Magnera (MAGN) Company Report

Magnera, a leader in non-wovens for consumer and personal care products, provided a 9% increase in its fiscal 2026 EBITDA guidance at the midpoint.
The company anticipates $25 million in synergy capture and $15 million-$20 million in savings from Project CORE to contribute to 2026 results, alongside expected flattish global volumes.
A primary capital allocation focus is deleveraging, with a recent $50 million debt reduction in its term loan.
Fiscal 2025 pro forma volumes were down, mainly due to import pressure in South America, though North America experienced positive volumes.

2 days ago

Transcript

Magnera Discusses 2026 Outlook and Deleveraging Strategy at BofA Conference

MAGN

Guidance Update

Debt Issuance

Demand Weakening

Magnera, formed from the separation from Berry and merger with Glatfelter, is a leader in polypropylene and fiber-based nonwovens used in essential everyday products across various end markets, including wipes, diapers, tea bags, and coffee pods.
The company is focused on deleveraging, having recently completed a $50 million debt reduction in its term loan, and aims to generate strong free cash flow.
For fiscal 2026, Magnera's midpoint EBITDA guidance is up 9%, driven by $25 million in synergy capture and $15 million-$20 million in savings from Project Core, which involves capacity reduction and facility right-sizing.
Magnera experienced import pressure in South America in fiscal 2025, particularly in the baby segment, which impacted overall pro forma volumes.

2 days ago

Transcript

Magnera Corporation Presents 2026 Guidance and Operational Overview

MAGN

Guidance Update

New Projects/Investments

Magnera Corporation (NYSE: MAGN) is a global leader in nonwovens, serving over 1,000 customers worldwide with 8,500+ employees across 45 global facilities.
The company provided 2026 guidance for key financial metrics: | Metric | FY 2026 | |---|---| | Adjusted EBITDA ($ Millions) | $380 - $410 | | Free Cash Flow ($ Millions) | $90 - $110 | | Capital Expenditures ($ Millions) | $80 | | Interest Expense ($ Millions) | $135 | | Integration and Taxes ($ Millions) | $80
Magnera's FY2025 pro-forma revenue was diversified, with 53% from Consumer Solutions and 47% from Personal Care, and geographically, 44% from North America and 39% from Asia.
The company targets long-term global growth of 4-7% in Consumer Solutions and 2-3% in Personal Care, supported by FY25 innovation highlights including home compostable coffee capsule lidding and sustainable diaper materials.

2 days ago

Presentation

Magnera Discusses Post-Merger Integration, 2026 Outlook, and Deleveraging at BofA Conference

MAGN

Guidance Update

Demand Weakening

M&A

Magnera, formed on November 4, 2024, as a leader in polypropylene and fiber-based non-wovens, is focused on integrating its operations and realizing synergies.
The company provided a 2026 EBITDA guidance up 9% at the midpoint, driven by an expected $25 million in synergy capture and $15 million to $20 million in savings from Project Core, which involves capacity reduction and facility right-sizing.
Fiscal 2025 pro forma volumes were down approximately 4.5%, primarily due to significant import pressure in South America, though North America volumes were positive.
Magnera is prioritizing deleveraging, having recently completed a $50 million debt reduction in its term loan, and emphasizes free cash flow generation.

2 days ago

Transcript

Magnera Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook

MAGN

Earnings

Guidance Update

Demand Weakening

Magnera reported Q4 2025 sales of $839 million and adjusted EBITDA of $90 million, contributing to full-year 2025 revenues of $3.2 billion and adjusted EBITDA of $362 million.
For fiscal year 2025, the company generated $126 million of free cash flow, representing a yield exceeding 30%, and reduced its debt leverage to 3.8 times by year-end.
Looking ahead to fiscal year 2026, Magnera forecasts an approximate 9% earnings improvement, with adjusted EBITDA at a $395 million midpoint and free cash flow projected between $90 million and $110 million.
This anticipated growth is driven by synergy realization, Project CORE initiatives, and product mix advancements, despite a cautious macroeconomic outlook and a negative 3.5-4% total tonnage sold for FY 2025.
The company has completed its stabilization phase and is now focused on optimization, operational excellence, and continued debt reduction.

Nov 20, 2025, 3:00 PM

Transcript

Magnera Reports Solid Q4 2025 Results and Provides 2026 Outlook

MAGN

Earnings

Guidance Update

Demand Weakening

Magnera Corporation reported Q4 2025 revenue of $839 million and Adjusted EBITDA of $90 million, generating $126 million in free cash flow.
For the full fiscal year 2025, the company achieved revenue of $3,204 million and Adjusted EBITDA of $354 million.
Magnera provided a 2026 outlook, targeting Adjusted EBITDA between $380 million and $410 million, free cash flow of $90 million to $110 million, and capital expenditures of $80 million. The company also targets approximately 9% earnings improvement in FY'26.
The company highlighted ongoing optimization of the business via project CORE and ramping integration and synergy execution as it enters year two.

Nov 20, 2025, 3:00 PM

Presentation

Magnera Reports Q4 and Full-Year 2025 Results, Provides FY 2026 Guidance

MAGN

Earnings

Guidance Update

Demand Weakening

Magnera reported strong fiscal year 2025 results, with revenues of $3.2 billion and adjusted EBITDA of $362 million, generating $126 million of free cash flow which exceeded guidance and represented a yield over 30%.
The company reduced its debt leverage to 3.8 times by the end of Q4 2025 and concluded the year with approximately $600 million of available liquidity, prioritizing balance sheet strength and deleveraging.
For fiscal year 2026, Magnera forecasts an EBITDA growth of approximately 9% (midpoint $395 million) and expects free cash flow between $90 million and $110 million, including $80 million in capital investments.
This positive outlook is attributed to continued synergy realization and Project CORE initiatives, although the company anticipates flattish volumes for the overall business amidst challenging macroeconomic conditions.

Nov 20, 2025, 3:00 PM

Transcript

Magnera Reports Strong FY2025 Free Cash Flow and Projects 9% EBITDA Growth for FY2026

MAGN

Earnings

Guidance Update

Demand Weakening

Magnera concluded fiscal year 2025 with $3.2 billion in revenues and $362 million in adjusted EBITDA, reporting $839 million in sales and $90 million in adjusted EBITDA for Q4 2025.
The company generated $126 million of free cash flow for FY 2025, exceeding its original guidance, and strengthened its balance sheet by reducing debt leverage to 3.8 times at the end of the fourth quarter.
For fiscal year 2026, Magnera forecasts an EBITDA growth of approximately 9%, targeting a midpoint of $395 million, and expects free cash flow between $90 million and $110 million.
This projected growth is attributed to continued synergy realization and Project CORE initiatives, although the company anticipates "flattish" overall business volumes and acknowledges challenging macroeconomic conditions.
Magnera remains focused on operational excellence, balance sheet strength, and disciplined capital allocation, with a stated priority on debt reduction.

Nov 20, 2025, 3:00 PM

Transcript

Magnera Reports Fourth Quarter and Fiscal Year 2025 Results

MAGN

Earnings

Guidance Update

M&A

Magnera reported Q4 2025 GAAP net sales of $839 million and operating income of $10 million, with non-GAAP Adjusted EBITDA of $90 million.
For Fiscal Year 2025, the company achieved GAAP net sales of $3.2 billion and operating income of $5 million, alongside non-GAAP Adjusted EBITDA of $354 million.
The company generated record cash flow from operations of $96 million in Q4 2025 and post-merger adjusted free cash flow of $126 million for Fiscal Year 2025, reducing year-end leverage to 3.8x.
Magnera provided Fiscal Year 2026 guidance, targeting Adjusted EBITDA of $380 - $410 million and free cash flow of $90 - $110 million.
The Glatfelter merger significantly contributed to Q4 2025 net sales, adding $328 million, and to Adjusted EBITDA, contributing $28 million.

Nov 19, 2025, 10:22 PM

8-K

Magnera Corp Reports Q2 2025 Earnings Results

MAGN

Earnings

M&A

Guidance Update

Q2 2025 financials: The company reported GAAP net sales of $824 million, operating income of $4 million, and adjusted EBITDA of $89 million for the quarter, reflecting strong revenue growth and integration progress.
Merger impact and execution: Key contributions from the Glatfelter merger, including a significant revenue boost, were noted alongside efforts to optimize operations amid global economic uncertainties.
Revised guidance: The firm reaffirmed its updated outlook by lowering the full-year comparable adjusted EBITDA range and maintaining a strong focus on post-merger adjusted free cash flow targets (e.g., $42 million in Q2).

May 7, 2025, 12:00 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for Magnera.

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