SEE SEALED AIR CORP/DE

NEUTRAL Impact: 6/10 8-K
Horizon weeks Filed Mar 5, 2026 Processed 3mo ago SEC 0001193125-26-094173
8-K context-dependent: Items 8.01
Latest settled — T+20d ⚠ clustered
SEE ▲ +0.77% at T+20d
NEUTRAL call ✓ call won +0.77% · α vs SPY +2.81% · entry $41.78 → $42.10
Next anchor: T+60d due 9d ago
Latest observation: T+24 +0.94% FF3 residual α
Entry anchored
Mar 5, 03:59 PM ET
via Databento tick
T+1d
+0.12%
call +0.12% · α -0.73%
$41.83
settled 3mo ago
T+5d
+0.14%
call +0.14% · α +1.67%
$41.84
settled 3mo ago
T+20d
+0.77%
call +0.77% · α +2.81%
$42.10
settled 2mo ago
T+60d
call — · α —
due 9d ago

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Executive Summary

Sealed Air Corporation (SEE) disclosed expected debt financing for its acquisition by affiliates of Clayton, Dubilier & Rice (CD&R), including approximately $8.55 billion in total debt, comprising term loans, senior secured and unsecured notes, and a $1.4 billion revolving credit facility. The company also expects to redeem most of its outstanding senior notes upon transaction close, with $450 million of 6.875% notes due 2033 remaining outstanding.

Actionable Insight

Traders should monitor the closing of the acquisition and subsequent refinancing impact on Sealed Air's credit metrics and interest burden. The retention of $450M in 6.875% notes may signal selective capital structure optimization. Equity holders should note the impending delisting upon deal close.

Key Facts

  • Acquisition of Sealed Air by CD&R affiliates is pending, with stockholder approval already obtained on February 25, 2026
  • Expected debt financing totals approximately $8.55 billion, including $4.3B USD term loan, $600M euro term loan, $1.15B senior secured notes, $600M euro senior secured notes, and $500M senior unsecured notes
  • A $1.4 billion senior secured revolving credit facility is also planned
  • Company expects to redeem all senior notes due 2027 through 2032 upon closing
  • $450 million of 6.875% senior notes due 2033 will remain outstanding and secured post-transaction

Financial Impact

Approximately $8.55 billion in new debt financing expected, with $450 million of existing notes remaining post-transaction

debtleverageinterest expensecredit profile

Risk Factors

  • Transaction may not close due to regulatory, financing, or other conditions
  • Significant increase in leverage could pressure credit ratings and future financial flexibility
  • Market conditions could alter final financing terms or timing

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-094173
Document: 0001193125-26-094173-index-headers.html0001193125-26-094173
Document: 0001193125-26-094173-index.html0001193125-26-094173
Document: 0001193125-26-094173.txt0001193125-26-094173
5 reports for SEE
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Reports for SEE — sortable, filterable
Type Now
Apr 20, 2026
7w ago
15-12G
NEUTRAL ★ 9/10
awaiting T+1
Apr 9, 2026
8w ago
25-NSE
NEUTRAL ★ 9/10
$42.15 $42.15· 0.00%▲ +0.06%
Apr 9, 2026
8w ago
8-K
NEUTRAL ★ 9/10
$42.15 $42.15· 0.00%▲ +0.06%
Mar 5, 2026
13w ago
8-K
MIXED ★ 6/10
$41.78 $41.83▲ +0.12%▼ −0.73%
Mar 5, 2026
13w ago
8-K
NEUTRAL ★ 6/10
$41.78 $41.83▲ +0.12%▼ −0.73%
Showing 5 of 5

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