Silgan Holdings (SLGN)
NYSEMaterialsPackaging & ContainersSnapshot 2026-11-04
$42.66+2.77%
Close 2026-11-04 · 1-day change
NYSEMaterialsPackaging & ContainersSnapshot 2026-11-04
QuarterlyIQ Insights · SLGN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -13.5% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to long-term interest rates and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 6.4% |
Growth built into the price is above our model estimate.
The price assumes 19.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers · Company calendar date is not available
SLGN — dividend update
Dated 2026-11-03
Other Events. On November 3, 2026, the Registrant announced that its Board of Directors declared a quarterly cash dividend on its common stock of $0.21 per share, payable on December 15, 2026 to the holders of record of common stock of the Registrant on December 1, 2026. For additional information regarding this announcement, refer to Exhibit 99.1 filed with this Current Report on Form 8-K. Section 9—Financial Statements and Exhibits
Why it matters: Silgan kept its cash flow goal despite weak interim cash flow. Meeting it would support its plan to fund investment and return cash.
Watch forSilgan reports 2026 free cash flow of about $450 million, near its stated estimate.
Also watch forSilgan cuts its $450 million estimate or reports 2026 free cash flow well below it.
Why it matters: The deal would reshape Silgan’s metal packaging business. Closing on the stated terms would start the path toward the planned $225 million in synergies.
Watch forSilgan reports that the Trivium deal and acquisition are complete. The announced terms have not changed in a material way.
Also watch forSilgan reports a deal delay, cancellation, or major change to the announced terms.
Why it matters: Soup demand pulled down third-quarter volume, while pet food and produce grew. A recovery would show those weaker markets are easing.
Supportive ifIn a later quarter, Metal Containers volume is flat or higher than a year ago. Soup volume no longer weighs on results.
Worry ifMetal Containers volume falls more than 4% year over year again, with soup markets still weak.
Why it matters: Silgan raised the low end of its 2026 profit range after a strong third quarter. Results below $3.83 would miss that raised floor.
Watch forSilgan reports 2026 adjusted EPS of $3.83 or higher, within its latest $3.83–$3.93 range.
Also watch forSilgan reports 2026 adjusted EPS below $3.83 or cuts the latest range before year-end.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$101 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $266 loss on $10,000 · 2.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,857 loss on $10,000 · 28.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.