Post-earnings recap
Reported
Thu, Jul 30, 2026
EPS actual
$2.89
EPS est.
$2.47
EPS surprise
+17.19%
1-day move
+4.59%
Avery Dennison's strong EPS performance exceeded analyst expectations, leading to a positive stock reaction with a 4.59% increase. However, the lack of revenue data and guidance leaves some uncertainty about future performance. Investors may be encouraged by the earnings beat but will be looking for more information in future reports.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $2.89 | $2.49 | +17.19% |
| Revenue | N/A | $2.3B | N/A |
No transcript is on record for this earnings call, so the analysis is based solely on numerical results.
Avery Dennison Corporation (AVY) operates in the materials sector, focusing on paper and plastic packaging products. As a key player in the packaging industry, its performance can be influenced by trends in consumer spending and sustainability initiatives.
Last quarter
In Q1-2026, Avery Dennison reported an EPS of $2.47, surpassing estimates by 2.62%. The stock reacted positively, gaining 0.92% the following day.
Management promises and guidance
EPS beat streak
5Q
EPS beat rate
88%
Avg EPS surprise
+3.12%
Avg 1-day reaction
+1.20%
Analysts expect Avery Dennison to report solid earnings this quarter, with a consensus EPS of $2.49. The company has a strong track record of beating earnings estimates.
Bull case
If the company exceeds EPS expectations and demonstrates strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.
Bear case
Conversely, if earnings fall short or if there are concerns about rising costs or market demand, the stock could face downward pressure.
Key metrics to watch
EPS
$2.49Earnings per share is a critical measure of profitability and reflects the company's ability to generate profit for shareholders.
Revenue
$2.3BRevenue figures indicate the overall sales performance and market demand for Avery Dennison's products.
The print will turn on these.
Q1
Will EPS exceed the consensus estimate of $2.49?
A strong earnings report could reinforce investor confidence and lead to a positive stock reaction.
Q2
What commentary will management provide on revenue growth and market demand?
Insights into revenue trends will help investors gauge the company's performance and future prospects.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±13.6%
Why consensus could be wrong
The consensus may underestimate the impact of recent product innovations and sustainability efforts, which could drive higher demand.
Supporting evidence
Avery Dennison has consistently beaten EPS estimates, suggesting strong operational performance.
Recent trends in consumer preferences favor sustainable packaging, which Avery is well-positioned to capitalize on.
Key risk
If the company reports lower-than-expected revenue growth, it could challenge the current bullish sentiment.
Pre-commit to what would confirm each case.
The market is weighing the potential for strong earnings against concerns about cost pressures and demand.
Bull confirmed if
Earnings exceeding $2.49 with revenue growth above $2.3B would confirm the bullish outlook.
Bear confirmed if
Earnings below $2.43 or weak revenue guidance could validate bearish concerns.
What the market is pricing for the move.
Implied Move
±5.3%
Historical Avg
±3.8%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±5.3% while AVY has averaged ±3.8% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
22.3%
Smart-money positioning from the most recent 13F filings.
Institutional
100.25%
of float
Insider
0.64%
of float
Holders
1,103
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
6,482,687 sh · $1.1B
8.55%
1.6%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Avery Dennison beats expectations, history suggests a stock increase of around 0.86%, confirming a positive outlook.
In line / cautious
An in-line report may lead to a muted reaction, with management commentary shaping investor sentiment.
Miss
A miss could result in a decline of about 2.62%, reflecting disappointment in earnings performance.
The lines on the call that would change the story.
Wellington Management Group, LLP
5,788,479 sh · $966.5M
7.64%
9.1%
Vanguard Capital Management LLC
5,004,194 sh · $835.6M
6.60%
-0.1%
Vanguard Portfolio Management LLC
4,865,518 sh · $812.4M
6.42%
0.0%
State Street Corporation
4,044,695 sh · $675.3M
5.34%
7.7%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.