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AI Earnings Predictions for Magnera Corporation (MAGN)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+11.95%

$14.03

100% positive prob.

5-Day Prediction

+35.16%

$16.94

100% positive prob.

20-Day Prediction

+30.10%

$16.30

95% positive prob.

Price at prediction: $12.53 Confidence: 99.9% Model AUC: 1.0000 Quarter: Q2 2026

Earnings Transcripts

SEC 8-K filings with transcript text

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2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 6, 2026 · 100% conf.

AI Prediction BUY

1D

+11.95%

$14.03

5D

+35.16%

$16.94

20D

+30.10%

$16.30

Price: $12.53 Prob +5D: 100% AUC: 1.000
0001140361-26-031690

EX-99.1

2 ef20079553_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

News Release

Magnera Reports Third Quarter

Third Quarter Highlights

GAAP: Net sales of $857 million, Operating income of $22 million

Non-GAAP: Adjusted EBITDA of $99 million

Twelve-month adjusted free cash flow yield of greater than 25% as of quarter-end

Curt Begle, Magnera’s CEO, commented: “We delivered a record third quarter led by organic volume growth, combined with the savings benefits of synergy initiatives and Project Core.  In addition, our commercial team executed the disciplined actions required to effectively manage the significant spike in inflationary costs of certain raw materials.

As we continue to navigate a dynamic macro-economic environment, we remain focused on executing our strategic objectives and delivering dependable financial results. Consistent with that commitment, we are reaffirming our full-year free cash flow outlook, while holding to the lower end of our adjusted EBITDA guidance range.”

Key Financials

June Quarter

June YTD

GAAP results

2026

2025

2026

2025

Net sales

$

857

$

839

$

2,445

$

2,365

Operating income

22

13

53

(5

)

June Quarter

Reported

Comparable(1)

June YTD

Reported

Comparable(1)

Adjusted non-GAAP results

2026

2025

%

%

2026

2025

%

%

Net sales

$

857

$

839

2

%

-

$

2,445

$

2,365

3

%

(5

%)

Adjusted EBITDA (1)

99

91

9

%

9

%

282

264

7

%

3

%

(1)

Adjusted non-GAAP results exclude items not considered to be ongoing operations.  In addition, comparable change %

normalizes the impacts of foreign currency and the merger with Glatfelter.  Further details related to non-GAAP measures and reconciliations can be found under “Reconciliation of Non-GAAP Financial Measures and Estimates” section or in reconciliation tables in this release.  Dollars in millions

Consolidated Overview

The net sales increase included a favorable foreign currency change of $21 million and a 1% organic volume improvement, partially offset by an $8 million decrease in selling prices primarily due to negative product mix net of the pass-through of higher raw material costs.  The volume increase was mainly attributed to strength in our consumer solutions product categories globally and recovery in North America from winter storm disruptions experienced in the second quarter.

The adjusted EBITDA was up 9% primarily as a result of favorable price cost spread of $11 million.

Americas

The net sales increase included a favorable foreign currency change of $10 million and a 1% organic volume improvement, partially offset by a $13 million decrease in selling prices primarily due to negative product mix net of the pass-through of higher raw material costs.

The adjusted EBITDA improvement resulted mostly from a favorable price cost spread of $11 million due to the realized benefits from Project CORE and merger synergies that were partially offset by higher selling, general and administrative costs.

Page | 1

Rest of World

The net sales increase included a favorable foreign currency change of $11 million and a $5 million increase in selling prices due to the pass-through of higher raw material costs.

The adjusted EBITDA declined $2 million as benefits from Project CORE and synergy realization were offset by higher inflation in the region, timing of material pass throughs and higher selling, general and administrative costs.

Investor Conference Call

The Company will host a conference call, August 6, 2026, at 10:00 AM U.S. Eastern Time to discuss the third quarter results.  The webcast can be accessed here. A replay of the webcast will be available via the same link on the Company’s website after the completion of the call.

By Telephone

Participants may register for the call here now or any time up to and during the time of the call and will immediately receive the dial-in number and a unique pin to access the call.  While you may register at any time up to and during the time of the call, you are encouraged to join the call 15 minutes prior to the start of the event.

About Magnera

Magnera Corporation (NYSE: MAGN) serves 1,000+ customers worldwide, offering a wide range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products serving the food and beverage industry. Operating across 44 global facilities, Magnera is supported by over 8,000+ employees. Magnera’s purpose is to better the world with new possibilities made real. For more than 160 years, the Company has delivered the material solutions their partners need to thrive. Through economic upheaval, global pandemics and changing end-user needs, we have consistently found ways to solve problems and exceed expectations. The distinct scale and comprehensive portfolio of products brings customers more materials and choices. Magnera builds personal partnerships that withstand an ever-changing world.

Visit Magnera.

2026
Q1

Q1 2026 Earnings

8-K

May 7, 2026

0001140361-26-019558

EX-99.1

2 ef20072634_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

News Release

Magnera Reports Second Quarter

Second Quarter Highlights

GAAP: Net sales of $796 million, Operating income of $17 million

Non-GAAP: Adjusted EBITDA of $90 million

Free cash flow $73 million, representing a twelve-month adjusted free cash flow yield of over 40% as of quarter-end

Curt Begle, Magnera’s CEO, commented: “Magnera delivered a solid second quarter in line with our expectations as we remain steadfast during this time of significant global uncertainty to deliver on our full-year 2026 Adjusted EBITDA and free cash flow guidance.

We made $36 million in debt repayments during the quarter and generated $73 million of free cash flow demonstrating our disciplined focus on operational excellence, capex deployment, and working capital improvement initiatives.

Since the start-up of Magnera, we have demonstrated the resiliency of our business against an on-going challenging global macro environment.  Our strategic focus remains centered on the pillars of cost optimization, portfolio differentiation, and commercial excellence.  Our disciplined commitment to these priorities will continue to position Magnera to deliver growth in long-term shareholder value.”

Key Financials

March Quarter

March YTD

GAAP results

2026

2025

2026

2025

Net sales

$

796

$

824

$

1,588

$

1,526

Operating income

17

4

31

(18

)

March Quarter

Reported

Comparable(1)

March YTD

Reported

Comparable(1)

Adjusted non-GAAP results

2026

2025

%

%

2026

2025

%

%

Net sales

$

796

$

824

(3

%)

(9

%)

$

1,588

$

1,526

4

%

(8

%)

Adjusted EBITDA (1)

90

89

1

%

(1

%)

183

173

6

%

(1

%)

(1)

Adjusted non-GAAP results exclude items not considered to be ongoing operations.  In addition, comparable change % normalizes the impacts of foreign currency and the merger with Glatfelter.  Further details related to non-GAAP measures and reconciliations can be found under “Reconciliation of Non-GAAP Financial Measures and Estimates” section or in reconciliation tables in this release.  Dollars in millions

Consolidated Overview

The net sales decline included a $57 million decrease in selling prices primarily due to product mix and pass-through of lower raw material costs and a 2% organic volume decline partially offset by favorable foreign currency changes of $48 million.  The volume decline was primarily attributed to winter storm disruptions in North America and general market softness in Europe.

The adjusted EBITDA was up 1% as a result of favorable price cost spread of $2 million and a $2 million favorable benefit from foreign currency changes were partially offset by lower volumes.

Page | 1

Americas

The net sales decline included a $42 million decrease in selling prices primarily due to product mix, pass-through of lower raw material costs and a 1% organic volume decline.  The volume decline was primarily attributed to winter storm disruptions in North America.

The adjusted EBITDA decline was primarily a result of unfavorable price cost spread of $5 million.

Rest of World

The net sales increase included a favorable foreign currency change of $37 million partially offset by a $15 million decrease in selling prices primarily due to product mix, pass-through of lower raw material costs and a 4% organic volume decline.  The volume decline was primarily attributed to general market softness in Europe.

The adjusted EBITDA increase was primarily a result of favorable price cost spread of $7 million as the result of synergy realization and mix improvement and a $2 million favorable benefit from foreign currency changes partially offset by softer volumes.

Investor Conference Call

The Company will host a conference call, May 7, 2026, at 10:00 AM U.S. Eastern Time to discuss the March 2026 quarter results.  The webcast can be accessed here. A replay of the webcast will be available via the same link on the Company’s website after the completion of the call.

By Telephone

Participants may register for the call here now or any time up to and during the time of the call and will immediately receive the dial-in number and a unique pin to access the call.  While you may register at any time up to and during the time of the call, you are encouraged to join the call 15 minutes prior to the start of the event.

About Magnera

Magnera Corporation (NYSE: MAGN) serves 1,000+ customers worldwide, offering a wide range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products serving the food and beverage industry. Operating across 45 global facilities, Magnera is supported by approximately 8,000 employees. Magnera’s purpose is to better the world with new possibilities made real. For more than 160 years, the Company has delivered the material solutions their partners need to thrive. Through economic upheaval, global pandemics a

2025
Q4

Q4 2025 Earnings

8-K

Feb 5, 2026

0001140361-26-003803

EX-99.1

2 ef20064605_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

News Release

Magnera Reports First Quarter Results

First Quarter Highlights

GAAP: Net sales of $792 million, Operating income of $14 million

Non-GAAP: Adjusted EBITDA of $93 million

Fiscal 2026 guidance: Reaffirmed adjusted EBITDA of $380 - $410 million and free cash flow of $90-$110 million

Curt Begle, Magnera’s CEO, commented: “Magnera delivered a strong first quarter that met our expectations and reinforces our full-year 2026 Adjusted EBITDA and free cash flow guidance. These results reflect the continued focus and execution of our teams across the organization.

Capital allocation remains disciplined and aligned with our commitment to debt reduction. During the quarter, we made $27 million in debt payments demonstrating our confidence in our cash flow generation.

Looking ahead, our global teams remain focused on driving long-term shareholder value through decisive actions centered on our strategic pillars of cost optimization, portfolio differentiation, and commercial excellence. We believe these priorities position Magnera well to deliver sustainable performance and continued value creation.”

Key Financials

December Quarter

GAAP results

2025

2024

Net sales

$

792

$

702

Operating income

14

(22

)

December Quarter

Reported

Comparable(1)

Adjusted non-GAAP results

2025

2024

%

%

Net sales

$

792

$

702

13

%

(7

%)

Adjusted EBITDA (1)

93

84

11

%

0

%

(1)

Adjusted non-GAAP results exclude items not considered to be ongoing operations.  In addition, comparable change % normalizes the impacts of foreign currency and the recent merger with Glatfelter.  Further details related to non-GAAP measures and reconciliations can be found under “Reconciliation of Non-GAAP Financial Measures and Estimates” section or in reconciliation tables in this release.  Dollars in millions

Consolidated Overview

The net sales increase of 13% included revenue from the merger of $112 million and favorable foreign currency changes of $36 million that were partially offset by a $52 million decrease in selling prices primarily due to the pass-through of lower raw material costs and a 1% organic volume decline which was attributed to strength in our consumer solutions product categories being more than offset by competitive pressures in South America and general market softness in Europe.

The adjusted EBITDA increase of 11% primarily due to the contribution from the merger of $8 million.

Americas

The net sales increase in the Americas segment included a 2% organic volume growth, revenue from the merger of $42 million and favorable foreign currency changes of $8 million that were partially offset by a $38 million decrease in selling prices primarily due to the pass-through of lower raw material costs and competitive pressures from imports in South America.

Page | 1

The adjusted EBITDA increase included a contribution from the merger of $5 million and improved organic growth in North America partially offset by unfavorable impacts from price cost spread of $4 million.

Rest of World

The net sales increase in the Rest of World segment included revenue from the merger of $70 million and a $28 million favorable impact from foreign currency changes partially offset by a 5% organic volume decline which was primarily attributed to general market softness in Europe and a $14 million decrease in selling prices primarily due to the pass-through of lower raw material costs.

The adjusted EBITDA increase included a contribution from the merger of $3 million and favorable impacts from price cost spread of $4 million as the result of synergy realization and mix improvement.

Fiscal Year 2026 Guidance – Reaffirmed

Adjusted EBITDA of $380 - $410 million

Free cash flow of $90 - $110 million; cash flow from operation of $170 - $190 million

Investor Conference Call

The Company will host a conference call, February 5, 2026, at 10:00 AM U.S. Eastern Time to discuss the December 2025 quarter results.  The webcast can be accessed here. A replay of the webcast will be available via the same link on the Company’s website after the completion of the call.

By Telephone

Participants may register for the call here now or any time up to and during the time of the call and will immediately receive the dial-in number and a unique pin to access the call.  While you may register at any time up to and during the time of the call, you are encouraged to join the call 15 minutes prior to the start of the event.

About Magnera

Magnera Corporation (NYSE: MAGN) serves 1,000+ customers worldwide, offering a wide range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products serving the food and beverage industry. Operating across 45 global facilities, Magnera is supported by approximately 8,500 employees. Magnera’s purpose is to better the world with

About Magnera Corporation (MAGN) Earnings

This page provides Magnera Corporation (MAGN) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on MAGN's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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