AptarGroup, Inc. (ATR) Earnings
AptarGroup, Inc. is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $1.35. ATR has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +3.1% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 1, 2026 | $1.15 | $1.19 | +3.5% | $983M | +2.8% |
| Feb 5, 2026 | $1.24 | $1.25 | +0.8% | $963M | +4.2% |
| Oct 30, 2025 | $1.57 | $1.62 | +3.2% | $961M | +9.2% |
| Jul 31, 2025 | $1.58 | $1.66 | +5.1% | $966M | +0.7% |
| May 1, 2025 | $1.16 | $1.20 | +3.4% | $887M | -1.3% |
| Feb 6, 2025 | $1.28 | $1.52 | +18.8% | $848M | -0.5% |
| Oct 24, 2024 | $1.42 | $1.49 | +4.9% | $909M | +5.5% |
| Jul 25, 2024 | $1.36 | $1.37 | +0.7% | $910M | -2.5% |
| Apr 25, 2024 | $1.15 | $1.26 | +9.6% | $915M | -1.7% |
| Feb 8, 2024 | $1.12 | $1.21 | +8.0% | $838M | -6.2% |
| Oct 25, 2023 | $1.27 | $1.39 | +9.4% | $893M | -1.7% |
| Jul 27, 2023 | $1.14 | $1.23 | +7.9% | $896M | -0.8% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 1, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Stefan Tanda and Gael Tuya introduced the call. Stefan mentioned retiring later and Gael joining as CEO on September 1. - Highlighted first quarter results with reported growth benefiting from currency but underlying mixed due to emergency medicine destocking. - Pharma segment demand healthy in key areas like GLP-1, biologics, etc. Pipeline progress in systemic nasal drug delivery and injectables. Approval updates for NEFI and other products. - Beauty segment products launched, pumps addressing consumer demands. Closure segment products featured on various sauces and new closures launched. - Ongoing litigation with ARS Pharmaceuticals and progress in discovery phase.
Guidance
- Anticipates second quarter adjusted earnings per share in range of $1.32 to $1.40 per share, effective tax rate range 22.5% to 24.5%, euro to US dollar exchange rate 1.18%. - Full year 2026 capital investments expected $260 million to $280 million, depreciation and amortization expense between $310 and $320 million. - Excluding emergency medicine destocking in pharma, expect solid quarter with growth across segments. Prescription excluding emergency medicine to return to healthy growth. Closures expected strong with solid demand and beauty growth in fragrance.
Segment performance
Pharma segment: Core sales decreased 1% in Q1. Emergency medicine dispensing systems decline negatively impacted pharma core sales by 3%. Prescription core sales decreased 10% due to emergency medicine and tough comps. Consumer healthcare core sales increased 4% due to eye care and nasal decongestant products. Injectables core sales increased 20% for elastomeric components. Active material science solutions core sales decreased 1%. Pharma adjusted EBITDA margin was 33.3%, down 150 basis points. Beauty segment: Core sales increased 3% with improving volumes. Fragrance, facial skincare, and color cosmetics core sales increased 3%, personal care core sales increased 6%. Beauty adjusted EBITDA margin was 11.1%, down 100 basis points. Closure segment: Core sales flat. Food core sales decreased 3% due to resin impacts, beverage core sales increased 10%. Closure adjusted EBITDA margin was 13.1%, down 270 basis points with maintenance issues and plant closures.
Risks & headwinds
- Maintenance issues in closure segment and plant closures due to extreme weather. - Impact of Middle East conflict on input costs like raw materials, transportation, and energy. - Litigation with ARS Pharmaceuticals ongoing with uncertainties. - Potential supply chain uncertainties and cost volatility.
Analyst Q&A
Q: Paul Knight at Key Bank asked about NEFI approvals and GLP-1 capacity.
A: NEFI approvals are proof points but not significant impact on quarter/year. GLP-1 demand strong, plenty of capacity in elastomer business.
Q: Goncham Panjobi asked about RX component comps and consumer healthcare growth.
A: Expect solid growth in RX excluding emergency medicine in Q2. Consumer healthcare in line with expectation, back on positive trend.
Q: George Staffos at Bank of America Securities asked about pharma growth X EMED and closures margins.
A: Pharma X EMED expected to grow, closures expect second half to return to normal margins.
Q: Matt Roberts at Raymond James asked about emergency medicine impact and pharma margin.
A: 65 million impact expected with bulk in first half. Pharma margin within range and long term target achievable.
Q: Matt LaRue at William Blair asked about gross margins and operational issues.
A: Gross margins expected to sequentially improve starting in Q2. Operational issues in beauty and closures expected to pass in second half.
Q: Daniel Rizzo at Jefferies asked about Narcan and safety stock.
A: Narcan visibility low but should even out. Purchasing teams managing safety of supply and increasing safety stocks.
Q: Gabe Hady from Wells Fargo asked about actives and closures minority investment.
A: Oral GLP-1 not a big driver for actives. Minority investment write-off was a factor impacting closures margins, not material overall.
Q: George Staffos at Bank of America Securities asked about minority investment write-off and Lincolnton plant.
A: Minority investment write-off was a venture investment, not material. Lincolnton plant doing fine with some weather issues but overall good.