Q4 2025 Mativ Holdings Inc Earnings Call Transcript
Key Points
- Mativ Holdings Inc (MATV) delivered year-over-year improvements in sales, adjusted EBITDA, and adjusted EBITDA margin for the fourth quarter and full year of 2025.
- The company generated record free cash flow of $94 million in 2025, more than doubling the prior year's result.
- Mativ Holdings Inc (MATV) successfully reduced its net debt by over $60 million, advancing towards its target leverage range.
- The Filtration & Advanced Materials segment experienced notable growth, with net sales up more than 5% year-over-year.
- The company is strategically leveraging AI to enhance productivity and drive sustained performance across various functions.
- Mativ Holdings Inc (MATV) faced anemic demand in certain industrial sectors, impacting overall performance.
- The Sustainable & Adhesive Solutions segment experienced lower-than-expected volumes, particularly in labels, automotive tapes, and release liners.
- The company anticipates a $20 million to $25 million headwind in raw material costs due to forecasted market price increases.
- Despite improvements, the company still operates in a complex macroeconomic environment with geopolitical instability.
- Mativ Holdings Inc (MATV) expects a small decline in free cash flow from 2025 record levels due to funding growth initiatives.
Welcome to Mativ's fourth-quarter and full-year 2025 earnings conference call. On the call today from Mativ are Shruti Singhal, Chief Executive Officer; Scott Minder, Chief Financial Officer; and Chris Kuepper, Director of Investor Relations. Today's call is being recorded and will be made available for replay later this afternoon. (Operator Instructions) It is now my pleasure to turn the call over to Mr. Chris Kuepper. Sir, you may begin.
Good morning, everyone, and thank you for joining us for Mativ's fourth-quarter and full-year 2025 earnings call. Before we begin, I'd like to remind you that comments included in today's conference call include forward-looking statements. Actual results may differ materially from these comments for reasons shown in detail in our SEC filings, including our annual report on Form 10-K, and our quarterly reports on Form 10-Q.
Some financial metrics discussed during this call are non-GAAP financial metrics. Reconciliations to the closest GAAP metrics are included in
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