Avantor (DE:AVG)
NYSE:AVG
Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.21Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: clear operational progress from the Revival program (leadership refresh, digital and kaizen-driven efficiency projects, improved BMP order trends and e-commerce gains) and a Q1 outperformance on EPS versus expectations. However, meaningful near-term revenue declines, margin pressure from mix and freight, customer prebates depressing early cash flow, geopolitical inflationary risk ($10–$20M headwind) and a CFO transition temper the outlook. Management reaffirmed guidance and expects stabilization in H1 with a path to organic growth in H2, but execution and macro risks will determine whether that recovery materializes.Company Guidance
Company-wide Q1 results and profitability
Q1 revenue of $1.581 billion (flat reported, down 4% organic). Adjusted EBITDA of $219 million (13.9% margin). Adjusted EPS of $0.17, ahead of expectations.
Strong balance sheet actions and cash generation
Repaid approximately $105 million of debt in the quarter and ended Q1 with adjusted net leverage of 3.3x. Generated $25 million of free cash flow in Q1 ($39 million excluding restructuring), and reaffirmed FY free cash flow target of $500–$550 million.
VWR Distribution & Services stabilization and digital progress
VWR revenue of $1.15 billion, down 5% organically, but management reports the platform is stabilizing. E-commerce showed 'green shoots' with improved traffic, conversion and revenue growth following upgrades and successful relaunch of vwr.com. VWR adjusted operating income was $105 million with a 9.2% operating margin.
BMP operational improvement and strong order book
BMP revenue of $431 million, down 2% organically, but process chemicals grew double digits organically in Q1. BMP adjusted operating income was $103 million with a 23.8% operating margin. BMP book-to-bill >1.1x and back orders declined modestly, indicating improving demand visibility.
Revival program driving leadership and operational changes
Leadership refresh (~25% of senior leadership roles refreshed), hires including a new Chief Digital Officer and incoming BMP/transformation leader. Year-to-date headcount down ~2%. Completed >8 weeks of kaizen events and sanctioned 12 CapEx projects (including targeted automation) to improve throughput, quality and unit cost; previously announced incremental $20 million plan in place.
Guidance posture and near-term visibility
Company reaffirmed full-year 2026 guidance and provided Q2 adjusted EPS outlook of $0.19–$0.20. Management expects VWR growth to have bottomed in Q1 and BMP growth to bottom in Q2, positioning the company to return to organic revenue growth in H2 2026.
DE:AVG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:AVG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | €6.85 | €6.63 | -3.21% |
Feb 11, 2026 | €9.25 | €9.20 | -0.54% |
Oct 29, 2025 | €12.70 | €10.60 | -16.54% |
Aug 01, 2025 | €11.80 | €11.80 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Avantor (DE:AVG) report earnings?
Avantor (DE:AVG) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Avantor (DE:AVG) earnings time?
Avantor (DE:AVG) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Avantor stock?
The P/E ratio of Avantor is N/A.
What is DE:AVG EPS forecast?
DE:AVG EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.