Reynolds Consumer Products releases transcript of FQ2 2026 earnings call
REYN•Earnings call transcript and key results
Reynolds Consumer Products discussed fiscal Q2 2026 results on July 29 with CEO Scott E. Huckins, CFO Nathan D. Lowe, and IR director Jill Koval.
- Adjusted EPS was $0.42 on revenue of $944 million.
- Adjusted EBITDA was $171 million, up 5%, supported by a 200 bp gross margin gain.
- Full-year revenue outlook was raised to low single-digit growth.
- Adjusted EBITDA guidance was kept at $660 million to $675 million, and adjusted EPS guidance was $1.57 to $1.63.
- Commodity inflation estimate was lifted to about $400 million annualized from $200 million.
- July pricing is expected to pressure margin rate in the second half.
- Waste bags held share with low-double-digit distribution gains.
- Foil pricing ran about 20 points in each of Q1 and Q2, with private-label gaps generally under $1.
