Ardagh Metal Packaging S.A. (AMBP) Q4 2024 Earnings Call Transcript
Adjusted EBITDA (Q4 2024) $164 million, an increase of 11% year-over-year due to higher than forecast sales volumes and production in Europe.
Revenue (Europe Q4 2024) $552 million, a 27% increase year-over-year, primarily due to favorable volume mix effects and the pass-through of higher input costs.
Adjusted EBITDA (Europe Q4 2024) $56 million, an increase of 81% year-over-year, driven by positive volume growth and stronger input cost recovery.
Revenue (Americas Q4 2024) $653 million, a decrease of 7% year-over-year, reflecting unfavorable volume mix effects, partly offset by the pass-through of higher input costs.
Adjusted EBITDA (Americas Q4 2024) $108 million, a decrease of 8% year-over-year, primarily due to lower volumes from customer mix issues in Brazil and softness in the North American energy category.
Liquidity Position (Year-end 2024) Close to $1 billion, reflecting strong adjusted EBITDA generation and seasonal working capital inflow.
Net Leverage Ratio (Year-end 2024) 4.9 times net debt to adjusted EBITDA, a reduction from 5.5 times in the prior year.
Adjusted Free Cash Flow (2024) $204 million, a decrease from $260 million in the prior year, mainly due to lower working capital inflow.
Capital Expenditures (2024) $68 million, expected to reduce slightly to approximately $40 million in 2025.
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Ardagh Metal Packaging S.A. Schedules Q4 2025 Earnings Call
- Earnings Release Schedule: Ardagh Metal Packaging will release its Q4 and Full Year 2025 earnings on February 26, 2026, at 12:00 PM GMT, which is expected to significantly impact investor sentiment.
- Investor Conference Call: An investor webcast and conference call will take place at 2:00 PM GMT on the same day, providing real-time financial data and strategic updates to enhance investor confidence.
- Global Business Overview: Ardagh operates 23 metal beverage can production facilities across nine countries, employing over 6,000 people, with sales of approximately $4.9 billion in 2024, demonstrating its strong market position in sustainable packaging.
- Sustainability Commitment: As part of its sustainable packaging business, Ardagh is committed to providing infinitely recyclable metal beverage cans, aligning with global brand owners' demand for eco-friendly packaging, thereby reinforcing its industry leadership.
Increasing AMBP Yield from 10.8% to 257.4% Through Options Strategies
Dividend Predictability: Dividend amounts for companies like Ardagh Metal Packaging SA are influenced by profitability, making them unpredictable; historical data can help assess the likelihood of continued dividends and a potential 10.8% annualized yield.
Options Trading Insights: The stock's historical volatility is 49%, which, along with fundamental analysis, can guide decisions on options trading, such as selling covered calls at specific strike prices.
Current Market Activity: On a recent trading day, S&P 500 put volume was 684,819 contracts compared to 1.41 million call contracts, indicating a strong preference for calls among traders, reflected in a put:call ratio of 0.48.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Ardagh Metal Packaging S.A. Release of Supplemental Company Information
Company Announcement: Ardagh Metal Packaging S.A. has published supplemental company information on its website, accessible via a provided URL.
Business Overview: Ardagh Metal Packaging is a major global supplier of sustainable metal beverage cans, operating 23 production facilities across nine countries and generating approximately $4.9 billion in sales in 2024.
Forward-Looking Statements: The press release includes forward-looking statements that are subject to various risks and uncertainties, and it does not guarantee future events.
Regulatory Information: The release contains inside information as per EU regulations, with Stephen Lyons serving as the Investor Relations Director responsible for the information.
Stanley Black Reports Q3 Earnings Exceeding Expectations, But Revenues Fall Short
Stanley Black & Decker Earnings: In Q3 2025, Stanley Black & Decker reported adjusted earnings of $1.43 per share, exceeding estimates, while net sales of $3.76 billion fell slightly short of expectations. The company renamed its Industrial segment to Engineered Fastening without impacting financial results.
Financial Performance: The Tools & Outdoor segment generated $3.26 billion in revenue, consistent with the previous year, while the Engineered Fastening segment saw a 3% year-over-year increase to $501 million. Gross profit rose 5.2% to $1.18 billion, with a gross margin increase to 31.4%.
Cash Flow and Debt: By the end of Q3, Stanley Black had cash and cash equivalents of $268.3 million and reduced long-term debt to $4.70 billion. However, net cash from operating activities significantly decreased to $15.5 million compared to $427.8 million in the prior year.
Future Outlook: The company anticipates flat to 1% revenue growth year-over-year and adjusted earnings of approximately $4.55 per share, with a target of generating $600 million in annual free cash flow.
Ingersoll Rand's Q3 Earnings Align with Expectations, Revenues Exceed Projections
Ingersoll Rand Inc. Earnings Report: Ingersoll Rand reported Q3 2025 adjusted earnings of 86 cents per share, matching estimates, with total revenues of $1.96 billion, exceeding expectations and reflecting a 5.1% year-over-year increase.
Segment Performance: The Industrial Technologies & Services segment generated $1.54 billion in revenues, while the Precision & Science Technologies segment brought in $414.5 million, both showing year-over-year growth despite some declines in organic sales.
Financial Overview: The company's cost of sales rose 5.1% to $1.10 billion, and adjusted EBITDA increased 2.2% to $544.6 million, although margins slightly decreased. Cash and equivalents fell to $1.18 billion from $1.54 billion at the end of 2024.
Future Outlook: Ingersoll Rand anticipates a revenue increase of 4-6% for the upcoming year, with organic revenues expected to remain flat or decrease by 2%. Adjusted EBITDA is projected to rise by 2-4%, while adjusted earnings per share are expected to decline slightly compared to the previous year.
Cimpress Reports Q1 Earnings Exceeding Expectations, Year-over-Year Revenue Growth
Cimpress plc Earnings Report: Cimpress reported adjusted earnings of 30 cents per share for Q1 fiscal 2026, surpassing estimates, while total revenues increased by 7.2% year-over-year to $863.3 million, though it missed the consensus estimate.
Segment Performance: The National Pen segment saw revenues rise to $103.2 million, Vista generated $454.9 million, and the Upload and Print segment increased to $281.2 million, all showing growth compared to the previous year.
Financial Metrics: Cimpress' gross profit rose 5.4% to $402.8 million, with a margin of 48%. The company also reported a decrease in long-term debt and a significant increase in net cash from operating activities.
Future Projections: For fiscal 2026, Cimpress anticipates revenue growth of 5-6% and expects to generate approximately $310 million in cash from operating activities, aiming to reduce net leverage over time.
Ardagh Metal Packaging S.A. Schedules Q4 2025 Earnings Call
- Earnings Release Schedule: Ardagh Metal Packaging will release its Q4 and Full Year 2025 earnings on February 26, 2026, at 12:00 PM GMT, which is expected to significantly impact investor sentiment.
- Investor Conference Call: An investor webcast and conference call will take place at 2:00 PM GMT on the same day, providing real-time financial data and strategic updates to enhance investor confidence.
- Global Business Overview: Ardagh operates 23 metal beverage can production facilities across nine countries, employing over 6,000 people, with sales of approximately $4.9 billion in 2024, demonstrating its strong market position in sustainable packaging.
- Sustainability Commitment: As part of its sustainable packaging business, Ardagh is committed to providing infinitely recyclable metal beverage cans, aligning with global brand owners' demand for eco-friendly packaging, thereby reinforcing its industry leadership.
Increasing AMBP Yield from 10.8% to 257.4% Through Options Strategies
Dividend Predictability: Dividend amounts for companies like Ardagh Metal Packaging SA are influenced by profitability, making them unpredictable; historical data can help assess the likelihood of continued dividends and a potential 10.8% annualized yield.
Options Trading Insights: The stock's historical volatility is 49%, which, along with fundamental analysis, can guide decisions on options trading, such as selling covered calls at specific strike prices.
Current Market Activity: On a recent trading day, S&P 500 put volume was 684,819 contracts compared to 1.41 million call contracts, indicating a strong preference for calls among traders, reflected in a put:call ratio of 0.48.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Ardagh Metal Packaging S.A. Release of Supplemental Company Information
Company Announcement: Ardagh Metal Packaging S.A. has published supplemental company information on its website, accessible via a provided URL.
Business Overview: Ardagh Metal Packaging is a major global supplier of sustainable metal beverage cans, operating 23 production facilities across nine countries and generating approximately $4.9 billion in sales in 2024.
Forward-Looking Statements: The press release includes forward-looking statements that are subject to various risks and uncertainties, and it does not guarantee future events.
Regulatory Information: The release contains inside information as per EU regulations, with Stephen Lyons serving as the Investor Relations Director responsible for the information.
Stanley Black Reports Q3 Earnings Exceeding Expectations, But Revenues Fall Short
Stanley Black & Decker Earnings: In Q3 2025, Stanley Black & Decker reported adjusted earnings of $1.43 per share, exceeding estimates, while net sales of $3.76 billion fell slightly short of expectations. The company renamed its Industrial segment to Engineered Fastening without impacting financial results.
Financial Performance: The Tools & Outdoor segment generated $3.26 billion in revenue, consistent with the previous year, while the Engineered Fastening segment saw a 3% year-over-year increase to $501 million. Gross profit rose 5.2% to $1.18 billion, with a gross margin increase to 31.4%.
Cash Flow and Debt: By the end of Q3, Stanley Black had cash and cash equivalents of $268.3 million and reduced long-term debt to $4.70 billion. However, net cash from operating activities significantly decreased to $15.5 million compared to $427.8 million in the prior year.
Future Outlook: The company anticipates flat to 1% revenue growth year-over-year and adjusted earnings of approximately $4.55 per share, with a target of generating $600 million in annual free cash flow.
Ingersoll Rand's Q3 Earnings Align with Expectations, Revenues Exceed Projections
Ingersoll Rand Inc. Earnings Report: Ingersoll Rand reported Q3 2025 adjusted earnings of 86 cents per share, matching estimates, with total revenues of $1.96 billion, exceeding expectations and reflecting a 5.1% year-over-year increase.
Segment Performance: The Industrial Technologies & Services segment generated $1.54 billion in revenues, while the Precision & Science Technologies segment brought in $414.5 million, both showing year-over-year growth despite some declines in organic sales.
Financial Overview: The company's cost of sales rose 5.1% to $1.10 billion, and adjusted EBITDA increased 2.2% to $544.6 million, although margins slightly decreased. Cash and equivalents fell to $1.18 billion from $1.54 billion at the end of 2024.
Future Outlook: Ingersoll Rand anticipates a revenue increase of 4-6% for the upcoming year, with organic revenues expected to remain flat or decrease by 2%. Adjusted EBITDA is projected to rise by 2-4%, while adjusted earnings per share are expected to decline slightly compared to the previous year.
Cimpress Reports Q1 Earnings Exceeding Expectations, Year-over-Year Revenue Growth
Cimpress plc Earnings Report: Cimpress reported adjusted earnings of 30 cents per share for Q1 fiscal 2026, surpassing estimates, while total revenues increased by 7.2% year-over-year to $863.3 million, though it missed the consensus estimate.
Segment Performance: The National Pen segment saw revenues rise to $103.2 million, Vista generated $454.9 million, and the Upload and Print segment increased to $281.2 million, all showing growth compared to the previous year.
Financial Metrics: Cimpress' gross profit rose 5.4% to $402.8 million, with a margin of 48%. The company also reported a decrease in long-term debt and a significant increase in net cash from operating activities.
Future Projections: For fiscal 2026, Cimpress anticipates revenue growth of 5-6% and expects to generate approximately $310 million in cash from operating activities, aiming to reduce net leverage over time.
