NYSE$AVY

Avery Dennison Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Avery Dennison's financial performance improved in Q4 2023, with EPS and sales exceeding expectations, driven by growth in the Solutions Group and recovery in Label Materials.

Avery Dennison reported a 4% increase in net sales to $2.1 billion in Q4 2023. Reported EPS was $1.77, and adjusted EPS (non-GAAP) increased by 31% to $2.16. The Materials Group experienced a sales decrease, while the Solutions Group saw significant growth. The company expects strong earnings growth in 2024.

  • Q4 2023 reported EPS was $1.77.
  • Q4 2023 adjusted EPS (non-GAAP) increased 31% to $2.16.
  • Q4 2023 net sales increased 4% to $2.1 billion.
  • The company is targeting significant growth in Intelligent Labels in 2024.

Headline financials

Total Revenue

$2.11B

Previous: $2.03B+4.2%
EPS (adj)

$2.16

Previous: $1.65+30.9%
Capital Expenditures

-$96.8M

Previous: $94.9M-202.0%
Net Income

$143M

Previous: $123M+16.4%
Operating Income

$220M

Previous: $186M+18.2%
Gross Profit

$596M

Previous: $500M+19.2%
Stock-Based Comp

$4.9M

Previous: $12.9M-62.0%

Revenue & EPS history

Avery Dennison · Revenue · Quarterly

$2.11B

Q4 2023+4.2%vs Q4 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

The company expects 2024 reported earnings per share of $8.65 to $9.15. Excluding an estimated $0.35 per share impact of restructuring charges and other items, the company expects 2024 adjusted earnings per share of $9.00 to $9.50.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.9%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.3%

Avg return

30 days after

55%

37 / 67 earnings

Positive

+10.1%

Q2 2022

Best reaction

-8.3%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.6%-1.2%-2.6%
Q4 2025+2.8%+1.4%-3.8%
Q3 2025+9.5%+10.4%+4.2%
Q2 2025+1.7%+1.7%-1.9%
Q1 2025-2.6%-2.6%+1.6%
Q4 2024-5.4%-5.3%-2.6%
Q3 2024-3.5%-2.5%-4.6%
Q2 2024-4.2%-4.7%-3.6%
Q1 2024+2.8%+3.3%+7.4%
Q4 2023-0.9%-2.6%+7.7%
Q3 2023-1.3%-0.3%+9.6%
Q2 2023+1.7%+3.9%+2.2%
Q1 2023-0.8%+2.3%-4.6%
Q4 2022-5.5%-4.2%-4.3%
Q3 2022-4.8%-4.2%+8.7%
Q2 2022+10.1%+10.9%+9.9%
Q1 2022+7.5%+7.1%+0.1%
Q4 2021-6.4%-12.1%-18.8%
Q3 2021+1.6%+3.5%+1.0%
Q2 2021+2.3%+2.5%+10.3%
Q1 2021+5.1%+4.6%+8.0%
Q3 2020+4.9%+3.7%+9.8%
Q2 2020-2.3%-5.9%-3.9%
Q1 2020-3.7%-6.8%-3.5%
Q4 2019+5.3%+3.7%-11.4%
Q3 2019+6.6%+7.7%+9.1%
Q2 2019+3.8%+4.4%+2.4%
Q1 2019-6.5%-5.5%-12.7%
Q4 2018+5.8%+5.0%+11.1%
Q3 2018-8.3%-9.1%-4.7%
Q2 2018+9.1%+9.2%+2.3%
Q1 2018+0.8%-0.6%+2.9%
Q4 2017+2.6%-3.0%-1.8%
Q3 2017+6.0%+6.5%+12.9%
Q2 2017-1.7%-2.1%-1.1%
Q1 2017+1.4%+1.4%+2.3%
Q4 2016+9.6%+8.9%+12.0%
Q3 2016-7.1%-7.9%-5.4%
Q2 2016+8.7%+7.8%+7.8%
Q1 2016+1.0%
Q4 2015+7.5%
Q3 2015+1.1%
Q2 2015+0.8%
Q1 2015+7.2%
Q4 2014-0.8%
Q3 2014+2.4%
Q2 2014-2.7%
Q1 2014-5.3%
Q4 2013-3.8%
Q3 2013+8.6%
Q2 2013-1.1%
Q1 2013+0.6%
Q4 2012+6.6%
Q3 2012+9.1%
Q2 2012+5.9%
Q1 2012-0.4%
Q4 2011+0.2%
Q3 2011-3.5%
Q2 2011-1.1%
Q4 2008+1.1%
Q1 2011-1.2%
Q3 2010+0.2%
Q3 2009+0.2%
Q2 2010-4.5%
Q4 2010-4.5%
Q2 2009-4.5%
Q1 2010-1.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro