CCL Industries (1C9) AI Stock Analysis

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CCL Industries

(Frankfurt:1C9)

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Positive Factors

Diversified specialty packaging platformCCL operates across multiple end markets and product categories, including labels, tubes, closures, functional materials, and track-and-trace solutions. This breadth can reduce reliance on any single customer segment while supporting recurring demand for branding, compliance, identification, and packaging functionality.

Negative Factors

Higher net debt and finance costsHigher debt associated with capital spending, acquisitions, and share repurchases reduces balance-sheet flexibility and increases recurring finance costs. If leverage continues rising or borrowing costs remain elevated, more operating cash flow may be diverted away from investment and shareholder returns.

CCL Industries (1C9) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 12.01B
Dividend Yield: 1.38%
Average Volume (3M): 26
Price to Earnings (P/E): 21.1
Beta (1Y): 0.26
Revenue Growth: 2.74%
EPS Growth: 0.38%
Country: Germany
Employees: 26,000
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Packaging & Containers

CCL Industries Business Overview & Revenue Model

Company Description

CCL Industries Inc. is a leading global company specializing in the production of labels and the provision of media and software solutions. Its operations are organized into four distinct segments: CCL, Avery, Checkpoint, and Innovia. The CCL segment...

CCL Industries Earnings Call Summary

Earnings Call Date:Nov 10, 2026(Q3-2026)|% Change Since:0.00%|Next Earnings Date:Feb 24, 2027

Earnings Call SentimentPositive

The call was broadly positive, supported by 12.9% third-quarter sales growth, double-digit adjusted EPS growth, strong organic performance in several businesses, continued shareholder returns, solid liquidity, and favorable results in Avery, Checkpoint, and parts of CCL and Innovia. The main challenges were memory-chip shortages affecting CCL Design, margin pressure from aluminum pass-through and a difficult CCL Secure comparison, European destocking, higher finance and tax costs, lower quarterly free cash flow, and higher net debt. Management nevertheless described the balance sheet as strong and maintained a constructive view of several businesses and the M&A environment.

Positive Updates

Strong Third-Quarter Sales Growth

Third-quarter sales increased 12.9% to $2.22 billion from approximately $1.97 billion, consisting of 6.9% organic growth, 3.9% acquisition-related growth, and a 2.1% positive impact from foreign currency translation.

Negative Updates

Lower Third-Quarter Operating Cash Flow

Free cash flow from operations was an inflow of $230.5 million, down from $333.4 million in the third quarter of 2025. Management attributed the decrease to an increase in working capital and higher taxes paid, partly offset by improved earnings. Trailing-12-month free cash flow from operations remained very strong.

Company Guidance

Capital spending was $302 million through Q3 versus the $470 million planned for 2026, with an estimate that the company will undershoot by something in the range of $30 million to $50 million; 2027 capital spending is expected to be in the neighborhood of $400 million, give or take. For Q4, CCL label businesses in home and personal care, health care, and food and beverage are stable, while CCL Design and its customers will be further impacted by the memory chip supply crisis; some customers say it is likely to continue for a few quarters into next year, with some chip supply products expected to become available in 2027. Avery and Checkpoint face strong comps, Innovia should see similar demand patterns as Q3, December’s a very short month, RFID growth is continuing, European destocking effects will continue, and FX should be another plus in the coming quarter.

CCL Industries Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:1C9 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TSE:WPK	72Outperform	CAD 2.67B	13.90	10.23%	0.44%	3.27%	2.08%
TSE:TCL.B	65Neutral	CAD 488.05M	1.44	29.10%	279.96%	-43.09%	91.71%
TSE:SXP	62Neutral	CAD 84.19M	23.24	3.29%	20.59%	9.08%	-78.32%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
TSE:RIC	60Neutral	CAD 306.66M	14.90	10.96%	4.57%	4.43%	25.08%
TSE:CAS	58Neutral	CAD 1.63B	12.67	7.19%	2.98%	0.38%	534.97%

* Consumer Cyclical Sector Average

Performance Comparison

DE:1C9 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:1C9	Ccl Industries Class B	62.50	9.86	18.72%
TSE:RIC	Richards Packaging (RPI.UN)	28.87	0.23	0.82%
TSE:SXP	Supremex Inc.	3.40	-0.06	-1.62%
TSE:TCL.B	Transcontinental Inc. Class B	7.26	3.46	91.05%
TSE:WPK	Winpak Limited	45.75	2.59	5.99%
TSE:CAS	Cascades Inc	16.09	3.90	31.97%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

CCL Industries AI Stock Analysis