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Reynolds Consumer Products Inc. (REYN) Stock Fundamental Analysis & AI Rating 2026

REYN Nasdaq Plastics, Foil & Coated Paper Bags DE CIK: 0001786431
Updated This Month • Analysis: Apr 8, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 29, 2026 (in 13 days) • TBD ET • EPS est. $0.24 (vs $0.23 prior year) • All earnings →
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
73% Conf
HOLD
68% Conf

📊 REYN Key Takeaways

Revenue: $3.7B
Net Margin: 8.1%
Free Cash Flow: $316.0M
Current Ratio: 1.93x
Debt/Equity: 0.70x
EPS: $1.43
AI Rating: HOLD with 73% confidence
Reynolds Consumer Products Inc. (REYN) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.7B, net profit margin of 8.1%, and return on equity (ROE) of 13.4%, Reynolds Consumer Products Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete REYN stock analysis for 2026.

Is Reynolds Consumer Products Inc. (REYN) a Good Investment?

Claude

Reynolds demonstrates solid financial health with strong free cash flow generation ($316M), excellent interest coverage (15.7x), and moderate leverage, but faces fundamental business challenges including stagnant revenue growth (+0.7% YoY) and declining profitability (-14.5% net income YoY) indicating persistent margin compression that management has not successfully addressed.

ChatGPT

Reynolds shows solid fundamentals with double‑digit operating margin, robust free cash flow, and moderate leverage supported by strong interest coverage. However, flat revenue and a double‑digit YoY decline in net income/EPS signal margin pressure and limited growth visibility, warranting a neutral stance until profitability trends reaccelerate.

Why Buy Reynolds Consumer Products Inc. Stock? REYN Key Strengths

Claude
  • + Strong free cash flow generation ($316M) with 8.5% FCF margin and excellent conversion from net income
  • + Excellent interest coverage (15.7x) and moderate leverage (0.70x D/E) providing financial flexibility
  • + Solid balance sheet with 1.93x current ratio and $147M cash enabling debt service and strategic flexibility
ChatGPT
  • + Consistent free cash flow and cash conversion (8.5% FCF margin)
  • + Healthy balance sheet with moderate leverage and 15.7x interest coverage
  • + Defensive consumer staples portfolio supporting stable demand and 10.6% operating margin

REYN Stock Risks: Reynolds Consumer Products Inc. Investment Risks

Claude
  • ! Revenue growth essentially flat (+0.7% YoY) in a mature packaging market with limited expansion opportunities
  • ! Profitability declining sharply (-14.5% net income YoY) despite flat revenues indicating structural margin pressure and cost inflation inability to be passed to customers
  • ! Operating margins compressed (10.6%) with declining EPS (-14.4% YoY) suggesting commoditized product offering with weak pricing power
ChatGPT
  • ! Commodity input volatility (resin, aluminum) compressing margins
  • ! Muted top-line growth with potential mix and private-label competition pressure
  • ! Inventory-heavy working capital could weigh on cash conversion in a slowdown

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and customer concentration - any deterioration would signal market share loss
  • * Gross margin trend - whether cost inflation stabilizes or continues to compress margins
  • * Free cash flow sustainability - monitor if FCF declines align with profitability trends
ChatGPT
  • * Gross and operating margin trajectory
  • * Organic revenue growth (volume vs. price/mix)

Reynolds Consumer Products Inc. (REYN) Financial Metrics & Key Ratios

Revenue
$3.7B
Net Income
$301.0M
EPS (Diluted)
$1.43
Free Cash Flow
$316.0M
Total Assets
$4.9B
Cash Position
$147.0M

💡 AI Analyst Insight

Reynolds Consumer Products Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

REYN Profit Margin, ROE & Profitability Analysis

Gross Margin 24.6%
Operating Margin 10.6%
Net Margin 8.1%
ROE 13.4%
ROA 6.1%
FCF Margin 8.5%

REYN vs Materials Sector: How Reynolds Consumer Products Inc. Compares

How Reynolds Consumer Products Inc. compares to Materials sector averages

Net Margin
REYN 8.1%
vs
Sector Avg 10.0%
REYN Sector
ROE
REYN 13.4%
vs
Sector Avg 14.0%
REYN Sector
Current Ratio
REYN 1.9x
vs
Sector Avg 1.6x
REYN Sector
Debt/Equity
REYN 0.7x
vs
Sector Avg 0.6x
REYN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Reynolds Consumer Products Inc. Stock Overvalued? REYN Valuation Analysis 2026

Based on fundamental analysis, Reynolds Consumer Products Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
13.4%
Sector avg: 14%
Net Profit Margin
8.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.70x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Reynolds Consumer Products Inc. Balance Sheet: REYN Debt, Cash & Liquidity

Current Ratio
1.93x
Quick Ratio
0.92x
Debt/Equity
0.70x
Debt/Assets
54.4%
Interest Coverage
15.72x
Long-term Debt
$1.6B

REYN Revenue & Earnings Growth: 5-Year Financial Trend

REYN 5-year financial data: Year 2020: Revenue $3.1B, Net Income N/A, EPS N/A. Year 2021: Revenue $3.4B, Net Income $225.0M, EPS $1.45. Year 2022: Revenue $3.7B, Net Income $363.0M, EPS $1.77. Year 2024: Revenue $3.8B, Net Income $258.0M, EPS $1.23. Year 2025: Revenue $3.8B, Net Income $298.0M, EPS $1.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Reynolds Consumer Products Inc.'s revenue has grown significantly by 19% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.42 reflects profitable operations.

REYN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
8.5%
Free cash flow / Revenue

REYN Quarterly Earnings & Performance

Quarterly financial performance data for Reynolds Consumer Products Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $910.0M $31.0M $0.38
Q2 2025 $930.0M $31.0M $0.35
Q1 2025 $818.0M $31.0M $0.15
Q3 2024 $910.0M $17.0M $0.37
Q2 2024 $930.0M $17.0M $0.32
Q1 2023 $818.0M $17.0M $0.08
Q3 2022 $876.0M $48.0M $0.23
Q2 2022 $847.0M $52.0M $0.25

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Reynolds Consumer Products Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$477.0M
Cash generated from operations
Capital Expenditures
$161.0M
Investment in assets
Dividends Paid
$192.0M
Returned to shareholders

REYN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Reynolds Consumer Products Inc. (CIK: 0001786431)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 4 xslF345X06/wk-form4_1773950590.xml View →
Mar 18, 2026 DEF 14A reyn-20260318.htm View →
Feb 4, 2026 10-K reyn-20251231.htm View →
Feb 4, 2026 8-K reyn-20260204.htm View →
Feb 3, 2026 4 xslF345X05/wk-form4_1770171376.xml View →

Frequently Asked Questions about REYN

What is the AI rating for REYN?

Reynolds Consumer Products Inc. (REYN) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are REYN's key strengths?

Claude: Strong free cash flow generation ($316M) with 8.5% FCF margin and excellent conversion from net income. Excellent interest coverage (15.7x) and moderate leverage (0.70x D/E) providing financial flexibility. ChatGPT: Consistent free cash flow and cash conversion (8.5% FCF margin). Healthy balance sheet with moderate leverage and 15.7x interest coverage.

What are the risks of investing in REYN?

Claude: Revenue growth essentially flat (+0.7% YoY) in a mature packaging market with limited expansion opportunities. Profitability declining sharply (-14.5% net income YoY) despite flat revenues indicating structural margin pressure and cost inflation inability to be passed to customers. ChatGPT: Commodity input volatility (resin, aluminum) compressing margins. Muted top-line growth with potential mix and private-label competition pressure.

What is REYN's revenue and growth?

Reynolds Consumer Products Inc. reported revenue of $3.7B.

Does REYN pay dividends?

Reynolds Consumer Products Inc. pays dividends, with $192.0M distributed to shareholders in the trailing twelve months.

Where can I find REYN SEC filings?

Official SEC filings for Reynolds Consumer Products Inc. (CIK: 0001786431) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is REYN's EPS?

Reynolds Consumer Products Inc. has a diluted EPS of $1.43.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is REYN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Reynolds Consumer Products Inc. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is REYN stock overvalued or undervalued?

Valuation metrics for REYN: ROE of 13.4% (sector avg: 14%), net margin of 8.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy REYN stock in 2026?

Our dual AI analysis gives Reynolds Consumer Products Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is REYN's free cash flow?

Reynolds Consumer Products Inc.'s operating cash flow is $477.0M, with capital expenditures of $161.0M. FCF margin is 8.5%.

How does REYN compare to other Materials stocks?

Vs Materials sector averages: Net margin 8.1% (avg: 10%), ROE 13.4% (avg: 14%), current ratio 1.93 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 8, 2026 | Data as of: 2025-12-31 | Powered by Claude AI