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Reynolds Consumer Products (REYN) investor relations material
Reynolds Consumer Products Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 net revenue rose 1% YoY to $944M as higher pricing offset lower volume; Adjusted EBITDA was $163M versus $168M, amid commodity inflation and lower retail volumes.
Nine-month Adjusted EBITDA increased to $464M from $447M, supported by productivity and pricing timing, partly offset by lower retail volumes and higher SG&A.
Continued investment in brands, innovation, R&D and digital capabilities supported long-term growth priorities.
Financial highlights
Q3 net income was $58M versus $79M; Adjusted Net Income was $83M versus $88M. Diluted EPS was $0.28 versus $0.38, and Adjusted EPS was $0.39 versus $0.42.
Q3 gross profit was $236M versus $233M; operating income was $98M versus $123M.
Nine-month revenue rose 3% to $2,765M; net income increased to $206M from $184M, and Adjusted Net Income to $231M from $220M.
Nine-month diluted EPS was $0.97 versus $0.87; Adjusted EPS was $1.09 versus $1.05.
A $25M environmental remediation reserve contributed to Q3 earnings pressure.
Outlook and guidance
FY26 net revenue growth outlook remains 1%–3% versus 2025 revenue of $3,721M; Adjusted EBITDA guidance remains $660M–$675M.
FY26 guidance includes net income of $307M–$320M, EPS of $1.45–$1.51, Adjusted Net Income of $332M–$345M and Adjusted EPS of $1.57–$1.63.
Q4 revenue outlook is down 3% to up 3% versus $1,034M in Q4 2025; net income and Adjusted Net Income are each expected at $101M–$114M.
Q4 EPS and Adjusted EPS are expected at $0.48–$0.54; Adjusted EBITDA guidance is $196M–$211M.
Outlook reflects pricing, experienced elasticity, productivity benefits and current consumer and commodity expectations; an incremental annualized commodity headwind is estimated at ~$400M.
- Margin expansion and share gains achieved through productivity, innovation, and agile pricing.REYN
Barclays 19th Annual Global Consumer Conference - Q2 net income up 22% to $89M, with full-year EPS guidance raised to $1.57–$1.63.REYN
Q2 2026 - Q1 2026 net income surged 90% on 7% revenue growth, with guidance reaffirmed.REYN
Q1 2026 - Director nominee Rolf Stangl's biography is corrected, confirming his role as Non-Executive Chair.REYN
Proxy filing - Virtual meeting to elect directors, ratify auditor, and approve executive pay, with Board support.REYN
Proxy Filing - Votes will be held on director elections, auditor ratification, and executive pay approval.REYN
Proxy Filing - 2025 saw steady revenues and cash flow; 2026 guidance signals stable earnings and investment.REYN
Q4 2025 - Q2 net income up 47%, adjusted EBITDA up 15%, and full-year guidance raised.REYN
Q2 2024 - Innovation, sustainability, and cost savings fuel growth and market share gains.REYN
Barclays 17th Annual Global Consumer Staples Conference
Next Reynolds Consumer Products earnings date
Next Reynolds Consumer Products earnings date
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