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Avanos Medical (AVNS)
NYSE:AVNS
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Avanos Medical (AVNS) AI Stock Analysis

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AVNS

Avanos Medical

(NYSE:AVNS)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
$26.00
▲(119.59% Upside)
Action:Reiterated
Date:07/02/26
The score is held back primarily by weak financial performance (ongoing losses and a sharp decline in free cash flow despite manageable leverage). Offsetting this, the pending go-private acquisition and regulatory progress provide a strong corporate-event tailwind, while technicals are moderately constructive over the longer term but neutral in the near term. Valuation remains constrained by negative earnings and no stated dividend yield.
Positive Factors
Recurring consumables revenue
Avanos' core model combines capital equipment with high-frequency consumables (feeding disposables, pain-management disposables). This creates a recurring revenue moat and steady demand that supports revenue visibility, user stickiness, and ongoing cash generation over multi-month horizons.
Negative Factors
Persistent negative profitability
Despite a mid-range gross margin (~49%), operating and net losses persist, showing structural pressure from SG&A or other costs. Continued unprofitability limits reinvestment capacity, reduces resilience to demand shocks, and requires persistent improvement to restore long-term shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring consumables revenue
Avanos' core model combines capital equipment with high-frequency consumables (feeding disposables, pain-management disposables). This creates a recurring revenue moat and steady demand that supports revenue visibility, user stickiness, and ongoing cash generation over multi-month horizons.
Read all positive factors

Avanos Medical (AVNS) vs. SPDR S&P 500 ETF (SPY)

Avanos Medical Business Overview & Revenue Model

Company Description
Avanos Medical, Inc. is a pioneering medical technology enterprise dedicated to furnishing device solutions across a broad international footprint, encompassing North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin Ame...
How the Company Makes Money
Avanos makes money primarily by selling medical devices and consumable products to healthcare providers and distributors. Its revenue is largely generated from two core product areas: (1) pain management, which includes device-based and procedure-...

Avanos Medical Earnings Call Summary

Earnings Call Date:Feb 24, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Positive
The call conveyed solid operational execution and portfolio reshaping that produced revenue outperformance, margin expansion in key segments, strong cash generation, and successful M&A integration (Nexus). However, a material near-term headwind from tariffs (approximately $30M expected in 2026) and lingering softness in certain product lines (surgical pain, GAME READY, HA/IV exits) will weigh on margins in the near term. Management presented a credible mitigation path (China exit, production shift to Mexico/SE Asia, cost containment, pricing) and provided constructive 2026 guidance, indicating confidence in returning to margin improvement in H2 2026 and beyond.
Positive Updates
Full-Year Revenue Beat
Net sales for fiscal 2025 were $701 million, exceeding the range revised after Q3 and providing momentum into 2026.
Negative Updates
Material Tariff Headwind
Management expects approximately $30 million of tariff P&L costs in 2026 (a $12 million increase versus 2025), with about two-thirds of that impact tied to China-sourced products, pressuring gross margin especially in H1 2026.
Read all updates
Q4-2025 Updates
Negative
Full-Year Revenue Beat
Net sales for fiscal 2025 were $701 million, exceeding the range revised after Q3 and providing momentum into 2026.
Read all positive updates
Company Guidance
Avanos guided 2026 net sales of $700–720 million and adjusted diluted EPS of $0.90–$1.10, assuming consolidated mid‑single‑digit organic growth (~5%) with SNS growing mid‑to‑high single digits and PM&R low‑to‑mid single digits; Corporate & Other revenue is expected to be about $1 million and foreign exchange is assumed near current levels. The company expects approximately $30 million of tariff P&L costs (about $12 million incremental versus 2025, with roughly two‑thirds China‑related) but forecasts gross margin to pause in H1 and to see favorable momentum beginning in H2 and continuing into 2027 as syringe production exits China to Mexico by June. Planned capital expenditures are about $25 million (≈$7 million lower than 2025 but slightly above normalized levels to support the China exit), the annual effective tax rate is ~29%, and management highlighted a strong balance sheet (≈$90 million cash, $100 million debt, leverage well below 1x) and ongoing cost‑savings to drive operating margin improvement.

Avanos Medical Financial Statement Overview

Summary
Balance sheet strength (low debt-to-equity ~0.18) supports flexibility, but operating performance remains the main drag: revenue growth is modest (~+2% TTM) and profitability is still negative (EBIT and net loss). Cash flow is positive (TTM OCF ~$36.7M; FCF ~$7.5M) but has weakened sharply versus the prior period, raising sustainability risk.
Income Statement
34
Negative
Balance Sheet
72
Positive
Cash Flow
46
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue715.90M701.20M687.80M673.30M684.10M744.60M
Gross Profit347.60M349.00M381.30M379.70M394.20M379.90M
EBITDA-21.60M-33.20M-345.60M50.60M77.80M48.90M
Net Income-69.40M-67.90M-392.10M-61.80M50.50M6.30M
Balance Sheet
Total Assets1.05B1.07B1.15B1.69B1.79B1.60B
Cash, Cash Equivalents and Short-Term Investments65.60M89.80M107.70M87.70M127.70M118.50M
Total Debt138.40M129.10M170.20M209.10M277.00M187.50M
Total Liabilities268.00M295.50M325.70M456.10M495.70M333.00M
Stockholders Equity782.10M778.20M828.50M1.24B1.29B1.27B
Cash Flow
Free Cash Flow7.50M43.10M82.90M14.60M71.60M66.30M
Operating Cash Flow36.70M74.70M100.70M32.40M90.90M87.30M
Investing Cash Flow-59.20M-60.60M-27.50M21.60M-135.40M-21.00M
Financing Cash Flow-11.10M-37.00M-49.10M-94.20M56.70M-55.30M

Avanos Medical Technical Analysis

Technical Analysis Sentiment
Positive
Last Price11.84
Price Trends
50DMA
24.85
Positive
100DMA
20.57
Positive
200DMA
16.25
Positive
Market Momentum
MACD
0.11
Positive
RSI
59.23
Neutral
STOCH
95.28
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AVNS, the sentiment is Positive. The current price of 11.84 is below the 20-day moving average (MA) of 24.91, below the 50-day MA of 24.85, and below the 200-day MA of 16.25, indicating a bullish trend. The MACD of 0.11 indicates Positive momentum. The RSI at 59.23 is Neutral, neither overbought nor oversold. The STOCH value of 95.28 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVNS.

Avanos Medical Risk Analysis

Avanos Medical disclosed 44 risk factors in its most recent earnings report. Avanos Medical reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Avanos Medical Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$1.02B28.0816.27%1.52%
62
Neutral
$1.17B-16.61-8.91%3.87%80.78%
57
Neutral
$519.61M-12.10-11.42%14.52%4.11%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$464.04M-7.71-13.44%2.59%59.39%
47
Neutral
$453.42M-5.48-17.61%3.63%-93.57%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AVNS
Avanos Medical
24.93
13.00
108.97%
OFIX
Orthofix Medical
11.63
0.58
5.25%
VREX
Varex Imaging
11.05
2.88
35.25%
KIDS
OrthoPediatrics
20.33
-1.56
-7.13%
BVS
Bioventus
11.88
4.91
70.44%

Avanos Medical Corporate Events

Business Operations and StrategyDelistings and Listing ChangesM&A TransactionsShareholder Meetings
Avanos Medical advances toward AIP-led go-private merger
Positive
Jul 2, 2026
On July 2, 2026, Avanos Medical and American Industrial Partners announced they have received all necessary regulatory approvals for AIP-affiliated funds to acquire Avanos in a pending merger. The deal, which underscores AIP’s interest in cl...
Delistings and Listing ChangesM&A Transactions
Avanos Medical to Be Acquired, Taken Private
Positive
Apr 14, 2026
On April 13, 2026, Avanos Medical agreed to be acquired by affiliates of American Industrial Partners in an all-cash merger valuing the company at about $1.272 billion, with shareholders to receive $25.00 per share, a premium of more than 70% to t...
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: Jul 02, 2026