Pulling SEC filings + quote and writing the call…

AVIENT CORP
Next earnings Jul 30, 2026 · consensus $0.91 EPS, $912M rev
Last earnings -3.5% on 2026-05-07
Specialty plastics turnaround stalling — flat sales, halved earnings and a 41x P/E leave little room for error.
Sources: SEC EDGAR (CIK 0001122976, latest 10-Q filed 2026-05-07) · analysis by claude-code · as of 6/25/2026, 1:41:16 PM.
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Avient's FY2025 results show a business stuck in low gear. Sales of $3.26B grew just 0.6% (and -0.3% ex-FX per MD&A), while operating income collapsed 38.2% to $204M and net income fell 51.7% to $81.9M as SG&A jumped $84.7M (+11.6%) and cost of sales rose 2.8% against barely-positive revenue. Gross margin compressed 140bp to 31.2% and ROE is a thin 3.4% — this is not the profile of the 'innovator of materials solutions' the MD&A describes, and the 'growth vector' wins in defense/healthcare aren't yet visible in the consolidated print.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.32B | $3.40B | $3.14B | $3.24B | $3.26B |
| Gross profit | $944M | $883M | $893M | $1.06B | $1.02B |
| Operating income | $280M | $243M | $197M | $329M | $204M |
| Net income | $231M | $703M | $75.7M | $170M | $81.9M |
| Diluted EPS | $2.51 | $7.63 | $0.83 | $1.84 | $0.89 |
| Net margin | 7.0% | 20.7% | 2.4% | 5.2% | 2.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Annual meeting vote results; directors elected, routine governance outcomes disclosed
Q1 2026 10-Q detailed continued operating-margin softness and cost headwinds
Q1 2026 10-Q detailed continued operating-margin softness and cost headwinds
Executive/director change disclosed; leadership transition during weak earnings
2026 proxy: routine board slate, exec comp items; no major governance shifts
FY2025: sales +0.6%, op income -38%, net income -52%; SG&A +12% hit margins
FY2025 EPS $0.89 vs $1.84; net income halved on -38% operating income drop
Q3 2025 10-Q: gross margin slid from 32.6% peak; SG&A growth pressured profit
Q3 2025 10-Q: gross margin slid from 32.6% peak; SG&A growth pressured profit
1047 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-03-31 | WULFSOHN WILLIAM A Director | Award | 1.07K | |
| 2026-03-31 | Verduin Patricia Director | Award | 1.07K | |
| 2026-03-31 | Preete Kerry J Director | Award | 1.07K | |
| 2026-03-31 | Nicolas Ernest Director | Award | 1.07K | |
| 2026-03-31 | Mink Kim Ann Director | Award | 1.07K | |
| 2026-03-31 | Jellison William R Director | Award | 1.07K | |
| 2026-03-31 | Green Neil Director | Award | 1.07K |