Equity Profile

SON

Sonoco Products Company

MaterialsPaper & Plastic Packaging Products & Materials$4.7B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Sonoco Products Company (SON) is a leading provider of packaging solutions, specializing in paper and plastic packaging products. With a market cap of $5 billion, the company plays a critical role in the materials sector, particularly as consumer demand for sustainable packaging continues to rise.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for understanding the company's ability to expand its market share and meet consumer demand.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SON Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-1.35%

Avg Stock Reaction

+0.82%

Last Quarter Recap

In Q1-2026, Sonoco reported an EPS of $1.20, slightly beating estimates by 2.13%. The stock saw a minimal decline of 0.02% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Sonoco's upcoming earnings are uncertain due to the lack of analyst estimates and management guidance. Investors are keen to see how the company navigates current market challenges.

Bull Case

If Sonoco can demonstrate strong revenue growth and maintain or improve its EPS, it could signal a robust recovery and attract more investor interest.

Bear Case

Conversely, if the company reports disappointing earnings or provides weak guidance, it could lead to a significant decline in stock price as investors reassess their confidence.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for Q2-2026?

EPS is a critical measure of profitability and will heavily influence investor sentiment and stock performance.

How does management plan to address any supply chain challenges?

Supply chain issues have been a concern in the industry, and effective management strategies could reassure investors about future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Sonoco's ability to leverage its sustainable packaging initiatives, which could drive unexpected revenue growth.

Supporting Evidence

The recent insider buying signals confidence in the company's future performance.

Options pricing suggests a larger move than historical averages, indicating potential for significant market reaction.

Key Risk

If EPS comes in below $1.10, it could lead to a reevaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Sonoco can maintain profitability amidst rising costs and supply chain disruptions.

Bull Confirmed If

An EPS of $1.25 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.10 would confirm the bear case, suggesting ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±14.64%

Historical Avg

±0.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±14.6% while SON has averaged ±0.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

61.3%

Calls (1K)P/C Ratio: 1.70Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$399,998.31

8,058 sh

1 insider

Sold

$0.00

0 sh

0 insiders

Net

$399,998.31

Net buying

Most Active Insiders· 1 open-market trade

CFOJoachimczyk Paul
$399,998.31
Net buying

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Sonoco beats expectations, history suggests a potential average one-day move of +0.59%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

A miss could lead to a decline, with history suggesting an average one-day move of +1.21% when they miss.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain management and its impact on costs.
2Details on revenue growth from new product lines or markets.
3Management's outlook on sustainability initiatives and their expected impact on profitability.
4Insights into competitive positioning within the packaging industry.
5Any commentary on cost pressures and how they are being managed.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

KRCAMC

Kilroy Realty Corporation

PreviewView

Jul27

PIIAMC

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for understanding the company's ability to expand its market share and meet consumer demand.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SON Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-1.35%

Avg Stock Reaction

+0.82%

Last Quarter Recap

In Q1-2026, Sonoco reported an EPS of $1.20, slightly beating estimates by 2.13%. The stock saw a minimal decline of 0.02% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Sonoco can demonstrate strong revenue growth and maintain or improve its EPS, it could signal a robust recovery and attract more investor interest.

Bear Case

Conversely, if the company reports disappointing earnings or provides weak guidance, it could lead to a significant decline in stock price as investors reassess their confidence.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for Q2-2026?

EPS is a critical measure of profitability and will heavily influence investor sentiment and stock performance.

How does management plan to address any supply chain challenges?

Supply chain issues have been a concern in the industry, and effective management strategies could reassure investors about future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Sonoco's ability to leverage its sustainable packaging initiatives, which could drive unexpected revenue growth.

Supporting Evidence

The recent insider buying signals confidence in the company's future performance.

Options pricing suggests a larger move than historical averages, indicating potential for significant market reaction.

Key Risk

If EPS comes in below $1.10, it could lead to a reevaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Sonoco can maintain profitability amidst rising costs and supply chain disruptions.

Bull Confirmed If

An EPS of $1.25 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.10 would confirm the bear case, suggesting ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±14.64%

Historical Avg

±0.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±14.6% while SON has averaged ±0.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

61.3%

Calls (1K)P/C Ratio: 1.70Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$399,998.31

8,058 sh

1 insider

Sold

$0.00

0 sh

0 insiders

Net

$399,998.31

Net buying

Most Active Insiders· 1 open-market trade

CFOJoachimczyk Paul
$399,998.31
Net buying

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Sonoco beats expectations, history suggests a potential average one-day move of +0.59%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

A miss could lead to a decline, with history suggesting an average one-day move of +1.21% when they miss.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain management and its impact on costs.
2Details on revenue growth from new product lines or markets.
3Management's outlook on sustainability initiatives and their expected impact on profitability.
4Insights into competitive positioning within the packaging industry.
5Any commentary on cost pressures and how they are being managed.