Avient Corporation · NYSE:AVNT

Avient — Q1 2026 Earnings Presentation

20 slides from Avient's earnings presentation, May 7, 2026

  1. Slide 1: Avient Corporation Q1 2026 results

    Avient Corporation AVNT Q1 2026 results FY 2026 financial guidance MAY 7, 2026

  2. Slide 2: Disclaimer: Forward-looking statements

    Disclaimer Forward-looking statements Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements give current expectations or foreca

  3. Slide 3: Q1 2026 performance

    Q1 2026 performance Q1 2026 vs. Q1 2025 Q1 2026 Results ORGANIC FX AS (excludes impact of REPORTED foreign exchange) Sales $847M -2.0% 4.5% 2.5% ► Sales generally in line with expectations Adj. EBITDA $150M -1.9% 5.5% 3.6% Margin % 17.7% +20 bps +20 bps ► Expanded adj. EBITDA margins by 20 bps Adj.

  4. Slide 4: Navigating through our volatile world

    Navigating through our volatile world Executing our time-tested playbook in these uncertain times... ► Our teams continue to be focused on staying close to our customers ► Securing raw materials, qualifying alternatives, and have been implementing pricing actions to stay ahead of inflation ► Expect

  5. Slide 5: End market dynamics

    End market dynamics Packaging Consumer Healthcare Defense Building and Industrial Transportation Energy Telecom construction • Packaging remains resilient • Consumer markets continued to be subdued in Q1 • Expect robustness in Healthcare for the year • Defense demand remains healthy • Gaining tracti

  6. Slide 6: Innovative solutions for Electronics and High-performance computing

    Innovative solutions for Electronics and High-performance computing • Building platform of scale around secular trends of Electronics & HPC • Solutions for semiconductor fabs, high speed connectivity and compact, fail-safe power delivery • Working with industry leaders to power the future of electro

  7. Slide 7: Q1 2026 Segment region results

    Q1 2026 Segment region results

  8. Slide 8: Color, Additives & Inks – Q1 2026 performance

    Color, Additives & Inks – Q1 2026 performance Sales Adj. EBITDA • Growth in healthcare and stable +2% +3% packaging demand was more (3%) (2%) than offset by organic sales 528 104 decline in consumer, transportation and industrial 520 100 • Productivity and net price/mix benefit more than offset lowe

  9. Slide 9: Specialty Engineered Materials – Q1 2026 performance

    Specialty Engineered Materials – Q1 2026 performance Sales Adj. EBITDA • Share gains in building and +4% +2% construction as well as +0% (2%) packaging applications were 70 offset by subdued demand in 320 69 consumer, transportation and industrial end markets 308 • Margins impacted by current Adj. q

  10. Slide 10: Q1 2026 organic revenue growth - by region

    Q1 2026 organic revenue growth - by region US & Canada Europe, Middle Asia Latin America East & Africa -3% -2% +2% -6% Year-over-year revenue growth, excludes the impact of foreign exchange Copyright © 2026 . Avient Corporation. All Rights Reserved 10

  11. Slide 11: 2026 Guidance

    2026 Guidance

  12. Slide 12: 2026 financial guidance

    2026 financial guidance ADJ. EBITDA - full year 2026 ADJ. EPS - full year 2026 Q2 2026 $555M to $585M $2.93 to $3.17 $0.89 +2% to +7% growth +4% to +12% growth adj. EPS guidance No change from prior guidance No change from prior guidance +11% growth yoy MACRO ASSUMPTIONS INFLUENCING RANGE Improvemen

  13. Slide 13: S@AVIENT

    oN S@AVIENT

  14. Slide 14: Avient 2025 sales

    Avient 2025 sales BUSINESS SEGMENTS END MARKETS REGIONS C AI Telecom Latin America Energy US & Defense Canada 62% 4% 3% Packaging 6% Asia 40% 8% 23% 18% Healthcare 9% Building & 10% construction 18% Consumer 11% 38% Transportation 14% 36% SEM Industrial Europe, Middle East and Africa Copyright © 202

  15. Slide 15: Color, Additives & Inks

    Color, Additives & Inks END MARKETS REGIONS Energy 1% Telecom 1% Latin America Transportation 8% 10% Healthcare US & Canada 9% Packaging 33% 35% Asia 20% Building & 11% Construction 15% Industrial 20% 37% Consumer Europe, Middle East and Africa Copyright © 2026 . Avient Corporation. All Rights Reser

  16. Slide 16: Specialty Engineered Materials

    Specialty Engineered Materials END MARKETS REGIONS Packaging Telecom Defense Asia 5% 7% 14% Healthcare 22% 8% Energy US & Canada 9% 52% 15% Consumer 34% Building & 9% construction 11% 14% Europe, Transportation Middle East Industrial and Africa Copyright © 2026 . Avient Corporation. All Rights Reser

  17. Slide 17: Avient 2025 regional sales, by end market

    Avient 2025 regional sales, by end market U S & C AN AD A EMEA AS I A L AT I N AM E R I C A 40% of sales 36% of sales 18% of sales 6% of sales 2% 1% 1% 3% 1% 5% 5% 5% 6% 13% 11% 6% 12% 25% 10% 33% 7% 5% 19% 5% 12% 10% 10% 20% 13% 61% 12% 13% 13% 13% 9% 15% 24% Packaging Consumer Industrial Transport

  18. Slide 18: Raw material basket

    Raw material basket Styrenic block copolymers Polypropylene Performance Nylon additives 5% 4% 16% 5% Polyethylene 8% 14% Pigments Other raw 9% materials TiO2 37% HYDROCARBON-BASED Dyestuffs ~35% of the raw material basket 2% including part of “Other raw materials” NON-HYDROCARBON are hydrocarbon-bas

  19. Slide 19: Reconciliation of Non-GAAP financial measures

    Reconciliation of Three months ended Mar 31, Reconciliation to condensed 2026 2025 consolidated statements of income $ Millions EPS (in $) 1 $ Millions EPS (in $) 1 Non-GAAP financial Net income (loss) attributable to Avient common shareholders Special items, after-tax 55.7 5.5 0.61 0.06 (20.2) 75.7

  20. Slide 20: Reconciliation of Non-GAAP financial measures

    Reconciliation of Three months ended Mar 31, Reconciliation to 2026 2025 EBITDA and Adjusted EBITDA Non-GAAP financial $ Millions $ Millions Sales Color, Additives and Inks 528.1 519.7 measures Specialty Engineered Materials 320.2 308.4 Corporate (0.9) (1.5) PAGE 2 OF 2 All Avient 847.4 826.6 Three

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