https://www.avient.com/investor-center/news/avient-announces-first-quarter-2025-results
For the most part, we source raw materials and manufacture our products locally in the regions we serve, so we expect minimal direct impact from tariffs announced to date.
In doing so, we innovate solutions that help our customers overcome their challenges or capitalize on opportunities provided by the fast-changing world and secular trends.
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520Wells%2520Fargo%252005%252008%25202014%2520w%2520non%2520GAAP.pdf
Use of Non-GAAP Measures Page 3 PolyOne Commodity to Specialty Transformation • Volume driven, commodity producer • Heavily tied to cyclical end markets • Performance largely dependent on non- controlling joint ventures 2000-2005 2006 - 2009 2010 – 2014 2015 and beyond • Steve Newlin appointed, Chairman, President and CEO • New leadership team appointed • Implementation of four pillar strategy • Focus on value based selling, investment in commercial resources and innovation to drive transformation • 18 consecutive quarters of double- digit adjusted EPS growth • Shift to faster growing, high margin, less cyclical end markets • Key acquisitions propel current and future growth, as well as margin expansion • Established aggressive 2015 targets • Continue specialty transformation • Targeting $2.50 Adjusted EPS by 2015, nearly double 2013 EPS • Drive double digit operating income and adjusted EPS growth Confirmation of Our Strategy The World’s Premier Provider of Specialized Polymer Materials, Services and Solutions Specialization Globalization Operational Excellence Commercial Excellence -150.00% -50.00% 50.00% 150.00% 250.00% 350.00% 450.00% PolyOne S&P 500 Russell 2000 Dow Jones Chemical All time high of $39.28 April 4th, 2014 • 18 consecutive quarters of double digit EPS growth • 49% CAGR adjusted EPS expansion 2006-2013 • 2013 stock price increased 73% versus 30% growth in the S&P • More than seven fold increase in market cap: $0.5b $3.6b Strategy and Execution Drive Results Page 6 Appliance 4% Building & Construction 13% Wire & Cable 9% Electrical & Electronics 5% Consumer 10%Packaging 16% Industrial 12% HealthCare 11% Transportation 18% Misc. 2% 0.12 0.27 0.21 0.13 0.68 0.82 1.00 1.31 2.50 $0.00 $0.25 $0.50 $0.75 $1.00 $1.25 $1.50 $1.75 $2.00 $2.25 $2.50 2006 2007 2008 2009 2010 2011 2012 2013 2015 Target Ad ju st ed E ar ni ng s P er S ha re 2013 Revenues: $3.8 Billion End Markets 2013 Revenues: $3.8 Billion EPS Page 7 PolyOne At A Glance United States 67% Europe 14% Canada 7% Asia 6% Latin America 6% Specialty 54% PP&S 18% Distribution 28% Mix Shift Highlights Specialty Transformation Page 8 Old PolyOne Transformation *Operating Income excludes corporate charges and special items 2% 34% 43% 62% 64% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 Q1 2014 2015 % o f O pe ra tin g In co m e* JV's Performance Products & Solutions Distribution Specialty 65-75% Specialty OI $5M $46M $87M $195M $60M Target 2015 Target Proof of Performance & 2015 Goals Page 9 2006 Q1 2014 2015 “Where we were” “Where we are” Target 1) Operating Income % Specialty: Global Color, Additives & Inks 1.7% 13.8% 12 – 16% Global Specialty Engineered Materials 1.1% 11.6% 12 – 16% Designed Structures & Solutions -- 6.5% 8 – 10% Performance Products & Solutions 5.5% 7.7% 9 – 12% Distribution 2.6% 6.1% 6 – 7.5% 2) Specialty Platform % of Operating Income 6.0% 64% 65 – 75% 3) ROIC* (after-tax) 5.0% 9.4% 15% 4) Adjusted EPS Growth N/A 42% Double Digit Expansion *ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period Bridge to $2.50 Adjusted EPS by 2015 2015 EPS: $2.50 2013 EPS: $1.31 Continued Gross Margin Expansion Mergers & Acquisitions Spartech Accretion Incremental share buybacks Ongoing LSS Programs (50-100 bps/yr) Accelerated Innovation & Mix Improvement Several Levers to Drive Growth Mid single digit revenue CAGR Innovation Drives Earnings Growth $20.3 $52.3 2006 2013 Research & Development Spending ($ millions) Specialty Platform Vitality Index Progression* *Percentage of Specialty Platform revenue from products introduced in last five years Page 11 14.3% 30.7% 2006 2013 Specialty Platform Gross Margin % 19.5% 42.0% 2006 Q1 2014 Healthcare Consumer Packaging and Additive Technology Transportation Page 12 Unique and Innovative Solutions https://www.dropbox.com/sh/dwe4t8aacvhb8ui/uD3p_bdglP/Presentation revise pics/GLS Beverage can closure XO 2.jpg https://www.dropbox.com/sh/dwe4t8aacvhb8ui/-YgkycKypw/Anti-Counterfeiting release & images/GN1979.JPG 60% 100% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2008 2014 Pension Funding** As of March 31, 2014 Debt Maturities & Pension Funding – 3/31/14 Net Debt / EBITDA* = 1.9x $48 $317 $600 $0 $100 $200 $300 $400 $500 $600 $700 $800 2015 2020 2023 Debt Maturities As of March 31, 2014 ($ millions) Coupon Rates: 7.500% 7.375% 5.250% ** includes US-qualified pension plans only *TTM 3/31/2014 Free Cash Flow and Strong Balance Sheet Fund Investment / Shareholder Return $0.16 $0.20 $0.24 $0.32 $0.10 $0.20 $0.30 $0.40 2011 2012 2013 2014 Annual Dividend Expanding our sales, marketing, and technical capabilities Investing in operational and initiatives that drive profitability growth Manufacturing realignment Targets that expand our: • Specialty offerings • End market presence • Geographic footprint • Operating Margin Synergy opportunities Adjacent material solutions Repurchased 1.4 million shares in Q1 2014 Repurchased 6.4 million shares since April 2013 13.6 million shares are available for repurchase under the current authorization Organic Growth Acquisitions Share Repurchases Dividends The New PolyOne: A Specialty Growth Company Why Invest In PolyOne?
https://www.avient.com/investor-center/news/polyone-announces-first-quarter-2017-results
Our first priority at times like this is to ensure that our customers get uninterrupted exemplary service from us, and I'm pleased we were able to do so during the first quarter.
The company is dedicated to serving customers in diverse industries around the globe, by creating value through collaboration, innovation and an unwavering commitment to excellence.
https://www.avient.com/investor-center/news/polyone-announces-second-quarter-2018-results
In doing so, we can accelerate sales growth and expand margins to deliver sustainable double-digit EPS growth and increase return on invested capital as we outlined in May," Mr.
The company is dedicated to serving customers in diverse industries around the globe, by creating value through collaboration, innovation and an unwavering commitment to excellence.
https://www.avient.com/news/polyone-announces-record-first-quarter-2014-results
Newlin continued, "Our core values of collaboration, innovation and excellence are woven into the fabric of PolyOne.
The company is dedicated to serving customers in diverse industries around the globe, by creating value through collaboration, innovation and an unwavering commitment to excellence.
https://www.avient.com/products/polymer-colorants/fiber-colorants
Excellent batch-to-batch consistency
These liquid concentrates, which are injected in the spun-dyed polymer melt, provide excellent color fastness and allow rapid color changes.
https://www.avient.com/sites/default/files/2021-06/fl.datasheet-belthose-reinforcement.pdf
These products have high-strength, low stretch, and excellent fatigue properties. • FIBER-LINE® twisted and corded products are properly torque- balanced for optimal performance. • FIBER-LINE® BondcoatTM products were created for applications where an untreated fiber does not have the ability to provide the appropriate amount of bonding characteristics to another material.
https://www.avient.com/sites/default/files/2021-06/fl.us-.datasheet-carbon-fiber.pdf
MOVING HIGH PERFORMANCE FIBERS FORWARD Key Features • High Strength & Modulus • Corrosion resistant • Electrical & thermal conductor • Flame Resistant • UV Inert • X-Ray Permeable • Excellent EMI (Electromagnetic Interference) Disadvantages • Susceptible to filamentation • Conductivity may be a hindrance to some processing • Susceptible to galvanic corrosion • Poor abrasion resistance (untreated) FIBER-LINE® PROCESS FOR CARBON FIBER • Coating • Twisting • Extrusion • Pultrusion • Precision Winding FIBER-LINE® CARBON FIBER PRODUCTS • Strength Members • Packing Yarn • Belt & Hose Reinforcement Yarn • Synthetic Wire Rope WHY CARBON FIBER?
https://www.avient.com/sites/default/files/2021-06/fl.datasheet-packingyarn.pdf
FL.Datasheet PackingYarn.indd FIBER OPTICAL CABLES MOVING HIGH PERFORMANCE FIBERS FORWARD Key Features • Filament level coating produces longer lasting products • Dissipates heat and reduces shaft wear • Excellent sealing and lubricity properties • Twisted products available for added strength • Non-PFOA PTFE products available FIBER-LINE® FIBERS FOR PACKING YARN • Carbon Fiber • Kevlar® Para-Aramid • Nomex® Meta-Aramid • Graphite • Fiberglass • PTFE Fiber FIBER-LINE® PERFORMANCE ADDING COATINGS • FIBER-LINE® Packcoat™ PTFE • FIBER-LINE® Packcoat™ Silicone Oil • FIBER-LINE® Packcoat™ Graphite • FIBER-LINE® Packcoat™ Mineral Oil FIBER-LINE® PACKING YARN PRODUCTS • Braided compression packing • Packing rings • Packing materials for pumps and valves Overview • FIBER-LINE® offers a broad range of continuous filament yarn and performance additives for braided compression packing yarn.
https://www.avient.com/sites/default/files/2022-11/PREPERM RF Materials 1-pager.pdf
RADIO FREQUENCY MATERIALS Maximize your radio frequency (RF) performance with PREPERM™ materials OPTIMAL RF PROPERTIES • Well-controlled dielectric constant range 2.55–23 • Ultra-low loss even at mmWave frequencies • Stable performance even up to 220 GHz SPEED UP YOUR CONCEPT VALIDATION WITH • Avient Design services • Filaments for 3D printing FROM PROTOTYPING TO MASS PRODUCTION • Injection molding process enables flexible product designs • Scalable production • Customized sheets in high volumes • Consistent quality in mass production • Excellent total cost performance compared to traditional materials PREPERM™ IS A SUSTAINABLE CHOICE Products’ life-cycle and environmental footprint are important factors for designers.