“The revolving credit facility was set to mature in June 2026, but on July 2, 2024, we entered into a new amended and restated agreement (the “amended revolving credit facility”) that extended the maturity date to July 2029, subject to a maximum of two one-yea…”10-Q · Jul 31, 2026 ↗
AptarGroup, Inc.
ATR
Market read
AptarGroup, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Adjusted EBITDA margin declined from 16.9% (Q2 2025) to 14.9% (Q2 2026), attributed in the filing to higher input costs largely passed through to customers.
- Core sales to the F&F market increased 3% in Q1 2026 driven by strong demand for prestige/masstige fragrance technologies and color cosmetics; monitor future reported percent changes.
Invalidation: The isolated read changes if ATR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Adjusted EBITDA margin declined from 16.9% (Q2 2025) to 14.9% (Q2 2026), attributed in the filing to higher input costs largely passed through to customers.
- Core sales to the F&F market increased 3% in Q1 2026 driven by strong demand for prestige/masstige fragrance technologies and color cosmetics; monitor future reported percent changes.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +5.4% year over year.
- Demand and volume has repeated favorable evidence across 5 filings.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- P/E is 31% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 60% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
122.97Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Core sales of our products to the F&F market increased 2% during the first six months of 2026 due to strong demand for our color cosmetics and prestige fragrance technologies.”10-Q · Jul 31, 2026 ↗
“As we performed our annual goodwill impairment assessment, due to events or circumstances that were unfavorable for the Beauty segment, management determined it appropriate to calculate the fair value of the Beauty reporting unit and compare with its associat…”10-K · Feb 6, 2026 ↗
“Adjusted EBITDA margin declined from 13.3% in the third quarter of 2024 to 12.1% during the third quarter of 2025 due to the items mentioned above along with higher tariff costs which are mostly passed through to customers with no margin.”10-Q · Oct 31, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.2× · EV/sales 2.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ATR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ATR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ATR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
PKGPackaging Corporation of AmericasupplierFeb 6, 2026 ▾
“Packaging for certain products such as natural and organic cosmetics, dermo-cosmetic formulas and anti-aging lotions continue to provide us with growth opportunities.”
PCTPureCycle Technologies, Inc.investeeAug 1, 2025 ▾
“We realized strong returns from our equity method investments of $2.1 million and also recorded a $2.2 million increase in the value of our PureCycle investment over the prior year period.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ATR is currently a Follower in the organic co-movement group Cyclical Demand. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.