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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER 1-11846 AptarGroup, Inc. Delaware 36-3853103 (State of Incorporation) (I.R.S. Employer Identification No.) 265 EXCHANGE DRIVE, ...

AptarGroup (ATR) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Company ParticipantsMary Skafidas - Senior VP of IR & Corporate CommunicationsStephan Tanda - President, CEO & Executive DirectorVanessa Kanu - Executive VP & CFOGeorge Staphos - Managing DirectorConference Call ParticipantsGhansham Panjabi - Senior Research AnalystMatthew Roberts - Equity Research AnalystDaniel Rizzo - VP - Research AnalystGabe Hajde - Research AnalystOperatorLadies and gentlemen, thank you for standing by, and welcome to A ...

AptarGroup (ATR) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Ladies and gentlemen, thank you for standing by, and welcome to Aptar's twenty twenty five Second Quarter Results Conference Call. At this time, all participants are in listen only mode. Later, we will conduct a question and answer session. Introducing today's conference call is Ms. Mary Scafidas, Senior Vice President, Investor Relations and Communications.Please go ahead, Mary.Speaker1Thank you. Hello, everyone, and thanks for bein ...

Financial Performance - Q2 2025 reported sales grew by 6% to $966 million[7, 14], with core sales growth of 3%[7, 14] - Q2 2025 reported earnings per share (EPS) increased by 25% to $167[7, 16] - Q2 2025 adjusted EPS grew by 18% to $166[7, 19] - Q2 2025 adjusted EBITDA increased by 13% to $218 million[21] - Year-to-date 2025 reported sales increased by 2% to $1853 million[33], with core sales growth of 2%[33] - Year-to-date 2025 reported EPS increased by 10% to $283[35] - Year-to-date 2025 adjusted EBITDA increased by 8% to $402 million[41] Segment Performance - Aptar Pharma's Q2 2025 sales increased by 7% to $443 million[24], with a 130 basis point improvement in adjusted EBITDA margin to 354%[24] - Aptar Beauty's Q2 2025 sales increased by 4% to $335 million[27], with a 20 basis point improvement in adjusted EBITDA margin to 141%[27] - Aptar Closures' Q2 2025 sales increased by 8% to $189 million[30], with a 130 basis point improvement in adjusted EBITDA margin to 169%[30] Outlook - The company expects Q3 2025 adjusted EPS to be between $153 and $161[44]

Core Insights - AptarGroup (ATR) reported quarterly earnings of $1.66 per share, exceeding the Zacks Consensus Estimate of $1.58 per share, and up from $1.37 per share a year ago, representing an earnings surprise of +5.06% [1] - The company achieved revenues of $966.01 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.10% and increasing from $910.06 million year-over-year [2] - The stock has underperformed the market, losing about 0.2% since the beginning of the year compared to the S&P 500's gain of 8.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.62 on revenues of $948.99 million, and for the current fiscal year, it is $5.88 on revenues of $3.69 billion [7] - The estimate revisions trend for AptarGroup was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Containers - Paper and Packaging industry, to which AptarGroup belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Exhibit 99.1 "Each of our segments contributed positively to our second quarter results and each expanded their adjusted EBITDA margins. Our Pharma and Closures segments drove the growth through increased volumes and sales of higher value products. We also returned $100 million to shareholders through dividends and share repurchases in the quarter, bringing the total to $210 million in the first half of the year," said Stephan B. Tanda, Aptar President and CEO. Second Quarter Results For the quarter ended J ...

AptarGroup, Inc. (NYSE: ATR ) designs and manufactures a wide variety of drug delivery and consumer product dispensing solutions for an array of different end markets. The company operates through three reportable segments: Pharma, Beauty, and Closures. ATR has a current market capI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Div ...

Industry Overview - The Zacks Containers - Paper and Packaging industry is experiencing weak demand due to lower consumer spending amid inflation, but pricing actions by industry players are expected to mitigate the impacts of supply-chain disruptions and elevated costs [1][4] - The industry is supported by rising e-commerce activities and increasing demand for sustainable packaging options due to environmental concerns [1][5] Market Dynamics - The industry has faced volume declines as consumers reduce spending and inventory levels, impacting top-line performance [4] - Supply-chain disruptions and higher costs for materials, labor, and transportation, along with tariffs, are adding pressure on margins [4] - Companies are implementing pricing strategies and cost-reduction actions to counter these challenges [4] Growth Opportunities - E-commerce is a significant growth catalyst, with global e-commerce revenues projected to grow at a CAGR of 18.9% from 2024 to 2030, and the U.S. market at 16.4% [5] - The industry has over 60% exposure to consumer-oriented markets, ensuring stable demand for packaging solutions across economic cycles [5] Environmental Trends - There is a growing preference for eco-friendly biodegradable packaging materials, driven by increased consumer awareness of environmental issues [6] - The industry is adopting new technologies and incorporating recycled content into production methods to enhance sustainability [6] Industry Performance - The Zacks Containers - Paper and Packaging industry ranks 155 out of 247 Zacks industries, placing it in the bottom 37% [7][8] - The industry has underperformed compared to its sector and the S&P 500, declining 9.7% over the past year, while the sector grew by 10.7% and the S&P 500 gained 16.1% [10] Current Valuation - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 20.84, higher than the S&P 500's 18.07 and the Industrial Products sector's 19.71 [13] - Over the past five years, the industry has traded between 17.53X and 28.12X, with a median of 21.29X [18] Company Highlights - **Greif (GEF)**: Aims for adjusted EBITDA of $1 billion by fiscal 2027, with a focus on higher-margin offerings and cost elimination initiatives [19][20] - **Brambles (BXBLY)**: Reported a 3% revenue growth to $4.9 billion in the first nine months of fiscal 2025, with expectations of 4-5% growth for the fiscal year [23][24] - **AptarGroup (ATR)**: Sees healthy demand in its Pharma segment and aims to expand through acquisitions, with a focus on resilient markets [27][28]

Industry Overview - The U.S. manufacturing sector is showing signs of recovery after a prolonged downturn, with new orders for manufactured goods increasing by 8.2% in May compared to a revised 3.9% decline in April, and a year-over-year increase of 3.2% [3][4] - The rebound in manufacturing activity is supported by easing inflationary pressures and expectations of Federal Reserve rate cuts, which are anticipated to boost demand [1][6][11] Manufacturing Activity - The Institute of Supply Management's manufacturing PMI rose to 49 in June from 48.5 in May, indicating a continued contraction but a rebound from a six-month low [5][6] - Manufacturing activity accounts for 10.2% of the U.S. economy, highlighting its significance [5] Stock Recommendations - Four stocks from the manufacturing sector are recommended for investment: Allegion plc (ALLE), AptarGroup, Inc. (ATR), Broadwind, Inc. (BWEN), and DXP Enterprises, Inc. (DXPE), all of which have strong earnings growth prospects and Zacks Rank of 1 (Strong Buy) or 2 (Buy) [2][11] Allegion plc (ALLE) - Allegion is a global provider of security products and solutions, with an expected earnings growth of 3.9% for the current year and a Zacks Rank 2 [8][9] AptarGroup, Inc. (ATR) - AptarGroup specializes in innovative dispensing and packaging solutions, with an expected earnings growth of 4.1% for the current year and a Zacks Rank 2 [12][13] Broadwind, Inc. (BWEN) - Broadwind is a precision manufacturer focused on clean tech, particularly in the U.S. wind energy sector, with an expected earnings growth of 60% for the current year and a Zacks Rank 2 [14][15] DXP Enterprises, Inc. (DXPE) - DXP Enterprises is a distributor providing innovative solutions to industrial customers, with an expected earnings growth rate of 17.5% for the current year and a Zacks Rank 2 [16][17]