| IP |
Report |
Enterprise Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$548M vs. cons $539.5M |
MEDIUM |
| IP |
Report |
NA Packaging Adj. EBITDA (Q2 2026) |
IN-LINE |
pred ~$400M vs. cons $397.7M |
MEDIUM |
| IP |
Report |
EMEA Packaging Adj. EBITDA (Q2 2026) |
MISS |
pred ~$155M vs. cons $159.3M |
MEDIUM |
| IP |
Guide |
Enterprise Adj. EBITDA (FY 2026) |
UNCHANGED |
guide reaffirm $3.2-3.5B vs. cons $3.234B |
HIGH |
| IP |
Guide |
Q3 2026 qualitative pricing/H2 bridge |
BETTER |
guide BETTER — confirms $70/ton flowing through, H2 step-up intact |
MEDIUM |
| IP |
Guide |
EMEA Q3 2026 trajectory |
BETTER |
guide BETTER vs. Q2 trough — margin recovery begins; UNVERIFIED exact consensus |
LOW |
| IP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| IP |
Return |
5-day cumulative residual |
-3.0% (STABILIZE) |
STABILIZE — implied H2 math (+5.8% above VA consensus) provides partial recovery bid, but +38.5% idiosyncratic pre-run limits upside; short covering partially offsets initial selloff |
MEDIUM |