Feed / ATR

AptarGroup, Inc.

ATR

Healthcare · 122.97 +0.8% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

Company+0.8% todayVolume comparison unavailable
Market group0 of 26 activeCyclical Demand · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Healthcare · Medical Instruments & Supplies

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements72
Verified relationships3
Evidence supporting the case
  • Latest annual revenue changed +5.4% year over year.
  • Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • 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.
Longer-term price context

Price as of Sep 10, 2026

122.97
6m-6.9%12m-10.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.2B+10.2%$3.61+1.5%
2022-12-31$3.3B+2.9%$3.59-1.4%
2023-12-31$3.5B+5.0%$4.25+0.3%
2024-12-31$3.6B+2.7%$5.53+1.2%
2025-12-31$3.8B+5.4%$5.89-1.4%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
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
Demand and volumemixed · 5 filings
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
Restructuring and cost reductionsnegative · 2 filings
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
Tariffs and trade policynegative · 1 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

122.97+0.8% today

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.