous year, the firm earned $0.23 EPS. The firm’s quarterly revenue was up 7.2% on a year-over-year basis. Reynolds Consumer Products updated its FY 2026 guidance to 1.570-1.630 EPS and its Q2 2026 guidance to 0.390-0.43 EPS.
Here are the key takeaways from Reynolds Consumer Products’ conference call:
- Reynolds delivered a strong Q1 with 7% revenue growth, share gains across most brands, double-digit e-commerce growth, and profitability improvement in three of four segments.
- Management warned of a roughly $200 million annualized commodity headwind (aluminum, polyethylene, other resins) and plans to offset it with pricing, productivity, and cost measures concentrated in the second half.
- The company reiterated full-year 2026 guidance (net revenue -3% to +1%, Adjusted EBITDA $660–$675M, Adjusted EPS $1.57–$1.63) and reported net leverage of 2.1x, signaling financial flexibility despite uncertainty.
- A strategic segment realignment and new product innovation (e.g., Reynolds Countertop Prep Paper, embossed foil) are already showing early benefits and are intended to sharpen go?to?market focus and expand addressable markets.
- Intensified promotion and private?label activity, especially in waste bags (escalating in April), pressured the category; management says it held pricing architecture but noted near?term competitive headwinds and retailer dual?sourcing.
Reynolds Consumer Products Price Performance
Shares of REYN traded down $0.04 during midday trading on Thursday, hitting $21.87. 260,906 shares of the company traded hands, compared to its average volume of 1,078,365. The stock has a 50-day moving average of $21.82 and a 200-day moving average of $23.14. Reynolds Consumer Products has a one year low of $20.44 and a one year high of $26.25. The firm has a market cap of $4.61 billion, a P/E ratio of 15.16 and a beta of 0.57. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.93 and a quick ratio of 0.92.
Reynolds Consumer Products Announces Dividend
Analyst Upgrades and Downgrades
A number of equities research analysts recently issued reports on the company. Weiss Ratings restated a “hold (c)” rating on shares of Reynolds Consumer Products in a research note on Monday, April 27th. JPMorgan Chase & Co. lowered their price objective on Reynolds Consumer Products from $26.00 to $23.00 and set a “neutral” rating on the stock in a research note on Friday, April 17th. Royal Bank Of Canada set a $24.00 price objective on Reynolds Consumer Products and gave the company a “sector perform” rating in a research note on Thursday, April 9th. Canaccord Genuity Group lowered their price objective on Reynolds Consumer Products from $27.00 to $24.00 and set a “hold” rating on the stock in a research note on Monday, January 26th. Finally, UBS Group lowered their price objective on Reynolds Consumer Products from $26.00 to $23.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 7th. Seven equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $23.60.
View Our Latest Research Report on REYN
Key Stories Impacting Reynolds Consumer Products
Here are the key news stories impacting Reynolds Consumer Products this week:
- Positive Sentiment: Q1 earnings and revenue beat analysts: reported EPS $0.28 vs. $0.25 est., and revenue $877M vs. ~$822M est.; revenue rose ~7% year?over?year — a core reason the stock moved higher after the release. Reynolds Consumer Products stock rises 3% on earnings beat
- Positive Sentiment: Board approved a $0.23 quarterly dividend, supporting yield-seeking investors and signaling confidence in cash flow. Reynolds Consumer Products declares $0.23 dividend
- Neutral Sentiment: Management highlighted solid top?line growth, an 8.1% net margin and ~15.9% ROE in the quarter and walked through strategy items on the earnings call; these details help frame execution but are not game?changing by themselves. Reynolds Consumer Products Inc. Q1 2026 Earnings Call Summary
- Negative Sentiment: Guidance was cautious: FY2026 EPS trimmed to $1.57–1.63 (consensus ~$1.59) and Q2 EPS guided to $0.390–0.43 with revenue range slightly below street expectations — a guidance reset that pressured sentiment despite the beat. Reynolds earnings in focus as guidance reset weighs on stock
- Negative Sentiment: Management flagged ~$200M of annualized commodity headwinds that will require pricing, mix and cost actions to offset — a material near?term margin risk investors should watch. Reynolds Consumer Products expects FY 2026 EPS of 1.57-1.63 while managing $200M annualized commodity headwinds
Insider Buying and Selling at Reynolds Consumer Products
In related news, Director Rolf Stangl acquired 4,705 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were bought at an average cost of $21.06 per share, for a total transaction of $99,087.30. Following the completion of the transaction, the director owned 39,537 shares in the company, valued at approximately $832,649.22. This trade represents a 13.51% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.37% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors have recently modified their holdings of the stock. Royal Bank of Canada increased its position in shares of Reynolds Consumer Products by 74.6% in the fourth quarter. Royal Bank of Canada now owns 2,163 shares of the company’s stock worth $50,000 after purchasing an additional 924 shares during the last quarter. PNC Financial Services Group Inc. increased its position in shares of Reynolds Consumer Products by 32.5% in the fourth quarter. PNC Financial Services Group Inc. now owns 2,873 shares of the company’s stock worth $66,000 after purchasing an additional 704 shares during the last quarter. Kestra Advisory Services LLC bought a new position in shares of Reynolds Consumer Products in the fourth quarter worth approximately $76,000. Tower Research Capital LLC TRC increased its position in shares of Reynolds Consumer Products by 764.6% in the second quarter. Tower Research Capital LLC TRC now owns 3,666 shares of the company’s stock worth $79,000 after purchasing an additional 3,242 shares during the last quarter. Finally, Wells Fargo & Company MN increased its position in shares of Reynolds Consumer Products by 34.4% in the fourth quarter. Wells Fargo & Company MN now owns 3,466 shares of the company’s stock worth $79,000 after purchasing an additional 887 shares during the last quarter. 26.81% of the stock is currently owned by institutional investors.
About Reynolds Consumer Products
Reynolds Consumer Products, Inc (NASDAQ: REYN) is a leading North American manufacturer and marketer of household consumer products. The company specializes in food storage and cooking solutions, including aluminum foil, plastic wrap, food storage containers and disposable tableware. Its core portfolio features well-known brands such as Reynolds Wrap aluminum foil, Hefty storage containers and trash bags, and Fastfold paper plates.
The company operates through a network of manufacturing and distribution facilities across North America, Latin America, Europe and the Asia Pacific region.
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