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APTARGROUP (ATR)

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Earnings summaries and quarterly performance for APTARGROUP.

Recent press releases and 8-K filings for ATR.

Aptar Highlights Pharma Growth, Injectables Expansion, and Narcan Headwinds at JPMorgan Conference
ATR
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Aptar's Pharma business is the primary growth and profit engine, representing 46% of the company and two-thirds of its EBITDA, with its pipeline's average weighted value increasing 54% since 2019.
  • The company has significantly invested in its Injectables business, bringing new capacity online in 2025 across the US, China, and Europe, to capitalize on the exploding GLP-1 market.
  • Aptar anticipates a $65 million year-over-year headwind in Narcan sales, expected primarily in the first half of 2026, following a 50% growth in the first half of 2025 and subsequent inventory normalization.
  • Aptar maintains a balanced capital allocation strategy, investing 70% in business growth and returning 30% to shareholders, including a 32-year streak of rising dividends and significant share repurchases in 2025.
1 day ago
Aptar Provides Business Update at JPMorgan Healthcare Conference
ATR
Guidance Update
Share Buyback
Dividends
  • Aptar's Pharma business is the largest segment, contributing 46% of revenue and two-thirds of EBITDA, with a top-line growth guidance of 7-11% and 32-36% EBITDA margin.
  • The company's Pharma pipeline has significantly increased since 2019, with a 54% rise in average weighted value and a 46% increase in opportunities, driven by systemic nasal drug delivery, nose-to-brain applications, and injectables, particularly for GLP-1s.
  • Aptar anticipates a $65 million year-over-year headwind in the first half of 2026 due to a "reset" in Narcan sales following inventory build-up, though long-term growth for the medication is still expected.
  • The capital allocation strategy involves approximately 70% investment in business growth (organic and inorganic) and 30% return to shareholders, including 32 years of rising dividends and opportunistic share buybacks, with $270 million remaining in authorization at the end of Q3, expected to be fully utilized in Q4 and Q1.
  • The Beauty and Closures businesses have undergone significant renovation and are now in "good fighting shape," showing positive growth signals.
1 day ago
Aptar Highlights Pharma Growth Drivers, Pipeline, and Capital Allocation at JPMorgan Healthcare Conference
ATR
Guidance Update
New Projects/Investments
Share Buyback
  • Aptar's Pharma business is the company's largest segment, contributing 46% of the company and two-thirds of EBITDA, driven by proprietary drug delivery systems and a growing pipeline. The overall Pharma market is growing at 7%.
  • The company's Pharma pipeline has seen substantial growth, with the average weighted value increasing 54% and the number of opportunities rising 46% since 2019, focusing on systemic nasal drug delivery, biologics for injectables, and new propellants.
  • Aptar's injectables business is experiencing an "exploding" market, particularly with GLP-1s, and has made significant investments in capacity across Europe, the U.S. (Congers, New York), and China to meet demand.
  • Capital allocation prioritizes investing 70% into business growth (organic and inorganic) and 30% to shareholders, including 32 years of rising dividends and opportunistic share buybacks. The company expects to fully utilize $270 million in share buyback authorization in Q4 (previous year) and Q1 (current year).
  • Narcan sales are undergoing a reset following 50% growth in the first half of 2025, leading to an expected $65 million year-over-year headwind largely in the first half of 2026 due to channel inventory build-up.
1 day ago
Aptar's Nasal System Delivers First FDA-Approved PSVT Treatment
ATR
Product Launch
New Projects/Investments
  • Aptar's Bidose Liquid Nasal Spray System is the delivery mechanism for CARDAMYST™ (etripamil), the first and only self-administered FDA-approved nasal spray for paroxysmal supraventricular tachycardia (PSVT) in adults.
  • Developed by Milestone Pharmaceuticals, CARDAMYST received U.S. Food and Drug Administration (FDA) approval for converting acute symptomatic episodes of PSVT to sinus rhythm.
  • This approval broadens Aptar’s drug delivery solutions into new therapeutic areas and underscores the increasing demand for nasal drug delivery.
  • An estimated two million people in the United States are diagnosed with PSVT, indicating a significant market for this new treatment.
Dec 17, 2025, 10:00 PM
AptarGroup, Inc. issues 4.750% Senior Notes due 2031
ATR
Debt Issuance
  • AptarGroup, Inc. completed an underwritten public offering of $600 million aggregate principal amount of its 4.750% Senior Notes due 2031 on November 20, 2025.
  • The Notes mature on March 30, 2031, and bear interest at an annual rate of 4.750%, payable semi-annually in arrears on March 30 and September 30 of each year, beginning March 30, 2026.
  • The Company may redeem the Notes at its option prior to February 28, 2031 (the "Par Call Date"), at a make-whole redemption price, and at 100% of the principal amount on or after the Par Call Date.
  • These Notes are unsecured obligations of the Company and rank equally in right of payment with all of the Company’s other existing and future senior unsecured indebtedness.
Nov 20, 2025, 9:30 PM
AptarGroup highlights strong pharma business growth and capital allocation strategy at Jefferies Conference
ATR
Dividends
Share Buyback
New Projects/Investments
  • AptarGroup's pharma business is a key driver, contributing almost 70% of EBITDA, focusing on proprietary drug delivery devices. This segment has seen strong performance with top-line growth of 7%-11% and adjusted EBITDA growth of 26% in recent years, with profitability in the 32%-36% EBITDA range.
  • The company has a strong track record of capital returns, including 32 years of annually increasing dividends and a recent 7% dividend increase.
  • Capital deployment prioritizes the high-returning pharma business. AptarGroup has returned $8 billion in dividends and $6 billion in share repurchases over the last seven years.
  • AptarGroup has leaned into share repurchases, having executed approximately $190 million or 1.3 million shares year-to-date through Q3, and plans to exhaust the remaining $273 million in authorized buybacks.
  • The injectable segment, boosted by GLP-1, is a significant growth driver within pharma, expected to reach 20% of pharma injectables or more. CapEx is anticipated to remain steady-state, with no major new site investments planned for the coming years.
Nov 19, 2025, 12:00 PM
AptarGroup Highlights Pharma Growth and Capital Allocation at Jefferies Conference
ATR
Dividends
Share Buyback
New Projects/Investments
Revenue Acceleration/Inflection
  • AptarGroup's pharma business is the primary profit driver, contributing almost 70% of EBITDA and achieving 7%-11% top-line growth and 26% adjusted EBITDA growth in recent years.
  • The company has a strong track record of 32 years of annually increasing dividends and recently announced a 7% dividend increase, with a payout ratio at the lower end of its 30%-40% target.
  • Aptar is actively engaged in share repurchases, having bought back $190 million or 1.3 million shares year-to-date through Q3, with $273 million remaining in board-authorized funds.
  • Capital deployment prioritizes the pharma business due to its high returns and rapid growth, with the injectables business (fueled by GLP-1) being a significant growth driver, though proprietary nasal delivery remains the larger and more profitable segment.
Nov 19, 2025, 12:00 PM
AptarGroup Discusses Pharma Business Growth and Capital Allocation at Jefferies Conference
ATR
Dividends
Share Buyback
New Projects/Investments
  • AptarGroup's pharma business is the primary profit engine, contributing almost 70% of EBITDA, driven by proprietary drug delivery systems for chronic diseases, with 7%-11% top-line growth in recent years and 32%-36% EBITDA profitability.
  • The company has a 32-year track record of annually increasing dividends, recently announcing a 7% increase, and prioritizes capital deployment towards its high-returning pharma business.
  • AptarGroup's injectables business, particularly GLP-1, is a significant growth driver, though nasal delivery remains the largest and most profitable pharma segment.
  • Management believes the stock price reaction to the Narcan pullback is "overdone" and has been actively executing share repurchases, with $190 million (1.3 million shares) bought back year-to-date to Q3 and $273 million remaining in authorization.
  • Future capital expenditure is expected to be steady state, focusing on additional equipment and capacity within existing facilities rather than large new site constructions.
Nov 19, 2025, 12:00 PM
AptarGroup Reports Q3 2025 Results, Raises Dividend, and Provides Q4 Outlook
ATR
Earnings
Guidance Update
Share Buyback
  • AptarGroup reported a 6% increase in reported sales and 1% core sales growth for Q3 2025, with adjusted earnings per share (EPS) rising 4% year-over-year to $1.62. Consolidated adjusted EBITDA margins improved by 30 basis points to 23.2%.
  • The Pharma segment's core sales increased 2%, primarily driven by an 18% rise in injectables, contributing to a 120 basis point improvement in its adjusted EBITDA margin to 37.2%. Beauty core sales were flat, and Closures core sales decreased 1%.
  • The company increased its quarterly dividend by nearly 7% to $0.48 per share and has repurchased $190 million in shares year-to-date, with the remaining $270 million of authorization expected to be utilized over the next couple of quarters.
  • For Q4 2025, adjusted EPS is projected to be between $1.20 and $1.28 per share. The company anticipates a significant headwind in emergency medicine, expecting 2026 revenues from this segment to be approximately 35% lower than 2025 due to elevated customer inventory levels.
Oct 31, 2025, 1:00 PM
Aptar Reports Solid Q3 2025 Results with Sales Growth and Increased EPS
ATR
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Aptar delivered Q3 2025 reported sales of $961 million, marking a 6% reported sales growth and 1% core sales growth.
  • Q3 2025 Reported Earnings Per Share (EPS) was $1.92, representing a 30% increase, while Adjusted EPS grew 4% to $1.62.
  • The Pharma segment demonstrated strong performance, with injectables core sales increasing 18% and its Adjusted EBITDA Margin improving by 120 basis points.
  • For the full year-to-date 2025, reported sales reached $2,814 million and reported EPS was $4.75.
  • Aptar projects Q4 2025 Adjusted EPS to be in the range of $1.20 to $1.28.
Oct 31, 2025, 1:00 PM