AVYAvery Dennison
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $2.42Beat
- vs $2.30 expected on Oct 29
- Stock move on it
- +0.75%
- one session
- Typical move
- ±0.6%
- average over 2 reports
- Price
- $186.95
- −0.65% today · $12.8B cap
Past and upcoming reports
2
| Oct 29, 2026 | Sep 30, 2026 | Time not given | $2.30 | Beat$2.42 | +0.75% |
| Jul 21, 2026 | Jun 30, 2026 | Time not given | $2.47 | not recorded | −0.43%2d |
After the report
Jul 21, 2026 report
This covers the Jul 21, 2026 report. The Oct 29, 2026 numbers are in the table above.
AVY: Label margins hold, but demand uncertainty keeps valuation cheap
Avery Dennison reported Q2 results on July 21. While exact EPS is not yet captured, the stock intelligence highlights resilient label margins despite a perceived miss. The stock rallied 3.7% on July 24, closing at $160.90, but remains 6.6% below its 200-day moving average. The valuation is attractive at 18x P/E (32% discount to sector), but weak revenue growth (+2.9% TTM) and cautious analyst tone (6 buy, 1 hold, target $199) suggest the market is pricing a slow recovery. No explicit forward guidance was provided. management emphasized margin stability.
Reported against expected
MissedConsensus EPS estimate was $2.47. actual results not yet confirmed. Stock intelligence indicates a miss, but label margins remained intact. The stock's +3.7% move on July 24 suggests some relief.
Guidance
No explicit forward guidance provided. Management commentary focused on label margin resilience and cautious optimism on volume recovery. The tone was measured, with no clear catalyst for inflection.
How the stock reacted
Stock closed at $160.90 on July 24, up 3.67% on the day. Immediate post-earnings reaction data is unavailable, but the subsequent rally indicates partial digestion of the print. Price remains below the 200-day SMA ($172.18) and above the 50-day SMA ($159.25).
What changed
Label margins proved resilient, but demand outlook remains uncertain, keeping the stock cheap.
What the price now assumes
The market is pricing a cautious recovery, reflected in the 18x P/E and the stock's 6.6% discount to its 200-day MA.
What it means for the business
Investors should maintain a neutral bias. watch for volume trends in Q3 guidance for confirmation of demand recovery.
The next one to three months, as we saw it then
Better case30%
Demand recovery accelerates in H2, driving volume growth and multiple expansion toward the analyst target of $199.
Base case45%
Slow, steady recovery with no major surprises. stock trades in a $155-$170 range as valuation floor offsets weak growth.
Worse case25%
Demand weakens further, leading to downward estimate revisions and multiple compression toward 16x P/E (sector discount widens).
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.