Avantor is trading at its lowest valuation since 2019, attracting significant management buying of the stock, with clear chart accumulation trends since April. AVTR has been aggressively repaying debt, selling assets and restructuring operations, aiming for $400-500 million in annual savings by late 2026, especially if sales rebound. Risks include potential trade tariffs, U.S. healthcare research spending cuts, and recession, but insider votes of confidence (share buying) suggest a bullish outlook for new investment.
AVTR's Bioscience Production segment witnesses robust growth amid macroeconomic pressures.
Avantor's shares have nearly halved since October, driven by lackluster organic growth, elevated debt, and a mixed financial track record. The company operates in two segments, generating nearly $7 billion in sales, with significant exposure to laboratory solutions and bioscience production. Despite a reduction in net debt and lower earnings multiples, the business faces ongoing challenges, including flat organic growth and a high leverage ratio.
Avantor (AVTR) shares sank 16% Friday after the maker of lab chemicals and other life sciences products announced its CEO was resigning, reported weaker-than-expected net sales as government spending fell, and slashed its guidance.
Avantor, Inc. (NYSE:AVTR ) Q1 2025 Earnings Call April 25, 2025 8:00 AM ET Company Participants Allison Hosak - SVP of Global Communications and Brand Michael Stubblefield - President and CEO R. Brent Jones - EVP and CFO Conference Call Participants Michael Ryskin - Bank of America Securities Vijay Kumar - Evercore ISI Rachel Vatnsdal - J.P.
While the top- and bottom-line numbers for Avantor (AVTR) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Avantor, Inc. (AVTR) came out with quarterly earnings of $0.23 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.22 per share a year ago.
Avantor is set for growth with a strong portfolio and solid fourth quarter results, but challenges like customer losses and forex volatility pose potential risks.
Despite AVTR's stability in proprietary chemicals and specialty procurement sales, it reports an overall soft fourth-quarter performance.
Avantor, Inc. (NYSE:AVTR ) Q4 2024 Earnings Conference Call February 7, 2025 8:00 AM ET Company Participants Allison Hosak - SVP of Global Communications Michael Stubblefield - President and CEO Brent Jones - EVP and CFO Conference Call Participants Vijay Kumar - Evercore ISI Michael Ryskin - Bank of America Daniel Brennan - TD Cowen Rachel Vatnsdal - JP Morgan Tycho Peterson - Jefferies Luke Sergott - Barclays Patrick Donnelly - Citi Tejas Savant - Morgan Stanley Conor McNamara - RBC Capital Markets Ivy Ma - Goldman Sachs Brandon Couillard - Wells Fargo Jack Meehan - Nephron Research Operator Hello everybody and a warm welcome to Avantor's Fourth Quarter 2024 Earnings Call. My name is Emily and I'll be coordinating your call today.
Although the revenue and EPS for Avantor (AVTR) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
On Friday, Avantor Inc AVTR reported fourth-quarter net sales of $1.69 billion, a decrease of 2% year-over-year, missing the consensus of $1.71 billion.