Avery Dennison Corporation
Avery Dennison Corporation Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
1 of 3 strong
The short version
- Expect overall sales growth in 2026 compared to 2025, particularly ramping in second half of the year with new programs, especially in food (e.g., Walmart rollout) and apparel. - Expect continued sequential earnings growth through 2026, with Q2 EPS flat to slightly up and acceleration in H2 driven by growth in high-value categories and share buybacks.
From Avery Dennison Corporation's Q2 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- Expect overall sales growth in 2026 compared to 2025, particularly ramping in second half of the year with new programs, especially in food (e.g., Walmart rollout) and apparel.
- Intelligent Labels platform growth anticipated to outpace 2025, with significant second-half ramp driven by food retail rollouts and apparel expansions.
- Materials Group organic sales are expected to return to growth after some first-quarter softness in high-value categories.
- Anticipate volume growth acceleration as new programs ramp and logistics pilots expand, offsetting lapping of outsized logistics volume/share from 2025.
- Scenario planning includes multiple volume scenarios with productivity improvements and innovations aiming to increase market share and share of wallet.
2 more points from Avery Dennison Corporation's call on revenue
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Profitability & Margins
See what Avery Dennison Corporation said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company plans to continue investing organically through CapEx and innovation-related investments.
- They have a strategic investment in Wiliot, a complementary technology partner focused on Bluetooth-based condition monitoring, applicable in food, pharmaceuticals, and logistics.
- Wiliot expands the total addressable market for their Intelligent Labels platform by approximately 75 billion units in the long term.
- Capital allocation includes a balanced approach toward M&A, share buybacks, and investment pipeline.
- Fixed and IT capital spending is expected to be approximately $260 million for the year.
2 more points from Avery Dennison Corporation's call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
2 more points from Avery Dennison Corporation's call on order book
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Continue your research
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Avery Dennison Corporation Q2 FY26 results?
- Expect overall sales growth in 2026 compared to 2025, particularly ramping in second half of the year with new programs, especially in food (e.g., Walmart rollout) and apparel. - Expect continued sequential earnings growth through 2026, with Q2 EPS flat to slightly up and acceleration in H2 driven by growth in high-value categories and share buybacks.
What is Avery Dennison Corporation share price analysis?
Avery Dennison Corporation currently shows a neutral. The stock trades at a P/E of 18.0 with a market cap of $12,329. Investors should review the full earnings analysis for detailed insights.
Is Avery Dennison Corporation planning capital expenditure?
- The company plans to continue investing organically through CapEx and innovation-related investments.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.