| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 70 | 22.4x | 17.8x | Top tier | |
Growth | 39 | 2.4% | 7.1% | Bottom tier | |
Quality | 50 | 5.8% | 4.5% | Around median | |
Safety | 49 | 3.0x | 2.6x | Around median | |
Capital Return | 70 | 2.64% | 2.12% | Top tier | |
Momentum | 70 | 14.6% | 2.9% | Top tier | |
Sentiment | 76 | 7 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Avient Corporation is a specialty materials company that generates revenue from developing and selling color and additive solutions, inks, and specialty engineered materials for packaging, consumer goods, defense, construction, healthcare, transportation, energy, and telecommunications. Packaging represents the company’s largest end market at 23% of sales, while operations are divided between the Color, Additives and Inks segment and the Specialty Engineered Materials segment; growth depends on innovation, winning share with customers, pricing, and expansion into electronics, high-performance computing, and infrastructure applications.
In Q2 of fiscal 2026, Avient recorded revenue of $917.0 million, gross profit of $307.6 million, net income of $64.8 million, and GAAP earnings per share of $0.70. These results equate to a gross margin of approximately 33.5% and a net income margin of approximately 7.1%, while organic sales growth reached 4.3% and adjusted earnings per share increased 20% year over year to $0.96, exceeding management’s previous expectations by $0.09.
The Color, Additives and Inks segment achieved organic sales growth of 5%, adjusted earnings before interest, taxes, depreciation, and amortization of $125 million, and a margin of 21.7% after expanding by 80 basis points. The Specialty Engineered Materials segment achieved organic growth of 3% and adjusted earnings before interest, taxes, depreciation, and amortization of $76 million, up 20% year over year, with margin expansion of 310 basis points; approximately 100 basis points benefited from the comparison with a planned maintenance expense of approximately $3 million in the corresponding quarter of fiscal 2025.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is Buy, with an average price target of $47.75, a high of $54, and a low of $43. The average target is approximately 2.4% above the 52-week range high of $46.64, but the $11 spread in targets highlights differing assessments of the sustainability of volume growth and margin expansion; the full 52-week range extends from $27.48 to $46.64.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Revenue was $917.0 million, gross profit was $307.6 million, and net income was $64.8 million in Q2 of fiscal 2026. GAAP earnings per share reached $0.70, while adjusted earnings per share were $0.96 and grew 20% year over year. The company recorded organic sales growth of 4.3% and a record adjusted earnings before interest, taxes, depreciation, and amortization margin of 18.3%.
Avient expects adjusted earnings before interest, taxes, depreciation, and amortization of between $575 million and $603 million in fiscal 2026. The adjusted earnings-per-share range is $3.10 to $3.25, while expected free cash flow ranges from $210 million to $230 million. For Q3 of fiscal 2026, management expects adjusted earnings per share of approximately $0.80, an increase of 14% year over year.
The company estimates the directly addressable opportunity in high-performance computing and electronics at approximately $1 billion, in addition to another $1 billion in infrastructure such as wires, cables, pipes, and fittings. It expects its business related to these fields to approach $100 million in fiscal 2026, including approximately $60 million from electronics. The electronics business doubled during the previous three years, and management expects it could double again during the following two to three years if industry growth continues.
Avient developed Preperm dielectric materials for the radar systems of humanoid robots and intelligent-driving vehicles, designed to reduce signal loss and distortion at high frequencies while providing better impact resistance and less warpage during manufacturing. The company is customizing these materials for applications used by several manufacturers of radar systems for robots and autonomous vehicles. In packaging, non-PFAS polymer processing aids are generating a few million dollars in fiscal 2026, with qualification trials involving a large number of customers and applications in food packaging and personal-care products.
Management does not expect weak transportation demand to improve during Q3 of fiscal 2026 and possibly throughout the second half, due to lower vehicle production and weak marine applications. Inventory rebalancing by drug-delivery and remote-monitoring customers also pressured the healthcare business in the first half, while industrial activity in Europe remained weak. Additional risks include inflation, supply-chain disruptions, geopolitical developments, and reduced order visibility in Q4 of fiscal 2026.
The company generated cash flows that allowed it to repay $50 million of debt in Q2 of fiscal 2026, bringing total repayments during the twelve months ended with that quarter to $200 million. Avient is targeting total repayments of $100 million to $150 million during fiscal 2026, including the second-quarter amount. It expects to end the year with net leverage of between 2.2 and 2.4 times, alongside free cash flow of between $210 million and $230 million.
