AptarGroup, Inc. (ATR) Earnings Call Transcripts
AptarGroup, Inc.'s Latest Earnings Call - June 9, 2026
In the second quarter of fiscal year 2026, AptarGroup, Inc. reported revenue of $3.8 billion, with a significant contribution from its Pharma segment, which accounted for approximately 46% of total revenue. The company indicated a challenging year ahead due to destocking in emergency medicine, particularly with Narcan, projecting a $65 million headwind for the year. Despite these challenges, management maintained a long-term growth target of 7% to 11% for the Pharma segment, signaling confidence in their diverse pipeline and innovation capabilities.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.8B (beat) |
| Pharma Revenue Contribution | 46% (inline) |
| Emergency Medicine Revenue Impact | $65M (negative) |
| Core Sales Growth in Beauty | 2% (positive) |
| Return to Shareholders | $1.2B (positive) |
| Long-term Growth Target for Pharma | 7% to 11% (positive) |
Guidance from management
Management maintained a long-term growth target of 7% to 11% for the Pharma segment, despite short-term headwinds from destocking. They expect sequential improvement in margins across Beauty and Closures as operational challenges are resolved.
What management said
We haven't really seen that. And we were watching for that. Is -- are people going to prebuy to get ahead of expected changes in tariffs. And we were very acute in looking for this even last year, but also now we don't really see that. We may have a couple of anecdotal cases where we've heard that, okay, maybe that could be a driver, but we have not seen this as anything sort of notable across the board. So not reall...
What analysts pressed on
Analysts expressed concerns about the significant impact of destocking in emergency medicine on revenue and margins. There were also questions regarding the sustainability of growth in the Beauty segment amidst ongoing operational challenges and inflationary pressures.
Main topics on the call
- Pharma Segment Performance — Aptar's Pharma segment remains the largest contributor to revenue, generating approximately 46% of total sales. Management stated, "Pharma generally has a pretty long cycle," emphasizing their confidence in long-term gro...
- Destocking Impact — Management highlighted significant destocking in emergency medicine, particularly with Narcan, which is expected to reduce revenue contribution from 87% to 5%. They quantified this as a $65 million headwind for 2026, wit...
- Innovation and Pipeline Growth — Aptar's pipeline is diversified, with a focus on nasal delivery and injectables, which are expected to drive future growth. Management expressed excitement about new products, stating, "This is exactly our sweet spot," i...
- Beauty Segment Recovery — The Beauty segment showed signs of recovery with a 2% core sales growth in 2025, and management expects continued growth through 2026. They noted, "We do expect to see strong growth in beauty also through the rest of 202...
Read the full AptarGroup, Inc. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About AptarGroup, Inc.
AptarGroup, Inc. (ATR) is a publicly listed company in the Containers and Packaging industry, within the Materials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 43 calls on record spanning February 21, 2020 to June 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 43 AptarGroup, Inc. earnings call transcripts on record, spanning February 21, 2020 to June 9, 2026. Based on this history, AptarGroup, Inc. reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ATR
- Exchange
- NYSE
- Country
- US
- Sector
- Materials
- Industry
- Containers and Packaging
- Calls on record
- 43
- First call
- February 21, 2020
- Most recent
- June 9, 2026
- Reporting cadence
- quarterly