One of the ideas spit out by my T/A earnings alerts this AM:
$AVTR reported earnings last Friday.
Analyst consensus was looking for +.15 cents per share net income, and actual earnings came in at +.76 cents per share, for a +386.70% difference in expectations vs. reality, and a +408% in actual net income improvement yoy.
Still, $AVTR fell hard Friday because revenue came in at $1.69 Billion for the quarter compared to $1.70 Billion from the previous year.
Smells like a falling guiollotine blade to me. Will wait for the chart to firm and base and I’ll start some dd to see if there’s a transcript up for the Earnings Call. (Motley Fool has no earnings call transcript for $AVTR, at least not yet at 11:18 AM on 10 Feb 25.)
$AVTR monthly chart look:
Avantor Inc (AVTR) reports high single-digit growth in bioprocessing and a significant increase in adjusted EBITDA margin, despite challenges in the…
By GuruFocus News
Feb 08, 2025 07:06 AM
4 min. read
View original
Fourth Quarter Revenue: $1.69 billion, with 1% organic growth.
Adjusted EBITDA Margin: 18.2%, highest in over a year.
Adjusted Earnings Per Share (EPS): $0.27, up 4% sequentially and 8% year-over-year.
Free Cash Flow: $222 million in Q4; $768 million for the year, over 110% conversion.
Bioprocessing Growth: High single-digit organic growth in Q4.
Adjusted Gross Margin: 33.4% in Q4.
Debt Reduction: $1.3 billion paid down in 2024, reducing net leverage to 3.2x adjusted EBITDA.
Full Year Revenue: $6.78 billion, 2% organic revenue decline.
Full Year Adjusted EBITDA: $1.2 billion, 17.7% margin.
2025 Guidance - Organic Revenue Growth: 1% to 3%.
2025 Guidance - Adjusted EBITDA Margin: Approximately 18% to 19%.
2025 Guidance - Adjusted EPS: $1.02 to $1.10, 10% growth at midpoint.
2025 Guidance - Free Cash Flow: $650 million to $700 million.
Earnings call transcript:
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Finviz description of this business: “Avantor, Inc. is a life science tools company that engages in providing mission-critical products and services to the life sciences and advanced technology industries. Its portfolio includes biopharma, healthcare, education and government, as well as advanced technologies and applied materials industries. It sells materials, equipment, instrumentation, and offers specialty procurement. The company operates through the following geographical segments: the Americas, Europe, and AMEA. Avantor was founded by John Townsend Baker in 1904 and is headquartered in Radnor, PA.”
Daily chart shows a possible bottom forming:
Weekly chart
Monthly chart
