Avient (NYSE:AVNT) Announces Earnings Results, Beats Expectations By $0.01 EPS

12 Feb 2026, 19:08 by Mitch Edgeman · The Markets Daily

Avient (NYSE:AVNT – Get Free Report) posted its quarterly earnings results on Thursday. The company reported $0.56 EPS for the quarter, beating the consensus estimate of $0.55 by $0.01, FiscalAI reports. Avient had a net margin of 3.49% and a return on equity of 10.75%. The firm had revenue of $760.60 million for the quarter, compared to analyst estimates of $750.19 million. During the same quarter last year, the firm posted $0.49 earnings per share. Avient’s revenue for the quarter was up 1.9% compared to the same quarter last year. Avient updated its Q1 2026 guidance to 0.810-0.810 EPS and its FY 2026 guidance to 2.930-3.170 EPS.

Here are the key takeaways from Avient’s conference call:

Strong execution drove an 80 basis-point Adjusted EBITDA margin expansion in Q4 and a full-year record Adjusted EBITDA margin of 16.7%, with Adjusted EPS up ~6% for 2025 and +14% in Q4.
Priority growth vectors—especially defense, healthcare, and telecom—delivered double‑digit growth in Q4, and the company commercialized innovations like GlideTech (non‑PFAS lubricious materials), non‑PFAS polymer processing aids, and a Dyneema process debottlenecking to unlock near‑term capacity.
2026 guidance targets continued improvement with Adjusted EBITDA of $555–$585M (+2–7% YoY), Adjusted EPS of $2.93–$3.17 (+4–12%), and expected free cash flow of $200–$220M, while CapEx is planned at ~$140M (including incremental defense investments).
Color, Additives & Inks underperformed (CAI organic sales down ~2% for 2025; Q4 CAI organic -3%), with ongoing softness in consumer, industrial and building & construction markets that weighed on consolidated organic sales.
Cash generation remains strong—$195M FCF in 2025 and $150M of debt paydown reduced net leverage to 2.6x; management says near‑term cash will prioritize further debt reduction (targeting

Avient Stock Up 1.5%

Shares of AVNT stock traded up $0.62 during mid-day trading on Thursday, reaching $41.49. 865,656 shares of the company were exchanged, compared to its average volume of 915,193. Avient has a fifty-two week low of $27.48 and a fifty-two week high of $44.85. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.47 and a current ratio of 2.03. The company has a market capitalization of $3.80 billion, a P/E ratio of 33.71, a P/E/G ratio of 1.34 and a beta of 1.44. The business’s 50 day simple moving average is $33.99 and its 200 day simple moving average is $33.40.

Analysts Set New Price Targets

Several research analysts have commented on AVNT shares. KeyCorp raised their price objective on Avient from $48.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, January 9th. Oppenheimer raised their target price on Avient from $37.00 to $41.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. Zacks Research upgraded Avient from a “strong sell” rating to a “hold” rating in a report on Friday, December 5th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Avient in a research note on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $43.50.

Check Out Our Latest Stock Report on AVNT

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in AVNT. Nuveen LLC lifted its holdings in Avient by 7.2% in the fourth quarter. Nuveen LLC now owns 1,457,932 shares of the company’s stock worth $45,546,000 after acquiring an additional 98,282 shares during the last quarter. Wellington Management Group LLP lifted its holdings in shares of Avient by 2.3% in the 3rd quarter. Wellington Management Group LLP now owns 1,352,124 shares of the company’s stock worth $44,552,000 after purchasing an additional 30,047 shares during the last quarter. Millennium Management LLC boosted its position in Avient by 440.4% during the 3rd quarter. Millennium Management LLC now owns 1,337,188 shares of the company’s stock valued at $44,060,000 after purchasing an additional 1,089,744 shares during the period. The Manufacturers Life Insurance Company grew its stake in Avient by 21.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,288,581 shares of the company’s stock worth $41,634,000 after buying an additional 231,102 shares during the last quarter. Finally, New York State Common Retirement Fund increased its position in Avient by 4.6% in the fourth quarter. New York State Common Retirement Fund now owns 1,134,774 shares of the company’s stock worth $35,450,000 after buying an additional 50,392 shares during the period. 95.48% of the stock is owned by institutional investors and hedge funds.

Avient News Summary

Here are the key news stories impacting Avient this week:

Positive Sentiment: Q4 operating beat — Avient reported adjusted EPS of $0.56 vs. the $0.55 consensus and revenue of $760.6M vs. ~$750M est., showing modest organic growth and a year-over-year EPS improvement. Avient (AVNT) Q4 Earnings and Revenues Beat Estimates
Positive Sentiment: Strong near-term guide — Avient set Q1 FY2026 EPS guidance at $0.81, above the prior consensus (~$0.65), which signals stronger expected first-quarter performance and likely drove positive investor reaction. Avient tops Q4 forecasts, sees continued earnings growth in 2026
Positive Sentiment: Operational improvements and cash flow — Management highlighted adjusted EPS growth (2025 adjusted EPS $2.82, +6% y/y), margin expansion, $302M operating cash flow and $150M debt repayment, supporting balance-sheet improvement. Avient Announces Fourth-Quarter and Full-Year 2025 Results; Initiates Full-Year 2026 Financial Guidance
Neutral Sentiment: Full-year guidance mixed — FY2026 adjusted EPS was guided to $2.93–$3.17 (company notes 4%–12% growth vs. 2025). The range brackets the consensus (~$3.04), leaving room for differing analyst interpretations. Avient (AVNT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Negative Sentiment: GAAP results and modest topline growth — GAAP EPS declined (Q4 GAAP EPS $0.18 vs. $0.52 prior year) and full-year sales grew only ~1%, which could concern investors focused on headline GAAP performance and low organic revenue momentum. Avient Announces Fourth-Quarter and Full-Year 2025 Results; Initiates Full-Year 2026 Financial Guidance

Avient Company Profile

(Get Free Report)

Avient Corporation (NYSE: AVNT) is a global provider of specialized and sustainable polymer materials, delivering color, additive and engineered solutions to a wide range of industries. The company’s core offerings include masterbatches, colorant systems, compounds and resins designed to enhance performance, aesthetics and environmental sustainability. Avient serves markets such as packaging, automotive, consumer goods, healthcare, electronics, and agriculture, tailoring products to meet stringent regulatory and end-use requirements.