Avient预计第一季度调整后每股收益为$0.76;2025年预计调整后EBITDA为$5.40亿至$5.70亿,调整后每股收益为$2.70至$2.94

财报速递
13 Feb
Avient公司高级副总裁兼首席财务官Jamie Beggs表示:"正如我们在12月的投资者日上所分享的那样,我们提出了一条通过高增长市场和我们的技术相结合,提升利润率,并超越GDP增长100至200个基点的途径。"2025年伊始,我们准备执行我们的战略,为股东创造价值,优先考虑我们的产品组合,增强创新,利用数字技术以及发挥我们超过9000名全球员工的集体优势。" Beggs还提到:"展望未来,我们预计第一季度调整后每股收益为$0.76,这与去年同期持平,并包括由于美元走强所带来的$0.04的外汇压力。剔除外汇影响,这相当于调整后每股收益增长6%,这是一个令人鼓舞的开端,特别是考虑到去年第一季度因国防订单的时点过多而受益。" "当前的宏观环境呈现出多种不确定性,如政策、通胀、外汇和利率等,这使得今年潜在结果的范围更加广泛。" Beggs表示。"根据现有信息,我们对全年的最佳预测是调整后EBITDA在5.40亿至5.70亿美元之间,调整后每股收益在$2.70至$2.94之间。调整后每股收益范围的中点$2.82代表11%的增长,剔除全年$0.12的不利外汇影响。" Dr. Khandpur补充道:"尽管宏观环境存在短期不确定性,但我们仍然专注于我们能够控制的部分:与客户密切联系并执行我们的战略。基于2024年的强劲表现,我仍然对我们团队在实现去年12月投资者日上分享的长期财务目标的能力充满信心。"

以上内容来自Benzinga Earnings专栏,原文如下:

2025 Outlook

"As we shared at our Investor Day in December, we laid out a path to grow organic sales 100 – 200 basis points above GDP with margin expansion by intersecting high growth markets and secular trends with our technologies to create platforms that scale," said Jamie Beggs, Senior Vice President and Chief Financial Officer, Avient Corporation. "As we begin 2025, we are poised to execute our strategy to deliver value for our shareholders by prioritizing our portfolio, amplifying innovation, leveraging digital technologies and harnessing the collective strengths of our more than 9,000 global employees."

"Looking ahead, we are projecting first quarter adjusted EPS to be $0.76, which is in-line with the prior year quarter and includes a $0.04 foreign exchange headwind due to the stronger U.S. dollar," added Ms. Beggs. "This translates to 6% adjusted EPS growth, excluding the impact of foreign exchange, and an encouraging start to the year, especially considering the outsized timing of defense orders that benefited the first quarter last year."

"The current macro environment presents several uncertainties related to policy, inflation, foreign exchange and interest rates which provides for a broader set of potential outcomes for the year," Ms. Beggs said. "Our best full year forecast using present information is an adjusted EBITDA range of $540 to $570 million and adjusted EPS range of $2.70 to $2.94. The mid-point of the adjusted EPS range of $2.82 represents 11% growth, excluding the unfavorable impact from foreign exchange of $0.12 for the full year."

Dr. Khandpur added, "Despite the near-term uncertainties in the macro environment, we remain focused on what we can control: staying close to our customers and executing our strategy. Building off our strong performance in 2024, I remain optimistic in our team's ability to achieve the long-term financial targets we shared at Investor Day last December."

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