Q2 2026 Aptargroup Inc Earnings Call Transcript

Jul 31, 2026 / 01:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

All three segments delivered positive sales growth, with reported sales increasing 6% to a new quarterly record of approximately $1 billion.
The pharma segment showed resilience with 8% core sales growth, driven by strong demand in injectables (up 9%) and consumer healthcare (up 15%), despite the anticipated decline in emergency medicine.
The company achieved adjusted EPS of $1.42, which was above its guidance range, due to better-than-expected operational performance.
AptarGroup Inc (ATR) received FDA approval for its ENSORB patent, a first-of-its-kind packaging solution designed to reduce nitrosamine impurities, positioning the company to meet regulatory demands.
The FDA's updated guidance for generic inhaled therapies is expected to streamline requirements, potentially bringing more generic products to market efficiently and highlighting the value of AptarGroup Inc (ATR)'s scientific expertise.
The company continues to see strong momentum in prestige fragrance and beverage closures, with beverage core sales up 14%, and maintains a strong balance sheet with a leverage ratio of 1.49.

Negative

Adjusted EBITDA margin declined to 20.7% from 22.6% in the prior year, primarily due to less favorable product mix and ongoing operational challenges in the beauty segment.
The pharma segment experienced a 7% decline in prescription core sales, largely due to the anticipated destocking-related decline in emergency medicines, which is expected to be a significant headwind through the third quarter.
Beauty segment adjusted EBITDA margin fell 190 basis points year-over-year to 12.2%, impacted by lower product volumes, unfavorable mix, and a timing lag in cost pass-throughs.
Closures segment adjusted EBITDA margin declined 200 basis points year-over-year to 14%, temporarily impacted by the ramp-up of new production lines and a previously reported maintenance initiative.
Adjusted earnings per share decreased 15% year-over-year to $1.42, driven by lower sales of important pharma products, operational issues in beauty and closures, higher depreciation, and increased interest expenses.
The company experienced higher input costs due to Middle East conflicts, which, while largely offset by customer pass-throughs, created a timing lag in the beauty segment and negatively impacted margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ATR.N - Aptargroup Inc
Q2 2026 Aptargroup Inc Earnings Call
Jul 31, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by.

Welcome to Aptar's 20,262 quarter results conference call.

At this time, all participants are in a listen-only mode.

Later we will conduct a question-and-answer session.

Introducing today's conference call is Mrs.

Mary Scafi, senior Vice President in Investor Relations and communications.

Please go ahead.

Hello, everyone, and thanks for being with us today.

Joining me on today's call are Stefan Tande, our President and CEO.

Vanessa Cano, executive Vice President and CFO.

And Tuia, our CEO designate and President of Aptar Pharma.

Release and accompanying slide deck have been posted on our

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