Second quarter sales grew to $850 million, a 3% increase over the prior year quarter and a 5% organic increase when excluding the impact of foreign exchange Second quarter GAAP EPS from continuing operations of $0.36 compared to $0.24 in the prior year quarter Second quarter adjusted EPS of $0.76 exceeded guidance of $0.71 and increased 21% over prior year quarter, driven by organic revenue growth in all regions, favorable input costs and lower interest expense Increasing 2024 full-year adjusted EPS guidan ...

财务业绩 - 第二季度销售额增长至8.497亿美元，同比增长3%，剔除汇率影响后有5%的有机增长[2] - 第二季度GAAP每股收益为0.36美元，上年同期为0.24美元[3] - 第二季度调整后每股收益为0.76美元，超过指引0.71美元，同比增长21%，主要得益于各地区有机收入增长、原料成本有利和利息费用降低[4] - 将2024年全年调整后每股收益指引范围上调至2.55美元至2.70美元，之前为2.50美元至2.65美元，反映调整后每股收益增长8%至14%[5] - 2024财年上半年销售额为16.79亿美元，同比增长0.5%[38] - 2024财年上半年毛利率为31.9%，同比提升2.5个百分点[38] - 2024财年上半年营业利润为1.67亿美元，同比增长39.4%[38] - 2024财年上半年净利润为8.35亿美元，同比增长91.7%[38] - 2024财年上半年每股收益为0.90美元，同比增长95.7%[39][40] - 公司2024年上半年销售额为16.79亿美元，同比增长0.5%[58] - 公司2024年上半年毛利率为33.2%，同比提升2.6个百分点[66] - 公司2024年上半年调整后营业利润为1.99亿美元，同比增长18.8%[66] - 公司2024年上半年调整后EBITDA为2.86亿美元，同比增长8.0%[64] - 公司预计2023年全年调整后每股收益为2.36美元[70] - 公司2023年第三季度调整后每股收益为0.57美元[72] - 公司2024年上半年营业利润为1.67亿美元，同比增长39.4%[61] - 公司2024年上半年调整后毛利率为33.2%，同比提升2.6个百分点[66] 现金流与资本支出 - 2024财年上半年现金及现金等价物为4.89亿美元，较2023年末下降10.3%[51] - 2024财年上半年经营活动产生的现金流入为6.31亿美元，去年同期为现金流出2.47亿美元[55] - 2024财年上半年资本性支出为5.58亿美元，同比增加21.6%[56] - 2024财年上半年支付股利4.7亿美元，同比增加4.4%[57] - 2024财年上半年汇率变动对现金的影响为-1.02亿美元[57] - 公司2024年上半年折旧与摊销费用为8920万美元，同比下降9.0%[62] - 公司2024年上半年销售及管理费用为3.69亿美元，与去年同期持平[60] 可持续发展与投资者日 - 发布2023年可持续发展报告，详细介绍了2030年可持续发展目标和ESG绩效评级的进展[6] - 将于12月4日在纽约市举行投资者日，重点介绍公司战略[7] 地区业绩 - 所有地区都实现了同比有机销售增长，美国和加拿大有5%的有机销售增长，拉丁美洲有19%的强劲有机销售增长[11] - 预计第三季度调整后每股收益为0.62美元，同比增长9%[12] - 修订全年调整后EBITDA指引范围为5.15亿美元至5.40亿美元，之前为5.10亿美元至5.35亿美元[13]

Chemical companies’ second-quarter results are expected to reflect the benefit from an uptick in demand in certain key markets, including consumer durables and building & construction, as the unprecedented customer inventory de-stocking that started in late 2022 and weighed heavily on the industry through the first quarter of 2024 has run its course. The results of these companies are also likely to have been supported by pricing and cost-saving actions and lower raw material costs. We have handpicked a few ...

CLEVELAND, July 9, 2024 /PRNewswire/ -- Avient Corporation (NYSE: AVNT), a leading provider of specialized and sustainable materials solutions, intends to release its second quarter 2024 earnings before the market opens on Tuesday, August 6, 2024.  The company will then host a webcast with a slide presentation at 8:00 a.m. Eastern Time on Tuesday, August 6, 2024.The webcast can be viewed live at avient.com/investors, or by clicking on the webcast link here.  Conference call participants in the question and ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Avient (AVNT) , which belongs to the Zacks Chemical - Diversified industry.When looking at the last two reports, this maker of resins used in plastic pipe and other products has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 10.39%, on average, in the last two quarters.For the last reported quarter, Avient came ...

Investors in Avient Corporation (AVNT) need to pay close attention to the stock based on moves in the options market lately. That is because the Sept 20, 2024 $20 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend ...

CLEVELAND, May 16, 2024 /PRNewswire/ -- The Board of Directors of Avient Corporation (NYSE: AVNT), a leading provider of specialized and sustainable materials solutions, has declared a quarterly cash dividend of twenty-five and three-quarters cents ($0.2575) per share on the common stock outstanding, to be paid on July 10, 2024, to stockholders of record on June 21, 2024.About AvientAvient Corporation (NYSE: AVNT) provides specialized and sustainable materials solutions that transform customer challenges in ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | --- | --- | |---------------------------------------------------------------------------- ...

财务数据和关键指标变化 - 第一季度调整后每股收益为0.76美元,同比增长21% [9] - 调整后EBITDA为1.43亿美元,同比增长7%,调整后EBITDA利润率为17.3%,同比提升150个基点 [21][22] - 有机销售额同比下降1.5%,主要受欧洲市场疲软影响 [21][22] - 价格和原材料成本下降抵消了销售额下降的影响,使得EBITDA和每股收益实现增长 [22][26][27] 各条业务线数据和关键指标变化 - 色母和添加剂业务EBITDA同比增长7%,尽管销售额下降4%,但通过保持价格和原材料成本下降实现利润率提升 [23] - 特种工程材料业务EBITDA同比增长14%,销售额增长1%,主要受国防应用需求增长35%带动 [25] 各个市场数据和关键指标变化 - 美国和加拿大市场销售额同比增长2%,受益于消费品、包装、国防、工业和建筑等领域的增长 [12] - 欧洲市场销售额同比下降6%,消费者信心疲软,制造业PMI持续收缩,但国防和医疗保健应用有所增长 [14][15] - 亚洲市场销售额持平,中国市场销售额增长6%,工业和医疗保健领域表现强劲,但包装业务下滑 [16][17] 公司战略和发展方向及行业竞争 - 公司将继续专注于推动有机利润增长和利润率扩张,重点关注高增长领域如可持续解决方案、复合材料、医疗保健以及亚洲和拉丁美洲市场 [38][39][40][41][42][43] - 公司将利用自身的材料科学专长和全面的产品组合优势,通过创新和复制成功经验在现有市场进一步扩大份额 [39][40][41][42] 管理层对经营环境和未来前景的评论 - 管理层对第二季度和全年的需求前景持谨慎乐观态度,预计第二季度调整后每股收益同比增长13% [29][30] - 全年调整后EBITDA指引上调至5.10-5.35亿美元,调整后每股收益指引上调至2.50-2.65美元,同比增长6%-12% [31][32] - 欧洲市场需求复苏仍然缓慢,美国市场受通胀和利率上升影响,原材料价格上涨和汇率不利影响也将对全年业绩造成一定压力 [33][34] 问答环节重要的提问和回答 问题1 **Frank Mitsch 提问** 询问公司在欧洲市场需求改善方面的预期 [51][52][53] **Ashish Khandpur 回答** 预计第二季度欧洲市场需求将转正,全年有望实现正增长 [51][52][53] 问题2 **Laurence Alexander 提问** 询问公司在并购方面的计划和北美市场的库存动态 [57][58][59] **Ashish Khandpur 和 Jamie Beggs 回答** 短期内并购不是公司的重点,关注有机增长;北美市场除电信和能源外,其他领域需求普遍向好,但医疗保健行业仍在去库存 [57][58][59][60] 问题3 **Michael Sison 提问** 询问第二季度EBIT和每股收益为何不会环比上升 [75][76][77] **Jamie Beggs 回答** 主要是由于原材料价格下降带来的利益在第一季度已经体现,第二季度这一利益将有所减弱,加上一些成本投入的增加 [75][76][77]