Analyst Consensus ?
ConsensusHold25 ratings
Bullish728.0%
Neutral1664.0%
Bearish28.0%
Avantor, Inc. · AVTR · FY2026 Q1 · Calendar Q2 2026
Avantor reaffirms guidance as Revival initiatives show early progress
Avantor’s Q1 showed an earnings beat and early operational progress, but organic revenue remained under pressure. The investment case depends on whether VWR and BMP stabilize as management expects while inflation and cash-flow risks remain contained.
Reported Before market openNYSEHealthcare
$10.88B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.17
Consensus $0.16
EPS surprise
+8.3%
Reported versus consensus
Reported revenue
$1.58B
Consensus $1.54B
Revenue surprise
+2.5%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-0.1%
Event window
SPY move
-0.0%
Same window
Abnormal move
-0.1%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
+16.6%
Up to 20 sessions
AVTRSPY benchmark
Ask FN2 about AVTR FY2026 Q1
Transcript, numbers and history already loaded
Why did AVTR fall 0.1% after beating EPS estimates in FY2026 Q1?What changed in AVTR's guidance and outlook in FY2026 Q1?Give me the bull and bear case for AVTR after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management said Revival initiatives, digital upgrades, kaizen and automation are producing early improvements. VWR was expected to bottom in Q1 and BMP in Q2, with organic growth returning in the second half; full-year guidance was reaffirmed despite inflation headwinds.
Guidance delta
Maintained: full-year guidance was reaffirmed.
Key takeaways
- Adjusted EPS beat expectations while revenue was $1.581 billion and organic revenue declined 4%.
- VWR was expected to bottom in Q1, while BMP was expected to bottom in Q2 before a second-half recovery.
- BMP’s book-to-bill ratio was above 1.1, supporting management’s view of a stronger order book.
- Management cited digital e-commerce upgrades, automation and kaizen as execution priorities.
- Debt reduction remains the top capital-allocation priority.
Management priorities
- Execute the Revival agenda and improve accountability.
- Advance VWR digital and e-commerce upgrades.
- Deploy targeted automation and other capex projects.
- Reduce debt while monitoring inflationary pressure.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$16.05Current
$7Low
$20.05Average
$50High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Stifel | Hold | Hold | Maintain | Oct 29, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 29, 2026 |
| Barclays | Underweight | Underweight | Maintain | Oct 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Oct 29, 2026 |
| TD Cowen | Hold | Hold | Maintain | Oct 13, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 13, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 9, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jul 30, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 8, 2026 |
| Jefferies | Underperform | Hold | Downgrade | Dec 17, 2025 |
| JP Morgan | Neutral | Overweight | Downgrade | Oct 30, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Oct 16, 2025 |
| Goldman Sachs | Neutral | Buy | Downgrade | Apr 29, 2025 |
| Deutsche Bank | Hold | Hold | Maintain | Apr 18, 2024 |
| William Blair | Market Perform | Outperform | Downgrade | Jul 31, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Jul 31, 2023 |
| B of A Securities | Buy | Buy | Maintain | Jul 31, 2023 |
| Keybanc | Overweight | Overweight | Maintain | Sep 15, 2022 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Sep 14, 2022 |
| Cleveland Research | Neutral | Buy | Downgrade | Sep 9, 2022 |
| Piper Sandler | Overweight | Neutral | Upgrade | Aug 2, 2021 |
| Stifel Nicolaus | Hold | Hold | Maintain | Nov 15, 2019 |
| Janney Capital | Buy | Buy | Maintain | Jun 14, 2019 |
| Piper Jaffray | Neutral | Neutral | Maintain | Jun 11, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $16.05. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Deutsche Bank | Analyst unavailable | $17 | $16.46 | +5.9% | Oct 29, 2026 |
| Robert W. Baird | Analyst unavailable | $18 | $16.69 | +12.1% | Oct 29, 2026 |
| Barclays | Analyst unavailable | $16 | $16.69 | -0.3% | Oct 29, 2026 |
| Evercore ISI | Analyst unavailable | $17 | $16.69 | +5.9% | Oct 28, 2026 |
| RBC Capital | Dan Leonard | $17 | $16.69 | +5.9% | Oct 28, 2026 |
| UBS | Doug Schenkel | $16 | $15.25 | -0.3% | Sep 9, 2026 |
| Morgan Stanley | Analyst unavailable | $14 | $13.66 | -12.8% | Jul 30, 2026 |
| RBC Capital | Dan Leonard | $14 | $13.98 | -12.8% | Jul 30, 2026 |
| Deutsche Bank | Analyst unavailable | $13 | $14.06 | -19.0% | Jul 30, 2026 |
| Jefferies | Analyst unavailable | $13 | $14.38 | -19.0% | Jul 29, 2026 |
| Evercore ISI | Analyst unavailable | $10.5 | $10.4 | -34.6% | Jul 6, 2026 |
| Bernstein | Analyst unavailable | $10.5 | $10.08 | -34.6% | Jun 26, 2026 |
| UBS | Analyst unavailable | $8 | $9.43 | -50.2% | Jun 24, 2026 |
| Wolfe Research | Analyst unavailable | $7 | $9.19 | -56.4% | Jun 1, 2026 |
| RBC Capital | Analyst unavailable | $9 | $7.94 | -43.9% | May 14, 2026 |
| Barclays | Analyst unavailable | $7 | $8.18 | -56.4% | Apr 14, 2026 |
| Morgan Stanley | Analyst unavailable | $10 | $9.38 | -37.7% | Feb 13, 2026 |
| UBS | Dan Leonard | $10.5 | $9.34 | -34.6% | Feb 12, 2026 |
| Stifel Nicolaus | Analyst unavailable | $10 | $9.24 | -37.7% | Feb 12, 2026 |
| Jefferies | Tycho Peterson | $8 | $9.24 | -50.2% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $9 | $9.64 | -43.9% | Feb 12, 2026 |
| Robert W. Baird | Analyst unavailable | $11 | $9.64 | -31.5% | Feb 12, 2026 |
| Evercore ISI | Vijay Kumar | $10 | $9.32 | -37.7% | Feb 11, 2026 |
| Evercore ISI | Analyst unavailable | $12 | $11.46 | -25.2% | Jan 5, 2026 |
| Jefferies | Tycho Peterson | $9 | $11.2 | -43.9% | Dec 17, 2025 |
| Barclays | Luke Sergott | $12 | $11.58 | -25.2% | Oct 30, 2025 |
| UBS | Analyst unavailable | $12 | $11.58 | -25.2% | Oct 30, 2025 |
| Barclays | Luke Sergott | $15 | $13.67 | -6.5% | Oct 2, 2025 |
| Stifel Nicolaus | Analyst unavailable | $12 | $11.3 | -25.2% | Aug 4, 2025 |
| Raymond James | Analyst unavailable | $14 | $11.3 | -12.8% | Aug 4, 2025 |
| Robert W. Baird | Analyst unavailable | $17 | $12.49 | +5.9% | Apr 28, 2025 |
| Morgan Stanley | Tejas Savant | $15 | $12.93 | -6.5% | Apr 28, 2025 |
| Barclays | Luke Sergott | $26 | $21.87 | +62.0% | Feb 3, 2025 |
| Bernstein | Eve Burstein | $24.5 | $21.66 | +52.6% | Jan 10, 2025 |
| Evercore ISI | Vijay Kumar | $26 | $21.2 | +62.0% | Jan 2, 2025 |
| Robert W. Baird | Catherine Schulte | $26 | $22.56 | +62.0% | Oct 28, 2024 |
| Morgan Stanley | Tejas Savant | $28 | $24.4 | +74.5% | Oct 21, 2024 |
| Robert W. Baird | Catherine Schulte | $27 | $26.02 | +68.2% | Jul 29, 2024 |
| Evercore ISI | Vijay Kumar | $27.5 | $25.6 | +71.3% | Jul 26, 2024 |
| Evercore ISI | Vijay Kumar | $27 | $20.77 | +68.2% | Jul 2, 2024 |
| Jefferies | Tycho Peterson | $28 | $24.08 | +74.5% | Jun 3, 2024 |
| Deutsche Bank | Justin Bowers | $25 | $24.38 | +55.8% | Apr 18, 2024 |
| Raymond James | Andrew Cooper | $30 | $23.05 | +86.9% | Feb 5, 2023 |
| Raymond James | Andrew Cooper | $36 | $28.34 | +124.3% | Aug 9, 2022 |
| Robert W. Baird | Catherine Schulte | $34 | $28.34 | +111.8% | Aug 8, 2022 |
| Barclays | Luke Sergott | $33 | $28.67 | +105.6% | Aug 4, 2022 |
| Wells Fargo | Analyst unavailable | $33 | $29.95 | +105.6% | Apr 25, 2022 |
| Stifel Nicolaus | Daniel Arias | $46 | $42.33 | +186.6% | Sep 10, 2021 |
| Credit Suisse | Katie Tryhane | $50 | $42.33 | +211.5% | Sep 10, 2021 |
| Guggenheim | Sandy Draper | $45 | $37.6 | +180.4% | Aug 2, 2021 |
| Morgan Stanley | Tejas Savant | $44 | $37.6 | +174.1% | Aug 2, 2021 |
| Goldman Sachs | Matthew Sykes | $40 | $31.3 | +149.2% | Jun 4, 2021 |
Track every rating change on AVTR the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAvantor, Inc., a company established in 1904 and based in Radnor, Pennsylvania, is a global provider of vital products and specialized services. Operating across the Americas, Europe, Asia, the Middle East, and Africa, Avantor caters to a wide array of industries, including biopharmaceuticals, healthcare, educational institutions, government bodies, advanced technology firms, and applied materials enterprises. The company's extensive product portfolio features essential materials and consumables, such as high-purity chemicals and reagents, laboratory supplies, custom-formulated silicone materials, tailored excipients, single-use assemblies, process chromatography resins and columns, analytical sample…
Historical context
All AVTR earningsHealthcare peers this season
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Missed on EPS
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Get the AVTR recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-01T03:30:39.928844+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T03:30:39.926044+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-01. For educational purposes only; not investment advice.