Avantor Gestion
Gestion contrôle des critères 2/4
Le PDG Avantor est Emmanuel Ligner, nommé en Aug2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 5.90M, composée du salaire de 6.4% et des bonus 93.6%, y compris les actions et options de la société. détient directement 0.013% des actions de la société, d'une valeur de $ 688.86K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.7 ans et 2.7 ans.
Informations clés
Emmanuel Ligner
Directeur général
US$5.9m
Rémunération totale
| Pourcentage du salaire du PDG | 6.43% |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 0.01% |
| Durée moyenne d'occupation des postes de direction | 2.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 2.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 01
AVTR: Reset Expectations And Execution Progress May Support Future Upside
Avantor's updated analyst price target moves lower by several dollars to reflect a reset in fair value to $9.92, as analysts reference reduced price targets across the Street and ongoing questions around market share trends and management execution. Analyst Commentary Recent Street research around Avantor clusters around lower price targets and a downgrade in rating, with most comments focused on valuation reset, market share questions, and confidence in management execution.Seeking Alpha • Apr 30
Avantor Q1 2026 Earnings Review: Stabilization Emerging, But Recovery Not Yet Visible
Summary Avantor, Inc. reported a slight beat on 1Q26 EPS and revenue, but underlying organic growth and margins remain under pressure. Negative organic growth, margin compression, and subdued cash flow signal only early stabilization, not a confirmed recovery, especially in the VWR segment. Management reaffirmed 2026 guidance and expects sequential improvement, but the recovery is execution-dependent and gradual, with margins likely to remain below historical peaks. Valuation screens as discounted, but low multiples reflect market skepticism about AVTR’s growth durability and margin structure; a hold rating is maintained pending clearer evidence of turnaround. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 16
AVTR: Expanded Quality Control Capabilities Will Support Execution Turnaround And Future Share Repricing
Analysts have trimmed their average price targets on Avantor, and the updated fair value estimate now stands at about $16.47. This reflects a softer sentiment around the stock as research notes point to share losses, reduced investment, and questions about management's ability to stabilize the business.Mise à jour du récit • Apr 02
AVTR: Reset Expectations And Share Repurchases May Support Future Upside
The analyst price target for Avantor has shifted lower to reflect a series of Street target cuts, including a move to $8.50. This change stems from concerns about share losses, constrained investment, and uncertainty over whether management can stabilize the business.Mise à jour du récit • Mar 19
AVTR: Execution Turnaround In Core Franchise Will Drive Future Share Repricing
Analysts have lowered their price targets on Avantor, with the updated fair value estimate moving from about $17.68 to $16.13 as they factor in concerns about share losses, underinvestment, and uncertainty around management's ability to stabilize the business, along with a higher assumed discount rate and P/E multiple. Analyst Commentary Recent Street research has tilted cautious on Avantor, highlighted by a downgrade to Underweight with a US$8.50 price target and several cuts to prior price targets.Mise à jour du récit • Mar 05
AVTR: Reset Expectations And Buybacks Will Support Future Upside Potential
Analysts have cut their average price target on Avantor by a few dollars to reflect lower fair value estimates, softer assumed revenue growth and profit margins, and a higher future P/E multiple in light of recent broad target reductions from firms across the Street. Several have moved targets in a $2 to $4 range, and one reset its view from $14 to $12.Article d’analyse • Feb 13
The Market Doesn't Like What It Sees From Avantor, Inc.'s (NYSE:AVTR) Revenues Yet As Shares Tumble 27%
Avantor, Inc. ( NYSE:AVTR ) shares have had a horrible month, losing 27% after a relatively good period beforehand...Mise à jour du récit • Feb 04
AVTR: Service Expansion And Execution Will Drive Upside From Reset Expectations
Narrative Update: Avantor Analyst Price Target Shift Analysts recently trimmed their price target on Avantor to $12 from $14. This reflects updated views on the life science tools sector and a Q4 outlook where many companies have already set softer expectations for 2026.Mise à jour du récit • Jan 21
AVTR: Share Repurchases And Execution Risks Will Shape Turnaround Visibility
Analysts have trimmed their price target on Avantor by about $0.60, reflecting more cautious assumptions on revenue growth and future P/E. This is partly offset by slightly higher profit margin expectations and a marginally lower discount rate.Mise à jour du récit • Jan 07
AVTR: Execution Turnaround And Review Process Will Unlock Share Repricing Potential
Avantor's analyst price targets and fair value estimates have inched higher to around $17.68 per share. At the same time, lower assumed revenue growth, a higher discount rate, a reduced future P/E, and sharply higher profit margin expectations reflect analysts' mixed views following recent downgrades and concerns about execution and visibility.Mise à jour du récit • Dec 14
AVTR: Share Repurchases Will Drive Upside As Turnaround Visibility Improves
Analysts have modestly lowered their price targets on Avantor by a few dollars per share, generally to the low to mid teens in dollar terms. They cite reduced guidance, weaker quarters and limited visibility around the company’s turnaround and strategic review.Mise à jour du récit • Nov 28
AVTR: Share Repurchase Initiative And Execution Will Shape Recovery Prospects Ahead
Analysts have lowered their price target for Avantor from $14 to $12 per share, citing a weak quarter, reduced guidance, and ongoing execution risks as primary concerns behind the updated outlook. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets ahead of quarterly results, reflecting improved confidence in Avantor’s long-term positioning despite current volatility.Mise à jour du récit • Nov 14
AVTR: Share Repurchase And Execution Will Define Turnaround Prospects In 2025
Avantor’s analyst price target has decreased from $13.80 to $13.64. Analysts cite reduced company guidance, execution risks, and ongoing uncertainty surrounding its earnings outlook as key factors driving the revision.Article d’analyse • Nov 01
Avantor, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
There's been a major selloff in Avantor, Inc. ( NYSE:AVTR ) shares in the week since it released its third-quarter...Mise à jour du récit • Oct 31
AVTR: Activist Pressure And Business Overhaul Will Drive Share Recovery
Avantor’s analyst price target has been reduced from $14.40 to $13.80 per share, as analysts cite ongoing operational headwinds and limited near-term earnings visibility following recent downgrades and mixed guidance. Analyst Commentary Recent analyst notes on Avantor capture a divided outlook, reflecting both positive updates from some firms and notable caution from others as the company contends with ongoing operational challenges.Article d’analyse • Oct 28
There's No Escaping Avantor, Inc.'s (NYSE:AVTR) Muted Earnings Despite A 28% Share Price Rise
Avantor, Inc. ( NYSE:AVTR ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...Mise à jour du récit • Oct 16
Pharma Contracts And R&D Will Drive Growth Amid Price Pressures
Analysts have modestly increased their price target for Avantor, raising it by $0.28 to $14.40. They cite revised expectations for end market recovery and alignment with company outlooks.Article d’analyse • Sep 12
We Think Avantor (NYSE:AVTR) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Article d’analyse • Aug 12
Concerns Surrounding Avantor's (NYSE:AVTR) Performance
NYSE:AVTR 1 Year Share Price vs Fair Value Explore Avantor's Fair Values from the Community and select yours Avantor...Article d’analyse • Jun 26
What Is Avantor, Inc.'s (NYSE:AVTR) Share Price Doing?
Avantor, Inc. ( NYSE:AVTR ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Seeking Alpha • Apr 26
Avantor: A Healthier Diagnosis As Expectations Cool
Summary Avantor's shares have nearly halved since October, driven by lackluster organic growth, elevated debt, and a mixed financial track record. The company operates in two segments, generating nearly $7 billion in sales, with significant exposure to laboratory solutions and bioscience production. Despite a reduction in net debt and lower earnings multiples, the business faces ongoing challenges, including flat organic growth and a high leverage ratio. The risk-reward profile has improved due to lower expectations, but the outlook remains cautious amidst continued sales declines and pending leadership changes. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Avantor: Mundane Business, Solid Cash Flow, Potential New Risks
Summary Avantor, Inc. has seen a significant decline in its stock price recently. The company did divest itself of one business this summer, paying down some debt with the proceeds. In addition, the company delivered an impressive amount of free cash flow in FY2024. Buy, Sell or Hold? An analysis around AVTR stock follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
Avantor: Durable FCF Generator Trading For Cheap
Summary Avantor's robust business model yields stable cash flows and generates sticky customers. Avantor’s leadership in the biopharma industry and shifting revenue mix can produce considerable margin expansion. Significant FCF generation can improve the company’s capital structure and return value to shareholders. Potential industry inflection point creates optimal entry point with multiple expansion. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Avantor: Uninspiring, Even Amidst Some Green Shoots
Summary Avantor shares have struggled on the back of a high valuation, significant debt, and lackluster growth, despite recent improvements in organic sales and a divestment. The company operates two segments: a $4.7 billion laboratory solutions business, and a $2.2 billion bioscience production business, with the latter having higher margins. Recent financials show declining sales and earnings, amidst high valuation and a demanding valuation. A $650 million divestment aims to reduce debt, but the overall risk-reward remains unattractive given the company's past performance and high leverage. Read the full article on Seeking Alpha
Nouveau récit • Aug 21
New Operating Model And Bioprocessing Innovations Promise Robust Growth And Market Leadership
Implementation of a new operating model and ongoing cost transformation initiatives are streamlining execution and improving net margins through cost savings.Seeking Alpha • Aug 13
Avantor: Yet To Evidence Economic Value For Valuation Repricing, Reiterate Hold
Summary AVTR stock is up 18% post Q2 FY'24 earnings, but momentum and quality continue to diverge. The company's balance sheet is saddled with debt, whilst earnings produced on capital are flattening. Valuations are unsupportive at >35x earnings, and I continue to rate AVTR a hold with little headroom for upside under present conditions. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$551m |
| Dec 31 2025 | US$6m | US$379k | -US$530m |
Rémunération vs marché: La rémunération totale de Emmanuel ($USD 5.90M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Emmanuel avec les performances de l'entreprise.
PDG
Emmanuel Ligner (54 yo)
less than a year
Titularisation
US$5,895,624
Compensation
Mr. Emmanuel Ligner is President and Chief Executive Officer of Avantor, Inc. from August 18, 2025 and serves as its Director. He was Chief Executive Officer of Cerba HealthCare S.A.S. from March 01, 2024...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$5.90m | 0.013% $ 688.9k | |
| Executive VP & CFO | 2.8yrs | US$6.54m | 0.0059% $ 314.3k | |
| Executive VP | 2.8yrs | US$3.75m | 0.0033% $ 178.9k | |
| President of Laboratory Solutions | 1.9yrs | US$5.99m | 0.0024% $ 126.3k | |
| Executive Vice President of Bioscience Production | 2.6yrs | US$5.23m | 0.0036% $ 195.6k | |
| Executive VP & COO | less than a year | pas de données | pas de données | |
| Senior VP | 7yrs | pas de données | 0.019% $ 1.0m | |
| Executive VP & Chief Information Officer | 8.1yrs | US$3.19m | pas de données | |
| Vice President of Investor Relations | less than a year | pas de données | pas de données | |
| Executive VP & Chief Human Resources Officer | 2.8yrs | pas de données | 0.036% $ 2.0m | |
| Executive Vice President of AMEA | 8.1yrs | pas de données | 0.0088% $ 471.2k | |
| EVP of Bioscience & Medtech Products and Chief Transformation Officer | no data | pas de données | pas de données |
2.7yrs
Durée moyenne de l'emploi
55yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AVTR est considérée comme expérimentée (ancienneté moyenne 2.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | no data | US$5.90m | 0.013% $ 688.9k | |
| Independent Chairman of the Board | 6yrs | US$329.99k | 0.065% $ 3.5m | |
| Independent Director | less than a year | US$151.26k | 0.0088% $ 472.3k | |
| Independent Director | 1.5yrs | US$332.58k | 0.00070% $ 37.6k | |
| Independent Director | 4.5yrs | US$329.99k | 0.0051% $ 275.6k | |
| Chair of Scientific Advisory Board | 2.7yrs | US$3.09m | pas de données | |
| Independent Director | 6.1yrs | US$324.99k | 0.0064% $ 341.7k | |
| Member of Scientific Advisory Board | 2.7yrs | pas de données | pas de données | |
| Independent Director | 4.6yrs | US$317.49k | 0.0040% $ 213.3k | |
| Member of Scientific Advisory Board | 2.7yrs | pas de données | pas de données | |
| Member of Scientific Advisory Board | 2.7yrs | pas de données | pas de données | |
| Member of Scientific Advisory Board | 2.3yrs | pas de données | pas de données |
2.7yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la AVTR n'est pas considéré comme expérimenté ( 2.7 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 10:02 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Avantor, Inc. est couverte par 29 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Catherine Ramsey Schulte | Baird |
| Luke Sergott | Barclays |
| Michael Ryskin | BofA Global Research |