Results: Sealed Air Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Sealed Air Corporation (NYSE:SEE) just kicked off its latest third-quarter results with some very strong numbers. The company beat forecasts, with revenue of US$1.4b, some 2.8% above estimates, and statutory earnings per share (EPS) coming in at US$1.73, 164% ahead of expectations. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Following last week's earnings report, Sealed Air's 13 analysts are forecasting 2026 revenues to be US$5.38b, approximately in line with the last 12 months. Statutory earnings per share are predicted to ascend 18% to US$3.18. In the lead-up to this report, the analysts had been modelling revenues of US$5.39b and earnings per share (EPS) of US$3.21 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Sealed Air

There were no changes to revenue or earnings estimates or the price target of US$42.98, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Sealed Air, with the most bullish analyst valuing it at US$52.00 and the most bearish at US$31.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Sealed Air shareholders.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Sealed Air's revenue growth is expected to slow, with the forecast 0.7% annualised growth rate until the end of 2026 being well below the historical 1.0% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 4.3% annually. Factoring in the forecast slowdown in growth, it seems obvious that Sealed Air is also expected to grow slower than other industry participants.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Sealed Air's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Sealed Air going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - Sealed Air has 1 warning sign we think you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.