Huhtamaki Oyj (HMKIY) AI Stock Analysis

NYSE: HMKIYAI research summary: business, growth, valuation, analysts, bull and bear case.

HMKIY AI stock analysis summary

AI Research

Huhtamaki Oyj is a global packaging company serving foodservice, flexible, and fiber packaging markets. For the trailing twelve months ended June 30, 2026, the company generated $3.91B in revenue with a profit margin of 5.3%. In the latest quarter, earnings grew 113.4% year-over-year while annual revenue grew at a 4-year CAGR of 2.6% from FY2021 to FY2025.

Market cap
$3.51B
Revenue (TTM)
$3.91B
P/E
16.4x
fwd 13.5x
1Y return
-2.6%
S&P 500 16.8%
Avg. target
—

Bull case

  • Free cash flow expanded to $305.1M in FY2025, up from $184.8M in FY2024.
  • Quarterly earnings showed substantial momentum, surging 113.4% year-over-year in the quarter ended June 30, 2026.
  • The stock offers a 3.92% forward dividend yield with a payout ratio of 58.1%.

Bear case

  • Annual revenue has declined for three consecutive years, dropping 4.0% in FY2025 to $3.96B.
  • Operating margin decreased from 8.5% in FY2024 to 6.4% in FY2025.
  • Share performance lagged the market, with a 1-year return of -2.6% compared to a 16.8% return for the S&P 500.

What Huhtamaki Oyj does

Huhtamaki Oyj provides packaging solutions internationally across markets including the United States, Germany, the United Kingdom, and Finland. The company operates through Foodservice Packaging, North America, Flexible Packaging, and Fiber Packaging segments. Its product portfolio includes beverage-to-go solutions such as paper cups, cup carriers, and lids, as well as food-to-go containers, bowls, egg cartons, and fruit trays. It also manufactures flexible packaging solutions such as pouches, sachets, and laminates for food, pet food, dairy, beauty, cleaning, and healthcare applications.

Growth and profitability

Huhtamaki's revenue increased from $3.57B in FY2021 to $4.48B in FY2022, before moderating to $4.17B in FY2023, $4.13B in FY2024, and $3.96B in FY2025. Across the 4-year period from FY2021 to FY2025, revenue grew at a CAGR of 2.6%. Gross margin reached 17.5% in FY2025, compared to 16.6% in FY2021 and 18.9% in FY2024. Operating margin was 6.4% in FY2025, down from 8.5% in FY2024. Net income for FY2025 was $191.8M, representing a net margin of 4.8%. In the latest quarter ended June 30, 2026, revenue increased 0.1% year-over-year, while quarterly earnings expanded by 113.4%.

HMKIY income statement →

Balance sheet and cash flow

As of June 30, 2026, Huhtamaki held $381.3M in cash and short-term investments, against total assets of $4.81B and shareholders' equity of $1.88B. The company maintained a current ratio of 1.43. During FY2025, the business generated $477.0M in operating cash flow and $305.1M in free cash flow. In terms of capital allocation, FY2025 capital expenditures totaled $171.9M and dividends paid amounted to $115.5M.

HMKIY balance sheet →

Valuation and performance

Huhtamaki trades at a trailing price-to-earnings multiple of 16.4x and a forward P/E of 13.5x, compared to medians of 18.0x and 14.1x for its US-listed Consumer Cyclical peers. The stock's EV-to-EBITDA stands at 7.6x, below the peer group median of 11.1x. Its price-to-sales ratio is 0.9x versus 0.7x for peer medians. Over the past year, HMKIY shares delivered a return of -2.6%, trailing the S&P 500 return of 16.8%. The stock traded at $8.35 as of October 16, 2026, matching its 52-week low.

HMKIY key metrics →

HMKIY dividend

Huhtamaki pays a forward annual dividend of $0.33 per share, representing a dividend yield of 3.92%. Dividends are distributed on a semiannual frequency, with a payout ratio of 58.1% and 2 consecutive years paid. The most recent ex-dividend date was October 1, 2026.

HMKIY dividend history →

What analysts expect

For the fiscal year ending December 31, 2026, analysts estimate company revenue at $3.96B. Looking ahead to the next fiscal year, consensus revenue estimates project $4.13B, reflecting estimated year-over-year revenue growth of 4.3%.

HMKIY forecast and price target →

Key risks and what to watch

  • Revenue growth remains muted, recording only 0.1% year-over-year growth in the quarter ended June 30, 2026.
  • Net income dropped to $191.8M in FY2025 from $224.1M in FY2024, reflecting profitability compression.
  • The stock trades at its 52-week low of $8.35, indicating weak recent price momentum.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this HMKIY AI stock analysis

This page is an AI-written research summary of Huhtamaki Oyj (HMKIY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: HMKIY income statement, HMKIY balance sheet, HMKIY key metrics, HMKIY analyst forecast, HMKIY chart. See the HMKIY stock overview for the latest quote and news.

HMKIY AI stock analysis FAQ

What dividend does Huhtamaki pay?

Huhtamaki pays an annual forward dividend of $0.33 per share on a semiannual basis, yielding 3.92% with a 58.1% payout ratio as of October 16, 2026.

How does Huhtamaki's valuation compare to its sector?

Huhtamaki trades at a forward P/E of 13.5x and an EV-to-EBITDA of 7.6x, both below the US-listed Consumer Cyclical peer medians of 14.1x and 11.1x.

What are Huhtamaki's revenue projections?

Consensus estimates project revenue of $3.96B for FY2026, followed by 4.3% growth to $4.13B in the next fiscal year.

How strong is Huhtamaki's balance sheet?

As of June 30, 2026, Huhtamaki held $381.3M in cash and short-term investments, reported a current ratio of 1.43, and had $1.88B in shareholders' equity.

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