Jul. 17 at 8:33 PM
Raymond James remains positive on the packaging sector, favoring beverage can manufacturers and dispensing-system companies as volume trends hold up and input cost pressures ease. The firm is more cautious on food and beverage packaging following weaker results from consumer staples companies.
Crown Holdings is Raymond James' top beverage can pick heading into Q2 earnings, supported by stronger North American growth and favorable international exposure. Silgan Holdings is expected to see accelerating demand for dispensing systems and specialty closures in the second half of 2026, while lower resin prices could provide upside to margins. AptarGroup's pharmaceutical segment is viewed as having bottomed in Q1, with sales expected to improve through the remainder of the year and accelerate in 2027. All three companies recently reported better-than-expected Q1 results and received positive analyst actions.
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