undamentalytics Newsletter

Magnera Corp (MAGN) stock

Add holding +

NYSE: MAGN NYSE Paper & Plastic Packaging Products & Materials Next results ~November 19, 2026

Magnera Corp is a US-listed company in the paper & plastic packaging products & materials industry. Its financial year ends in September.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

Under review: every model's value for Magnera Corp is far from the share price, which usually points to a data problem (a merger, a share-count change, a one-off) rather than a bargain or a bubble.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds92 adding, 62 cuttingOf 36 active managers that changed their stake, 22 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Magnera files

Where Magnera stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $3.28bn, up 21.8% on a year earlier, slower than the 49.3% growth a quarter earlier. Free-cash-flow margin rose to 3.4% from -1.5% a year earlier. The diluted share count is down 6.0% on a year earlier, which lifts each remaining share. It passes 1 of our 7 financial-health checks.

Our model value for Magnera is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 19, 2026 (estimated)

Magnera Corp's trailing-twelve-month revenue grew 21.8% year on year, with a free-cash-flow margin of 3.4%.

Our discounted-cash-flow model values the business at ~$63 per share in the base case (~$37–$96 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth decelerating: TTM revenue growth slowed to 21.8% (-27.5pp vs the prior quarter), the 3rd consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 21.8% over the last 12 months.
  • Shrinking share count. Diluted shares fell 6.0% in a year, so each share owns more of the business.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 21.6% over 90 days.

Things to watch

  • Growth slowing. The growth rate is 27.5 points lower than a quarter earlier.
  • Volatile shares. Over the past year the shares showed annualised volatility of 57% and a beta of 1.1 against the S&P 500.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 3 of the last four quarters.

Latest results: FY2026 Q3

Filed August 6, 2026
Earnings per share
$0.20 against an average estimate of $0.31: missed by 37.8%
Revenue
$857m, up 2.1% on a year earlier
Share reaction
-4.7% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 19, 2026; average EPS estimate $0.49

Magnera's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.2%
  • 1 week-0.3%
  • 1 month+2.3%
  • This year-21.1%
  • 1 year+31.4%
  • 5 years-94.5%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$3.3B
Operating margin
1.9%
Net margin
-3.4%
EPS (TTM, diluted)
$-3.14

Growth

Revenue growth
+21.8%
Change in growth rate
−27.5 pts
Share count change
−6.0%

Cash

Free cash flow (TTM)
$113M
FCF margin
3.4%
Stock pay % of revenue
0.5%

Earnings

Last results
August 6, 2026
Next results (est.)
November 18, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Partnership
  3. Announcement
  4. Announcement
  5. Announcement
  6. Results
  7. Announcement
  8. Announcement
  9. Results
  10. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

Our value per share comes from a discounted-cash-flow model of Magnera Corp's free cash flow after stock-based pay ( $94.8M, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation multiples over time Market data may be delayed

Magnera Corp: market value and multiples by fiscal year
At fiscal year end 2016201720182019202020212022202320242025Now
Share price$192.53$255.41$233.76$109.21$212.84$199.29$216.82$26.00$23.01$11.03$11.94
Market value$8.5bn$11.3bn$10.4bn$4.8bn$9.4bn$8.9bn$9.7bn$827m$732m$392m$427m
+ Net debt (− = net cash)$0$0$0$0$0$0$0$821m−$42m$1.6bn$1.6bn
Enterprise value$8.5bn$11.3bn$10.4bn$4.8bn$9.4bn$8.9bn$9.7bn$1.6bn$690m$2.0bn$2.0bn
Multiples
Price / sales 5.1x7.0x13.0x5.5x10.1x9.7x9.0x0.4x0.3x0.1x0.1x
Price / earnings 131.0xn/mn/m——n/mn/m21.8x———
Price / free cash flow n/m———125.1x110.0xn/m4.9x6.1x10.9x3.8x
EV / EBITDA 53.0xn/m137.9x68.8x89.1x84.1x108.2x6.9x20.3x9.7x8.2x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

31 /100

Weak moat

How hard Magnera's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 1 / 20

    Cash operating profit has been a median 2.5% of total assets over 10 years.

  • Pricing power 8 / 20

    Gross margin has been a median 12.7%, moving by 2.5 percentage points (standard deviation) across 10 years.

  • Durability 0 / 20

    Operating margin has been a median 0.9%; its worst year was -7.6%.

  • Cash conversion 3 / 20

    Free cash flow was positive in 3 of 10 years, at a median -2.6% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 19.0% over five years; stock-based pay has been a median 0.5% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 19, 2026, before the open. Analysts expect revenue of $922m and EPS of $0.49 (range $0.49 to $0.49) for the quarter.

Analysts' consensus

Magnera Corp: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $1.55 +147% $3.4bn +5%
Next $2.05 +32% $3.4bn +1%

Next year's EPS estimate has moved +21.6% in 90 days, across 1 analysts.

Earnings against estimates

Magnera Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 $0.31 $0.20 −37.8%
Mar 2026 −$0.11 $0.11 +201.3%
Dec 2025 $0.10 −$0.11 −209.2%
Sept 2025 $0.13 $0.08 −37.6%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026

No numeric guidance in Magnera Corp's latest earnings release (filed August 6, 2026). Some companies give their outlook only on the earnings call.

How our valuation uses these forecasts

Our cash-flow model grows Magnera Corp's revenue by +12.5% next year and +17.5% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+3.6%, weight 45%) and the company's own record (+20.0%, weight 55%) . How the weights are set.

Analyst recommendations

1 analysts, Oct 2026
Buy00%
Hold1100%
Sell00%

Monthly trend

  1. Oct 202611
  2. Sep 202622
  3. Aug 202622

Counts of recommendations published by analysts covering Magnera Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.2%
of tradable shares
Days to cover
4.97
at average volume
Short interest, 1 month
−7%
to September 30, 2026
Held by institutions
—
of shares
Held by insiders
1.2%
of shares
Employees
8,000
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +31.4%

$9.09 on October 31, 2025 to $11.94

Magnera Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $2.7bn $3.3bn +21.8%
P/S multiple 0.1x 0.1x +1.4%
Share count 38m 36m +6.4%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

Last 3 years −45.0%

$21.71 on November 3, 2023 to $11.94

Magnera Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.5bn $3.3bn +121.8%
P/S multiple 0.7x 0.1x −80.3%
Share count 45m 36m +25.8%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Magnera Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
MAGN+9%−83%−30%−28%−17%−21%
Industry peers (median)+4%−15%+1%+3%−6%−2%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
MAGN67%17%42%50%50%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
MAGN−27%−88%−72%−50%−65%−42%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 97% from January 25, 2017 to November 19, 2025. Getting back needed a 3264% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$7.96 – $15.26
From 52-week high
−21.8%
vs 50-day average
+1.4%
vs 200-day average
+0.3%
Volatility (1 year)
57%
Beta vs S&P 500
1.14

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±7.3%
After a week
5 up, 7 down
typical move ±15.9%
After a month
3 up, 9 down
typical move ±14.6%
Magnera Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −4.7% +0.5% −10.1% −7.4%
May 7, 2026 +9.1% +0.5% −4.5% +1.0%
February 5, 2026 +4.6% +0.6% −4.3% −18.7%
November 19, 2025 +26.5% −1.1% +71.2% +85.5%
August 6, 2025 +2.5% +0.7% +12.5% −1.2%
May 7, 2025 −9.3% +1.1% −7.1% −12.7%
February 6, 2025 +2.8% −0.6% +17.4% −1.7%
October 30, 2024 +0.6% −2.3% −14.5% −12.5%
August 8, 2024 +18.9% +2.8% +25.9% +9.8%
May 9, 2024 −4.1% +0.7% −1.2% −5.3%
February 22, 2024 −2.4% +2.1% +8.3% −14.6%
November 2, 2023 +2.5% +2.8% −13.5% −4.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Magnera Corp
$1B $1.5B $2B $2.5B $3B $3.5B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.4B Revenue (TTM), FY24 Q1: $1.6B Revenue (TTM), FY24 Q2: $1.5B Revenue (TTM), FY24 Q3: $1.5B Revenue (TTM), FY24 Q4: $1.5B Revenue (TTM), FY25 Q1: $1.7B Revenue (TTM), FY25 Q2: $2.2B Revenue (TTM), FY25 Q3: $2.7B Revenue (TTM), FY25 Q4: $3.2B Revenue (TTM), FY26 Q1: $3.3B Revenue (TTM), FY26 Q2: $3.3B Revenue (TTM), FY26 Q3: $3.3B $3.3B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.4B
FY24 Q1 $1.6B
FY24 Q2 $1.5B
FY24 Q3 $1.5B
FY24 Q4 $1.5B
FY25 Q1 $1.7B
FY25 Q2 $2.2B
FY25 Q3 $2.7B
FY25 Q4 $3.2B
FY26 Q1 $3.3B
FY26 Q2 $3.3B
FY26 Q3 $3.3B
Revenue growth, TTM YoY Magnera Corp
-50% 0% 50% 100% 150% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -0.9% Revenue growth, TTM YoY, FY24 Q1: 6.2% Revenue growth, TTM YoY, FY24 Q2: 3.0% Revenue growth, TTM YoY, FY24 Q3: 1.7% Revenue growth, TTM YoY, FY24 Q4: 4.8% Revenue growth, TTM YoY, FY25 Q1: 6.7% Revenue growth, TTM YoY, FY25 Q2: 42.7% Revenue growth, TTM YoY, FY25 Q3: 79.1% Revenue growth, TTM YoY, FY25 Q4: 112.5% Revenue growth, TTM YoY, FY26 Q1: 94.8% Revenue growth, TTM YoY, FY26 Q2: 49.3% Revenue growth, TTM YoY, FY26 Q3: 21.8% 21.8%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -0.9%
FY24 Q1 6.2%
FY24 Q2 3.0%
FY24 Q3 1.7%
FY24 Q4 4.8%
FY25 Q1 6.7%
FY25 Q2 42.7%
FY25 Q3 79.1%
FY25 Q4 112.5%
FY26 Q1 94.8%
FY26 Q2 49.3%
FY26 Q3 21.8%
Operating margin (TTM) Magnera Corp
-2% -1% 0% 1% 2% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: -1.7% Operating margin (TTM), FY24 Q1: -0.9% Operating margin (TTM), FY24 Q2: -1.4% Operating margin (TTM), FY24 Q3: -0.2% Operating margin (TTM), FY24 Q4: -0.2% Operating margin (TTM), FY25 Q1: -0.8% Operating margin (TTM), FY25 Q2: -0.4% Operating margin (TTM), FY25 Q3: -0.1% Operating margin (TTM), FY25 Q4: 0.2% Operating margin (TTM), FY26 Q1: 1.2% Operating margin (TTM), FY26 Q2: 1.7% Operating margin (TTM), FY26 Q3: 1.9% 1.9%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 -1.7%
FY24 Q1 -0.9%
FY24 Q2 -1.4%
FY24 Q3 -0.2%
FY24 Q4 -0.2%
FY25 Q1 -0.8%
FY25 Q2 -0.4%
FY25 Q3 -0.1%
FY25 Q4 0.2%
FY26 Q1 1.2%
FY26 Q2 1.7%
FY26 Q3 1.9%
FCF margin (TTM) Magnera Corp
-10% -5% 0% 5% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: -3.6% FCF margin (TTM), FY24 Q1: -7.0% FCF margin (TTM), FY24 Q2: -7.2% FCF margin (TTM), FY24 Q3: -4.9% FCF margin (TTM), FY24 Q4: -4.8% FCF margin (TTM), FY25 Q1: -6.2% FCF margin (TTM), FY25 Q2: -1.0% FCF margin (TTM), FY25 Q3: -1.5% FCF margin (TTM), FY25 Q4: 1.1% FCF margin (TTM), FY26 Q1: 2.9% FCF margin (TTM), FY26 Q2: 3.9% FCF margin (TTM), FY26 Q3: 3.4% 3.4%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 -3.6%
FY24 Q1 -7.0%
FY24 Q2 -7.2%
FY24 Q3 -4.9%
FY24 Q4 -4.8%
FY25 Q1 -6.2%
FY25 Q2 -1.0%
FY25 Q3 -1.5%
FY25 Q4 1.1%
FY26 Q1 2.9%
FY26 Q2 3.9%
FY26 Q3 3.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Magnera Corp: annual financial statements
Fiscal year 2010 Dec 2009 2011 Dec 2010 2012 Dec 2011 2013 Dec 2012 2014 Dec 2013 2015 Dec 2014 2016 Dec 2015 2017 Dec 2016 2018 Dec 2017 2019 Dec 2018 2020 Dec 2019 2021 Dec 2020 2022 Dec 2021 2023 Sept 2023 2024 Sept 2024 2025 Sept 2025 LTM Jun 2026
Income
Revenue 1,197 1,466 1,612 1,585 1,726 1,810 1,667 1,611 800 866 928 916 1,085 2,275 2,187 3,204 3,284
Gross profit 270 186 206 214 219 235 203 132 144 130 148 148 145 280 237 337 392
EBITDA 222 130 155 171 155 177 160 18 75 69 105 106 90 238 34 211 250
Operating income 160 65 85 102 87 107 96 −22 33 22 55 49 29 69 −141 5 63
Net income 123 54 43 59 67 69 65 22 8 −178 −22 21 7 38 −154 −159 −112
Diluted EPS $2.70 $1.17 $0.93 $1.36 $1.52 $1.57 $1.47 $0.49 $0.18 −$4.06 −$0.49 $0.48 $0.15 $1.19 −$4.84 −$4.47 −$3.14
Growth (year on year)
Revenue — +22.4% +10.0% −1.7% +8.9% +4.9% −7.9% −3.3% −50.3% +8.2% +7.1% −1.2% +18.4% +109.7% −3.9% +46.5% +21.8%
EBITDA — −41.2% +18.5% +10.9% −9.7% +14.6% −10.0% −88.9% — −7.8% +51.8% +0.3% −14.9% +164.3% −85.7% — +36.8%
Operating income — −59.7% +32.0% +19.5% −15.1% +23.4% −9.7% −122.3% — −34.0% +149.0% −10.0% −41.8% +141.1% −304.3% — —
Net income — −55.9% −21.6% +39.1% +13.1% +3.1% −6.7% −66.6% — — — — −67.4% — — — —
Diluted EPS — −56.7% −20.5% +46.2% +11.8% +3.3% −6.4% −66.7% — — — — −68.8% — — — —
Margins
Gross margin 22.5% 12.7% 12.8% 13.5% 12.7% 13.0% 12.2% 8.2% 17.9% 15.1% 15.9% 16.1% 13.3% 12.3% 10.8% 10.5% 11.9%
EBITDA margin 18.5% 8.9% 9.6% 10.8% 9.0% 9.8% 9.6% 1.1% 9.4% 8.0% 11.4% 11.5% 8.3% 10.5% 1.6% 6.6% 7.6%
Operating margin 13.4% 4.4% 5.3% 6.4% 5.0% 5.9% 5.8% −1.3% 4.2% 2.5% 5.9% 5.4% 2.6% 3.0% −6.4% 0.2% 1.9%
Net margin 10.3% 3.7% 2.6% 3.7% 3.9% 3.8% 3.9% 1.3% 1.0% −20.5% −2.3% 2.3% 0.6% 1.7% −7.0% −5.0% −3.4%
Free-cash-flow margin 11.5% 9.0% 4.7% 3.4% 4.1% 1.9% 2.0% −1.9% −3.4% −5.6% 8.1% 8.8% 3.8% 7.4% 5.5% 1.1% 3.4%
Cash flow
Cash from operations 164 168 140 113 174 100 134 31 53 −6 103 109 71 257 192 103 172
Capital spending 26 36 64 59 103 66 100 61 81 42 28 28 30 88 72 67 59
Free cash flow 138 132 76 54 71 34 34 −30 −28 −48 75 81 41 169 120 36 113
Stock-based pay 5 6 6 7 7 8 7 5 5 6 4 6 5 7 7 19 17
Free cash flow after stock pay 133 126 70 48 63 26 27 −36 −33 −54 71 75 36 162 113 17 96
Balance sheet
Cash — — — — — — — — — — — — — 53 42 305 280
Total debt 0 333 227 250 442 405 364 375 483 413 362 315 799 873 — 1,952 1,901
Net debt (negative = net cash) — — — — — — — — — — — — — 821 −42 1,647 1,621
Diluted shares — 46m 46m 44m 44m 44m 44m 44m 44m 44m 44m 45m 45m 32m 32m 36m 36m
Returned to shareholders
Dividends 17 17 17 16 17 19 20 22 22 23 23 23 24 — — — —
Buybacks — — 48 6 — 12 — — — — — — — — — — —
Total returned 17 17 65 21 17 31 20 22 22 23 23 23 24 — — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 7 checks passed · June 27, 2026
What it owns · $3.8bn
Short-term assets $1.4bnLonger-term assets $2.4bn
What it owes, and who funded it · $3.8bn
Short-term liabilities $569mLonger-term liabilities $2.2bnShareholders' equity $1.0bn
  • Short-term assets cover short-term liabilities $1.4bn of assets due within a year against $569m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.4bn short-term assets against $2.2bn of longer-dated liabilities.
  • More cash than debt $280m of cash against $1.9bn of debt.
  • Debt below 40% of shareholders' equity Debt is 187% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 136% to 187% over five years.
  • A year's operating cash flow covers at least 20% of debt $172m of operating cash flow against $1.9bn of debt.
  • Operating profit covers interest at least five times over Operating income of $63m against $151m of interest.

From Magnera Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
−6.0%
year over year
Sales & admin spending
6.2%
of revenue
Days sales outstanding
59 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in paper & plastic packaging products & materials
Growth, margins and cash generation against peers
Last 12 months unless stated MAGN MATV CLW SON GPK AVY Median
Revenue, last 12 months $3.3bn $2.0bn $1.5bn $7.4bn $8.6bn $9.2bn $8.0bn
Revenue growth, last 12 months 21.8% 1.1% −3.2% 3.6% 0.0% 5.8% 4.7%
Revenue growth, 3-year average 30.4% −2.6% 43.6% 18.9% −3.7% 2.9% 6.1%
Revenue growth, latest quarter 2.1% 1.2% −3.5% −4.2% −0.7% 10.9% 1.2%
Gross margin 11.9% 19.4% 1.8% 20.2% 15.5% 29.0% 19.7%
Operating margin 1.9% 3.5% −1.6% 2.7% 5.8% — 3.5%
Operating margin, 3-year average 0.5% −12.8% −3.2% 5.3% 9.9% — 5.3%
Net margin −3.4% 4.5% 0.2% −3.1% 2.2% 7.6% 0.9%
Cash from operations / revenue 5.2% 8.1% 7.0% 8.6% 9.2% 13.3% 9.2%
Free-cash-flow margin 3.4% 6.4% 3.8% 4.8% 2.7% 11.5% 4.3%
Free-cash-flow margin, 3-year average −1.0% 4.1% −0.2% 5.0% 3.3% 9.0% 4.1%
Stock pay / revenue 0.5% 0.4% 0.3% 0.2% 0.2% 0.3% 0.4%
Change in share count −6.0% 1.0% −1.9% 0.4% −1.8% −3.0% 0.4%

Median of all 12 companies we cover in paper & plastic packaging products & materials. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to September 27, 2025
Geography
Region Revenue Share YoY
Americas $1.8B 57.2% ▲ 22.8%
United States and Canada (part of Americas) $1.4B 76.3% ▲ 41.1%
Latin America (part of Americas) $435M 23.7% ▼ 13.3%
Rest of World $1.4B 42.8% ▲ 97.6%

From Magnera Corp's 10-K filed November 25, 2025, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$430M
Institutions reporting
175
Shares held vs prior quarter
▲ 2.0%
Positions opened / closed
28 / 21

Top buyers and sellers, Q2 2026: 92 institutions bought and 62 sold ; the biggest buyer was SG Americas Securities, LLC (+398K shares) and the biggest seller Littlejohn & Co LLC (−537K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Newtyn Management, LLC $32.9M 2.8M 7.7% ▲ 1.4%
Blackrock, Inc. $30.5M 2.6M 7.1% ▲ 8.6%
Engine Capital Management, LP $26.4M 2.2M 6.1% 0.0%
Littlejohn & Co LLC $22.2M 1.9M 5.2% ▼ 22.1%
Vanguard Capital Management LLC $18.4M 1.6M 4.3% ▲ 1.9%
Morgan Stanley $18M 1.5M 4.2% ▼ 22.0%
Madison Avenue Partners, LP $15.3M 1.3M 3.6% ▼ 18.1%
Diameter Capital Partners LP $14.2M 1.2M 3.3% 0.0%
Assenagon Asset Management S.A. $13.1M 1.1M 3.1% ▲ 50.6%
Dg Capital Management, LLC $12.9M 1.1M 3.0% ▼ 8.8%
Geode Capital Management, LLC $10.1M 862K 2.4% ▲ 10.5%
Canyon Capital Advisors LLC $9.5M 810K 2.2% 0.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Magnera Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 1 trade and filings

No trades in Magnera Corp disclosed in the last 12 months; 1 earlier trade on record.

  • Thomas H. Kean, Jr.(R-NJ 7):Sale (full), $1,001 - $15,000, traded February 12, 2025, filed March 14, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 18, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 7, 2026
  • February 5, 2026
  • November 19, 2025
  • August 6, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on Magnera Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Magnera Corp in brief

What does Magnera Corp do?
Magnera Corp is a US-listed company in the paper & plastic packaging products & materials industry. Its financial year ends in September.
What is Magnera Corp's stock ticker?
Magnera Corp trades under the ticker MAGN on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Magnera Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Magnera Corp reported revenue of $3.3B, 21.8% higher than a year earlier, according to its SEC filings.
What is Magnera Corp's free cash flow?
Magnera Corp's free-cash-flow margin is 3.4% of revenue over the trailing twelve months.
Who are Magnera Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Newtyn Management, LLC, Blackrock, Inc. and Engine Capital Management, LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Magnera Corp's market cap?
On November 2, 2026, Magnera Corp's market capitalisation was about $427M and net debt of $1.6B. Market figures come from third-party market data and may be delayed.
How much debt does Magnera Corp have?
Magnera Corp's debt-to-equity ratio is 186.9%, from its latest balance sheet (136.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are Magnera Corp's competitors?
In our Paper & Plastic Packaging Products & Materials peer group, the companies closest to Magnera Corp are Mativ Holdings, Inc., Clearwater Paper Corp, Sonoco Products Co, Graphic Packaging Holding Co and Avery Dennison. The side-by-side comparison below sets their revenue, margins and growth against Magnera Corp's.
When is Magnera Corp's next earnings date?
Around November 19, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Magnera Corp announces its own schedule.