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Dec 30, 2023

Avery Dennison Q4 2023 Earnings Report

Avery Dennison's financial performance improved in Q4 2023, with EPS and sales exceeding expectations, driven by growth in the Solutions Group and recovery in Label Materials.

Key Takeaways

Avery Dennison reported a 4% increase in net sales to $2.1 billion in Q4 2023. Reported EPS was $1.77, and adjusted EPS (non-GAAP) increased by 31% to $2.16. The Materials Group experienced a sales decrease, while the Solutions Group saw significant growth. The company expects strong earnings growth in 2024.

Q4 2023 reported EPS was $1.77.

Q4 2023 adjusted EPS (non-GAAP) increased 31% to $2.16.

Q4 2023 net sales increased 4% to $2.1 billion.

The company is targeting significant growth in Intelligent Labels in 2024.

Total Revenue
$2.11B
Previous year: $2.03B
+4.2%
EPS
$2.16
Previous year: $1.65
+30.9%
Gross Profit
$596M
Previous year: $500M
+19.2%
Cash and Equivalents
$215M
Previous year: $167M
+28.6%
Free Cash Flow
$220M
Previous year: $245M
-10.2%
Total Assets
$8.21B
Previous year: $7.95B
+3.3%

Avery Dennison

Avery Dennison

Forward Guidance

The company expects 2024 reported earnings per share of $8.65 to $9.15. Excluding an estimated $0.35 per share impact of restructuring charges and other items, the company expects 2024 adjusted earnings per share of $9.00 to $9.50.