REYNMEDIUM SIGNALFINANCIAL10-K

REYN shows mixed financial performance with significantly higher interest expense (+56.6%) despite debt reduction, alongside declining profitability and increased capital investment.

The dramatic increase in interest expense despite $200M debt reduction suggests either refinancing at higher rates or debt structure changes that investors should investigate. The combination of higher capex and lower net income indicates the company is investing for growth while facing margin pressures.

Comparing 2026-02-04 vs 2025-02-05View on EDGAR →
FINANCIAL ANALYSIS

REYN's financial picture presents a complex mix with interest expense surging 56.6% to $119M even as total debt decreased 13.4% to $1.6B, suggesting potential refinancing at higher rates or unfavorable debt terms. While the company reduced SG&A expenses by 11% to $382M, net income still declined 14.5% to $301M, and capital expenditures increased 34.2% to $161M. This pattern indicates REYN is investing heavily in operations while facing profitability headwinds, with the interest expense increase being particularly concerning given the debt reduction.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+56.6%
$76.0M$119.0M

Interest expense surged 56.6% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
+34.2%
$120.0M$161.0M

Capital expenditure jumped 34.2% — major investment cycle underway; assess returns on deployment.

Net Income
P&L
-14.5%
$352.0M$301.0M

Net income declined 14.5% — review whether driven by operations, interest costs, or non-recurring items.

Total Debt
Balance Sheet
-13.4%
$1.8B$1.6B

Debt reduced 13.4% — deleveraging strengthens balance sheet and reduces financial risk.

SG&A Expense
P&L
-11%
$429.0M$382.0M

SG&A reduced 11% — improved cost efficiency or headcount reduction improving operating margins.

LANGUAGE CHANGES
NEW — 2026-02-04
PRIOR — 2025-02-05
ADDED
The registrant had 210,343,558 shares of common stock, $0.001 par value, outstanding as of January 30, 2026.
Our branded products are sold under the Hefty Ultra Strong and Hefty Strong brands for trash bags in the U.S.
and select international markets, and as the Hefty brand for our food storage bags in the U.S.
Our food storage bags are sold internationally as Reynolds, Diamond, or Hefty Basics brands based on the region.
large black trash bag segment, and the #2 branded market share in the food storage bag and tall kitchen trash bag segments.
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REMOVED
The registrant had 210,171,173 shares of common stock, $0.001 par value, outstanding as of January 31, 2025.
Our branded products are sold under the Hefty Ultra Strong and Hefty Strong brands for trash bags, and as the Hefty and Baggies brands for our food storage bags.
large black trash bag segment, and the #2 branded market share in the slider bag and tall kitchen trash bag segments.
Our robust product portfolio in this segment includes a full suite of products, including sustainable solutions such as blue and clear recycling bags, compostable bags, bags made from recycled materials and orange bags through the Hefty ReNew Program.
These materials include sustainable solutions, such as Hefty ECOSAVE and Hefty Compostable Printed Paper Plates.
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