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Silgan Holdings Inc.
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$4.1B
Market Cap
13.7
P/E
1.86
PEG
8.2%
ROCE
11.7%
ROE
2.03
D/E
9.7%
OPM
-18.0%
% from 52W High
50
α RS
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Currency-adjusted total returns for SLGN including FX impact
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About

Silgan Holdings Inc., together with its subsidiaries, manufactures and sells rigid packaging solutions for consumer goods products in the United States and internationally. It operates through three segments: Dispensing and Specialty Closures, Metal Containers, and Custom Containers. The company offers integrated dispensing packaging solutions, proprietary metal and plastic specialty closures, and capping/sealing equipment and detection systems for fragrance and beauty, food, beverage, personal and health care, home care, and lawn and garden markets. It also provides steel and aluminum containers used by processors and packagers for food products, such as pet food, vegetables and fruits, soup, proteins, and other miscellaneous food products, as well as general line metal containers for products, including promotional products. In addition, the company offers custom designed polyethylene, polyethylene terephthalate, containers, thermoformed barrier and non-barrier bowls, trays for shelf-stable food products, and plastic caps, sifters and fitments for food and household products, including salad dressings, condiments, peanut butter, spices, liquid margarine, powdered drink mixes, and arts and crafts supplies. It markets its products primarily through direct sales force, as well as through a network of distributors, and an online shopping catalog. The company was founded in 1987 and is headquartered in Norwalk, Connecticut.

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⭐ Superinvestors Holding SLGN
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 735.8K $28.6M 0.04% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED Silgan Holdings Q1 2026 net sales $1.6B, Adjusted EPS $0.78; raises FY2026 EPS guide to $3.73-$3.93
Revenue & Profitability
Q1 2026 net sales were $1.6 billion, up 6% year-over-year. Adjusted EBIT was $152 million, a 4% decline from the prior year, with higher EBIT in Metal Containers offset by lower EBIT in Dispensing and Specialty Closures and Custom Containers. Adjusted EPS was $0.78, down $0.04 from the prior year period. Segment performance: Dispensing and Specialty Closures sales +2%, Metal Containers sales +15%, Custom Containers sales -10%. For full year 2026, the company raised its Adjusted EPS guidance to a range of $3.73 to $3.93, up from $3.72 in 2025.
Outlook
Management sees a bifurcated consumer environment: the high-end consumer continues to spend on luxury items like fragrance and beauty, while value-conscious consumers drive demand for pet food and canned goods. The company expects low to mid-single-digit organic volume growth in Dispensing and Specialty Closures, low-single-digit growth in Metal Containers (driven by pet food), and comparable volumes in Custom Containers. Inflationary pressures from the Middle East conflict are expected to add approximately $50 million in incremental resin costs in Q2 2026, with a net $10 million impact to Adjusted EBIT in that quarter.
Growth Drivers
Key growth drivers include double-digit organic volume growth in fragrance and beauty products (driven by innovation and customer partnerships), 11% volume growth in pet food within Metal Containers, and new business wins in Custom Containers that are expected to commercialize in the second half of 2026. Healthcare applications, particularly nasal and ophthalmic closures, are also growing and now represent approximately $250 million in revenue. The beverage market is expected to remain muted, with the company relying on contractual volumes rather than market growth.
Balance Sheet & CapEx
The company confirmed its 2026 free cash flow estimate of approximately $450 million, which includes capital expenditures of approximately $310 million. No specific details on capacity expansion or AI investments were discussed.
Margins
Not discussed in detail as a standalone topic. Adjusted EBIT margin declined slightly year-over-year (EBIT down 4% on sales up 6%). The company faces a $10 million net headwind in Q2 due to resin inflation, which is embedded in guidance. For full year 2026, management expects low to mid-single-digit total Adjusted EBIT growth, driven by mid-single-digit growth in Dispensing and Specialty Closures and low-single-digit growth in Metal Containers and Custom Containers.
Key Risks
Risks mentioned include the evolving macroeconomic and geopolitical environment (particularly the Middle East conflict causing resin inflation), severe weather events in North America that impacted production and volumes, destocking in Custom Containers carrying into Q1 2026, and the normalization of ordering patterns for fruit and vegetable markets affecting Metal Containers. Higher corporate expenses due to corporate development activities were also noted.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-29
Q2 2026 saw 7% sales growth and solid execution despite inflation and market volatility, with strong pet food and fragrance performance offsetting softness in Brazil and human food. Guidance for 2026 EPS and free cash flow was reaffirmed, with volume growth expected across all segments.
Q1 2026 Q1 2026 2026-04-29
Q1 2026 results exceeded expectations with strong growth in fragrance/beauty and pet food, offsetting weather and inflation headwinds. 2026 guidance was raised, driven by operational outperformance, new wins, and robust free cash flow outlook.
Q4 2025 Q4 2025 2026-02-04
Delivered strong 2025 results with record performance in Dispensing and Specialty Closures and Metal Containers, driven by pet food and fragrance/beauty growth. 2026 guidance calls for continued EBIT and EBITDA growth, with free cash flow of $450 million and CapEx focused on dispensing and pet food.
Q3 2025 Q3 2025 2025-10-29
Q3 saw 15% sales growth and strong segment performance, led by dispensing products and pet food. Guidance for Q4 and 2025 reflects lower personal/home care volumes and higher interest/tax, but free cash flow and deleveraging targets remain on track.
Q2 2025 Q2 2025 2025-07-30
Q2 delivered record Adjusted EBIT and 15% Adjusted EPS growth, driven by dispensing and pet food markets, with strong Weener integration and cost reductions. 2025 guidance revised for $20M EBIT headwinds from weather and a customer bankruptcy, but core growth outlook remains robust.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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