This company has been acquired
Berry Global Group Förvaltning
Förvaltning kriterier kontrolleras 2/4
Berry Global Group VD är Kevin Kwilinski, utsedd i Oct 2023, har en mandatperiod på 1.58 år. totala årliga ersättningen är $ 20.02M, bestående av 5.1% lön 94.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.032% av företagets aktier, värda $ 2.52M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.7 år respektive 4.6 år.
Viktig information
Kevin Kwilinski
Verkställande direktör
US$20.0m
Total ersättning
| VD-lön i procent | 5.14% |
| Anställning som VD | 1.6yrs |
| Ägande av VD | 0.03% |
| Ledningens genomsnittliga anställningstid | 3.7yrs |
| Styrelsens genomsnittliga mandatperiod | 4.6yrs |
Senaste uppdateringar av ledningen
Recent updates
Berry Global: Middle Innings Of A Turnaround (Rating Upgrade)
Summary Berry Global Group (BERY) is in the middle of a turnaround, with significant actions unlocking shareholder value. The HHNF spinoff helped BERY de-leverage debt, align with its long-term strategy, and rewarded shareholders with a 8% special dividend. The merger with Amcor values BERY at $73.59 per share, presenting a 5% discount opportunity, with potential upside if AMCR's stock increases. Despite potential risks, BERY's initiatives under new CEO Kevin Kwilinski, including debt reduction and margin improvement, make it a STRONG BUY. Read the full article on Seeking Alpha
Critical Overhaul And Innovation To Propel Growth Amid Market Challenges
Strategic moves including portfolio repositioning and divestitures aim to improve operational efficiency and focus on high-growth consumer products, boosting margins and revenue.Berry Global: Trading At A 10% Free Cash Flow Yield
Summary Berry Global remains a cash flow monster with strong financial performance. The company reported $303M operating income in Q3, with net profit of $193M, translating to EPS of $1.69. BERY stock is trading at an attractive free cash flow yield of around 10%, with potential for debt reduction and EBITDA growth. Read the full article on Seeking AlphaBerry Global: Good Time To Buy Before New CEO's Efforts Pay Off
Summary Since the announcement of new CEO, Kevin Kwilinski, Berry Global has delivered negative returns of double-digits and underperformed its material peers. Kwilinski is implementing a lean transformation program, better utilization of CAPEX, and focusing on portfolio optimization to improve the company's performance. The company's reliable FCF profile and $1bn worth of distributions from a spin-off, put it in a better position to step up buybacks or lift the dividend. Berry Global has delivered positive adjusted EPS growth for 8 years on the trot and this trend looks set to continue for the next 3 years even in the midst of ongoing volume pressures. The stock is trading at a discount to its historical P/E average, and the risk-reward on the standalone and relative strength charts look attractive. Read the full article on Seeking AlphaBerry Global: Selloff Following Glatfelter Deal Creates Buying Opportunity
Summary On February 7, the company announced the spin-off and merger of its Health, Hygiene and Specialties segment with Glatfelter. The value for Berry Group’s shareholders is $1.9 billion at Glatfelter's current share price which is close to the $2 billion price tag estimated by analysts back in September. Some of the 13% drop in Berry Group’s valuation on February 7 and 8 can be attributed to the weak Q1 FY24 financial results but the stock looks oversold here. In my view, the valuation of the company is likely to improve to around 8.5x EV/EBITDA over the coming months. Read the full article on Seeking AlphaBerry Global: At 11% FCF Yield, It Is A High Quality Bargain
Summary Berry Global is a turnaround story with a global leading position, resilient business model, and financial strength. The company has a diverse customer base and derives a significant portion of its sales from stable regions and businesses. Despite challenges such as declining volume and high input costs, Berry Global has managed to generate strong free cash flow and deploy capital effectively. My discounted cash flow analysis implies there is a 23% upside to be realized from the price of $65.15. Read the full article on Seeking AlphaBerry Global FY2023 Results: Annual Report Inspires Confidence
Summary Berry Global operates in the stable and countercyclical plastic packaging sector. The company has been trading at a chronic, well-deserved undervaluation compared to the sector due to shareholder-unfriendly capital allocation. Three activist funds decided to change the course of the company and in the last annual report we can see substantial positive changes in capital allocation. Read the full article on Seeking AlphaBerry Global: Changes In Capital Allocation Gives Hope To Shareholders
Summary Berry Global operates in the stable and countercyclical plastic packaging sector. The company has been trading at a chronic, well-deserved undervaluation compared to the sector due to shareholder-unfriendly capital allocation. Three activist funds have decided to change the course of BERY, and a turnaround situation seems feasible. Read the full article on Seeking AlphaBerry Global Group: A Stellar Year And Weakening Financials Aren't Enough To Change My Stance
Summary Berry Global Group, a global supplier of packaging products, has seen a 25.1% increase in shares over the past 12 months, outperforming the S&P 500's 15.6% upside. Despite a year-over-year decline in revenue for H1 2023 due to a volume decline and decreased selling prices, the company's shares remain cheap compared to similar firms. The company plans to return $700 million to stockholders in 2023 through stock repurchases and dividends, and aims to grow distribution and achieve total returns of 10-15% annually. Read the full article on Seeking AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Dec 28 2024 | n/a | n/a | US$535m |
| Sep 28 2024 | US$20m | US$1m | US$516m |
Ersättning vs marknad: Kevin s total kompensation ($USD 20.02M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.46M ).
Ersättning vs inkomst: Otillräcklig data för att jämföra Kevin s ersättning med företagets resultat.
VD OCH KONCERNCHEF
Kevin Kwilinski (55 yo)
Mr. Kevin J. Kwilinski serves as Chief Executive Officer of Berry Global Inc. Mr. Kwilinski has been Chief Executive Officer of Fort Dearborn Company since May 2017. Mr. Kwilinski serves as Chief Executive...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$20.02m | 0.032% $ 2.5m | |
| Chief Financial Officer | 11.3yrs | US$3.55m | 0.10% $ 8.1m | |
| Executive VP | 9.3yrs | US$2.79m | 0.00022% $ 17.4k | |
| President of Consumer Packaging - International Division | 8.3yrs | US$2.75m | inga uppgifter | |
| Executive Vice President of Operations | 12.3yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Information Officer | less than a year | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Interim Chief People Officer | less than a year | inga uppgifter | inga uppgifter | |
| President of Consumer Packaging – North America Division | 5.8yrs | US$1.60m | inga uppgifter | |
| Executive Vice President of Lean Transformation | 1yr | inga uppgifter | inga uppgifter | |
| Interim President Flexibles Division | less than a year | inga uppgifter | inga uppgifter |
Erfaren ledning: BERY s ledningsgrupp anses vara erfaren ( 3.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$20.02m | 0.032% $ 2.5m | |
| Chairman & Lead Independent Director | 10.3yrs | US$270.00k | 0.029% $ 2.3m | |
| Independent Director | 11.1yrs | US$290.00k | 0.014% $ 1.1m | |
| Independent Director | 13.6yrs | US$270.00k | 0.027% $ 2.2m | |
| Independent Director | 10.6yrs | US$270.00k | 0.0054% $ 425.1k | |
| Independent Director | 11.1yrs | US$290.00k | 0.039% $ 3.1m | |
| Independent Director | less than a year | US$10.00k | inga uppgifter | |
| Independent Director | 2.3yrs | US$270.00k | 0.0051% $ 403.8k | |
| Independent Director | 4.6yrs | US$278.33k | 0.0054% $ 425.1k | |
| Independent Director | 2.3yrs | US$270.00k | 0.0025% $ 199.5k | |
| Independent Director | 2.5yrs | US$290.00k | 0.047% $ 3.7m |
Erfaren styrelse: BERY s styrelse anses vara erfaren ( 4.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2025/05/01 05:41 |
| Aktiekurs vid dagens slut | 2025/04/29 00:00 |
| Intäkter | 2025/03/29 |
| Årlig intjäning | 2024/09/28 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Berry Global Group, Inc. bevakas av 8 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mark Wilde | BMO Capital Markets Equity Research |
| Kyle White | Deutsche Bank |
| Alex Ovshey | Goldman Sachs |