Mativ (NYSE:MATV) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsChris Kuepper - Director of Investor RelationsScott Minder - CFOShruti Singhal - CEOConference Call ParticipantsDaniel Harriman - Equity Research AnalystLars Kjellberg - Managing Director and Senior Equity AnalystMassimiliano Pilato - Equity Research AnalystOperatorWelcome to Mativ's fourth quarter and full year 2025 earnings conference call. On the call today from Mativ are Shruti Singhal, Chief Executive Officer; Sco ...

Mativ (NYSE:MATV) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsChris Kuepper - Director of Investor RelationsScott Minder - CFOShruti Singhal - CEOConference Call ParticipantsDaniel Harriman - Equity Research AnalystLars Kjellberg - Managing Director and Senior Equity AnalystMassimiliano Pilato - Equity Research AnalystScott MinderWelcome to Mativ's Fourth Quarter and Full Year 2025 Earnings conference call. On the call today from Mativ are Shruti Singhal, Chief Executive Officer; ...

Mativ (NYSE:MATV) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker4Welcome to Mativ's fourth quarter and full year 2025 earnings conference call. On the call today from Mativ are Shruti Singhal, Chief Executive Officer; Scott Minder, Chief Financial Officer; and Chris Kuepper, Director of Investor Relations. Today's call is being recorded and will be made available for replay later this afternoon. At this time, all participants have been placed in listen-only mode, and the floor will be open for ...

Driving Enhanced Commercial Excellence Strengthening Our Balance Sheet Mativ Fourth Quarter and Full Year 2025 Earnings Release Presentation February 2026 Forward Looking Statements, Non-GAAP Disclosure, & Definitions This presentation may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws that are subject to the safe harbor created by such laws and other legal protections. Caution should be taken not to place und ...

分组1 - Mativ Holdings reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and showing an increase from $0.05 per share a year ago, resulting in an earnings surprise of +66.67% [1] - The company achieved revenues of $463.1 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.43% and showing growth from $458.6 million year-over-year [2] - Mativ Holdings has outperformed the S&P 500 with a 17.4% increase in share price since the beginning of the year, while the S&P 500 has shown a zero return [3] 分组2 - The earnings outlook for Mativ Holdings is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes in these expectations [4] - The estimate revisions trend for Mativ Holdings was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $502.4 million, and for the current fiscal year, it is $1.00 on revenues of $2.05 billion [7] 分组3 - The Chemical - Specialty industry, to which Mativ Holdings belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, which may impact stock performance [8] - Another company in the same industry, Balchem, is expected to report quarterly earnings of $1.29 per share, reflecting a year-over-year change of +25.2%, with revenues projected to be $264.03 million, up 10% from the previous year [9]

Exhibit 99.1 Mativ Announces Fourth Quarter and Full Year 2025 Results ALPHARETTA, GA, February 18, 2026 -– Mativ Holdings, Inc. ("Mativ" or the "Company") (NYSE: MATV) reported financial results for the three months and year ended December 31, 2025. Mativ Fourth Quarter 2025 Highlights 1 Mativ Full Year 2025 Highlights Management Commentary "Our strong fourth quarter capped a solid, transformational year for Mativ," said Shruti Singhal, Mativ President and CEO. "Q4 and full-year 2025 marked year-over-year ...

Core Insights - Mativ Holdings, Inc. (MATV) has made a strategic equity investment in Miru Smart Technologies to accelerate the commercialization of dynamic electrochromic eWindow technology for automotive applications [1][7] Group 1: Partnership and Investment - The collaboration between Mativ and Miru builds on their 2024 joint development agreement, focusing on transitioning the technology from technical validation to large-scale production [2] - Mativ's investment will support Miru's goal of delivering 10 million square feet of eWindows by 2028, leveraging Mativ's global extrusion capabilities and Argotec high-performance TPU films [2][7] Group 2: Technological Achievements - The companies have achieved significant milestones, including the creation of one of the largest compound-curved electrochromic sunroofs in the industry and securing early commercial orders from leading glass manufacturers [3] - Their combined technology is recognized for its neutral tint, high clarity, effective solar-heat management, and the potential to improve electric vehicle (EV) driving range by up to 10% [3][7] Group 3: Market Performance - Shares of MATV have increased by 27.2% over the past year, contrasting with a 0.1% decline in the industry [5] - MATV currently holds a Zacks Rank of 3 (Hold), while other companies in the Basic Materials sector, such as Albemarle Corporation and LSB Industries, have higher rankings [6]

Company Announcement - Mativ Holdings, Inc. announced the appointment of Scott Minder as Chief Financial Officer, effective January 1, 2026, succeeding Greg Weitzel, who will remain until December 31, 2025 [1] Executive Profile - Scott Minder brings over 30 years of experience in finance, treasury, and investor relations across global companies in industrial, manufacturing, and automotive sectors [2] - Prior to joining Mativ, Minder served as SVP, CFO, and Treasurer for Hyster-Yale, Inc., where he led a financial turnaround and strengthened the balance sheet through significant deleveraging [2] Leadership Perspective - Shruti Singhal, President and CEO of Mativ, expressed confidence in Minder's ability to enhance financial performance and achieve strategic objectives, emphasizing the importance of his turnaround experience [3] - Minder expressed excitement about joining Mativ during a pivotal time and aims to build on the company's recent turnaround efforts while focusing on long-term shareholder value [3] Company Overview - Mativ Holdings, Inc. is a global leader in specialty materials, providing innovative solutions across various sectors, with operations on three continents and sales in over 80 countries [4] - The company operates in two segments: Filtration & Advanced Materials and Sustainable & Adhesive Solutions, targeting premium applications across diverse categories [4]

Company Announcement - Mativ Holdings, Inc. announced the appointment of Scott Minder as Chief Financial Officer, effective January 1, 2026, succeeding Greg Weitzel, who will remain until December 31, 2025 [1] Executive Profile - Scott Minder brings over 30 years of experience in finance, treasury, and investor relations across global companies in industrial, manufacturing, and automotive sectors [2] - Prior to joining Mativ, Minder served as SVP, CFO, and Treasurer for Hyster-Yale, Inc., where he led a financial turnaround and strengthened the balance sheet through significant deleveraging [2] Leadership Perspective - Shruti Singhal, President and CEO of Mativ, expressed confidence in Minder's ability to enhance financial performance and achieve strategic objectives, emphasizing the importance of his turnaround experience [3] - Minder expressed excitement about joining Mativ and aims to build on the company's recent turnaround efforts while focusing on strengthening the balance sheet and delivering long-term shareholder value [3] Company Overview - Mativ Holdings, Inc. is a global leader in specialty materials, providing innovative solutions across various sectors [4] - The company operates in two segments: Filtration & Advanced Materials and Sustainable & Adhesive Solutions, targeting premium applications in diverse and growing categories [4]

Financial Performance - Consolidated net sales for the three months ended September 30, 2025, were $513.7 million, an increase of $15.2 million or 3.0% compared to the prior-year quarter[162]. - Gross profit for the same period was $99.4 million, reflecting an increase of $5.8 million or 6.2%, with a gross profit margin of 19.3%[165]. - Operating profit for the three months ended September 30, 2025, was $16.0 million, an increase of $9.0 million compared to the prior year[171]. - Consolidated net sales for the nine months ended September 30, 2025 were $1,523.9 million, an increase of $1.4 million, or 0.1%, compared to the prior year[179]. - Gross profit for the nine months ended September 30, 2025 was $275.7 million, a decrease of $10.8 million, or 3.8%, compared to the prior year[182]. - Operating loss for the nine months ended September 30, 2025 was $394.5 million, compared to an operating profit of $3.7 million in the prior year[188]. Segment Performance - The Filtration & Advanced Materials segment reported net sales of $198.3 million, up $8.7 million or 4.6%, while the Sustainable & Adhesive Solutions segment had net sales of $315.4 million, an increase of $6.5 million or 2.1%[162][164]. - Filtration & Advanced Materials segment net sales decreased by $8.4 million, or 1.4%, to $590.3 million, primarily due to lower volume/mix and selling prices[180]. - Sustainable & Adhesive Solutions segment net sales increased by $9.8 million, or 1.1%, to $933.6 million, driven by higher volume/mix and selling prices[181]. Cash Flow and Debt - Cash provided by operations for the three months ended September 30, 2025, was $72.8 million, compared to $37.6 million in the prior year[160]. - Cash provided by operating activities was $114.5 million, an increase from $70.7 million in the prior year period[199]. - As of September 30, 2025, total debt was $1,028.9 million, with a net leverage ratio of 4.2x against a maximum covenant ratio of 5.50x[157]. - Total debt to capital ratio increased to 72.1% as of September 30, 2025, compared to 55.9% at December 31, 2024[208]. - The Company had $420.2 million of undrawn capacity on its $600.0 million revolving line of credit facility as of September 30, 2025[157]. - Unused borrowing capacity under the Amended Credit Agreement was $420.2 million as of September 30, 2025[207]. Expenses and Impairments - The Company incurred total restructuring and other impairment expenses of $8.1 million, down from $11.2 million in the prior year[167]. - Interest expense decreased to $17.7 million, a reduction of $0.6 million or 3.3% compared to the prior year[175]. - Interest expense decreased by $0.9 million, or 1.6%, to $54.1 million during the nine months ended September 30, 2025[192]. - A non-cash impairment of goodwill amounting to $411.9 million was recorded for the FAM reporting unit due to a discount rate increase to 14%[211]. - A potential impairment of approximately $15.0 million for SAS could occur with a 100bps increase in the discount rate[212]. Tax and Dividends - The effective tax rate for the three months ended September 30, 2025, was 42.9%, compared to 13.3% in the prior year, primarily due to a one-time tax adjustment[177]. - The company announced a cash dividend of $0.10 per share payable on December 19, 2025[205]. Risks and Strategic Outlook - The company faces risks from economic conditions, market fluctuations, and trade barriers that could impact cash flow forecasts for SAS[213]. - Forward-looking statements include expectations regarding tariffs, debt obligations, and capital spending, indicating a focus on strategic growth initiatives[215]. - The company emphasizes the importance of managing risks associated with acquisitions and market competition[216]. - Market risk exposure as of September 30, 2025, remains consistent with previous disclosures[219].