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Avery Dennison (AVY) investor relations material
Avery Dennison Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Adjusted EPS for Q3 2025 was $2.37, up 2% year-over-year and above midpoint guidance, with reported EPS at $2.13 and net sales of $2.22 billion, reflecting franchise strength and margin expansion.
High-value categories now represent 45% of the business year-to-date, with a strategic shift toward higher growth and margin opportunities and a major Walmart RFID partnership announced.
Strong free cash flow generation of $269 million in Q3, supporting continued capital returns and disciplined capital deployment.
Completed Taylor/Tailor Adhesives acquisition for $390 million, enhancing the Materials Group high-value category portfolio.
Net income for Q3 was $166.3 million, down from $181.7 million in Q3 2024, primarily due to raw material deflation-related price reductions, higher taxes, and growth investments.
Financial highlights
Adjusted EBITDA margin reached 16.5%, up 10 basis points year-over-year; Materials Group adjusted EBITDA margin was 17.5%, up 50 basis points.
Generated nearly $270 million in adjusted free cash flow for the quarter; year-to-date adjusted free cash flow was $404.5 million.
Returned $670 million to shareholders year-to-date via $454 million in share repurchases and dividends; dividends per share increased 7% to $0.94 quarterly in April 2025.
Gross profit for Q3 2025 was $635.0 million, up from $626.6 million in Q3 2024.
Share count decreased by 3.1 million year-over-year due to repurchases and dilution offset.
Outlook and guidance
Q4 2025 reported sales growth expected at 5%–7%, with organic growth of 0%–2% and adjusted EPS guidance of $2.35–$2.45, above prior year at midpoint.
Anticipates improved year-over-year growth in Q4, with continued EPS growth and strong free cash flow targeting 100% conversion for the year.
Currency translation expected to provide a $5 million operating income benefit; restructuring savings net of transition costs projected at $60 million.
Effective tax rate anticipated to be in the mid-twenty percent range for the full year.
Ongoing uncertainty in trade policy and macroeconomic environment may impact results.
Explain high-value category performance divergence?
How are segment margin drivers evolving?
Taylor Adhesives acquisition rationale
Walmart IL: Unique tech or broader application?
Materials Group: Q4 volume growth outlook?
Why Q4 EPS flat despite higher sales?
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Next Avery Dennison earnings date
Q4 202529 Jan, 2026
Next Avery Dennison earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
Adhesives, Adhesives, Adhesives
Avery Dennison is an American company headquartered in Mentor, Ohio, and operating globally. The company produces a wide range of products with adhesive materials such as labels, brandings, RFID inlays, tags, and similar items. Its products are used in everything from retail sales to medical products, and Avery Dennison is one of the leaders in the materials science field. The company had its IPO in 1961, and today its shares trade on the NYSE.
R. Stanton Avery
Avery Dennison Corporation traces its roots back to 1935 when R. Stanton Avery invented the first self-adhesive label. The company quickly expanded from this point onward, creating a wide array of products utilizing Stanton Avery’s invention. An important milestone came in 1990 when the company merged with Dennison Manufacturing, a firm established in the 19th century that specialized in ticketing, tagging, and labeling systems. The combined entity, Avery Dennison, expanded its product range to include diverse offerings such as RFID-based solutions and packaging materials.
The Products
Over the years, the company's product portfolio has been used in various diverse sectors, from fashion and food to electronics and automotive. Avery Dennison Corporation produces a wide range of products primarily centered on adhesive materials, labels, and branding solutions. One of its core product lines is pressure-sensitive materials, which include self-adhesive labels used for product branding, barcoding, and tracking across various industries. The company also produces functional and decorative graphics solutions, suitable for vehicles, architectural design, and digital signages. Additionally, they provide tapes, fasteners, and adhesives designed for industrial, medical, and consumer applications. In the pursuit of greener business practices and sustainability, Avery Dennison has introduced environmentally friendly products, which focus on reducing waste and promoting recyclability.
Avery Dennison is one of the leaders in its field, but it’s not alone in producing these types of products. When looking at the company’s peers, one finds names like 3M and CCL among the competition.
RFID
Avery Dennison's RFID (Radio Frequency Identification) solutions represent a significant facet of its product portfolio, primarily designed to enhance supply chain visibility, inventory management, and loss prevention for retailers and other industries. These RFID tags and labels are embedded with tiny electronic devices that store and transmit information when activated by a radio frequency scanner.
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