/24 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Or For the transition period from to Commission File Number: 1-12139 SEALED AIR CORPORATION (Exact name of registrant as specified in its charter) Delaware 65-0654331 (State or other juris ...

财务数据和关键指标变化 - 第一季度净销售额同比下降2%，调整后EBITDA下降17%，调整后每股收益下降33% [13][14] - 第一季度调整后EBITDA为2.67亿美元，同比下降18%，毛利率为19.8%，下降330个基点 [14] - 第一季度自由现金流为负1300万美元，较去年同期略有改善 [16] 各条业务线数据和关键指标变化 - 食品业务第一季度净销售额为8.53亿美元，同比增长1%，调整后EBITDA为1.95亿美元，毛利率为22.8%，下降200个基点 [15] - 保护业务第一季度净销售额为4.96亿美元，同比下降17%，调整后EBITDA为8000万美元，毛利率为15.2%，下降470个基点 [15] - 自动化业务第一季度销售额同比增长5%，预计全年销售额将超过5.25亿美元 [12] 各个市场数据和关键指标变化 - 第一季度EMEA地区销售额增长4%，美洲地区下降4%，亚太地区下降1% [14] - 液体和流体业务第一季度有机增长为两位数，包括Liquibox在内的销售额占总销售额的近10% [7] - 消费者准备解决方案市场规模超过100亿美元，是公司最大的增长市场之一 [7] 公司战略和发展方向和行业竞争 - 公司正在进行品牌重塑，新品牌名为SEE，旨在成为市场驱动的客户优先解决方案公司 [5] - 公司正在从产品导向型向市场驱动的客户优先解决方案公司转型，重点关注自动化、数字和可持续包装解决方案 [7] - 公司计划通过整合自动化、材料科学和创新，在液体和流体市场实现超过10亿美元的收入目标 [8] 管理层对经营环境和未来前景的评论 - 管理层预计2023年下半年市场状况将有所改善，特别是在自动化、液体和流体业务方面 [12] - 管理层预计2023年全年净销售额在58.5亿至61亿美元之间，调整后EBITDA在12.5亿至13亿美元之间，调整后每股收益在3.50至3.80美元之间 [17] - 管理层预计2023年自由现金流在4.75亿至5.25亿美元之间，自由现金流转换率超过90% [17] 其他重要信息 - 公司完成了对Liquibox的收购，预计Liquibox将在2023年贡献3.4亿至3.6亿美元的销售额 [12] - 公司预计2023年全年调整后EBITDA利润率约为21% [17] - 公司预计2023年全年调整后税率约为24% [14] 问答环节所有提问和回答 问题: 各地区和终端市场的销量趋势 - 第一季度食品业务总体销量下降3%，主要受零售市场疲软影响，EMEA地区尤为严重 [21] - 第一季度保护业务销量同比下降18%，主要受渠道合作伙伴去库存影响，美洲地区尤为严重 [21] - 管理层预计下半年食品业务销量将略有增长，保护业务销量将恢复到2019年水平 [23] 问题: 自动化业务的趋势 - 第一季度食品业务自动化销售额同比增长13%，保护业务自动化销售额持平 [26] - 管理层预计自动化业务全年将保持强劲增长，尽管部分客户推迟了资本支出 [26] - 管理层预计自动化业务将在下半年加速增长，特别是在液体和流体业务方面 [26] 问题: 去库存趋势 - 第一季度保护业务去库存现象严重，约占销量下降的三分之一 [33] - 管理层预计主要渠道合作伙伴的去库存将在第二季度结束，但APS业务和小客户的去库存将持续到年中 [33] - 管理层认为去库存为公司提供了与客户和渠道合作伙伴更紧密合作的机会，有助于下半年业务复苏 [35] 问题: 工业市场趋势 - 电子行业是受影响最大的工业市场之一，管理层预计下半年将恢复两位数增长 [37] - 管理层预计原材料供应的改善将有助于下半年业绩提升 [37][38] 问题: 食品业务利润率 - 第一季度食品业务调整后EBITDA利润率为22.8%，同比下降200个基点 [50] - 管理层预计下半年食品业务利润率将有所改善，主要得益于销量回升和自动化业务的推动 [50] 问题: 液体和流体业务增长 - 第一季度液体和流体业务有机增长为两位数，包括Liquibox在内的销售额占总销售额的近10% [40] - 管理层预计Liquibox业务将在下半年发挥更大作用，推动公司整体业绩提升 [40]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-12139 SEALED AIR CORPORATION (Exact name of registrant as specified in its charter) Delaware 65-0654331 (State or other jurisdiction of ...

Sealed Air Corporation (NYSE:SEE) Q4 2022 Earnings Conference Call February 9, 2023 10:00 AM ET Company Participants Brian Sullivan - Investor Relations Ted Doheny - Chief Executive Officer Emile Chammas - Chief Operating Officer Christopher Stephens - Chief Financial Officer Conference Call Participants Arun Viswanathan - RBC Capital Markets George Staphos - Bank of America Ghansham Panjabi - R.W. Baird Phil Ng - Jefferies Anthony Pettinari - Citi Angel Castillo - Morgan Stanley Adam Josephson - KeyBanc Ad ...

Q4 & FY 2022 Earnings and 2023 Outlook SEE Accelerating to High Quality Growth Company Ted Doheny, President & CEO Chris Stephens, SVP & CFO Emile Chammas, SVP & COO Brian Sullivan, Executive Director Assistant Treasurer & Investor Relations February 9, 2023 Conference Call Supplement (Unaudited Results) This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of hist ...

Sealed Air Corp (NYSE:SEE) Q3 2022 Earnings Conference Call November 1, 2022 10:00 AM ET Company Participants Brian Sullivan - Executive Director, IR & Assistant Treasurer Edward Doheny - CEO, President & Director Chris Stephens - SVP & CFO Sergio Pupkin - SVP and Chief Growth & Strategy Officer Susan Yang - Corporate Treasurer & Finance Leader, SEE Automation Conference Call Participants George Staphos - Bank of America Merrill Lynch Ghansham Panjabi - Robert W. Baird & Co. Lawrence De Maria - William Blai ...

2022 Third Quarter Earnings SEE Leader in Automation, Digital and Sustainability Ted Doheny, President & CEO Chris Stephens, SVP & CFO Sergio Pupkin, SVP & Chief Growth and Strategy Officer Susan Yang, VP SEE Automation Finance Leader and Treasurer Brian Sullivan, Executive Director Assistant Treasurer & Investor Relations November 1, 2022 Conference Call Supplement (Unaudited Results) Safe Harbor and Regulation G Statement Forward-looking Statements This presentation contains "forward-looking statements" w ...

Sealed Air Corporation (NYSE:SEE) Q2 2022 Results Conference Call August 2, 2022 10:00 AM ET Company Participants Brian Sullivan - Investor Relations Edward Doheny - Chief Executive Officer Chris Stephens - Chief Financial Officer Conference Call Participants Lawrence De Maria - William Blair Philip Ng - Jefferies Adam Samuelson - Goldman Sachs Anthony Pettinari - Citigroup George Staphos - Bank of America Adam Josephson - KeyBanc Angel Castillo - Morgan Stanley Kieran De Brun - Mizuho Operator Good day and ...

2022 Second Quarter Earnings SEE Sustainable Packaging Journey Ted Doheny, President & CEO Chris Stephens, SVP & CFO Brian Sullivan, Executive Director Assistant Treasurer & Investor Relations August 2, 2022 Conference Call Supplement (Unaudited Results) Safe Harbor and Regulation G Statement Forward-looking Statements This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than sta ...

Industrials & Materials Conference SEE Investor Overview Automation, Digital and Sustainability Packaging Solutions New York City – May 10, 2022 Ted Doheny, President and CEO Emile Chammas, SVP & COO Mickael Msica, VP FP&A and Supply Chain Finance Louise Lagache Investor Relations | louise.lagache@sealedair.com Safe Harbor and Regulation G Statement Forward-looking Statements This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Li ...