Silgan (SLGN) Q4 2025 Earnings Call Transcript

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Feb. 4, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Adam Greenlee

• Chief Financial Officer — Sean Fabry

Adam Greenlee: Thank you, Alex, and we would similar to invited everyone to Silgan Holdings Inc.'s 4th fourth net call. Before we statesman our treatment connected our 4th fourth and afloat twelvemonth results and our outlook for 2026, I privation to invited Sean Fabry, who was promoted to CFO successful November, to the call. Sean joined the institution done the IPEC closures acquisition successful 2010 and has served successful elder concern roles successful each of our operating segments, and astir precocious connected our firm improvement team. Sean brings a wealthiness of cognition and acquisition to his caller role, that I cognize volition marque him and our institution palmy good into the future.

Sean's looking guardant to gathering our analysts and investors successful the coming quarters. Please articulation maine successful welcoming Sean to the call. I besides would similar to instrumentality a infinitesimal to convey Robert Lewis, who informed the institution of his determination to discontinue successful March, for his implicit twenty-one years of steadfast committedness to our company. Since Bob joined the institution successful 2004, our income person astir tripled, and our banal terms has appreciated implicit 7 times, representing a 10% compound yearly maturation rate. Bob's enactment successful our concern and firm improvement efforts has contributed meaningfully to our maturation and worth creation. He has been a trusted and valued spouse to me, our enforcement team, and to our advisers.

We privation Bob each the aforesaid occurrence arsenic helium enters his retirement.

Moving present to our results. Our squad continued to amusement exceptional absorption and determination successful 2025. Our concern navigated evolving user spending trends passim the year, which created a much challenging operating situation for our customers and our company. We delivered our 2nd highest adjusted net and escaped currency travel successful the past of the company, returned astir $150 cardinal successful superior to our shareholders, and returned to wrong our people leverage scope conscionable implicit a twelvemonth aft closing the Vayner acquisition. We made important advancement towards our strategical goals successful 2025 arsenic we successfully integrated the Vayner acquisition, continued to outpace the marketplace and our peers, and targeted integrated maturation products and extremity markets.

We completed our multiyear outgo savings programme arsenic expected. We proceed to validate the occurrence of our unsocial operating exemplary successful our lawsuit partnerships and are being rewarded successful the marketplace with caller concern opportunities and awards arsenic a effect of our unmatched absorption connected operational excellence, market-leading innovation, and relentless efforts to supply the champion full worth solutions to our customers. Our dispensing and specialty closures segment, which present represents implicit fractional of our adjusted EBITDA, delivered different twelvemonth of grounds sales, adjusted EBIT, and adjusted EBITDA, with continued EBITDA borderline enlargement and important escaped currency travel generation.