Equity Profile

AVY

Avery Dennison Corporation

MaterialsPaper & Plastic Packaging Products & Materials$13.6B

Jul21Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Avery Dennison Corporation (AVY) is a global leader in materials science and manufacturing, specializing in paper and plastic packaging products. With a market cap of $14 billion, the company plays a crucial role in the packaging industry, which is influenced by trends in consumer spending and sustainability.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$2.49

Revenue

Revenue figures help gauge the company's sales performance and market demand.

$2.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

AVY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+1.91%

Avg Stock Reaction

+0.42%

Last Quarter Recap

In Q1-2026, Avery Dennison reported an EPS of $2.47, exceeding expectations by 2.62%. The stock reacted positively, gaining 0.92% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Avery Dennison to report solid earnings, with a consensus EPS of $2.49 and revenue of $2.3 billion. The company has a strong track record of beating earnings estimates.

Bull Case

If the company continues its trend of beating earnings estimates, it could see a significant stock price increase, especially if it provides positive guidance for future quarters.

Bear Case

On the other hand, any miss on earnings or revenue could lead to a negative market reaction, particularly given the high expectations set by previous quarters.

Key Metrics to Watch

EPS

$2.49

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$2.3B

Revenue figures help gauge the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Avery Dennison's EPS exceed $2.49?

A strong EPS could reinforce investor confidence and drive the stock price higher.

What are the revenue figures compared to the $2.3 billion consensus?

Revenue performance is critical for assessing overall business health and growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent supply chain improvements, which could lead to better-than-expected revenue growth.

Supporting Evidence

Avery Dennison has consistently beaten EPS estimates in recent quarters, suggesting strong operational performance.

Options pricing indicates a higher expected move than historical averages, signaling potential for a surprise.

The company's focus on sustainability may attract new customers, boosting revenue beyond current expectations.

Key Risk

If revenue comes in below $2.3 billion, it could challenge the optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Avery Dennison performs against high expectations set by its previous earnings.

Bull Confirmed If

An EPS of $2.53 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $2.43 would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.3%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a potential move of about 5.3%, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±5.3% while AVY has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (400)P/C Ratio: 0.01Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

This setup has occurred 30 times across Materials in the last 2 years. 13 of 30 faded and 17 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.6%, with a raw directional average of -0.1% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Avery Dennison beats expectations, history suggests the stock could rise by about 0.86% on the following day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

A miss on earnings could lead to a decline of around 2.62%, reflecting disappointment among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements and their impact on production costs.
2Insights into customer demand trends in the packaging sector.
3Management's outlook on future revenue growth and potential challenges.
4Details on any new product launches or innovations.
5Comments on sustainability initiatives and their reception in the market.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$2.49

Revenue

Revenue figures help gauge the company's sales performance and market demand.

$2.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

AVY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+1.91%

Avg Stock Reaction

+0.42%

Last Quarter Recap

In Q1-2026, Avery Dennison reported an EPS of $2.47, exceeding expectations by 2.62%. The stock reacted positively, gaining 0.92% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Avery Dennison to report solid earnings, with a consensus EPS of $2.49 and revenue of $2.3 billion. The company has a strong track record of beating earnings estimates.

Bull Case

If the company continues its trend of beating earnings estimates, it could see a significant stock price increase, especially if it provides positive guidance for future quarters.

Bear Case

On the other hand, any miss on earnings or revenue could lead to a negative market reaction, particularly given the high expectations set by previous quarters.

Key Metrics to Watch

EPS

$2.49

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$2.3B

Revenue figures help gauge the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Avery Dennison's EPS exceed $2.49?

A strong EPS could reinforce investor confidence and drive the stock price higher.

What are the revenue figures compared to the $2.3 billion consensus?

Revenue performance is critical for assessing overall business health and growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent supply chain improvements, which could lead to better-than-expected revenue growth.

Supporting Evidence

Avery Dennison has consistently beaten EPS estimates in recent quarters, suggesting strong operational performance.

Options pricing indicates a higher expected move than historical averages, signaling potential for a surprise.

The company's focus on sustainability may attract new customers, boosting revenue beyond current expectations.

Key Risk

If revenue comes in below $2.3 billion, it could challenge the optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Avery Dennison performs against high expectations set by its previous earnings.

Bull Confirmed If

An EPS of $2.53 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $2.43 would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.3%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a potential move of about 5.3%, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±5.3% while AVY has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (400)P/C Ratio: 0.01Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Avery Dennison beats expectations, history suggests the stock could rise by about 0.86% on the following day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

A miss on earnings could lead to a decline of around 2.62%, reflecting disappointment among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements and their impact on production costs.
2Insights into customer demand trends in the packaging sector.
3Management's outlook on future revenue growth and potential challenges.
4Details on any new product launches or innovations.
5Comments on sustainability initiatives and their reception in the market.