Avantor

AVTR

Market cap $6.23B

Avantor (AVTR) reported earnings 30 days ago. What's next for the stock?

AVTR's product breadth, digital upgrades and new pharma wins support growth, though VWR Distribution & Services remains a challenge.

RADNOR, Pa., May 19, 2026 /PRNewswire/ -- Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries, today announced that Gerard (Jerry) Porreca has joined the company as Executive Vice President, Quality and Regulatory.

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.

AVTR benefits from stable Q1 revenues and improving demand trends, though margin pressure and volume softness weigh on profitability.

Avantor, Inc. reported a slight beat on 1Q26 EPS and revenue, but underlying organic growth and margins remain under pressure. Negative organic growth, margin compression, and subdued cash flow signal only early stabilization, not a confirmed recovery, especially in the VWR segment. Management reaffirmed 2026 guidance and expects sequential improvement, but the recovery is execution-dependent and gradual, with margins likely to remain below historical peaks.

Avantor, Inc. (AVTR) Q1 2026 Earnings Call Transcript

Avantor, Inc. (AVTR) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.23 per share a year ago.