Q2 2025 Performance Highlights - Reported revenue reached $168 billion[10] - Adjusted Earnings per share was $024[10] - Adjusted EBITDA margin was 166%[10] - Free cash flow amounted to $125 million[10] Q2 2025 Financial Results - Reported revenue was $1683 million[16] - Adjusted gross profit was $554 million, representing 329% of revenues[16] - Adjusted EBITDA was $280 million, representing 166% of revenues[16] - Adjusted operating income was $252 million, representing 150% of revenues[16] Q2 2025 Performance by Segment - Laboratory Solutions reported revenue of $1122 million with an organic growth of -1% and adjusted operating income of $133 million, resulting in an adjusted operating margin of 119%[19] - Bioscience Production reported revenue of $561 million with an organic growth of 2% and adjusted operating income of $140 million, resulting in an adjusted operating margin of 249%[19] 2025 Full-Year Guidance - The company anticipates organic growth between -2% and 0%[22]

Exhibit 99.1 Avantor® Reports Second Quarter 2025 Results RADNOR, Pa. – August 1, 2025 – Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries, today reported financial results for its second fiscal quarter ended June 30, 2025. "In the second quarter, we remained focused on driving growth, enhancing operating leverage, and executing with discipline," said Michael Stubblefield, President and Chief E ...

Core Viewpoint - Avantor, Inc. reported its financial results for the second fiscal quarter ended June 30, 2025, highlighting a focus on growth, operational leverage, and disciplined execution despite facing challenges in certain segments [1][2]. Financial Performance - Net sales for the second quarter were $1,683.4 million, a decrease of 1% compared to the same period in 2024, with foreign currency translation positively impacting sales by 2% and M&A negatively impacting by 3%, resulting in flat organic sales [3][7]. - Net income decreased to $64.7 million from $92.9 million in the second quarter of 2024, with adjusted net income at $161.2 million compared to $168.0 million in the prior year [4][7]. - Adjusted EBITDA was $279.8 million, with an adjusted EBITDA margin of 16.6% [4][7]. Segment Results - The Laboratory Solutions segment reported net sales of $1,122.1 million, a decrease of 3% year-over-year, with an adjusted operating income of $133.3 million and a margin of 11.9% [8][30]. - The Bioscience Production segment saw net sales of $561.3 million, an increase of 3% compared to the previous year, with an adjusted operating income of $139.7 million and a margin of 24.9% [8][30]. Cash Flow and Leverage - Operating cash flow was $154.4 million, while free cash flow was $125.4 million, with adjusted net leverage at 3.2x as of June 30, 2025 [5][29]. Leadership Transition - Avantor announced the appointment of Emmanuel Ligner as the new President and CEO, effective August 18, 2025, succeeding Michael Stubblefield [9].

Company Leadership Change - Avantor, Inc. has appointed Emmanuel Ligner as the new President and Chief Executive Officer, effective August 18, 2025, succeeding Michael Stubblefield [1][2] - Ligner has over 30 years of experience in the life sciences industry, including leadership roles at GE Life Sciences and Cerba HealthCare, with a focus on commercial growth [3][5] Strategic Vision - The Board of Directors expresses confidence in Ligner's ability to drive competitive growth and value in both Lab Solutions and Bioscience Production [4] - Ligner acknowledges Avantor's potential and aims to leverage its attractive portfolio, global supply chain, and diverse customer base to create shareholder value [4] Company Overview - Avantor is a leading provider of mission-critical products and services to the life sciences and advanced technology industries, serving over 300,000 customer locations in 180 countries [8]

Core Viewpoint - Avantor, Inc. is set to release its second quarter 2025 financial results on August 1, 2025, before market opening, followed by a conference call at 8:00 a.m. Eastern Time to discuss the results [1]. Company Overview - Avantor is a leading life science tools company that provides mission-critical products and services to the life sciences and advanced technology industries [3]. - The company collaborates closely with customers throughout the scientific journey, facilitating breakthroughs in medicine, healthcare, and technology [3]. - Avantor's portfolio is utilized in nearly every stage of significant research, development, and production activities across over 300,000 customer locations in 180 countries [3].

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Company Overview - Avantor is a global leader in laboratory solutions[20] - The company has a comprehensive portfolio of high-quality laboratory consumables, equipment, services, and digital solutions[11] - Avantor's bioscience production segment provides mission-critical materials and solutions[20] Financial Performance (2024) - Laboratory Solutions accounted for approximately 1/3 of revenue with a 25.7% margin[11] - Bioscience Production accounted for approximately 2/3 of revenue with a 13.0% margin[11] Bioscience Production Breakdown (2024) - Bioprocessing represented 67% of the bioscience production segment revenue[14] - Silicones represented 17% of the bioscience production segment revenue[14] - Applied Solutions represented 16% of the bioscience production segment revenue[14] Bioprocessing Offerings - Process Ingredients & Excipients accounted for 44% of bioprocessing revenue[18,19] - Single-use Systems & Integrated Solutions accounted for 26% of bioprocessing revenue[18,19] - Controlled Environment Consumables accounted for 30% of bioprocessing revenue[18,19] Growth Drivers - The bioprocessing portfolio is driven by specification positions and throughput[20] - The company has a strong foundation in bioscience production[13] - Cost transformation is driving conversion and margins[20]

Summary of Avantor (AVTR) 2025 Conference Call Company Overview - **Company**: Avantor (AVTR) - **Date**: May 20, 2025 - **Speaker**: Brent Jones, CFO Key Points Industry and Segment Breakdown - **Segments**: Avantor operates primarily in two segments: Lab Solutions and Bioscience Production - **Revenue Contribution**: - Lab Solutions accounts for approximately two-thirds of revenue and over half of adjusted operating income [5] - Bioscience Production contributes about one-third of revenue and just under half of adjusted operating income [5] Bioscience Production Insights - **Revenue Composition**: - Bioprocessing constitutes 67% of the Bioscience Production segment, including process ingredients, excipients, and single-use solutions [6] - Single-use systems account for 26% of revenue, with a focus on fluid handling solutions [9] - **Growth Guidance**: - The guidance for the Bioscience Production segment remains mid-single-digit growth, adjusted from mid to high single digits due to Q1 headwinds in control environment consumables [14][15] - **Market Characteristics**: - The segment is characterized by highly recurring revenue and strong growth profiles, particularly in regulated markets [6][8] Lab Solutions Segment - **Guidance Adjustment**: - The guidance for Lab Solutions was modified from low single-digit growth to a range of minus low single-digit to flat due to impacts from NIH funding changes [25][26] - **Impact of NIH Funding**: - NIH funding issues have created uncertainty, particularly affecting the higher education segment, which represents about 5% of total revenue [26][32] - **Capital Expenditure Impact**: - Capital expenditures, which account for about 15% of total revenue, have been more significantly impacted than consumables due to the funding uncertainty [36] Competitive Landscape - **Competitive Intensity**: - Increased competitive intensity has been noted, particularly in large accounts, but Avantor has also secured several wins that will positively impact future performance [41][42] - **Tariff Impact**: - No tariff impacts were incorporated into guidance, as the company believes it can offset these costs, with an estimated $30 million exposure primarily from China [46][47] Future Outlook - **Long-term Growth**: - Despite current challenges, the long-term growth outlook remains positive, with expectations for recovery in bioprocessing and other segments as headwinds dissipate [20][21][39] - **CEO Transition**: - The company is in the process of transitioning to a new CEO, with the board leading the search for a suitable candidate [51] Additional Considerations - **Market Stability**: - The company is monitoring end market stabilization before setting new long-range targets, acknowledging the unprecedented market noise since the last Analyst Day [55] This summary encapsulates the key insights and guidance provided during the Avantor conference call, highlighting the company's strategic focus and market dynamics.

Core Insights - Avantor, Inc. is participating in the RBC Capital Markets Global Healthcare Conference on May 20, 2025, with Brent Jones, Executive Vice President and CFO, as a speaker [1] - The session will be available for live audio webcast, and presentation slides will be accessible on Avantor's investor relations website [2] Company Overview - Avantor is a leading provider of mission-critical products and services in the life sciences and advanced technology sectors, supporting customers in their scientific endeavors [3] - The company's portfolio is utilized in critical research, development, and production activities across over 300,000 customer locations in 180 countries [3]

Summary of Avantor Conference Call Company Overview - **Company**: Avantor - **Industry**: Life Sciences Tools and Diagnostics Key Points Financial Performance - First quarter results were slightly below investor expectations, but the company remains confident in its platform's strength and resilience [3][4] - The lab solutions segment serves over 300,000 customers globally, with a strong bioprocessing franchise and medical-grade silicone formulations [3][4] - Strong margin execution and best-in-class free cash flow conversion were noted, with earnings aligning with plans and targets [3][4] Leadership Transition - CEO Michael Stubblefield announced a transition after over eleven years of leadership, during which revenue grew from $400 million to $7 billion [5][6] - The board is actively searching for a successor, focusing on candidates with a growth mindset and innovation background [8][9] Tariff Impact and Mitigation Strategies - Avantor's exposure to tariffs from China is estimated at approximately $30 million, with potential EPS impact of 3 to 4 cents if unmitigated [11][12][18] - The company has not incorporated tariff headwinds into its earnings guidance, confident in its ability to offset these through various strategies [12][16] - Mitigation strategies include transparent communication with customers about alternative products and flexible pricing frameworks [13][14] Market Guidance - The updated fiscal year 2025 guidance indicates organic sales decline of negative 1% to positive 1%, reflecting market conditions and policy changes impacting NIH funding [23][24] - The bioscience segment is expected to recover from first-quarter weaknesses, with a strong order book supporting future growth [29][30] Competitive Landscape - The macro environment has created a more competitive landscape, with opportunities for Avantor to gain market share despite challenges [37][39] - The company is focusing on retaining existing accounts and pursuing new business aggressively [4][39] Cost Actions and Margin Outlook - Avantor has expanded its cost savings plan to $400 million by the end of 2027, with significant contributions from procurement and operational efficiencies [46][48] - Long-term EBITDA margin target remains above 20%, although current market conditions may lead to a revised exit rate of around 18% for the year [49][50] Customer Segments and Market Dynamics - Approximately 5% of Avantor's revenue is linked to US academic and government sectors, which have faced funding cuts and spending freezes [41][42] - The company has observed stability in order rates since initial declines in early 2023, with expectations of no further deterioration [43][45] Conclusion - Avantor's leadership emphasizes the company's resilience and strategic positioning in the life sciences market, with ongoing efforts to drive growth and productivity despite macroeconomic challenges [52][53]