Avantor, Inc.

NYSE:AVTR 株式レポート

時価総額:US$5.7b

Avantor マネジメント

マネジメント 基準チェック /24

Avantorの CEO はEmmanuel Lignerで、 Aug2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 5.90Mで、 6.4%給与と93.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.013%を直接所有しており、その価値は$ 735.25K 。経営陣と取締役会の平均在任期間はそれぞれ2.7年と2.7年です。

主要情報

Emmanuel Ligner

最高経営責任者

US$5.9m

報酬総額

CEO給与比率6.43%
CEO在任期間less than a year
CEOの所有権0.01%
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間2.7yrs

経営陣の近況

Recent updates

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ 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 Alpha

CEO報酬分析

Avantor の収益と比較して、Emmanuel Ligner の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$551m

Dec 31 2025US$6mUS$379k

-US$530m

報酬と市場: Emmanuelの 総報酬 ($USD 5.90M ) は、 US市場 ($USD 8.29M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Emmanuelの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Emmanuel Ligner (54 yo)

less than a year
在職期間
US$5,895,624
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Emmanuel Ligner
Presidentless than a yearUS$5.90m0.013%
$ 735.2k
R. Jones
Executive VP & CFO2.8yrsUS$6.54m0.0059%
$ 335.5k
Claudius Sokenu
Executive VP2.8yrsUS$3.75m0.0033%
$ 191.0k
Corey Walker
President of Laboratory Solutions1.9yrsUS$5.99m0.0024%
$ 134.8k
Benoit Gourdier
Executive Vice President of Bioscience Production2.6yrsUS$5.23m0.0036%
$ 208.8k
Mary Blenn
Executive VP & COOless than a yearデータなしデータなし
Steven Eck
Senior VP7yrsデータなし0.019%
$ 1.1m
Michael Wondrasch
Executive VP & Chief Information Officer8.1yrsUS$3.19mデータなし
Chris Fidyk
Vice President of Investor Relationsless than a yearデータなしデータなし
Brittany Hankamer
Executive VP & Chief Human Resources Officer2.8yrsデータなし0.036%
$ 2.1m
Christophe Couturier
Executive Vice President of AMEA8.1yrsデータなし0.0088%
$ 503.0k
Ludovic Brellier
EVP of Bioscience & Medtech Products and Chief Transformation Officerno dataデータなしデータなし
2.7yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: AVTRの経営陣は 経験豊富 であると考えられます ( 2.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Emmanuel Ligner
Presidentno dataUS$5.90m0.013%
$ 735.2k
Gregory Summe
Independent Chairman of the Board6yrsUS$329.99k0.065%
$ 3.7m
Gregory Lucier
Independent Directorless than a yearUS$151.26k0.0088%
$ 504.1k
Pamela Makin
Independent Director1.5yrsUS$332.58k0.00070%
$ 40.1k
Joseph Massaro
Independent Director4.5yrsUS$329.99k0.0051%
$ 294.2k
Gerard Brophy
Chair of Scientific Advisory Board2.7yrsUS$3.09mデータなし
Michael Severino
Independent Director6.1yrsUS$324.99k0.0064%
$ 364.8k
Johannes van der Loo
Member of Scientific Advisory Board2.7yrsデータなしデータなし
Mala Murthy
Independent Director4.6yrsUS$317.49k0.0040%
$ 227.7k
Brendan Hughes
Member of Scientific Advisory Board2.7yrsデータなしデータなし
Erik Sorensen
Member of Scientific Advisory Board2.7yrsデータなしデータなし
Stacy Springs
Member of Scientific Advisory Board2.3yrsデータなしデータなし
2.7yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: AVTRの 取締役会経験豊富 ではない ( 2.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/28 22:54
終値2026/05/28 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Avantor, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Catherine Ramsey SchulteBaird
Luke SergottBarclays
Michael RyskinBofA Global Research