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AptarGroup, Inc. (ATR)
NYSE:ATR
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AptarGroup (ATR) AI Stock Analysis

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ATR

AptarGroup

(NYSE:ATR)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
$147.00
▲(11.06% Upside)
Action:Reiterated
Date:08/01/26
Overall score is driven primarily by solid financial performance with manageable/improving leverage, tempered by recent margin softening and only moderate cash-to-earnings conversion. Technicals are supportive with the stock above key moving averages, while valuation looks somewhat demanding at ~24x earnings with a modest yield. The latest earnings call was balanced: positive demand/pipeline signals and an EPS beat, but meaningful near-term headwinds (destocking and margin compression) constrain the score.
Positive Factors
Pharma segment resilience & regulatory validation
Pharma demand excluding a one-off emergency medicine drop grew 8%, and regulatory approvals for PMDI and other platforms validate Aptar's tech. This creates durable, high-margin design‑in relationships with pharma customers that sustain recurring revenue and support premium pricing over months.
Negative Factors
Margin compression
Recent margin deterioration driven by mix, higher input costs, and operational inefficiencies compresses operating profitability. If mix shifts or cost pressures persist, sustained margin erosion would reduce free cash generation and limit reinvestment or returns over coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Pharma segment resilience & regulatory validation
Pharma demand excluding a one-off emergency medicine drop grew 8%, and regulatory approvals for PMDI and other platforms validate Aptar's tech. This creates durable, high-margin design‑in relationships with pharma customers that sustain recurring revenue and support premium pricing over months.
Read all positive factors

AptarGroup (ATR) vs. SPDR S&P 500 ETF (SPY)

AptarGroup Business Overview & Revenue Model

Company Description
AptarGroup, Inc. specializes in developing and manufacturing solutions for dispensing, sealing, and advanced material science, catering to a broad spectrum of industries such as beauty, personal care, home care, and the pharmaceutical sector (incl...
How the Company Makes Money
AptarGroup makes money primarily by manufacturing and selling dispensing systems and packaging components to customers that use these parts in finished consumer and pharmaceutical products. Its revenue model is largely unit-volume driven: customer...

AptarGroup Earnings Call Summary

Earnings Call Date:Jul 30, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Neutral
The call presented a mix of clear positives — record quarterly revenue, resilient pharma performance (8% ex‑emergency medicine), strong consumer healthcare growth, product/IP/regulatory milestones, sustainability recognition, and active shareholder returns — alongside tangible near‑term headwinds: emergency medicine destocking (~$65M FY impact), margin compression (EBITDA and EPS declines), operational issues in beauty and closures, higher costs and a higher tax rate. Management emphasized progressive operational improvements and confidence in long‑term growth drivers, but acknowledged short‑term dilution to margins and EPS. On balance the narrative is constructive about the company's fundamentals and future pipeline, while being transparent about cyclical and operational challenges that temper near‑term profitability.
Positive Updates
Record Quarterly Revenue
Reported sales increased 6% year-over-year to $1.0 billion, representing a new quarterly record; core sales (ex-currency and acquisitions) rose 1%.
Negative Updates
Adjusted EPS and EBITDA Declines
Adjusted EPS decreased to $1.42 from $1.68 year-over-year (down ~15% at comparable exchange rates); adjusted EBITDA was $213M, down 3% YoY, and adjusted EBITDA margin fell to 20.7% from 22.6% (190 bps compression).
Read all updates
Q2-2026 Updates
Negative
Record Quarterly Revenue
Reported sales increased 6% year-over-year to $1.0 billion, representing a new quarterly record; core sales (ex-currency and acquisitions) rose 1%.
Read all positive updates
Company Guidance
Aptar guided third‑quarter adjusted EPS of $1.45–$1.53, assuming an effective tax rate of 22.5%–24.5% and an EUR/USD of 1.14 (Q2 average was 1.16, implying a quarter‑over‑quarter FX headwind); for full‑year 2026 management reiterated capital investments of $260–$280 million and depreciation & amortization of $310–$320 million, noted the roughly $65 million emergency‑medicine destocking headwind (about two‑thirds already incurred in H1 with the remaining one‑third primarily in H2 and expected to abate by Q4), and framed the outlook against a quarter‑end cash balance of $190 million, net debt of $1.2 billion (1.49x leverage), year‑to‑date free cash flow of $99 million, cash from operations of $222 million less net capex of $123 million, and $212 million returned to shareholders year‑to‑date (including 1.1 million shares repurchased for $150 million).

AptarGroup Financial Statement Overview

Summary
Fundamentals are solid with steady revenue growth and improved profitability versus 2021–2022, and leverage appears manageable and improving. Offsetting this, TTM margins have softened versus 2025 and cash conversion is only moderate (TTM free cash flow is ~half of net income) with slightly declining TTM free cash flow.
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
66
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.93B3.78B3.58B3.49B3.32B3.23B
Gross Profit1.11B1.12B1.36B1.26B1.16B1.16B
EBITDA822.22M831.48M777.45M663.84M609.41M586.79M
Net Income362.52M392.79M374.54M284.49M239.29M244.10M
Balance Sheet
Total Assets5.13B5.25B4.43B4.45B4.20B4.14B
Cash, Cash Equivalents and Short-Term Investments197.27M409.53M226.18M223.64M141.73M123.67M
Total Debt1.43B1.53B1.08B1.18B1.22B1.24B
Total Liabilities2.46B2.54B1.95B2.13B2.14B2.16B
Stockholders Equity2.63B2.67B2.47B2.31B2.05B1.97B
Cash Flow
Free Cash Flow310.39M299.58M349.22M256.84M163.00M55.51M
Operating Cash Flow583.48M570.00M643.41M575.24M478.62M363.44M
Investing Cash Flow-325.43M-330.64M-396.72M-324.46M-295.64M-457.24M
Financing Cash Flow-225.53M-78.26M-225.34M-171.55M-162.10M-81.52M

AptarGroup Technical Analysis

Technical Analysis Sentiment
Positive
Last Price132.36
Price Trends
50DMA
126.29
Positive
100DMA
124.10
Positive
200DMA
124.58
Positive
Market Momentum
MACD
2.10
Positive
RSI
52.59
Neutral
STOCH
18.46
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ATR, the sentiment is Positive. The current price of 132.36 is below the 20-day moving average (MA) of 133.40, above the 50-day MA of 126.29, and above the 200-day MA of 124.58, indicating a neutral trend. The MACD of 2.10 indicates Positive momentum. The RSI at 52.59 is Neutral, neither overbought nor oversold. The STOCH value of 18.46 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ATR.

AptarGroup Risk Analysis

AptarGroup disclosed 28 risk factors in its most recent earnings report. AptarGroup reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

AptarGroup Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$24.79B43.9818.51%0.27%12.42%17.07%
69
Neutral
$8.47B23.6713.52%1.43%8.93%-5.14%
69
Neutral
$9.35B223.921.98%16.49%
68
Neutral
$5.80B38.858.94%0.32%14.73%7.43%
57
Neutral
$14.96B64.922.84%6.09%-42.65%
54
Neutral
$13.93B-13.26-16.60%0.89%5.36%-632.85%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ATR
AptarGroup
132.57
-3.71
-2.72%
BAX
Baxter International
27.05
2.81
11.58%
COO
Cooper Co
76.60
3.16
4.30%
RGEN
Repligen
167.49
40.85
32.26%
WST
West Pharmaceutical Services
346.16
100.73
41.04%
STVN
Stevanato Group
21.52
-0.57
-2.58%

AptarGroup Corporate Events

Executive/Board Changes
AptarGroup Appoints New Vice President and Chief Accounting Officer
Positive
May 13, 2026
On May 10, 2026, AptarGroup, Inc. announced the appointment of Aditya J. Gandhi as Vice President and Chief Accounting Officer, effective June 8, 2026, succeeding Daniel Ackerman, who has moved to another leadership role within the Aptar finance o...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 01, 2026