News Details

Sonoco Reports Fourth Quarter and Twelve Months Earnings

January 28, 2004

HARTSVILLE, S.C., Jan. 28 /PRNewswire-FirstCall/ -- Sonoco (NYSE: SON), the global packaging company, today reported earnings per diluted share for the fourth quarter of 2003 of $.75, versus $.36 for the same period in 2002. Earnings for the fourth quarter of 2003 included a net gain on the sale of the Company's High Density Film business of $.51 per share and restructuring charges of $.13 per share, compared with restructuring charges of $.02 per share in the fourth quarter of 2002, it was announced by Harris E. DeLoach, Jr., president and chief executive officer.

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In late December 2003, the Company completed the sale of its High Density Film business to Hilex Poly Co., LLC, at a price of approximately $119 million, including approximately $81 million in cash, subject to final determination of net working capital, and the balance in subordinated notes and preferred nonvoting membership interests, resulting in a net gain of approximately $63.1 million ($49.4 million after tax). Operating results of this business for all periods, as well as the gain in the fourth quarter of 2003, are presented as "income from discontinued operations (net of income taxes)" in the accompanying condensed consolidated statements of income.

Sales from continuing operations for the fourth quarter of 2003 were $730.2 million, versus $699.9 million for the same period in 2002. Net income from continuing operations for the fourth quarter of 2003 was $18.9 million, versus $30.5 million in the fourth quarter of 2002. Net income from continuing operations for the fourth quarter of 2003 included after-tax restructuring charges of approximately $12.6 million in connection with the Company's announced restructuring actions, as compared with restructuring charges of $2 million after tax during the same period in 2002.

"Net income for the fourth quarter was positively impacted primarily by the gain on the sale of Sonoco's High Density Film business, lower costs resulting from productivity initiatives including restructuring and a lower effective tax rate. Results were negatively impacted principally due to restructuring charges related to the announcements during the quarter of four plant closings and additional restructuring costs related to previously announced restructuring actions. The Company also incurred operating costs not charged to restructuring relating to the transition of business from its Fulton, N.Y., flexibles plant to other Sonoco facilities during the fourth quarter," said DeLoach.

The restructuring is part of Sonoco's previously announced plans to reduce its overall cost structure by $54 million (pretax). Since the target was announced, the Company has implemented actions to achieve approximately $48 million in reduced year over year costs. The Company expects to announce in 2004 the closing of an additional five to ten plants which is expected to result in additional savings of approximately $6 million (pretax) in annualized fixed cost reductions, excluding the impact of restructuring charges related to these actions which cannot be estimated at this time," he said. DeLoach explained that the quarter was also negatively impacted by the anticipated and previously disclosed higher pension and postretirement costs of approximately $.05 per share, compared with the fourth quarter of 2002.

"Sales for the fourth quarter were up approximately 4 percent over the same period last year, primarily reflecting the favorable impact of foreign exchange translation and slightly higher volumes," DeLoach observed.

"Company-wide volumes during the quarter were up by approximately 1 percent, versus the same period last year. Volume increases in the Company's industrial packaging segment resulted primarily from higher demand for global engineered carriers and protective packaging. In the consumer packaging segment, volumes declined, compared with the fourth quarter of 2002, due to decreases in flexible packaging, partially offset by improvements in rigid paper and plastics and closures," stated DeLoach.

Cash generated from operations for the fourth quarter was $122.8 million, compared with $57.2 million for the same period in 2002. Fourth quarter cash generated from operations, which included the impact of funding benefit plans of approximately $20 million, and the $81.1 million in cash from the sale of the High Density Film business were used to reduce debt by approximately $107.4 million, for capital expenditures of $32 million and to pay dividends of $20.3 million. Cash from operations in 2002 included the impact of approximately $77 million in pension funding.

For the year ended December 31, 2003, earnings per diluted share were $1.43, versus $1.39 for the year 2002. Earnings for 2003 included a net gain on the sale of assets of $.51 per share and restructuring charges of $.38 per share, compared with restructuring charges of $.08 per share in 2002. Net income from continuing operations for 2003 was $78.2 million vs. $125.5 in the same period last year. Net income from continuing operations for the year 2003 included after-tax restructuring charges of $36.8 million, compared with after-tax restructuring charges of $8.1 million during the year 2002. Sales from continuing operations for 2003 were $2.8 billion, versus $2.7 billion in the same period last year.

Also for the full twelve months of 2003, cash generated from operations was $328.4 million, versus $271.4 million for the full year 2002. Cash generated from operations for the year 2003, which included the impact of funding benefit plans of $23 million, and the $81.1 million in cash from the sale of the High Density Film business were used to reduce debt by approximately $165.1 million, for capital expenditures of $113.6 million and to pay dividends of $81.1 million. Cash from operations in 2002 included the impact of approximately $120 million in pension funding.

"Despite operating in a depressed manufacturing economy for the fourth consecutive year and experiencing continued pricing pressure and increased raw material costs, additional pension and postretirement expenses of $.19 per diluted share ($.50 per diluted share increase over the last three years), and higher energy and healthcare expenses, we made significant progress during 2003 toward positioning the Company for profitable growth going forward. For example, we continued to generate strong cash flow from operations, initiated an additional $48 million in structural cost reductions and reduced our exposure to the more cyclical high density resin markets with the sale of our High Density Film business, which will also enable us to redeploy the value of those assets into our higher growth rate businesses. In addition, we are significantly increasing the number of new products being readied for market introduction, driven by over 700 global patent applications since 2000," said DeLoach.

"Our United States pension plan was fully funded at year-end, we have paid consecutive dividends since 1925 which currently have an annual yield of about 3.5 percent, we have one of only two A-range credit ratings in the packaging industry, we are the global market leader in engineered carriers and rigid paper packaging, and our customer list is a "Who's who" of global industrial and consumer companies," he stated.

"Overall, we believe we have significantly improved our sales and earnings potential and are well positioned to benefit from any general economic improvement affecting the markets we serve.

"Looking forward, the Company will work toward achieving its growth guideline of approximately $4 billion in profitable sales over the next four years. We expect to do so through acquisitions, joint ventures and organic growth (consisting of geographical expansion of existing products, the extension of current technologies and through new product and market development).

"Any acquisitions, of course, would be expected to meet our criteria of being complementary to our existing businesses, not being dilutive in the first year and return our cost of capital within the first three to four years. To help drive our growth initiatives, we have initiated an executive- level growth readiness team, reporting to me, to help identify opportunities, ensure execution and measure our progress," DeLoach explained.

He also noted that the Company expects its cash flow from operations to average in the annual range of $330 million to $360 million over the next four years, with capital expenditures expected to average between $125 million and $150 million annually. The Company expects to contribute about $25 million annually to its pension and postretirement plans. Furthermore, effective January 1, 2004, the Company switched to a defined contribution plan for new employees which, longer term, should make costs more predictable."

"In 2004, we certainly expect to benefit from our cost reductions and continued productivity improvement and do not anticipate a significant increase in pension and postretirement expenses. These positive factors are, however, likely to be partially offset by continued price/cost pressures, the loss of earnings from the High Density Film business and higher benefit costs. While we have seen three consecutive months of modestly improved year-over- year volumes in our industrial packaging segment, we do not expect significant volume improvements in our industrial packaging segment at least through the first quarter of 2004. Assuming no significant change in volumes, we expect earnings for the first quarter of 2004 in the range of $.31 to $.35 per diluted share, excluding any restructuring charges, which cannot be estimated at this time. As previously announced, we expect earnings for the full year 2004 in the range of $1.40 to $1.45 per diluted share, excluding any restructuring charges and assuming no significant changes in volume or pricing.

Segment Review

Consumer Packaging

The consumer packaging segment includes the following products and services: round and shaped rigid packaging, both composite and plastic; printed flexible packaging; metal and plastic ends and closures; specialty packaging; and packaging services.

Fourth quarter 2003 sales for the consumer packaging segment were $328.4 million, versus $324.2 million in the same period for 2002. Operating profit for this segment was $20.1 million, versus $22 million in the fourth quarter of 2002.

Sales in the consumer packaging segment were up year-over-year in the fourth quarter, primarily due to the impact of favorable foreign exchange translations, offset negatively by lower volume. Volumes in the consumer packaging segment were down approximately 1 percent, compared with last year's fourth quarter. Volume improvements in rigid paper and plastic were more than offset by decreases in flexible packaging.

Operating profit for the fourth quarter in the consumer packaging segment declined from the same period last year primarily because of volume shortfalls and increased pension and postretirement expenses, partially offset by lower costs resulting from productivity initiatives and restructuring savings.

Industrial Packaging

The industrial packaging segment includes the following products and services: high-performance paper, plastic and composite engineered carriers; paperboard; wooden, metal and composite reels for wire and cable packaging; fiber-based construction tubes and forms; custom designed protective packaging; and supply chain management capabilities.

Fourth quarter 2003 sales for the industrial packaging segment were $401.8 million, versus $375.7 million in the same period in 2002. Operating profit for the industrial packaging segment for the fourth quarter 2003 was $30.7 million, versus $36.4 million in the fourth quarter of 2002.

"Fourth quarter sales in the industrial packaging segment increased, compared with the same period last year, primarily due to volume increases in the global engineered carrier and protective packaging markets along with the favorable impact of foreign exchange translation, partially offset by the impact of lower selling prices in recovered paper operations.

"Volumes in the industrial packaging segment were up approximately 3 percent over last year's fourth quarter. Operating profit for the segment declined, driven principally by higher energy and pension and postretirement costs, partially offset by lower costs resulting from productivity initiatives and restructuring actions," said DeLoach.

Corporate

Depreciation and amortization expense for the fourth quarter of 2003 was $ ? million, compared with $38.4 million in 2002. Net interest expense for the fourth quarter decreased $1 million, compared with the same period in 2002, primarily due to lower average debt levels.

The effective tax rate for continuing operations for the twelve-month period ending December 31, 2003, was 34.8 percent, compared with 35.6 percent for the same period in 2002. The lower effective tax rate in the fourth quarter was primarily due to restructuring charges and in higher tax rate jurisdictions.

The Company previously announced that it had identified a possible impairment on certain operational assets in Asia. Following the completion of the analysis, it was determined that no impairment currently exists.

Sonoco, founded in 1899, is a $3 billion global manufacturer of industrial and consumer products and provider of packaging services, with more than 300 operations in 32 countries serving customers in some 85 nations. Additional information about the Company is available at www.sonoco.com.

Conference Call

Sonoco will host its regular quarterly conference call concerning financial results for the most recent quarter today, Wednesday, January 28, 2004, at 2:00 p.m. EST. The conference call can be accessed in a "listen only" mode via the Internet at www.firstcallevents.com/service/ajwz396398548gf12.html. A replay will be available through the Investor Information section of the Sonoco Web site at www.sonoco.com for six months after the conference.

Forward-looking Statements and Other Information

Statements included herein that are not historical in nature are intended to be, and are hereby identified as, "forward-looking statements" for purposes of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended. The words "estimate," "project," "intend," "expect," "believe," "anticipate," "objective," "goal," and similar expressions identify forward-looking statements. Forward-looking statements include, but are not limited to, statements regarding offsetting high raw material costs, adequacy of income tax provisions, refinancing of debt, adequacy of cash flows, effects of acquisitions and dispositions, adequacy of provisions for environmental liabilities and financial strategies and the results expected from them, and producing improvements in earnings. Such forward-looking statements are based on current expectations, estimates and projections about our industry, management's beliefs and certain assumptions made by management. Such information includes, without limitation, discussions as to estimates, expectations, beliefs, plans, strategies and objectives concerning our future financial and operating performance. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Therefore, actual results may differ materially from those expressed or forecasted in such forward-looking statements. Such risks and uncertainties include, without limitation: availability and pricing of raw materials; success of new product development and introduction; ability to maintain or increase productivity levels; international, national and local economic and market conditions; fluctuations in obligations and earnings of pension and postretirement benefit plans; ability to maintain market share; pricing pressures and demand for products; continued strength of our paperboard-based engineered carrier and composite can operations; anticipated results of restructuring activities; resolution of income tax contingencies; ability to successfully integrate newly acquired businesses into the Company's operations; currency stability and the rate of growth in foreign markets; use of financial instruments to hedge foreign exchange, interest rate and commodity price risk; actions of government agencies; and loss of consumer confidence and economic disruptions resulting from terrorist activities.

Information about the Company's use of non-GAAP financial measures, why management believes presentation of non-GAAP financial measures provides useful information to investors about the Company's financial condition and results of operations, and the purposes for which management uses non-GAAP financial measures is included in the Company's 2002 Annual Report on Form 10- K filed with the Securities and Exchange Commission. Additional information concerning some of the factors that could cause materially different results is included in the Company's reports on forms 10-K, 10-Q and 8-K filed with the Securities and Exchange Commission. Such reports are available from the Securities and Exchange Commission's public reference facilities and its Web site, the Company's investor relations department and the Company's Web site, www.sonoco.com.

           CONDENSED CONSOLIDATED STATEMENTS OF INCOME (Unaudited)
              (Dollars and shares in thousands except per share)

                            THREE MONTHS ENDED      TWELVE MONTHS ENDED
                        December 31, December 31, December 31, December 31,
                            2003         2002         2003         2002
    Sales                 $730,205     $699,913   $2,758,326   $2,701,419
    Cost of sales          599,857      571,568    2,259,887    2,178,778
    Selling, general
     and administrative
     expenses               79,544       69,914      289,839      276,580
    Restructuring charges   16,921        2,944       50,056       10,409
    Income before interest
     and taxes              33,883       55,487      158,544      235,652
    Interest expense       (12,549)     (13,429)     (52,399)     (54,196)
    Interest income            602          512        2,188        1,650
    Income before
     income taxes           21,936       42,570      108,333      183,106
    Provision for
     income taxes            4,654       14,514       37,698       65,075
    Income before equity
     in earnings of
     affiliates/
        Minority interest
        in subsidiaries     17,282       28,056       70,635      118,031
    Equity in earnings of
     affiliates/Minority
        Interest in
        subsidiaries         3,187        2,459        8,998        7,372
    Affiliate/Minority
     Interest restructuring (1,527)          --       (1,455)          65

    Net income from
     continuing operations  18,942       30,515       78,178      125,468
    Income from discontinued
     operations (net of
     income tax)            54,478        4,323       60,771        9,848

    Net Income             $73,420      $34,838     $138,949     $135,316

    Average shares
     outstanding - diluted  97,368       96,904       97,129       97,178

    Diluted earnings
     per share               $ .75        $ .36        $1.43        $1.39
    Dividends per
     common share            $ .21        $ .21        $ .84        $ .83


              CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited)
                            (Dollars in thousands)

                                                   December 31,   December 31,
                                                      2003           2002
    Assets
    Current Assets:
     Cash and cash equivalents                       $84,854        $31,405
     Trade accounts receivables                      320,676        314,429
     Other receivables                                33,066         32,724
     Inventories                                     252,196        244,554
     Prepaid expenses and deferred taxes              60,265         40,155
                                                     751,057        663,267

    Property, plant and equipment, net               923,569        975,368
    Goodwill                                         383,954        359,418
    Other assets                                     458,079        438,386
                                                 $ 2,516,659    $ 2,436,439

    Liabilities and Shareholders' Equity
    Current Liabilities:
     Payable to suppliers and others                $444,417       $418,457
     Notes payable and current portion of
      long-term debt                                 201,367        134,500
     Taxes on income                                  38,325          5,639
                                                     684,109        558,596

    Long-term debt                                   472,128        699,346
    Pension and other postretirement benefits        140,990        121,176
    Deferred income taxes and other                  204,255        189,896
    Shareholders' equity                           1,015,177        867,425
                                                 $ 2,516,659    $ 2,436,439

Prior years' data has been reclassified to conform to the current year presentation.

                  FINANCIAL SEGMENT INFORMATION (Unaudited)
                            (Dollars in thousands)

                           THREE MONTHS ENDED        TWELVE MONTHS ENDED
                        December 31, December 31, December 31, December 31,
                            2003         2002         2003         2002
    Net Sales
     Industrial
      Packaging           $401,847     $375,694   $1,519,898   $1,465,743
     Consumer
      Packaging            328,358      324,219    1,238,428    1,235,676

    Net Sales             $730,205     $699,913   $2,758,326   $2,701,419

    Income before
     Income Taxes
     Operating Profit
      - Industrial
        Packaging          $30,683      $36,426     $123,033     $151,770
     Operating Profit
      - Consumer
        Packaging           20,121       22,005       85,568       94,291
    Restructuring/
     Impairment charges    (16,921)      (2,944)     (50,057)     (10,409)
    Interest, net          (11,947)     (12,917)     (50,211)     (52,546)

    Income before
     Income Taxes          $21,936      $42,570     $108,333     $183,106

Prior years' net sales data has been reclassified to conform to the current year presentation.

Does not include the operating results of the High Density Film business, which are shown on the Condensed Consolidated Statements of Income as "Income from discontinued operation (net of income taxes)."

SOURCE Sonoco