What is the market's earnings forecast for Magnera next quarter?

Did Magnera beat or miss consensus estimates last quarter?

What does Magnera do and what are its main business segments?

What were the key takeaways from Magnera’s earnings call?

What factors drove the changes in Magnera's revenue and profit?

What were the key takeaways from Magnera's earnings call?

What is Magnera's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Magnera year over year?

- **Record Cash Flow**: $126M free cash flow (30% yield) and 3.8x debt leverage highlight financial strength. 
- **9% EBITDA Growth Target**: 2026 outlook driven by $395M midpoint, 70%+ synergy realization. 
- **Consumer Solutions Growth**: Wipes +10%, adult incontinence mid-single digits, 53% consumer solutions mix. 
- **Risks**: Europe softness, South America lapping tough comps, cautious macro outlook. 
- **Strategic Focus**: Project CORE cost savings, ESG-aligned innovation, and disciplined capital allocation.

**【CEO Summary Section】**
- **Financial Highlights**: Q4 2025 revenue of $839 million, full-year revenue $3.2 billion, adjusted EBITDA $362 million, and free cash flow $126 million (30% yield). 
- **Market Share Gains**: Gained share in select consumer solutions (53% of revenue) and wipes (10% YoY growth). 
- **2026 Outlook**: 9% EBITDA growth driven by synergies, Project CORE, and product mix improvements. 
- **Challenges**: Softness in Europe and South America, cautious macro outlook. 
- **Strategic Focus**: Operational excellence, balance sheet strength, and ESG-aligned innovation (e.g., compostable materials). 

**【CFO Financial Commentary】**
- **Cash Generation**: Full-year free cash flow exceeded guidance at $126 million, debt leverage reduced to 3.8x. 
- **Segment Performance**: Rest of World EBITDA +$4M vs. Q3, Americas down 9% due to South America headwinds. 
- **2026 Guidance**: EBITDA $395M midpoint (+9%), free cash flow $90-110M, capex $80M (including $10M IT). 
- **Cost Control**: 70-75% of remaining synergies to be realized, Project CORE benefits ramping Q3+2026. 

**【Q&A Highlights】**
- **EBITDA Range Drivers**: Volume flattish (puts/takes by region), 50%+ margin expansion from synergies. 
- **Demand Trends**: North America resilient, Europe cautious, South America lapping tough comps. 
- **Cash Allocation**: Debt reduction priority, no share buyback plans. 
- **Integration Progress**: Procurement 75%+ savings, Project CORE on track for Q3+ impact. 
- **CapEx Strategy**: 2-3% of sales for maintenance/growth, no large line investments planned.

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