Mativ Q4 sales miss estimates

Mativ Holdings

18/02/2026 21:18

Overview

Specialty materials firm's Q4 sales rose 1% yr/yr but missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Company remains focused on improving leverage and balance sheet by generating cash flow

Mativ navigating an environment of anemic market demand and dynamic trade policies

Company did not provide specific financial guidance for 2026 in press release

Result Drivers

OPERATIONAL EXECUTION - Mativ attributed its performance to disciplined commercial operations, prudent inventory management, and effective SG&A expense management

FAM SEGMENT GROWTH - Filtration & Advanced Materials sales rose 5.6% due to higher volume/mix and favorable currency translation, partially offset by lower selling prices

SAS SEGMENT DECLINE - Sustainable & Adhesive Solutions sales fell 1.7% due to lower volume/mix, despite favorable currency translation and higher selling prices

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$463.10 mln
$469.55 mln (2 Analysts)
Q4 Adjusted EPS
Beat
$0.15
$0.09 (1 Analyst)
Q4 EPS
$1.80
Q4 Adjusted EBITDA
Beat
$53.50 mln
$48.90 mln (2 Analysts)

Analyst Coverage

The one available analyst rating on the shares is "strong buy"

The average consensus recommendation for the commodity chemicals peer group is "buy."

Wall Street's median 12-month price target for Mativ Holdings Inc is $18.25, about 28% above its February 17 closing price of $14.26

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw8DH1Fna

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.)