艾利丹尼森公布第四季度收入增长3.5%,但2025年每股收益预期不及预期,股票下跌

财报速递
31 Jan

艾利丹尼森公司(纽约证券交易所代码:AVY)报告称,第四季度销售额同比增长3.5%,达到21.9亿美元,符合分析师的普遍预期。 调整后的每股收益为2.38美元,也符合普遍预期。 材料集团销售额增长4%,达到15亿美元;解决方案集团销售额增长3%,达到7.14亿美元。 季度毛利润增长2.2%,达到6.092亿美元,毛利率为27.8%。调整后的息税折旧摊销前利润(EBITDA)增长6%,达到3.581亿美元。 艾利董事会宣布每季度派息0.88美元。股息将于2025年3月19日支付给2025年3月5日的股东。 在第四季度,艾利通过股息和股票回购向股东返还了2.1亿美元现金。公司以总成本1.4亿美元回购了70万股股票。 “我们的材料和解决方案集团均实现了强劲的营收和利润增长,我们的行业在去年下游库存去库存之后恢复,再次证明了我们整体特许经营的强大,”总裁兼首席执行官Deon Stander表示。 截至2024年12月28日,公司持有现金及等价物3.291亿美元。 展望未来:艾利丹尼森预计2025财年调整后的每股收益为9.80至10.20美元,低于普遍预期的10.44美元。 股价走势:艾利股票在周四最后一次检查时下跌6.25%,报180.85美元。

以上内容来自Benzinga Earnings专栏,原文如下:

Avery Dennison Corporation (NYSE:AVY) reported fourth-quarter sales growth of 3.5% year-on-year to $2.19 billion, matching the analyst consensus estimate.

Adjusted EPS of $2.38 was also in line with the consensus estimate.

Materials Group sales increased 4% to $1.5 billion and that of Solutions Group climbed 3% to $714 million.

Gross profit for the quarter rose 2.2% to $609.2 million with a gross margin of 27.8%. Adjusted EBITDA increased 6% to $358.1 million.

Avery’s Board of Directors declared a quarterly cash dividend of $0.88 per share. The dividend is payable on March 19, 2025 to shareholders of record on March 5, 2025.

During the fourth quarter, the company returned $210 million in cash to shareholders through a combination of dividends and share repurchases. The company repurchased 0.7 million shares at an aggregate cost of $140 million.

"Both our Materials and Solutions Groups delivered strong top-and bottom-line results, with our industries recovering from downstream inventory destocking last year, once again demonstrating the strength of our overall franchise," said president and CEO, Deon Stander.

The company held $329.1 million in cash and equivalents as of December 28, 2024.

Outlook: Avery Dennison sees FY25 adjusted EPS of $9.80 – $10.20, below the estimate of $10.44.

Price Action: AVY shares are trading lower by 6.25% at $180.85 at the last check Thursday.

Image via Shutterstock.

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