Core Viewpoint - Avient Corporation reported its fourth-quarter and full-year results for 2025, highlighting a 6% increase in adjusted EPS and a positive outlook for 2026 with projected earnings growth despite mixed demand conditions. Financial Performance - Full-year 2025 adjusted EPS was $2.82, a 6% increase from the previous year, driven by an adjusted EBITDA margin expansion of 50 basis points to 16.7% and lower interest expenses [1] - Fourth-quarter adjusted EPS was $0.56, reflecting a 14% growth year-over-year, primarily due to organic sales growth in the Specialty Engineered Materials segment and productivity initiatives [1] - Full-year sales for 2025 increased by 1% to $3,260 million, with fourth-quarter sales rising 2% to $761 million; foreign exchange positively impacted sales by 3% in Q4 and 1% for the full year [1] Debt Management and Cash Flow - The company generated strong operating cash flow of $302 million in 2025, which supported a debt repayment of $150 million during the year [1] - Avient expects to deliver free cash flow exceeding $200 million in 2026, enhancing its flexibility for future cash deployment [1] 2026 Financial Guidance - For 2026, Avient projects adjusted EPS to range from $2.93 to $3.17, indicating a growth of 4% to 12% over 2025 [1] - The company anticipates adjusted EBITDA for 2026 to be between $555 million and $585 million, representing a growth of 2% to 7% [1] Strategic Focus - The management emphasized a commitment to driving profitable mix and productivity, which contributed to the adjusted EBITDA margin expansion and overall financial performance [1] - Continued investments in prioritized growth areas and a robust innovation pipeline are part of the strategy to maintain earnings and margin growth into 2026 [1]

Core Insights - ESCO Technologies Inc. reported a strong start to fiscal year 2026 with significant increases in sales, orders, and earnings per share, reflecting favorable market conditions and effective execution by the team [1][3][4]. Financial Performance - Q1 2026 sales increased by 35% to $290 million compared to $215 million in Q1 2025 [6]. - Entered orders surged by 143% to $557 million, resulting in a record backlog of $1.4 billion [6][32]. - GAAP EPS from continuing operations rose by 40.5% to $1.11 per share, while adjusted EPS increased by 72.6% to $1.64 per share [6][34]. Segment Performance - Aerospace & Defense (A&D) segment sales increased by 75.7% to $144 million, driven by strong Navy and aerospace performance [7]. - Utility Solutions Group (USG) sales remained stable at $87 million, with a slight increase from the previous year [8]. - Test & Measurement segment sales grew by 26.7% to $58 million, supported by higher demand in U.S. and European markets [12]. Operational Highlights - The company achieved a 320 basis points expansion in adjusted EBITDA margin, reflecting operational efficiency [3]. - Net cash provided by operating activities from continuing operations was $69 million, an increase of $40 million compared to the prior year [6]. Business Outlook - Full year revenue guidance for FY 2026 has been increased by $20 million, now expected to be in the range of $1.29 to $1.33 billion, indicating 18 to 21% growth over the prior year [10]. - Adjusted EPS guidance for the full year is raised to a range of $7.90 to $8.15 per share, reflecting a midpoint increase of $0.38 from previous guidance [10].

Core Viewpoint - ESCO Technologies Inc. is set to report its first quarter financial results on February 5, 2026, followed by a conference call to discuss the results and related commentary [1]. Group 1: Financial Reporting - The first quarter 2026 financial results will be announced after market close on February 5, 2026 [1]. - A conference call will take place at 4:00 p.m. Central Time to discuss the financial results [1]. - A webcast and accompanying slide presentation will be available in the Investor Center of ESCO's website [1]. Group 2: Company Overview - ESCO Technologies is a global provider of highly engineered products and solutions for diverse end-markets [3]. - The company manufactures filtration and fluid control products, advanced composites, and power management solutions for aviation, Navy, and industrial customers [3]. - ESCO is an industry leader in RF test and measurement products and systems, providing diagnostic instruments, software, and services to industrial power users and the electric utility and renewable energy sectors [3]. - The company is headquartered in St. Louis, Missouri, with offices and manufacturing facilities worldwide [3].

Core Insights - ESCO Technologies Inc. reported a strong performance in Q4 2025 and FY 2025, with significant increases in sales, orders, and earnings per share, driven by strong market demand and strategic acquisitions [1][4][6] Financial Performance - Q4 2025 sales increased by 29% to $353 million, with entered orders rising by 30% to $321 million [1][7] - FY 2025 sales grew by 19% to $1.1 billion, with entered orders increasing by 57% to $1.6 billion [1][7] - Q4 2025 GAAP EPS from continuing operations rose by 14% to $1.73, while adjusted EPS increased by 30% to $2.32 [1][7] - For FY 2025, GAAP EPS from continuing operations increased by 13% to $4.49, and adjusted EPS rose by 26% to $6.03 [1][7] Segment Performance - Aerospace & Defense (A&D) segment saw Q4 2025 sales increase by 71.6% to $170 million, with organic sales up by 13.1% and Maritime contributing $58 million [6][30] - For FY 2025, A&D sales increased by 40.4% to $478 million, with organic sales up by 12.5% [6][34] - Utility Solutions Group (USG) reported Q4 2025 sales of $110 million, a slight increase of 1.6%, while FY 2025 sales rose by 3% to $380 million [10][34] - Test segment sales in Q4 2025 increased by 9.6% to $72 million, with FY 2025 sales up by 13.2% to $237 million [10][34] Operational Highlights - The company completed the divestiture of VACCO Industries, recognizing an after-tax gain of $173 million [12] - Management expects double-digit growth in sales, Adjusted EBIT, Adjusted EBITDA, and Adjusted EPS for FY 2026 [13][18] - The next quarterly cash dividend of $0.08 per share is scheduled for January 16, 2026 [13] Business Outlook - For FY 2026, sales are expected to grow by 16% to 20%, with A&D projected to grow by 33% to 38% [18] - Adjusted EBIT is anticipated to increase by approximately 21% to 25%, with margins improving to 20.9% to 21.5% [18] - Adjusted EPS for FY 2026 is expected to rise by 24% to 29%, reaching a range of $7.50 to $7.80 per share [18]

Core Viewpoint - ESCO Technologies Inc. is set to report its fourth quarter financial results on November 20, 2025, followed by a conference call to discuss the results and related commentary [1]. Group 1: Financial Reporting - The fourth quarter 2025 financial results will be announced after market close on November 20, 2025 [1]. - A conference call will take place at 4:00 p.m. Central Time to discuss the financial results [1]. - A webcast and accompanying slide presentation will be available in the Investor Center of ESCO's website prior to the call [1]. Group 2: Company Overview - ESCO Technologies is a global provider of highly engineered products and solutions serving diverse end-markets [3]. - The company manufactures filtration and fluid control products, advanced composites, and power management solutions for aviation, Navy, and industrial customers [3]. - ESCO is recognized as an industry leader in designing and manufacturing RF test and measurement products and systems, along with providing diagnostic instruments, software, and services to industrial power users and the electric utility and renewable energy sectors [3]. - The company is headquartered in St. Louis, Missouri, with offices and manufacturing facilities worldwide [3].

Core Points - Avient Corporation has declared a quarterly cash dividend of $0.275 per share, marking the fifteenth consecutive annual increase in dividends [1][2] - The dividend will be paid on January 7, 2026, to stockholders of record on December 12, 2025, resulting in an annualized increase from $1.08 to $1.10 per share [1] - The company emphasizes its commitment to sharing profits with shareholders while focusing on debt reduction and investing in organic growth opportunities to enhance long-term shareholder value [2] Company Overview - Avient Corporation aims to be an innovator of materials solutions that support customer success and promote sustainability [3] - The company employs over 9,000 individuals globally, leveraging collective strengths to innovate solutions that address customer challenges and capitalize on market opportunities [3] - Avient's product portfolio includes colorants, advanced composites, functional additives, engineered materials, and Dyneema®, recognized as the world's strongest fiber [3]

Core Points - Avient Corporation (NYSE: AVNT) plans to release its third quarter 2025 earnings on November 5, 2025, before the market opens [1] - A webcast with a slide presentation will be held at 8:00 a.m. Eastern Time on the same day [1] - Participants in the conference call must pre-register to receive the dial-in number and personal PIN for the Q&A session following the presentation [2] Company Overview - Avient Corporation is focused on being an innovator of materials solutions that support customer success while promoting sustainability [4] - The company employs over 9,000 individuals globally, leveraging collective strengths to innovate solutions that address customer challenges and capitalize on market opportunities [4] - Avient's product portfolio includes colorants, advanced composites, functional additives, engineered materials, and Dyneema®, recognized as the world's strongest fiber [4]

Core Insights - ESCO Technologies Inc. reported a 27% increase in Q3 sales to $296 million, while GAAP EPS from continuing operations decreased by 13% to $0.96. Adjusted EPS from continuing operations increased by 25% to $1.60 [1][4][5] - The company raised its FY 2025 adjusted EPS guidance to a range of $5.75 to $5.90, reflecting a growth of 21% to 24% [1][10][11] Financial Performance - Q3 2025 sales increased by $62.7 million (27%) compared to Q3 2024, with organic sales (excluding Maritime sales) increasing by $25.6 million (11%) [5][6] - Entered orders surged by 194% to $749 million, resulting in a book-to-bill ratio of 2.53x and a record backlog of $1.17 billion [1][5][7] - Net cash provided by operating activities from continuing operations was $88 million YTD, an increase of $25 million compared to the prior year [5] Segment Performance - Aerospace & Defense (A&D) segment sales increased by $49.1 million (56%) to $136.3 million, driven by a 200% increase in Navy sales [6][29] - Utility Solutions Group (USG) sales increased by $2.1 million (2%) to $92.4 million, with Doble's sales up by 1% and NRG sales up by 8% [12][29] - Test & Measurement segment sales increased by $11.6 million (21%) to $67.7 million, with EBIT and adjusted EBIT increasing to $10.7 million [12][29] Business Outlook - The company expects FY 2025 revenue from continuing operations to be in the range of $1.075 to $1.105 billion, reflecting a 17% to 20% increase over the prior year [10][11] - Q4 adjusted EPS from continuing operations is expected to be in the range of $2.04 to $2.19, representing a growth of 14% to 22% over Q4 2024 [13] Dividend Information - The next quarterly cash dividend of $0.08 per share is scheduled for payment on October 16, 2025, to stockholders of record on October 2, 2025 [14]

Core Insights - Avient Corporation reported second quarter sales of $866.5 million, reflecting a 2% increase from $849.7 million in the same quarter of the previous year [1][6] - The company achieved GAAP earnings per share (EPS) of $0.57, up from $0.36 in the prior year quarter, and adjusted EPS of $0.80, representing a 5% growth [2][6] - The CEO highlighted organic revenue growth for the fifth consecutive quarter, driven by strong operational performance and customer focus, despite mixed demand conditions across various markets [3][5] Financial Performance - Second quarter adjusted EBITDA margins expanded by 30 basis points to 17.2% [3] - The company narrowed its full-year guidance for adjusted EBITDA to a range of $545 to $560 million and adjusted EPS to $2.77 to $2.87 [4] - Strong cash flow from operations was reported at $113 million, supporting a $50 million debt repayment, with plans to reduce total debt by $100 million to $200 million by year-end [4][6] Market Conditions - Demand conditions were mixed, with resilient growth in defense and healthcare sectors, while consumer demand remained weak [3][5] - The company is monitoring the evolving trade environment and expects minimal direct impact from tariffs due to local sourcing and manufacturing [5] Segment Performance - Sales in the Color, Additives and Inks segment were $538.6 million, while Specialty Engineered Materials reported $329.7 million in sales [24] - The gross margin for the second quarter was $277.9 million, compared to $257.6 million in the prior year quarter [27] Outlook - The company anticipates similar demand trends in the second half of the year, with continued momentum from high-profit portfolios in defense and healthcare markets [4] - Adjusted EPS for the third quarter is expected to be $0.70, representing an 8% growth over the prior year quarter [4]

Core Insights - ESCO Technologies Inc. has completed the divestiture of VACCO Industries to RBC Bearings Incorporated for net proceeds of approximately $275 million, reflecting customary working capital adjustments since the announcement on May 20, 2025 [1] Company Overview - ESCO Technologies is a global provider of highly engineered products and solutions, serving diverse end-markets including aviation, Navy, space, and industrial sectors [2] - The company manufactures filtration and fluid control products, advanced composites, and power management solutions, and is an industry leader in RF test and measurement products and systems [2] - ESCO has a global presence with offices and manufacturing facilities worldwide, headquartered in St. Louis, Missouri [2]