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Mativ Holdings, Inc. (MATV)
NYSE:MATV
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
-0.14Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive operational and financial progress narrative: management delivered record free cash flow, expanded margins and meaningful cost savings while FAM posted strong segment-level growth. However, persistent soft end-market demand (notably in SAS and Europe), expected raw material cost inflation (~$20–$25M) and a still-elevated leverage ratio (4.2x) temper the outlook. Management articulated clear levers — pricing discipline, additional cost savings ($15–$20M in 2026), inventory and capex control, and pipeline commercialization — which support confidence in continued improvement. On balance, the positives (cash generation, margin expansion, FAM momentum and realized savings) modestly outweigh the headwinds, but execution against projected savings and pricing to offset input-cost inflation will be critical.Company Guidance
Record Free Cash Flow and Cash Generation
Generated record free cash flow of $94 million in 2025, an increase of nearly 140% year-over-year, driven by operating cash flow of ~$134 million (up >40%), inventory reduction and disciplined CapEx ($40 million in 2025).
Consolidated Revenue and Organic Growth
Full year 2025 net sales were just under $2.0 billion, with organic sales up 2.5% year-over-year; Q4 net sales were $463 million, with organic sales up 1.9% versus prior year.
Adjusted EBITDA Growth and Margin Expansion
Full year adjusted EBITDA was $225 million, up 3% year-over-year. Q4 adjusted EBITDA was $53.5 million, up 19% YoY, and consolidated adjusted EBITDA margin expanded by 180 basis points versus prior year.
Filtration & Advanced Materials (FAM) Outperformance
FAM Q4 net sales of $177 million were up >5% YoY. FAM adjusted EBITDA rose to $33 million, up 26% YoY, with margins improving to 18.7% (up 300 basis points), led by favorable price-to-input-cost and mix.
Operational and Cost Savings Progress
Realized nearly $20 million of cost savings in 2025 from expense controls and efficiency initiatives; management expects an additional $15–$20 million of realized savings in 2026 (Wave 2).
Balance Sheet Improvements and Debt Reduction
Net debt reduced by over $60 million to $934 million; available liquidity of $515 million at year-end. Net leverage ratio improved to 4.2x (down ~0.5 turn from peak).
Inventory and Capital Discipline
Lowered inventory levels by $26 million versus 2024 while supporting full-year organic sales growth; reduced annual capital expenditures by $15 million in 2025 (CapEx $40 million), with disciplined increase to $45 million planned in 2026 focused 50/50 on growth and efficiency.
Safety and Cultural Transformation
Company-wide safety metrics improved by almost 10%; management described a company-wide cultural transformation prioritizing agility, commercial excellence and accountability.
SAS Profitability Improvement Despite Volume Pressure
SAS Q4 adjusted EBITDA nearly $39 million, up >8% YoY, with margins improving to 13.6% (up 130 basis points), reflecting lower manufacturing costs and favorable price-to-input-cost dynamics even as organic volumes were flat or down in pockets.
MATV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MATV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $14.44 | $13.29 | -7.96% |
Nov 05, 2025 | $10.45 | $12.74 | +21.93% |
Aug 06, 2025 | $6.18 | $8.32 | +34.73% |
May 07, 2025 | $4.86 | $5.30 | +8.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mativ Holdings, Inc. (MATV) report earnings?
Mativ Holdings, Inc. (MATV) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Mativ Holdings, Inc. (MATV) earnings time?
Mativ Holdings, Inc. (MATV) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MATV EPS forecast?
MATV EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.