We are currently long on Avient (NYSE: AVNT ) and so is Jane from our John & Jane series (click here for the most recent article). It has been a while since I have done an update**Effective 8/20/2023 the in-depth retirement article series for John & Jane will be available in video format on YouTube. Please consider watching, commenting, and subscribing as I expand on my analysis. I am trying to keep the videos about 30 minutes or less but hope they will be even more interesting for those who have enjoyed th ...

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 September 30, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | --- | --- | |------------------------------------------------------------------------ ...

CLEVELAND, Nov. 4, 2024 /PRNewswire/ -- Avient Corporation (NYSE: AVNT), a leading provider of specialized and sustainable materials solutions, will host an Investor Day for the investment community on Wednesday, December 4, 2024, beginning at 10:00 a.m. Eastern Time at the New York Stock Exchange (NYSE)."I am looking forward to the opportunity to share the details of our strategic approach for the next chapter of Avient," said Dr. Ashish Khandpur, President and Chief Executive Officer of Avient Corporation ...

财务数据和关键指标变化 - 第三季度销售额为8.15亿美元，同比增长8%（按报告计算）和8.5%（有机销售增长），不包括外汇影响 [8] - 调整后的EBITDA为1.3亿美元，同比增长6% [9] - 调整后的每股收益为0.65美元，同比增长14%，超出之前的指导 [10] 各条业务线数据和关键指标变化 - 色彩、添加剂和油墨部门销售增长7%，包装市场增长低双位数 [28] - 特种工程材料部门有机销售增长10%，主要受军用和执法保护设备需求推动 [30] 各个市场数据和关键指标变化 - 美国和加拿大市场销售增长9%，建筑与施工销售增长21% [22][23] - 拉丁美洲市场销售增长27%，主要受个人护理应用新业务推动 [24][25] - 欧洲、中东和非洲（EMEA）市场销售增长5%，受包装客户补货和国防应用强劲需求推动 [26] - 亚洲市场销售增长11%，受新产品推出和医疗保健需求推动 [27] 公司战略和发展方向和行业竞争 - 公司正在实施新的战略，简化组织结构以提高客户体验，增强市场竞争力 [13][16] - 计划在2024年改变薪酬结构，以更好地与公司战略对齐 [17] - 公司将继续专注于高增长市场，利用数字工具推动生产力和增长 [16][66] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度，预计将继续实现有机增长和利润扩张 [19][33] - 对于EMEA市场，管理层对汽车市场疲软表示谨慎 [34] 其他重要信息 - 公司在2024年将举行投资者日，分享新战略和长期预期 [37][38] - 公司已将股息提高5%，反映出对公司盈利增长的信心 [19] 问答环节所有提问和回答 问题: 第三季度的市场表现如何 - 管理层表示，七个市场仍处于增长阶段，只有电信和运输市场面临挑战 [40][41] 问题: 关于建筑和施工的复苏情况 - 管理层提到，复合材料在建筑市场的应用正在增长，尤其是在住宅建筑中 [42][43] 问题: 关于原材料成本和毛利率的变化 - 管理层确认，原材料通胀的回落影响了毛利率的扩张 [44][45] 问题: 未来的增长预期 - 管理层表示，预计2025年的增长将主要来自新产品开发和市场份额的提升 [46][48] 问题: 关于拉丁美洲的市场定位 - 管理层强调，拉丁美洲是一个快速增长的市场，计划继续在该地区扩展 [95][96] 问题: 关于股东回报和资本部署 - 管理层表示，当前不考虑大规模的股票回购，目标是将杠杆率降低到2.5倍 [98]

业绩总结 - 第三季度净销售额为8.15亿美元，同比增长7%（剔除外汇影响后增长6%）[6] - 调整后EBITDA为1.3亿美元，同比增长8%（剔除外汇影响后增长6%）[6] - 调整后每股收益为0.65美元，同比增长14%（剔除外汇影响后增长16%）[6] - 2024年第三季度的销售额为8.152亿美元，较2023年的7.537亿美元增长了8.2%[34] - 2024年第三季度的经营收入为7720万美元，较2023年的3430万美元增长了125.4%[34] - 2024年第三季度的EBITDA为1.22亿美元，较2023年的8170万美元增长了49.4%[33] - 调整后的净收入为5980万美元，摊薄调整后每股收益为0.65美元，相较于2023年的5230万美元和0.57美元有所增长[32] 用户数据 - 美国和加拿大地区的有机销售增长为9%[11] - 欧洲、中东和非洲（EMEA）地区的有机销售增长为27%[11] - 色彩、添加剂和油墨部门的销售额为5.22亿美元，同比增长7%（剔除外汇影响后增长8%）[12] - 特种工程材料部门的销售额为2.95亿美元，同比增长10%（剔除外汇影响后增长12%）[14] 未来展望 - 预计2024年调整后每股收益在2.63至2.67美元之间[16] - 预计2024年调整后EBITDA在5.25亿至5.30亿美元之间[16] 财务管理 - 公司成功再融资6.5亿美元的2025年到期高级票据，延长到2031年到期[6] - 2023年12月31日的调整后EBITDA为5.018亿美元，显示出公司在财务表现上的持续改善[35] 特殊项目 - 特殊项目的税后影响为660万美元，摊薄调整后每股收益影响为0.07美元[32] - 2024年第三季度的特殊项目税前影响为970万美元，较2023年的4320万美元显著下降[34] - 2024年第三季度的折旧和摊销费用为4510万美元，较2023年的4640万美元略有下降[34]

For the quarter ended September 2024, Avient (AVNT) reported revenue of $815.2 million, up 8.2% over the same period last year. EPS came in at $0.65, compared to $0.57 in the year-ago quarter.The reported revenue represents a surprise of +2.38% over the Zacks Consensus Estimate of $796.27 million. With the consensus EPS estimate being $0.63, the EPS surprise was +3.17%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Avient (AVNT) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.17%. A quarter ago, it was expected that this maker of resins used in plastic pipe and other products would post earnings of $0.72 per share when it actually produced earnings of $0.76, delivering a surprise of 5.56%.Over ...

文章核心观点 - 公司第三季度销售额同比增长8%至8.152亿美元,各地区和大多数终端市场均实现广泛增长[1] - 公司第三季度GAAP每股收益为0.41美元,上年同期为0.06美元;调整后每股收益为0.65美元,超过指引并同比增长14%[2] - 公司2024年全年调整后每股收益指引范围收窄至2.63-2.67美元,较上年增长11%-13%[4] - 公司宣布将每股年度股息增加5%至1.08美元,这是连续第14年增加[1] 分组1 - 各地区和终端市场均实现广泛增长,其中拉丁美洲和亚洲有两位数有机增长,美国和加拿大有9%有机增长,欧洲有5%有机增长[3] - 两个业务分部均表现良好,公司继续获得新业务并增加市场份额,同时满足基础市场需求[3] 分组2 - 公司计划在12月4日于纽约证券交易所举行投资者日,届时将分享未来战略规划的细节[5] - 公司使用经调整的每股收益、经调整营业利润和经调整EBITDA等非GAAP财务指标来评估业务表现和便于比较[9][10]

NEWS RELEASE FOR IMMEDIATE RELEASE Avient Announces Third Quarter 2024 Results • Third quarter sales increased 8% over the prior year quarter to $815 million supported by broad-based growth across all regions and most end markets • Third quarter GAAP EPS from continuing operations of $0.41 compared to $0.06 in the prior year quarter • Third quarter adjusted EPS of $0.65 exceeded guidance of $0.62 and increased 14% over prior year quarter, driven by organic revenue growth and margin expansion in both segment ...

CLEVELAND, Oct. 9, 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-seven cents ($0.27) per share on the common stock outstanding, representing the fourteenth consecutive annual increase.The $0.27 per share will be paid on January 8, 2025, to stockholders of record on December 13, 2024. On an annualized basis, the dividend will increase approximately 5%, from ...