Unpacking Q4 Earnings: Avery Dennison (NYSE:AVY) In The Context Of Other Industrial Packaging Stocks

Unpacking Q4 Earnings: Avery Dennison (NYSE:AVY) In The Context Of Other Industrial Packaging Stocks

Radek Strnad

Thu, February 19, 2026 at 12:33 PM GMT+9 4 min read

In this article:

AVY

+0.27%

Wrapping up Q4 earnings, we look at the numbers and key takeaways for the industrial packaging stocks, including Avery Dennison (NYSE:AVY) and its peers.

Industrial packaging companies have built competitive advantages from economies of scale that lead to advantaged purchasing and capital investments that are difficult and expensive to replicate. Recently, eco-friendly packaging and conservation are driving customers preferences and innovation. For example, plastic is not as desirable a material as it once was. Despite being integral to consumer goods ranging from beer to toothpaste to laundry detergent, these companies are still at the whim of the macro, especially consumer health and consumer willingness to spend.

The 7 industrial packaging stocks we track reported a slower Q4. As a group, revenues beat analysts’ consensus estimates by 1.9%.

Thankfully, share prices of the companies have been resilient as they are up 6.1% on average since the latest earnings results.

Avery Dennison (NYSE:AVY)

Founded as Kum Kleen Products, Avery Dennison (NYSE:AVY) is a manufacturer of adhesive materials, display graphics, and packaging products, serving various industries.

Avery Dennison reported revenues of $2.27 billion, up 3.9% year on year. This print fell short of analysts’ expectations by 0.5%. Overall, it was a mixed quarter for the company with EPS guidance for next quarter slightly topping analysts’ expectations but a slight miss of analysts’ revenue estimates.

“We delivered solid full-year results in 2025, with adjusted EPS of $9.53, reflecting the durability of our business model in a dynamic environment. Despite tariff-related impacts and softer consumer volumes, our team successfully leveraged our proven productivity playbook to maintain an adjusted EBITDA margin of 16.4% and generate over $700 million in adjusted free cash flow,” said Deon Stander, president and CEO.

Avery Dennison Total Revenue

Interestingly, the stock is up 3.5% since reporting and currently trades at $193.37.

Read our full report on Avery Dennison here, it’s free.

Best Q4: Ball (NYSE:BALL)

Started with a $200 loan in 1880, Ball (NYSE:BLL) manufactures aluminum packaging for beverages, personal care, and household products as well as aerospace systems and other technologies.

Ball reported revenues of $3.35 billion, up 16.2% year on year, outperforming analysts’ expectations by 7.3%. The business had a strong quarter with an impressive beat of analysts’ revenue estimates and a narrow beat of analysts’ EBITDA estimates.

Ball Total Revenue

Ball achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 17.2% since reporting. It currently trades at $66.44.

Story Continues  

Is now the time to buy Ball? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Packaging Corporation of America (NYSE:PKG)

Founded in 1959, Packaging Corporation of America (NYSE: PKG) produces containerboard and corrugated packaging products as well as displays and package protection.

Packaging Corporation of America reported revenues of $2.36 billion, up 10.1% year on year, falling short of analysts’ expectations by 2.9%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Packaging Corporation of America delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 6.8% since the results and currently trades at $238.93.

Read our full analysis of Packaging Corporation of America’s results here.

Crown Holdings (NYSE:CCK)

Formerly Crown Cork & Seal, Crown Holdings (NYSE:CCK) produces packaging products for consumer marketing companies, including food, beverage, household, and industrial products.

Crown Holdings reported revenues of $3.13 billion, up 7.7% year on year. This print topped analysts’ expectations by 3.6%. More broadly, it was a satisfactory quarter as it also produced a solid beat of analysts’ revenue estimates but full-year EPS guidance slightly missing analysts’ expectations.

The stock is down 2% since reporting and currently trades at $112.90.

Read our full, actionable report on Crown Holdings here, it’s free.

Silgan Holdings (NYSE:SLGN)

Established in 1987, Silgan Holdings (NYSE:SLGN) is a supplier of rigid packaging for consumer goods products, specializing in metal containers, closures, and plastic packaging.

Silgan Holdings reported revenues of $1.47 billion, up 4.1% year on year. This number beat analysts’ expectations by 0.6%. Overall, it was a strong quarter as it also recorded a solid beat of analysts’ adjusted operating income estimates.

The stock is up 10.2% since reporting and currently trades at $48.24.

Read our full, actionable report on Silgan Holdings here, it’s free.

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