Avient reported third‑quarter 2025 results on November 5, 2025, with total sales of $806.5 million, a 1.1% decline from the $815.2 million recorded in the same quarter last year. GAAP earnings per share fell to $0.36 from $0.41 a year earlier, while adjusted earnings per share rose to $0.70, an 8% increase over the $0.65 adjusted EPS reported in Q3 2024. Adjusted EBITDA margin expanded 60 basis points to 16.5% from 15.9% in Q2 2025, reflecting stronger pricing power and cost discipline.
The revenue miss of roughly $15 million—about 1.8% below consensus estimates—was driven by subdued demand in consumer and transportation markets. Weak consumer sentiment in the U.S. and EMEA, coupled with ongoing trade‑policy uncertainty, dampened orders for lower‑margin products. In contrast, defense, healthcare, and telecommunications segments grew in the high single‑digit range, offsetting the weakness in legacy markets. The Color, Additives & Inks segment saw a 4% organic sales decline, while Specialty Engineered Materials experienced a 1% organic decline, underscoring the mixed performance across Avient’s portfolio.
Margin expansion was largely a result of disciplined cost control and a favorable product mix. Management highlighted that productivity initiatives and a shift toward higher‑margin specialty engineered materials helped lift the adjusted EBITDA margin. The company also benefited from lower interest expense due to debt repayment, which reduced financing costs and supported profitability despite the revenue shortfall.
Avient maintained its full‑year adjusted EPS guidance of $2.77 to $2.87, unchanged from the prior year, while narrowing the adjusted EBITDA guidance to $540 million–$550 million from the previous $545 million–$560 million range. The company reiterated its plan to reduce total debt by $150 million by year‑end, having already repaid $100 million in the third quarter. These measures reinforce Avient’s focus on balance‑sheet strength and long‑term financial flexibility.
CEO Dr. Ashish Khandpur said the company was pleased with the 8% adjusted EPS growth “in line with our guidance, despite slightly weaker‑than‑expected sales.” CFO Jamie Beggs added that the firm expects year‑over‑year sales to improve modestly in the fourth quarter and that lower interest expense and a favorable tax benefit helped offset the slightly lower EBITDA range, allowing the company to keep its EPS guidance unchanged. Investors reacted with mixed sentiment, weighing the revenue miss against the margin expansion and EPS beat, and the market’s response reflected the company’s resilience amid macro headwinds.
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