Magnera Corp (NYSE:MAGN)

Q3 2026 Magnera Corp Earnings Call Transcript

Aug 6, 2026 / 02:00 PM GMT

Release Date Price: $12.53 (-7.46%)

Transcript 10-Q8-K

Key Points

Positve

Magnera Corp (MAGN) delivered its strongest earnings quarter since the merger, with adjusted EBITDA of $99 million, a 9% improvement year-over-year.
The company realized the full run-rate benefits of Project CORE and merger synergies, driving a 16% increase in adjusted EBITDA for the Americas segment.
Organic sales growth of 1% was driven by strong performance in high-growth wipes and infrastructure product categories, including the successful launch of the new Universa product line.
Management successfully implemented rapid pricing actions to substantially offset raw material inflation, with the Americas segment achieving a net-neutral cost-price impact.
The company reaffirmed its free cash flow guidance of $90-$110 million and ended the quarter with strong liquidity of approximately $575 million.
Proactive working capital management helped offset the impact of higher raw material costs, with free cash flow coming in better than internal forecasts.

Negative

Magnera Corp (MAGN) lowered its full-year adjusted EBITDA guidance to the lower end of the previously communicated range due to persistent inflationary pressures.
The Rest of World segment experienced a slight decline in adjusted EBITDA, as inflation moved faster than pricing actions could recover, particularly in Europe.
Demand softness in Europe, driven by challenging macroeconomic conditions, partially offset growth in other regions.
The company faced a timing lag in price realization in its Rest of World operations, with a couple million dollars of catch-up expected to flow into the fourth quarter.
Raw material inflation accelerated meaningfully during the quarter, creating a headwind that required significant commercial effort to mitigate.
The company's revenue in the Americas was essentially flat, as planned portfolio and product mix actions associated with Project CORE offset volume growth and price increases.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MAGN.N - Magnera Corporation
Q3 2026 Magnera Corp Earnings Call
Aug 06, 2026 / 02:00PM GMT

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Conference Call Participants
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* Robert Weilminster
* Curt Begle
* Jim Till
* Gabe Hajde
* Kevin McCarthy
* Edward Brucker

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Presentation
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Operator [1]
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Thank you for standing by, and welcome to Magneraâs third fiscal quarter 2026 earnings conference call. Currently, all participants are in a listen-only mode. After the speakerâs presentation, there will be a question and answer session. To ask a question during your session, you will need to press star one one on your telephone. To remove yourself from the queue, you may press star one one again. I would now like to hand the call over to Robert Weilminster, EVP, Investor Relations. Please go ahead.

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