Crown Holdings' (CCK) volume growth should remain above-market, supported by its 80/20 mix of non-alcoholic to alcoholic beverages and limited mid-single-digit mass beer exposure in the US, RBC Capital Markets said Thursday, following meetings with Crown executives in Toronto.
RBC also took note of the company's strong price to cost ratio offsetting Middle East headwinds and prudent capital allocation including $600 million to $700 million in share buybacks during 2026 and 2027.
The company delivered 5% volume growth in Q1 and Q2, and following non-deal roadshows, RBC became confident in Crown's 2026 volume growth guidance of 3% to 4%, implying H2 growth of 4% to 5%. The brokerage believes Crown can deliver continued above-market, low-single-digit volume growth in 2027, according to the note.
Non-beverage can businesses are performing well, with potential upside in H2 and 2027 from continued strength in beverage can equipment and tin food, as well as improved Transit Packaging performance in H2, the note added.
RBC kept an outperform rating on Crown Holdings with a price target of $135.
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