REYNReynolds Consumer Products Inc.
Plastics, Foil & Coated Paper Bags
- Revenue
- $3.7B
- 0.7% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $5.0B
- Employees
- 6,000
- $620K revenue each
- Net debt / EBITDA
- —
- $1.5B net debt
- AI in 10-K
- 0.4
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo158% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo40% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo38% of assetsOver 40% of assets
- Shareholder dissentNo84% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeNo$620K · 75th pctBottom quartile of its SIC industry
- Quiet on AIYes0.4 per 10K words · 19th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$5.0B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$99K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.4B | $3.8B | $3.8B | $3.7B | $3.7B | 0.7% |
| Net income | $324M | $258M | $298M | $352M | $301M | 14% |
| Operating cash flow | $310M | $219M | $644M | $489M | $477M | 2.5% |
| Capex | $141M | $128M | $104M | $120M | $161M | 34% |
| Stock-based comp | $4M | $5M | $14M | $19M | $21M | 11% |
| Dividends | $192M | $192M | $192M | $192M | $192M | 0.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $99K · 2
- Open-market sells, 12 mo
- $0 · 0
- Net
- $99K
Pay vs performance
No pay-versus-performance disclosure yet.