希悦尔(SEE)
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SEE Announces Cash Tender Offer For Any and All 5.500% Senior Notes Due 2025
Prnewswire· 2024-06-17 19:45
CHARLOTTE, N.C., June 17, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced that it has commenced a cash tender offer (the "Tender Offer") for any and all of its outstanding 5.500% Senior Notes due 2025 (the "Notes"). A comprehensive description of the terms of the Tender Offer is included in SEE's Offer to Purchase, dated June 17, 2024 (the "Offer to Purchase"), and the related Notice of Guaranteed Delivery (the "Notice of Guaranteed Delivery" and, together with the Offer to P ...
SEE Announces New CEO and Executive Promotions
Prnewswire· 2024-06-14 05:01
文章核心观点 - 公司宣布任命Patrick Kivits为新任首席执行官,接替Emile Chammas,Dustin Semach将晋升为总裁兼首席财务官 [1][2] - 新任CEO Patrick Kivits拥有丰富的包装行业从业经验,有望加速公司转型并为股东创造长期价值 [2][3] - 公司感谢Emile和Dustin在公司转型过程中的领导作用,Dustin的新职位反映了他加入公司以来的贡献 [2] 公司概况 - 公司是全球领先的包装解决方案提供商,集可持续高性能材料、自动化、设备和服务于一体 [5] - 公司的主要业务包括食品、医疗、电商零售、物流等领域的包装解决方案 [5] - 公司在2023年实现了55亿美元的销售收入,拥有约17,000名员工,服务于115个国家和地区 [5] 新任CEO背景 - Patrick Kivits目前担任WestRock公司的瓦楞包装业务总裁,负责该业务线的销售和运营,年收入超过100亿美元 [2][3] - 此前他曾负责WestRock的全球消费品包装业务,为食品、饮料等行业提供纸盒和特种包装 [3] - 在加入WestRock之前,他曾担任H.B. Fuller公司全球包装粘合剂业务的高级副总裁 [4] - 他拥有荷兰埃因霍温大学机械工艺工程硕士学位和英国亨利商学院MBA学位 [4]
Sealed Air Corporation: Headwinds To Continue In Short Term, But Longer Term Looks Good
seekingalpha.com· 2024-05-29 17:03
miodrag ignjatovic/E+ via Getty Images The Thesis Sealed Air Corporation (NYSE:SEE) continued its topline contraction as it entered 2024. I expect this to continue further in 2024 as the end market remains under pressure in most of the end markets in both the segments, primarily in the EMEA region. This, along with impact from weak pricing, should negatively impact the company's margin in the near term. The longer-term prospects, however, look good due to the company's focus on developing new products t ...
SEE Declares Quarterly Cash Dividend
prnewswire.com· 2024-05-24 04:30
CHARLOTTE, N.C., May 23, 2024 /PRNewswire/ -- SEE (NYSE: SEE) announced today that its Board of Directors has declared a quarterly cash dividend of $0.20 per common share. The dividend is payable on June 28, 2024 to stockholders of record at the close of business on June 14, 2024.About SEESealed Air Corporation (NYSE: SEE), is a leading global provider of packaging solutions that integrate sustainable, high-performance materials, automation, equipment and services. SEE designs, manufactures and delivers pac ...
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sealed Air Corporation - SEE
prnewswire.com· 2024-05-17 07:55
NEW YORK, May 16, 2024 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Sealed Air Corporation ("Sealed Air" or the "Company") (NYSE: SEE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Sealed Air and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On April 3, 2024, ...
Sealed Air(SEE) - 2024 Q1 - Earnings Call Transcript
2024-05-03 05:03
财务数据和关键指标变化 - 第一季度销售额为13.3亿美元,调整后EBITDA为2.78亿美元,同比分别下降1%和增长4% [11][29] - 调整后每股收益为0.78美元,同比增长5% [30] - 第一季度自由现金流为7800万美元,同比大幅改善 [40] - 净负债率为3.9倍,保持稳定 [41] 各条业务线数据和关键指标变化 食品业务 - 第一季度销售额为8.68亿美元,有机增长下降1%,主要受价格下降影响,但销量增长抵消了部分影响 [34] - 调整后EBITDA为1.9亿美元,同比下降3%,主要受价格下降影响 [35] - 各地区销量均有所增长,尤其是北美牛肉产量下降带动的亚太和南美市场 [13][14] - 推出了可堆肥托盘等新的可持续包装解决方案 [15][16][17][18] 保护性包装业务 - 第一季度销售额为4.61亿美元,有机下降7%,主要受价格下降和欧洲市场需求疲软影响 [36] - 调整后EBITDA为0.9亿美元,同比增长11%,主要受成本控制措施影响 [37] - 美洲市场有所回升,但欧洲市场持续疲软 [38][19][20][21] - 正在扩充纸质包装产品线,提供更多可持续替代方案 [23][24][25] 各个市场数据和关键指标变化 - 美洲市场销售额有机下降2%,但销量转正 [38] - 欧洲市场销售额有机下降7%,主要受保护性包装业务疲软影响 [39] - 亚太市场销售额持平,受益于澳大利亚牛肉市场和电子行业回暖,但工业市场仍然疲软 [39] 公司战略和发展方向及行业竞争 - 公司正在加快转型,优化业务组合和生产布局,实施成本节约措施,并加强数字化和自动化能力 [26][27] - 在食品包装领域,公司致力于开发更多可持续包装解决方案,应对监管变化 [15][16][17][18] - 在保护性包装领域,公司正在扩充纸质包装产品线,提供更多可持续替代方案 [23][24][25] - 公司认为自身在材料科技、自动化设备和技术服务方面具有优势,有助于帮助客户应对行业变化 [17][18][23][24][25] 管理层对经营环境和未来前景的评论 - 管理层对第一季度业绩表现感到满意,认为体现了公司转型措施的成效 [11] - 对食品业务的未来保持乐观,预计下半年将保持低单位数增长 [13][14][15] - 对保护性包装业务的复苏持谨慎态度,预计将呈L型复苏态势 [19][20][21][22] - 管理层表示将继续推进成本节约、商业效率和创新能力提升等转型措施 [26][27] 其他重要信息 - 公司正在应对PVdC(聚偏氟乙烯)监管变化,积极与行业伙伴合作,维护包装在减少食品浪费方面的重要作用 [16][17][18] - 公司正在加强数字化和自动化能力,未来将有更多相关举措公布 [27] 问答环节重要的提问和回答 问题1 **Ghansham Panjabi 提问** 询问食品业务表现是否符合预期,特别是北美牛肉市场 [48][50] **Emile Chammas 回答** 总体市场趋势与预期基本一致,北美牛肉市场略好于预期。第一季度表现强劲主要得益于假期需求延续和新客户拓展 [50][51][52] 问题2 **George Staphos 提问** 询问公司在保护性包装纤维解决方案方面的情况,包括过去的落后、未来的成本和收益 [55][56][57] **Dustin Semach 回答** 公司过去在纤维解决方案方面有所落后,主要是由于销售团队的聚焦不足。现已进行商业团队重组,并加大纤维产品线投入,预计未来将带来积极影响,但具体成本和收益还需进一步评估 [57][58][59][60] 问题3 **Matt Roberts 提问** 询问一季度EBITDA超预期的原因,以及二季度业绩下滑的原因 [62][63] **Dustin Semach 回答** 一季度EBITDA超预期主要得益于成本节约措施加速和销量好于预期。二季度业绩下滑主要受汇率、价格和销量下降的影响,其中销量下降主要是由于去年同期假期需求的基数效应 [63][64][65]
Sealed Air(SEE) - 2024 Q1 - Quarterly Report
2024-05-03 04:35
PSM for /24 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Or For the transition period from to Commission File Number: 1-12139 SEALED AIR CORPORATION (Exact name of registrant as specified in its charter) Delaware 65-0654331 (State or oth ...
Sealed Air(SEE) - 2024 Q1 - Quarterly Results
2024-05-02 19:11
净销售额及利润 - SEE公司2024年第一季度净销售额为13.3亿美元,同比下降1%[1] - Sealed Air Corporation 2024年第一季度净销售额为1,329.6亿美元,较去年同期略有下降[36] - Sealed Air Corporation 2024年第一季度净利润为82.0亿美元,同比增长32.5%[36] 现金流 - SEE公司2024年第一季度现金流从运营活动中为1.25亿美元,同比增长141%[1] - Sealed Air Corporation 2024年第一季度经营活动产生的净现金流为125.1亿美元,较去年同期增长140.1%[39] 预期展望 - SEE公司2024年全年预期净销售额在52亿至56亿美元之间[18] - SEE公司2024年全年预期调整后每股收益在2.65至3.05美元之间[19] - SEE公司2024年全年预期自由现金流在3.25亿至4.25亿美元之间[20] 调整后的财务数据 - SEE公司2024年第一季度调整后的每股收益为0.78美元,同比增长5%[1] - Sealed Air Corporation 2024年第一季度调整后的净利润为112.8亿美元,调整后的每股收益为0.78美元[41] 部门表现 - Sealed Air Corporation Food部门2024年第一季度调整后EBITDA为189.6亿美元,较2023年同期下降2.6%[46] - Sealed Air Corporation Protective部门2024年第一季度调整后EBITDA为89.5亿美元,较2023年同期增长11.2%[46]
Sealed Air(SEE) - 2023 Q4 - Earnings Call Transcript
2024-02-28 06:01
Sealed Air Corporation (NYSE:SEE) Q4 2023 Earnings Conference Call February 27, 2024 10:00 AM ET Company Participants Brian Sullivan - Executive Director, Investor Relations and Assistant Treasurer Emile Chammas - Interim Co President and Co Chief Executive Officer Chief Operating Officer Dustin Semach - Interim Co President and Co Chief Executive Officer and Chief Financial Officer Conference Call Participants Phil Ng - Jefferies Jeff Zekauskas - JPMorgan Anthony Pettinari - Citi Matthew Roberts - Raymond ...
Sealed Air(SEE) - 2023 Q4 - Annual Report
2024-02-28 05:43
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-12139 SEALED AIR CORPORATION (Exact name of registrant as specified in its charter) Delaware 65-0654331 (State or other jurisdiction of ...