4 Chemical Stocks Poised to Outshine Q2 Earnings Estimates
A recovery in end-market demand and self-help measures, including cost cuts and productivity gains, position CC, MEOH, AVNT and DD to beat Q2 earnings estimates.
Avient Corporation, established in 1885 and based in Avon Lake, Ohio, is a global enterprise specializing in advanced material solutions, custom formulation ...
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$1.09 per share
Est. EPS $0.80 · Revenue $856.99M · 5 analysts
$1.09 per share
Est. EPS $0.60 · Revenue $802.11M · 5 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.3B | +0.6% | +8.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $81.9M | -51.7% | +19.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +32.5% | -0.5% | +4.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +6.2% | -38.6% | +5.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +2.5% | -52.0% | +10.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $195.0M | +44.6% | -21.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +6.0% | +43.7% | -11.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 81.0% | -12.8% | -3.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.66x | -12.0% | +7.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $6.0B | +3.7% | +1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.89 vs 2.81 | -68.4% | 0.70 vs 0.89 | -21.6% |
| Revenue Surprise | $3.3B vs $3.2B | +0.4% | $917.0M vs $898.5M | +2.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | WULFSOHN WILLIAM A | director | Common Stock | A | 1,049 | — |
| Jun 30, 2026 | Verduin Patricia | director | Common Stock | A | 1,049 | — |
| Jun 30, 2026 | Preete Kerry J | director | Common Stock | A | 1,049 | — |
| Jun 30, 2026 | Nicolas Ernest | director | Common Stock | A | 1,049 | — |
| Jun 30, 2026 | Mink Kim Ann | director | Common Stock | A | 1,049 | — |
Operator: Good morning, ladies and gentlemen, and welcome to Avient Corporation webcast to discuss the company's second quarter 2026 results. My name is Michelle, and I will be your operator for today. [Operator Instructions] As a reminder, this conference is being recorded for replay purposes. I would now like to turn the conference over to Patrick Davis from Avient's Investor Relations team. Please go ahead. Patrick Davis: Thank you, and good morning to everyone joining us on the call today. Before we begin, we would like to remind you that statements made during this webcast may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements will give current expectations or forecasts of future events and are not guarantees of future performance. They're based on management's expectation and involve a number of business risks and uncertainties, any of which could cause actual results to differ materially from those expressed in or implied by the forward-looking statements. We encourage you to review our most recent reports, including our 10-K or any applicable amendments for the complete discussion of these factors and other risks that may affect our future results. During the discussion today, the company will use both GAAP and non-GAAP financial measures. Please refer to the presentation posted in the Investor Relations section of the Avient website, where the company describes the non-GAAP measures and provides a reconciliation for historical non-GAAP financial measures to their most directly comparable GAAP financial measures. A replay of this call will be available on our website. Information to access the replay is listed in today's press release, which is available at avient.com in the Investor Relations section. On the call today is our Chairman, President and Chief Executive Officer, Dr. Ashish Khandpur; and Joe Di Salvo, Senior Vice President, Chief Financial Officer. I will now hand the call over to Ashish to begin. Ashish Khandpur: Thank you, Patrick, and good morning, everyone. I want to begin by acknowledging the hard work of the entire Avient team and thank them for delivering a strong quarter, which was a story of successful execution, managing inflation and navigating supply chain disruptions. Our team continues to perform with discipline, poise and determination under a very dynamic and volatile environment. In the second quarter, our team delivered $0.96 of adjusted EPS, $0.09 ahead of expectations, driven by better-than-expected volume growth. Organic sales grew 4.3% with double-digit increase in adjusted EBITDA year-over-year. By remaining close to our customers, we delivered profitable growth across the portfolio. Market share gains, new product innovations and pricing actions contributed to positive organic sales, including volume growth in both business segments. Asia was a particular standout, growing organic sales 18% over the prior year …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ashish K. Khandpur | President, Chief Executive Officer & Chairman of the Board | USD 2,055,098 | — | 1968 | Active |
Amy Sanders | Senior Vice President, General Counsel, Secretary & Corporate Ethics Officer | USD 1,090,651 | Female | 1973 | Active |
Woon Keat Moh | Senior Vice President & President of Color, Additives and Inks | USD 1,051,891 | Male | 1974 | Active |
Giuseppe Di Salvo | Senior Vice President & Chief Financial Officer | USD 993,780 | Male | — | Active |
David N. Schneider | Senior Vice President & President of Specialty Engineered Materials | USD 835,864 | Male | 1970 | Active |
Leslie Sequeira | Chief Information Officer | — | Male | — | Active |
Nello Rizzo | Senior Vice President of Global Supply Chain | — | Male | 1968 | Active |
Philip G. Clark | Senior Vice President & Chief Technology Officer | — | — | 1970 | Active |
Michael Joseph Irwin | Senior Vice President of New Business Development & Marketing Excellence | — | Male | 1979 | Active |
Kristen Gajewski | Senior Vice President & Chief Human Resources Officer | — | Female | 1982 | Active |
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