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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Avery Dennison (AVY) is 5/10.
Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A. That gap underscored that underlying demand was softer than the reported figure implied. Materials base categories grew mid-single digits, and a $75 million Wiliot investment deepened the IL platform into condition monitoring. However, IL was down low single digits on logistics weakness and a chip transition, while customer prebuying created a $0.05 tailwind expected to reverse in Q2.
Scored from Avery Dennison’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.19B | +3.6% | $2.16 | +22.0% | 27.9% | 12.8% | 8.0% | $282M |
| FY2025 Q1 | $2.15B | -0.1% | $2.09 | -1.9% | 28.9% | 11.9% | 7.7% | $-52M |
| FY2025 Q2 | $2.22B | -0.7% | $2.41 | +10.6% | 28.8% | 12.9% | 8.5% | $179M |
| FY2025 Q3 | $2.22B | +1.5% | $2.13 | -5.3% | 28.7% | 12.7% | 7.5% | $276M |
| FY2025 Q4 | $2.27B | +3.9% | $2.15 | -0.5% | 28.7% | 12.4% | 7.3% | $310M |
| FY2026 Q1 | $2.30B | +7.0% | $2.18 | +4.3% | 28.9% | 11.8% | 7.3% | $108M |
| FY2026 Q2 | $2.46B | +10.9% | $2.67 | +10.8% | 29.6% | 12.7% | 8.3% | $369M |