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Mar 29

Avery Dennison Q1 2025 Earnings Report

Avery Dennison reported stable Q1 results with slight revenue decline and steady adjusted earnings.

Key Takeaways

Avery Dennison delivered in-line Q1 2025 results, maintaining solid performance across its Materials and Solutions Groups. Despite a slight decrease in net income, organic sales and adjusted EPS improved modestly, showcasing resilience in a dynamic market environment.

Adjusted EPS increased to $2.30, reflecting steady profitability.

Organic sales rose by 2.3%, driven by growth in high-value segments.

Reported net income was $166.3 million, slightly down from last year.

Materials Group saw organic growth of 1.2%, while Solutions Group grew 4.9% organically.

Total Revenue
$2.15B
Previous year: $2.15B
-0.1%
EPS
$2.3
Previous year: $2.29
+0.4%
Organic Sales Growth
2.3%
Adjusted Operating Margin
12.8%
Previous year: 12.7%
+0.8%
Gross Profit
$622M
Previous year: $632M
-1.7%
Cash and Equivalents
$196M
Previous year: $186M
+5.5%
Free Cash Flow
-$53.1M
Previous year: $71M
-174.8%
Total Assets
$8.35B
Previous year: $8.26B
+1.2%

Avery Dennison

Avery Dennison

Avery Dennison Revenue by Segment

Forward Guidance

The company expects Q2 2025 adjusted EPS between $2.30 and $2.50, reflecting cautious optimism amid market uncertainty.

Positive Outlook

  • Q2 adjusted EPS guidance of $2.30 to $2.50
  • Productivity benefits contributing to margins
  • Strong sequential margin improvement in Materials Group
  • Growth in Intelligent Labels across apparel and food
  • Solid performance in base categories in Solutions Group

Challenges Ahead

  • Continued uncertainty in global demand and macro conditions
  • Input cost pressures impacting Materials Group
  • Logistics segment decline affecting Intelligent Labels
  • Higher restructuring and investment costs
  • Negative free cash flow driven by working capital

Revenue & Expenses

Visualization of income flow from segment revenue to net income