Sealed Air Corporation (SEE)

On November 17, 2025, Sealed Air Corp. announced a definitive agreement to be acquired by Clayton, Dubilier & Rice (CD&R) for $42.15 per share in an all-cash transaction, valuing the company at $10.3 billion. Following the news, Sealed Air's shares initially slid about 3% on November 17, 2025, after having surged approximately 19.4% on November 13, 2025, due to rumors of potential buyout talks. Over the past six months, the stock price has seen a gain of 31.57%. The transaction is expected to close by mid-2026, pending regulatory clearances and shareholder approval, after which Sealed Air would be delisted from the New York Stock Exchange and become a private company.

Sealed Air Corp. experiences demand seasonality influenced by macroeconomic factors. The company has faced persistent demand headwinds, particularly in North America Food, along with accelerating volume and pricing pressures. The company's free cash flow is typically higher in the latter part of the year due to planned reductions in accounts payable and a seasonally weighted inventory drawdown in the fourth quarter.

Sealed Air Corporation (SEE) is a global provider of packaging solutions, focused on plastic and paper packaging and urethane foam manufacturing. It operates through Food and Protective divisions, offering integrated packaging materials and automation equipment. In 2023, the company generated over $5.5 billion in revenues.

Sealed Air Corp. has a significant global presence, serving customers in over 117 countries and territories across the Americas, Europe, Africa, the Middle East, and Asia Pacific. The company operates 98 manufacturing facilities, packaging equipment and design centers, and innovation centers worldwide.

Sealed Air Corporation adopted the corporate brand "SEE" in May 2023, emphasizing automation, digitalization, and sustainability. The company aims for 100% of its packaging solutions to be recyclable or reusable by 2025 and to incorporate an average of 50% recycled or renewable content. Sealed Air has also committed to reducing absolute Scope 1 and 2 GHG emissions by 46% by 2030 from a 2019 base year. In the 2022 Nature Benchmark, Sealed Air's performance was below average among its containers and packaging peers.

Sealed Air Corp.'s ownership is primarily composed of institutional investors, holding approximately 54.17% to 76.30% of the company's stock. Insiders own about 0.66%, while public companies and individual investors hold between 22.13% and 23.04%. Major institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., and T. Rowe Price Investment Management, Inc.