Silgan Holdings Inc. (NYSE:SLGN ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Adam J. Greenlee - President, CEO & Director Alexander Gerhard Hutter - Vice President of Investor Relations Kimberly I.
Silgan Holdings delivered record Q1 results, with adjusted EBIT and EPS at all-time highs, confirming my positive investment thesis. The company expects robust free cash flow of $450M for 2025, translating to a 7.5% FCF yield at current share prices. Strong cash flows make both the equity and the 2028 bond (offering a 5.1% yield) attractive investment opportunities.
Conventional investor wisdom holds that the consumer discretionary sector performs best when the economy is thriving and customers have money to spend. Low interest rates and strong job growth may be other important indicators of a potential boom in consumer discretionary companies.
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