Aptar Q2 sales beat estimates on strength in consumer healthcare and injectables

AptarGroup

30/07/2026 22:16

Overview
Drug delivery and dispensing firm's Q2 sales rose 6% and beat analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Company repurchased $50 mln in shares during the quarter

Outlook
Aptar expects Q3 2026 adjusted EPS between $1.45 and $1.53
Company anticipates solid growth across Pharma, Beauty and Closures segments in Q3
Aptar expects emergency medicine destocking headwind to abate by Q4

Result Drivers
PHARMA SEGMENT MIX - Growth in consumer healthcare, injectables and prescription applications, partly offset by lower emergency medicine sales and weaker active material science solutions
BEAUTY DEMAND AND MIX - Increased demand for prestige fragrance dispensing and color cosmetics, but margins declined due to lower volumes, unfavorable mix and resin timing
CLOSURES GROWTH AND COSTS - Strong beverage dispensing demand and new closure innovations drove sales, but margins were pressured by costs from new production lines and maintenance

Company press release: ID:nBw8TWkpha

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$1.03 bln
$1.008 bln (6 Analysts)
Q2 Adjusted EPS
Beat
$1.42
$1.35 (7 Analysts)
Q2 EPS
 
$1.36
 
Q2 Net Income
 
$88 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the non-paper containers & packaging peer group is "buy"
Wall Street's median 12-month price target for Aptargroup Inc is $158.00, about 18% above its July 30 closing price of $133.87
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 22 three months ago

Reuters Recommended Reads
July 29 - Silgan beats Q2 revenue, profit estimates on volume growth
July 30 - Baxter raises annual profit forecast on strength in drug compounding business
July 29 - German medical packaging firm Gerresheimer to sell two units to Apax for $1.71 billion

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)