[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AlphaSense [@AlphaSenseInc](/creator/twitter/AlphaSenseInc) on x 24.9K followers Created: 2025-07-22 16:28:59 UTC $AVY delivered solid Q2 2025 results despite challenging macro conditions, with earnings above midpoint expectations and strong free cash flow. Key themes included tariff impacts on apparel/retail segments, strong Materials Group performance, and continued growth in high-value categories like food and logistics within Intelligent Labels platform. Key Financial Results: - Q2 2025 adjusted EPS of $2.42, comparable to prior year - Strong adjusted EBITDA margin of 16.6%, up XX basis points year-over-year - Sales declined X% on an organic basis - Generated strong adjusted free cash flow of nearly $XXX million Macroeconomic Environment - Trade policy changes had both direct and indirect impacts on business - Tariff uncertainty affecting customer sourcing strategies and timing - Retail sales showing softness in Europe and modest growth in US Financial Guidance and Outlook: - Q3 2025 EPS guidance of $XXXX to $2.40, comparable to prior year -Expect return to earnings growth in Q4 2025 - Project strong free cash flow with roughly XXX% conversion for the year - Anticipate restructuring savings of approximately $XX million  XXXXX engagements  **Related Topics** [eps](/topic/eps) [logistics](/topic/logistics) [categories](/topic/categories) [tariffs](/topic/tariffs) [cash flow](/topic/cash-flow) [$avy](/topic/$avy) [avery dennison corp](/topic/avery-dennison-corp) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/AlphaSenseInc/status/1947695378511376644)
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AlphaSense @AlphaSenseInc on x 24.9K followers
Created: 2025-07-22 16:28:59 UTC
$AVY delivered solid Q2 2025 results despite challenging macro conditions, with earnings above midpoint expectations and strong free cash flow. Key themes included tariff impacts on apparel/retail segments, strong Materials Group performance, and continued growth in high-value categories like food and logistics within Intelligent Labels platform.
Key Financial Results:
Q2 2025 adjusted EPS of $2.42, comparable to prior year
Strong adjusted EBITDA margin of 16.6%, up XX basis points year-over-year
Sales declined X% on an organic basis
Generated strong adjusted free cash flow of nearly $XXX million
Macroeconomic Environment
Trade policy changes had both direct and indirect impacts on business
Tariff uncertainty affecting customer sourcing strategies and timing
Retail sales showing softness in Europe and modest growth in US
Financial Guidance and Outlook:
- Q3 2025 EPS guidance of $XXXX to $2.40, comparable to prior year
-Expect return to earnings growth in Q4 2025
Project strong free cash flow with roughly XXX% conversion for the year
Anticipate restructuring savings of approximately $XX million
XXXXX engagements
Related Topics eps logistics categories tariffs cash flow $avy avery dennison corp stocks consumer cyclical