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Dec 31, 2019

Avient Q4 2019 Earnings Report

Achieved better-than-expected results driven by the Specialty Engineered Materials segment, including record operating income from Advanced Composites platform.

Key Takeaways

PolyOne Corporation reported better-than-expected fourth-quarter results, driven by the Specialty Engineered Materials segment. The company's adjusted EPS for the full year increased by 12%, marking the tenth consecutive year of adjusted EPS growth. The company also announced transformative portfolio improvements by divesting the Performance Products and Solutions (PP&S) segment and signing a definitive agreement to acquire Clariant Masterbatch business.

GAAP EPS from continuing operations was $0.08, compared to a loss of $0.02 in the prior year's fourth quarter.

Adjusted EPS from continuing operations increased to $0.34 from $0.24 in the prior year's fourth quarter.

The Specialty Engineered Materials segment drove the better-than-expected results, including record operating income from the Advanced Composites platform.

The company reported 12% adjusted EPS growth for the full year.

Total Revenue
$659M
Previous year: $834M
-21.0%
EPS
$0.34
Previous year: $0.41
-17.1%
Adjusted Gross margin
23.2%
Previous year: 21.3%
+8.9%
Adjusted Operating income
6.8%
Previous year: 5.9%
+15.3%
Gross Profit
$153M
Previous year: $165M
-7.1%
Cash and Equivalents
$865M
Previous year: $171M
+406.0%
Free Cash Flow
$68.4M
Previous year: $58M
+17.9%
Total Assets
$3.27B
Previous year: $2.72B
+19.9%

Avient

Avient

Avient Revenue by Segment

Forward Guidance

The company embarks on the new year with clear momentum and confidence in its ability to deliver double-digit adjusted EPS growth in 2020 and beyond. With a more specialty portfolio and less exposure to cyclical end markets, the company believes its best days are ahead.

Revenue & Expenses

Visualization of income flow from segment revenue to net income