Skip to content
Optionomics Free · No account needed

Earnings analysis · 10-Q

AVNT earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

Avient Corporation's Q1 2026 report highlights solid revenue growth of 2.5% year-over-year, totaling $847 million, and a significant recovery in profitability with EPS rising to $0.61 from a loss of $0.22 in Q1 2025.…

Read full summary

Avient Corporation's Q1 2026 report highlights solid revenue growth of 2.5% year-over-year, totaling $847 million, and a significant recovery in profitability with EPS rising to $0.61 from a loss of $0.22 in Q1 2025. The company's structural improvements and cost-saving measures have contributed to a notable increase in operating income and gross margins, indicating a positive trajectory despite some market challenges.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

34% Gross margin Operating margin Oct 2021 May 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $68 Operating expenses $21 Left as operating profit $11

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Oct 2021 May 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$0.61
Segment
Color, Additives and Inks
Segment
Specialty Engineered Materials

What stood out

  • Revenue Growth

    Total revenue for Q1 2026 was $847 million, a 2.5% increase from $826.6 million in Q1 2025.

  • Significant EPS Recovery

    Diluted EPS for Q1 2026 was $0.61, a turnaround from a loss of $0.22 in Q1 2025.

  • Improved Operating Income

    Operating income saw a dramatic rise to $95.8 million in Q1 2026, up from just $0.7 million in Q1 2025.

  • Cost Savings Boost Margins

    Gross margin increased to 32.2% in Q1 2026, up from 31.8% in Q1 2025.

  • Decrease in SGA Expenses

    Selling and administrative expenses fell by $85.7 million due to strategic restructuring efforts.

  • Strengthened Liquidity Position

    Liquidity was $917.9 million as of March 31, 2026, down from $1,000.8 million but still robust.

What to watch

  • Foreign Currency Impact

    Sales excluding foreign currency effects decreased by 2.0%, indicating vulnerability to fluctuations.

  • Challenging End Markets

    Sales declines were noted in consumer, transportation, and industrial markets, affecting growth potential.

  • Planned Capital Expenditures

    The company anticipates continued fiscal pressures from environmental remediation payments and restructuring costs.

Management's outlook

Full-year adjusted EPS guidance maintained at $2.93 to $3.17.

Earlier filings 4

10-K · February 17, 2026

Avient reported fiscal 2025 revenue of $3,260.2 million (up 0.6% vs. 2024) while operating income declined to $203.5 million (down 38.2%) and diluted EPS fell to $0.89 from $1.84 in 2024. The company generated stronger…

10-Q · November 5, 2024

Avient reported Q3 sales of $815.2 million, up 8.2% year-over-year, with gross margin improving to 32.1% and operating income rising to $77.2 million. Diluted EPS from continuing operations was $0.41 (vs. $0.06 prior…

10-Q · May 7, 2024

Avient reported Q1 sales of $829.0 million, down $16.7 million or 2.0% versus Q1 2023, while gross margin expanded to 33.6% from 29.3% and operating income rose to $94.0 million (a 64.6% increase). Diluted EPS from…

10-K · February 20, 2024

Avient positions itself as a specialty materials company focused on four strategic pillars: specialization, globalization, operational excellence and commercial excellence, and is emphasizing sustainability and product…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.