Magnera Corp. reported fourth‑quarter 2025 results that saw net sales climb to $839 million, a 51% year‑over‑year increase driven largely by $328 million in revenue from the Glatfelter merger and a $10 million gain from favorable foreign‑currency movements. Adjusted EBITDA for the quarter rose 36% to $90 million, with $28 million attributable to the merger and a $3 million volume decline offset by a $3 million price/cost spread impact.
In the Americas, net sales reached $473 million, while the Rest‑of‑World segment generated $369 million. The Americas segment experienced a 3% organic volume decline, whereas the Rest‑of‑World saw a 4% decline, reflecting market softness in Europe and competitive pressures in South America. The Glatfelter merger contributed $328 million in revenue and $28 million in adjusted EBITDA, underscoring the synergy benefits of the transaction.
Magnera reaffirmed its fiscal‑2025 guidance, maintaining a free‑cash‑flow target of $75 million to $95 million and a comparable adjusted EBITDA outlook of $360 million to $380 million. The company also reiterated its fiscal‑2026 guidance, targeting adjusted EBITDA of $380 million to $410 million and free cash flow of $90 million to $110 million, signaling confidence in continued growth and cost discipline.
CEO Curt Begle highlighted the company’s progress, stating, “I am very proud of what our team has accomplished not only this quarter but over the entire year.” He emphasized the importance of leveraging the combined entity’s scale, executing cost‑optimization initiatives, and reducing leverage, noting that the company exceeded its free‑cash‑flow target and took steps to repay a $50 million term loan.
Investors responded favorably to the strong free‑cash‑flow generation, the optimistic fiscal‑2026 outlook, and the company’s debt‑reduction efforts. The results demonstrate Magnera’s ability to deliver robust top‑line growth while managing headwinds such as organic volume declines and price/cost spread challenges, positioning the company for continued operational improvement and value creation.
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