Magnera Reports Q2 Net Sales of $796M and $90M Adjusted EBITDA

MAGNMAGN

Magnera reported second quarter net sales of $796 million, operating income of $17 million and adjusted EBITDA of $90 million. The company generated $73 million of free cash flow for a 12-month adjusted free cash flow yield exceeding 40%, repaid $36 million of debt and reaffirmed full-year adjusted EBITDA and free cash flow guidance.

1. Q2 Financial Performance

Magnera recorded net sales of $796 million, down 3% from prior year, with operating income rising to $17 million from $4 million. Adjusted EBITDA increased 1% to $90 million, aided by favorable price-cost spread and a $2 million benefit from currency fluctuations.

2. Free Cash Flow and Debt Reduction

The business produced $73 million of free cash flow in the quarter, driving a 12-month adjusted free cash flow yield above 40%. Management used $36 million to reduce outstanding debt, underscoring a disciplined capital allocation approach.

3. Regional Trends

In the Americas, net sales fell $42 million due to product mix and a 1% volume dip from winter storms, while adjusted EBITDA contracted on unfavorable price-cost spread. In Rest of World, sales rose on a $37 million currency tailwind despite a 4% organic volume decline, and EBITDA benefited from synergy and mix improvements.

4. Strategic Outlook

Leadership reaffirmed full-year adjusted EBITDA and free cash flow guidance, emphasizing pillars of cost optimization, portfolio differentiation and commercial excellence to drive long-term shareholder value in a challenging macro environment.

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